Available to hire
Detail-oriented professional with 5+ years of experience in high-volume transaction processing and documentation
review. Demonstrated expertise in escrow coordination, record management, and compliance-focused workflows in
finance and real estate environments. Excels at coordinating stakeholders, streamlining processes, and leveraging CRM
systems to ensure timely, accurate contract execution and efficient operational support.
Experience Level
Language
English
Fluent
Work Experience
Commercial Loan Specialist at First Federal Savings Bank
October 1, 2024 - February 1, 2026Managed high-volume account and documentation workflows with strong accuracy, compliance, and follow-up to support operational efficiency. Communicated effectively with internal teams and external contacts to obtain information, update records, and support accurate account processing. Maintained organized, audit-ready records and supported timely resolution of missing or inconsistent documentation. Reviewed records for completeness and accuracy, identifying discrepancies before final processing and reconciliation activities. Supported quality-focused processing through detailed document review, issue resolution, and record maintenance.
Registration Specialist at Parkview Health
January 1, 2023 - September 1, 2024Verified Medicaid and private insurance coverage to ensure accurate account setup and billing, supporting compliance and operational workflows. Maintained and updated over 500 insurance profiles monthly, reducing errors and delays through detailed record management. Resolved coverage and documentation discrepancies by coordinating with patients, families, and internal departments, enhancing customer communication. Audited registration and insurance records to identify issues prior to billing and reimbursement processing. Protected confidential information while maintaining accurate client and payer records in a high-volume healthcare setting.
Escrow Assistant at Metropolitan Title Company
April 1, 2021 - November 1, 2022Managed document-heavy workflows requiring strong organization, accuracy, and timely follow-up to support operational compliance. Reviewed records and forms for completeness and adherence to established requirements. Maintained organized records ensuring accurate handling of sensitive financial information. Tracked file progress and resolved documentation issues to support timely completion of high-volume work.
Loan Specialist at Fire Police City County Federal Credit Union
November 1, 2020 - April 1, 2021Managed high-volume account and documentation workflows in a compliance-driven environment ensuring operational accuracy. Reviewed financial and account records for completeness and readiness for processing. Resolved discrepancies through detailed review and communication with customers and internal stakeholders. Maintained detailed records safeguarding sensitive client information. Verified account information and followed up on missing documentation to reduce delays and support accurate processing.
Closing Disclosure Specialist at Ruoff Mortgage
July 1, 2020 - November 1, 2020Managed high-volume documentation review and processing with strong attention to deadlines, compliance, and accuracy. Reviewed file details and supporting records to identify discrepancies prior to final processing. Supported timely completion of regulated workflows by maintaining documentation standards. Reduced errors through careful review, follow-up, and adherence to process requirements.
Service Processor II at Lincoln Financial
November 1, 2018 - August 1, 2020Processed high-volume insurance-related transactions focusing on accuracy, compliance, and timely completion. Verified insurance information and maintained updated records to support payment workflows and reduce errors. Supported reporting accuracy and workflow efficiency through detailed documentation review and process improvements. Trained new team members on systems, documentation standards, and compliance-focused workflows. Assisted with issue resolution affecting account handling and payment processing.
Administrator at Michael's Floor Covering
September 1, 2012 - November 1, 2018Maintained records and processed documentation with a strong focus on organization and accuracy to support administrative operations. Tracked orders, verified details, and documented transactions to enhance office workflow efficiency. Contributed to improvements in internal procedures and documentation practices.
Loan Specialist at Parkview Health
January 1, 2023 - September 1, 2024Improved patient registrations: reduced front-end claim denials by 15% through verification of demographics, insurance eligibility, and coverage benefits. Increased upfront cash collection by 25% by proactively calculating patient liabilities and collecting payments at registration. Created/updated patient accounts in EPIC with improved daily cash flow by reducing billing rework. Improved cash flow by streamlining account data management and reconciliation lifecycles. Achieved 100% audit readiness by complying with HIPAA and financial documentation standards. Resolved complex billing discrepancies with cross-functional teams to ensure accuracy in high-value transactions. Reduced duplicate medical records by consolidating and merging records in the MPI.
Closing Specialist at Ruoff Mortgage
July 1, 2020 - November 1, 2020Optimized LOS workflows to manage a high-volume case load (80+ active files) and consistently meet disclosure deadlines. Reconciled complex fee structures including government recording fees and escrow assumptions, ensuring accurate final figures. Executed comprehensive pre-disclosures and final closings, maintaining 100% accuracy in ALT A settlements. Coordinated document preparation and review for closing packages, ensuring regulatory compliance. Led cross-functional collaboration to align data for high-value transactions.
Administrative Assistant - Business Operations at Michael's Floor Covering
September 1, 2012 - November 1, 2018Leveraged predictive analytics to optimize inventory levels by 30%, including vendor identification, quotes, and procurement. Conducted checks of deliveries to ensure alignment with orders. Reduced the need for constant order oversight by standardizing reorders. Coordinated with store management and budgets to analyze budgeting data and inventory controls. Created standardized SOPs for order receipts and internal procurement documentation, resulting in 15% efficiency gains. Improved service quality through regular supplier performance communications.
Loan Specialist / Closing Disclosure Specialist at Fire Police City County Federal Credit Union / Ruoff Mortgage
January 1, 2020 - January 1, 2020Processed mortgage applications, reviewed borrower documentation, and supported disclosures. Managed active files, reconciled fees, and maintained compliance with required timelines. Communicated status updates clearly to internal teams and stakeholders.
Loan Specialist at First Federal Savings Bank
October 1, 2024 - February 1, 2026Directed management of a high-volume pipeline exceeding 100 monthly closings to ensure accuracy in critical loan and documentation; revamped the preparation and review of intricate legal documents to guarantee their accuracy and enforceability in loan servicing operations; cultivated high-volume intake systems to uphold data integrity above 99%, safeguarding sensitive regulatory documentation; analyzed loan terms and collateral positions to minimize associated risks while meeting client requirements; conducted thorough valuation of tax returns and financial statements to assess repayment capacity for intricate loan portfolios; led UCC-1 and UCC-3 filing processes to facilitate multi-state registrations and maintain legal compliance; performed thorough financial evaluation using historical data and cash flow projections to ensure accurate creditworthiness assessments for high-value business entities; executed complex wire transfers and ACH payments for mortgage and consumer loan files,
Loan Specialist at Ruoff Mortgage
July 1, 2020 - November 1, 2020Managed mortgage loan processes, including underwriting coordination, document collection, and file review to ensure accuracy and timely closings; Leveraged cross-functional teams to resolve issues and drive efficient loan processing; Conducted thorough credit risk assessments and analyzed financial data to support lending decisions.
Education
High School Diploma at Homestead High School
May 1, 2009 - May 1, 2012High School Diploma at Fort Wayne High School
January 11, 2030 - January 1, 2012High School Diploma at Homestead High School
January 11, 2030 - June 16, 2026High School Diploma at Fort Wayne High School
January 11, 2030 - January 1, 2012Qualifications
Driver's License
January 11, 2030 - June 16, 2026HIPAA Compliance and Financial Privacy Standards
January 11, 2030 - June 16, 2026Industry Experience
Financial Services, Healthcare, Professional Services, Real Estate & Construction, Transportation & Logistics, Education
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