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yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000
phone: (xxx-xxx-xxxx / cell: ( xxx-xxx-xxxx  ~ abc@xyz.com

career profile

productive, quality-oriented loan officer with 7+ years of diversified experience in all aspects of mortgage loan origination (up to $1.6mm loans), financial management, and office administration eager to contribute exceptional business support, records management, and client relation skills focused on optimizing loan operations of a progressive organization. proven track record of success and progressive knowledge and ability in deductive reasoning, conflict resolution, negotiation, problem sensitivity, client evaluation, and sound decision making. consistently create lasting relationships with people from every level in an organization. interact with a network of cross-functional professionals to achieve maximum motivation, collaboration, and efficacy.

 

loan origination / million-dollar loans / credit analysis / office support / bookkeeping

project management / file management / client relations / billing and accounts receivables

career history

 

loan originator

edwards mortgage, bothell, wa, 2000 c 2007

  • evaluated, authorized, or recommended approval of conforming, non-conforming, va, and 2nd mortgages with loan amounts up to $1.6 mm.
  • analyzed applicants' financial status and credit evaluations to determine feasibility of granting loans.
  • assessed potential loan markets and developed referral networks to locate prospects for loans.
  • processed loans with point software and approve loans within specified limits, and referred loan applications outside those limits to management for approval.
  • conferred with underwriters to aid in resolving mortgage application problems.
  • explained the different types of loans and credit options available, as well as the terms of those services.
  • marketed bank products to individuals, builders, and agents by promoting bank services that may meet clients' needs.
  • met with applicants to obtain information for loan applications and to answer questions about the process.
  • stayed abreast of new types of loans and financial services/products to better meet customers' needs.

 

administrative assistant / medical biller / on-call coordinator / accounts receivable specialist

pediatric services of america, bellevue, wa, 1997 c 2000

msi/acute care inc., woodinville, wa, 1995 c 1997  

  • scheduled up to 35 caregivers and multiple clients using strong time management ability with no overlapping assignments; developed tracking systems.
  • compiled, processed, and maintained medical records in a manner consistent with medical, administrative, ethical, legal, and regulatory requirements of the health care system.
  • resolved all after hours calls such as reconciling clients needs with caregivers schedules and ensured staff changes were instituted in a timely manner or addressed by a supervisor.
  • prepared reports to send to customers whose accounts are delinquent, and forwarded irreconcilable accounts for collector action.
  • performed medical billing functions via hicva and invoiced private pay customers, medicare, dshs, and all insurance companies; followed thru until payment was received.
  • generated reports and correspondence; greeted visitors, ascertained purpose of visit, and directed them to appropriate staff; ordered and maintained supplies inventory.
  • interviewed new clients and completed documents, case histories, and forms such as intake and insurance forms; maintained medical records, technical library, and correspondence files.
  • utilized word processing, spreadsheet, and other software applications to prepare reports, invoices, accounts receivable statements, letters, case histories, and medical records.

education

bellevue community college bellevue, wa

montana state university, bozeman, mt

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