Loan services representative vs account representative

Differences between loan services representative and account representative duties and responsibilities

Loan services representative example responsibilities.

• Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
• Track, compile, and send HUD and VA binders off to respective government agency.
• Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
• Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
• Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
• Provide internal and external customers with require foreclosure documents while meeting require deadlines.
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Account representative example responsibilities.

• Manage all billing accounts including Medicare/Medicaid, HMO and individual accounts.
• Manage the daily correspondence from assign practices with keeping doctor/patient confidentiality under consideration along with HIPPA regulations.
• Manage and maintain an internal database system to generate reports and produce accurate account information for patients and insurance companies.
• Educate physicians to use current ICD-9 diagnostic coding and preparation to begin ICD-10 coding requirements.
• Analyze health care insurance/litigation patient account files to resolve outstanding and delinquent accounts due to the healthcare client.
• Promote ThermoCool SmartTouch ablation catheter device to electrophysiologists.
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