Stephanie Bomar Email & Phone Number

United States

Troubleshoot and resolve member, internal and vendor inquiries across multiple platforms in a timely, friendly, and professional manner.Use of judgement when assisting members who contest fees, payments, various documents, delinquencies, insurance requirements, and forced placed insurance. Handle loan servicing tasks proficiently, including rate changes, payment corrections, issuing and posting loan payoffs, investor reporting and, loan amortization schedules, and loan modifications, and accurately processing consumer and mortgage lending-related payments in a timely manner.Communicate with other departments to resolve errors, research credit union guidelines and procedures, and ensure the satisfactorily completion of task.Prepare SOPs and instructional materials for cross-training, group presentations, and memorializing processes or procedures.Create memo, corporate, and loan package documents.Formulate documents using MS Word, Excel, PowerPoint, and fillable PDFs.Process essential documentation with skill, such as lien releases, titles, subordinations, paid-in-full letters, and third-party requests.Effectively monitors and manages the tracking on all active collateral loans, recorded documents, current property policies, and release paid in full loans.Responsible for preparing and reviewing the reports from outside vendors and maintaining their accuracy. Monitor and reconciled assigned g/ls, invoices, reports, spreadsheets, and work queues.Develop processes that prevent wasting credit union resources, save time, and eliminate confusion.Closely support senior management for other consumer and mortgage lending and servicing assignments.Independently seek training, resource tools, and educational courses to enhance skill level.

United States

Prepared and securely submitted loan documents while ensuring compliance with internal and external regulations, enabling judicious loan closings.Maintained a 98% loan processing accuracy, handling a minimum of 20 loans per day with a daily average of $1.8 million.Demonstrated accuracy and thoroughness by carefully reviewing documents and information.Meticulously verified the identity of members to clear fraud flags for underwriting, utilizing TLO and other strategic methods.Spearheaded training and cross-training initiatives for new hires and current department employees, contributing to the revamping of corporate training programs.Worked with sensitive information and confidential documents.Proved team management skills, fostering strong relationships with vendors and team members, while collaborating with management to co-lead a team of 8.Submit wire and ACH deposits to members.Monitored current origination and loan performance trends within each partner relationship and performed proper analysis and adapt a written plan to achieve continual loan growth and profitability within accordance of the credit union’s business plan and strategic initiatives. Insured internal staff and vendors were current on all workflow modifications, training resources, Researched, reported, and corrected any quality assurance issues and fulfilled necessary steps to correct unsatisfactory conditions.Assisted management and senior management with internal and external audit, and quality assurance of loans, systems, and partners.

Howard University Faculty Practice Plan

Efficiently studied medical reports to code and enter charges for insurance and patient billing. Posted insurance payments, patient payments, collections payments, initiated payment plans, write-off’s, and refunds. Updated and verified patient demographics. Thoroughly investigated and resolved issues with invoices, payments, various account adjustments, claim resubmissions, and claim appeals with in a timely manner. Managed various A/R reports for proper daily, monthly, and yearly closing. Designed a cleanup initiative plan with practical solutions that addressed issues with certain processes, queues, and reports that created large timely filing write-off’s and HIPPA issues. The executed plan would quickly resolve the potential loss of millions in timely filing write off’s, re-train office coordinators, and the elimination of a third-party vendor that was aiding in the loss of revenue.

United States

Team liaison between insurance companies, physician offices, and in-house departments. Established and delivered comprehensive procedures and training to team members utilizing various medical software applications. Comprehensively analyzed and rectified misapplied, missing, duplicate payment, and adjustments. Process insurance, patient collection, and refund payments.Coordinated with senior management in creating and working on various A/R reports, projects, and interviews. Helped team members with their volume work load to accomplish the team and department goals.

United States

Process teller transactions, bill payments, wire, and Western Union payments. Audited ATM, tellers, vault, loans and loan documents without error. Settled branch daily and monthly and order cash. Tracked sales activities while following leads for cross-selling opportunities. Helped with input of new ideas and concepts to market new products and services to new and existing members. Reviewed loan and membership documentation for direct and indirect consumer.

United States

Collaborated with the Head Teller and Branch Manager with daily branch operations, branch audits, schedules, and interviews. Partnered with Business Development to coordinate events, and refer potential business accounts leads.Examined new account, new account documentation, loan, and loan documentation. Maintenance accounts, loans, and performed teller transactions. Executed loan approval authority to analyze income and other data to support a sound loan decision for direct and indirect consumers. Trained and cross trained new hires and existing employees. Present and implemented new strategies for obtaining branch goals and corporate continuous education.

Healthcare Information Management

Data Analytics

Medical Insurance Specialist/Medical Biller

Certification for medical billing and coding.