Notary Public, Loan Signing Agent, RON - NNA Certified , Bonded and Insured- Experienced in Estate Planning (Including, Power of Attorney, wills, deed, trust, affidavits)- Other frequently documents notarized but not limited to IRAs, Insurance change ownership.

Reviewing case information and assigning to the appropriate department.Managing deadlines and progress across the team to ensure deadlines are being met.Auditing cases ensuring appropriate strategies and documents have been provided. Recording deeds and necessary supporting documents through Simplifile on a weekly basis.

Assisted attorneys with asset planning to help clients with eligibility for Medicaid benefits.Interviewed clients to accurately gather information for Medicaid applications.Filed and monitored Medicaid applications with the Department of Children and Families.Prepared documents for asset and estate planning for the legal department.Maintained accurate monthly records for 100 clients meeting DCF compliance standards.Assisted with facility placement for 130 clients and families.

Provided support to the four person Medicaid team. Processed and recorded payments for on average 75 new clients a week.Used“The Practice Management” software to open new electronic and paper files for clients.

Collaborated with medical technologists and radiologists to provide timely results for patients.Maintained the security, confidentiality, completion, and accuracy of patients’ medical records.Managed and reviewed over 50 patient records and charts daily.Provided documents for subpoena requests, while following appropriate documentation procedures.Supported front desk staff with tasks related to patient care, patience service, and hospital protocol.

Processed medical records and subpoena requests to ensure all documentation was accurate.Managed payments for patient records and conducted internal audits.Conducted internal audits for my team members on a quarterly basis.Completed forms to meet insurance company requirements and attorney standards.