- Student-focused customer service, using Salesforce based software. - Assist students in obtaining appropriate CA state regulated requirements for Community Health courses. Including, but not limited to, identifying a preceptor, WGU affiliated host site, uploading compliance requirements, and obtaining site-specific documents. - Express new ideas that can improve workflow and student experience. Collaborate with coworkers to solve student-based problems. Assist with projects to further enhance team and language/visuals sent to students.- Accurately document interactions from email and phone. Maintain positive long-term relationships with students and diffuse escalated environments as necessary.

- Perform duties related to system training and workflow development, including computer-based training and orientation of staff and physicians; participation in workflow design and development; project implementation; documentation; and end user training. - Problem solving, assessing processes and issues, and collaborating with other staff and physicians to develop solutions resulting in efficient and functional workflows for end users of software applications.- Customer-focused training and based on needs identified by customers throughout the system.- Implement leading-edge technology solutions, including electronic practice management, health records and clinical decision support systems. Work with outside teams to implement new design into the EMR.

- Performed medical assistant/scribe duties in a fast-paced setting- Anticipated next step of care in all aspects of daily workflows- Completed and submitted clinical documentation in accordance with agency guidelines- Communicated best practice ideas to help enhance provider workflow- Preempt ideas that will help improve and develop department and proactively assisted providers in their daily workflow to increase productivity.

- Communicate with vendors daily, ensuring a timely, confidential, expedient process with the loan. - Gather and organize borrower documents. Confirms accuracy within documentation so that loan may continue to move forward. - Works closely with loan officers to give the most accurate, up to date information to each borrower and allow fluidity of their refinance process. - Experienced with Docusign, credit bureau resources and multiple loan softwares. Meet deadlines and quotas. Works with management to improve workflow processes.- Average pipeline size of 50-60 loans with average closes of 15-20 per month.- Workflow development for new CRM. New CRM testing and implementation. Trained all departments on new CRM workflows.- Work closely with upper management to continuously develop workflows and improve processes.