Jada T. Squire
Raleigh
Summary
Motivated professional with exceptional customer service skills and a strong background in managing cash transactions, verifying account data, and maintaining accuracy in a fast-paced environment. Known for excellent communication skills and an ability to translate technical problems into clear solutions for non-technical users while ensuring compliance with policies and procedures. Offering strong ability to complete multiple tasks in a professional manner and utilizing knowledge and resources to better service the clients.
Overview
7
7
years of professional experience
Work History
Patient Service Associate
Duke University Health System
11.2022 - Current
- Identify the correct patient in Maestro Care, verify patient demographic and insurance data.
- Review and coordinate appointment requests, determine appropriate services, physician, and appropriateness of setting.
- Notify patients of co-payment requirements and outstanding balances.
- Coordinate labs and procedures in accordance with physician preferences. Notify patients of testing date, time and location.
- May be utilized for check in or check out duties if coverage is needed in the clinic.
Sales Representative
CarMax
07.2021 - 10.2022
- Answer telephones, take & deliver messages to the proper staff to assist customers in the most efficient way.
- Communicating effectively both in-person and over the phone to discover the customer’s wants and needs.
- Maintained positive customer service at all times, referring unresolved issues to appropriate supervisors and or staff.
- Perform a wide range of administrative and office support activities for the department and supervisors to facilitate the efficient operation.
- Guide customers every step of the way, from sale or appraisal to test drives and arranging financing applications.
- Meet personal/customer service team sales targets and call handling quotas.
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
- Follow communication procedures, guidelines and policies
- Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.
Loan Processor
PennyMac Loan Services
12.2019 - 07.2021
- Diligent and detail-oriented through gathering borrower information, verifying loan documents and reviewing file documentation to guide each loan from pre-approval to closing.
- Coordinate final underwriting approval and is responsible for the review and approval of all loan conditions within their level of authority as outlined on the loan approval disposition.
- Update system and begin processing of the loan in accordance with the approval conditions.
- Reviewed files, records and other documents to obtain information and respond to requests.
- Worked with senior loan management with preparing, maintaining and completing all loan files for commercial, residential & consumer.
Customer Service Representative
Aqua America
07.2018 - 12.2019
- Organized customer information and account data for business planning and customer service purposes
- Managed route schedules to maximize time and fuel efficiency
- Received callers providing exceptional listening skills to determine the nature of their call-in order to clearly and precisely address their inquiries in a professional manner
- Prepared and delivered large amounts of cash for bank transactions.
- Maintained up-to-date records at all times to meet compliance.
- Made outbound collection calls to increase the company's monthly revenue.
Education
Associates Degree - Business
Wake Technical Community College
High School Diploma -
Riverside High School
Skills
- Ability to prioritize tasks
- Customer service
- Cash Management
- Excellent communication skills
- Adaptability
- Data Analysis
- Ability to work independently or with a team
- Proficient in MS Office, Word, Excel & Epic
- Clerical Skills
- Ability to lead a team
- Problem-Solving & Analytical Thinking
- Problem solving
- Loan processing
- Time management
- Client relations
- Document management
References
References Available Upon Request
Timeline
Patient Service Associate
Duke University Health System
11.2022 - Current
Sales Representative
CarMax
07.2021 - 10.2022
Loan Processor
PennyMac Loan Services
12.2019 - 07.2021
Customer Service Representative
Aqua America
07.2018 - 12.2019
Associates Degree - Business
Wake Technical Community College
High School Diploma -
Riverside High School
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