Annie Leon Email & Phone Number

Austin, TX, US

Texas, Colorado, And Florida

My personalized customer service approach helps me understand my client's mortgage needs so that I can match them with suitable lender and a loan program that will benefit them the most. I will help guide my clients through the loan program every step of the way to ensure they understand the process as a whole and make the loan experience as smooth as.

• Evaluated creditworthiness and eligibility for mortgage loan qualification
• Verified compliance with privacy laws and confidentiality policies
• Coached clients through different loan options based on their needs
• Monitored and compiled reporting on application process

Pflugerville, TX

• Capitalized on social media platforms to increase market awareness.
• Monitored processes and procedures, making sure that they met all compliance regulations.
• Answered calls, emails, and social media messenger daily, addressing customer inquiries, solving problems and providing new product information.
• Developed new process for team member evaluation which resulted in marked performance improvements

• Manage all collection and client accounts; Daily account receivable
• Acted as liaison between insurance companies and clients.
• Providing excellent client service.
• Verified data integrity and accuracy.
• Responded to customer requests via telephone and emails.

Killeen/Temple, Texas Area

*Organize, manage and preparation all public events *Perform Spinal Screenings/ Educate public on Chiropractic Care*Schedule clients appointment with physicians*Follow up calls with clients*Coordinating the client needs with treatment plan offered*Knowledge in Health Information Management *Provide Personal Injury reports for.

Wahiawa, Hawaii

*Prepared staff schedules *Accurately enter client billing, data, coding, and visiting charges daily*Medical coding with knowledge of CPT and ICD-9 codes*Prepare remittances for insurance claims*Knowledge in Health Information Management *Knowledge in different type of insurances *Schedule clients appointment with physician*Administration assistant.

Honolulu, Hawaii

*Coordinating physician's after hour house calls and hospital visits *Staff scheduling*Daily account receivable and monthly data report*Accurately enter client billing, data, coding, and visiting charges daily*Medical coding with knowledge of CPT and ICD-9 codes*Prepare remittances for insurance claims*Managerial tasks

Mililani, Hawaii

*Providing excellent customer service*Cashier and Host

Waco, Texas

*Supervised team of 6-8 people daily *Daily account receivable and data report*Inventory, ordering and managing*Open and closing preparation of the store*Providing excellent customer service

Bachelor'S Degree, Applied Behavior Analysis/Child Development, 3.87

Activities and Societies: *Honor program *Member of The National Society of Collegiate Scholars *Member of Psi Chi: The International.

Diploma