This role provides advanced customer-facing support to Third Party Originators (TPO) regarding loan creation, upload, and disclosure processes, including offering guidance and training as needed. The specialist will also engage with the Command Center, assist with TPO credential setup, and handle complex functionality questions and troubleshooting.

The representative will serve as the primary point of contact, handling an average of 60-90 inbound calls, callbacks, and emails daily to address customer inquiries regarding retirement plans. Responsibilities include educating customers, researching multiple systems, and meeting key performance goals in a fast-paced, structured environment.

The Patient Services Representative manages inbound and outbound communications for ambulatory practices, handling patient inquiries, scheduling, medication reconciliation follow-ups, and insurance verification/authorization management. They are responsible for documenting and relaying patient information according to practice guidelines.

The Patient Services Representative manages inbound and outbound communications for ambulatory practices, handling patient inquiries, scheduling/rescheduling appointments, and resolving concerns regarding medication reconciliation and refills. They are also responsible for insurance verification, authorization management, and accurately documenting patient information according to practice guidelines.