Amanda Coshatt

B

Client Advocate

Brown & Brown Absence Services Group

May 2023 - Current (3 years)

In this position , I file SSDI applications for clients. I reach out to Social Security and Department of Disability Determination Services to check the status of clients' applications. I ensure clients have all forms and documents sent by Social Security, I review documents and assist clients with completing. I answer incoming calls, make outbound calls, send emails and reply to voice messages. I complete recovery work on behalf of my coworkers when they are absent.

B

Advocate Liaison

Brown & Brown Absence Services Group

Mar 2023 - May 2023 (3 months)

I answered incoming calls and made outbound calls, ensuring clients received, signed, and returned documents within the timeframe given by Social Security. I sent emails to clients, as well as provided clients with education on the SSDI process.

S

Patient Liaison

Sales, For Better Living

Sep 2022 - Feb 2023 (6 months)

I answered a minimum of 20+ incoming calls daily, as well as completed a minimum of 50 tasks daily. I answered incoming calls, made outbound calls, scheduled appointments with patients, processed payments over the phone, and followed up as outlined in the retention campaign.

E

TRID Compliance Auditor

Evolve Mortgage Services

Sep 2021 - Aug 2022 (1 year)

I reviewed closed mortgage loans for TRID compliance. I ensured required documentation was in file and fees charged by the lender stayed within legal limits. I checked that all required documentation was issued to the borrower according to timeframes set forth within the TRID legislation.

B

Case Coordinator

BG Staffing- NYS OTDA ERAP

May 2021 - Sep 2021 (5 months)

I reviewed rental assistance applications, ensured all required documentation was received and indexed, and I contacted applicants when clarification or more documentation was needed.

C

Document Coordinator

Contemporary Staffing & HNE (Freedom Mortgage)

Sep 2020 - Apr 2021 (8 months)

As a Document Coordinator, I was responsible for entering Changes of Conditions on mortgage loans, adjusting Lender Credits and Payoffs as needed, and re-disclosing the Loan Estimate to the borrower. Additionally, I utilized Microsoft 365 to facilitate communication between departments and conduct meetings, ensuring that all stakeholders were aligned and informed throughout the loan processing stages.

S

Mortgage Loss Mitigation Customer Service

Sourcepoint Mortgage

Jul 2020 - Aug 2020 (2 months)

Took inbound calls from borrowers in default, explained loss mitigation options, set borrower accounts on forbearance, set up repayment plans, took payments

Z

Mortgage Processing Assistant

Zillion Technologies (Navy Federal Credit Union)

Oct 2019 - Dec 2019 (3 months)

Gathered necessary information from members to process mortgage refinance applications. Gather and index supporting documents, ensured every field and page in application was filled in and correct, sent complete applications to mortgage underwriting to be decisioned. Processed loans using Empower.

A

Remote Logistics Service Rep

Amazon, Remote

Oct 2016 - Jan 2017 (4 months)

Received incoming calls from Amazon logistics drivers, used real time gps software on PC to assist drivers with navigation to delivery addresses; acted as liaison between Prime members and logistics drivers. During busy times, performed routine customer service tasks such as answering Prime customer calls and replying to customer emails.

W

Medical Assistant

West Florida Primary Care

Oct 2010 - Jan 2011 (4 months)

I performed clinical tasks such as taking vital signs, administering injections, performing in-office laboratory tests, calling prescriptions into the pharmacy, charting notes, and performing in-office diagnostics such as EKGs. Additionally, I utilized Microsoft 365 to facilitate communication between clinics, ensuring seamless coordination and information sharing, which contributed to improved patient care and operational efficiency.

S

PRN Medical Assistant

Sacred Heart Medical Group

Feb 2010 - Sep 2010 (8 months)

I traveled to any clinic within the Sacred Heart Medical Group Network that needed a medical assistant or medical office specialist. I performed clinical duties as well as front office duties such as greeting/checking in patients, verifying insurance, making sure forms are up to date when a patient comes in, answering the phone, scheduling appointments and taking copayments.

W

Customer Service Representative

West Corp

Nov 2009 - Jan 2010 (3 months)

I answered customer phone calls, verified the customer's identity, answered billing, rate plan, hardware, and lite technical support questions, applied payments (and credits when appropriate) to customer accounts, and transferred customer calls when necessary.

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