Josh Young

Finance and administrative professional with 7+ years of experience in mortgage advising, financial planning, and clinical administration. Skilled in compliance, client support, and remote clerical operations, including prior authorizations, patient communications, and lead conversion. Adept at managing complex processes, delivering accurate documentation, and supporting clients in regulated industries.

Seeking remote contract opportunities with base pay where autonomy, efficiency, and results are valued.

Prior Authorization Representative (Remote Contract) - ZoeLife Psychiatric Services - Chicago, IL

(2025-03)

• Processed prior authorizations for patient medications, ensuring compliance with insurance requirements.
• Managed high‑volume fax sorting, patient calls, and scheduling.
• Supported lead generation by converting inquiries into new patient appointments.
• Delivered accurate documentation and communication in a fully remote environment.

Mortgage Specialist - Valko Financial Ltd – Dominion Lending Centers - Niagara/Guelph, ON

(2020-11 - 2025-01)

• Manage the entire mortgage process for each client, from initial contact to completion including application lender submission, condition fulfillment, and closing activities
• Provide support to clients and agents through offering advice and answering mortgage questions as well as updates through the financing process
• Understand the evolving mortgage environment by keeping on top of lender offerings, specials, and regulatory changes

Marketing Specialist (Meta SMB Program) - Accenture - St. Catharines, ON

(2023-11 - 2024-04)

• Managed outbound engagement with Meta Small Business clients, scheduling consultations to discuss digital marketing opportunities and business growth strategies.
• Conducted one-on-one consultations with small business owners to understand their marketing goals, target audience, and advertising needs.
• Developed customized advertising and marketing campaign recommendations using Meta's advertising platforms (Facebook and Instagram) to improve brand visibility, customer engagement, and lead generation.
• Educated clients on Meta advertising products, campaign best practices, audience targeting, budgeting, and performance optimization.
• Built and maintained strong client relationships through consultative support and exceptional customer service.
• Collaborated with internal teams to ensure seamless appointment scheduling, campaign planning, and client success.
• Consistently met or exceeded appointment booking, client engagement, and performance metrics in a fast-paced, target-driven environment.

Financial Advisor - RBC Royal Bank of Canada - Niagara Falls, ON

(2016-02 - 2020-10)

• Engaged clients to understand and meet financial needs with tailored advice.
• Exceeded individual sales goals while contributing to branch objectives.
• Acted as a branch resource for complex client needs (secured lending, mutual funds).
• Identified and referred clients to internal partners for specialized services.

Collections Associate - NorthStar Locations Services - Fort Erie, ON

(2015-08 - 2016-02)

• Responsible for handling confidential accounts and managing sensitive information
• Addressing client dissatisfaction and achieving mutually agreeable solutions
• Managing high volumes of customer calls and emails
• Acting as a liaison between financial institutions and customers

Community Involvement Coordinator - Brock University - St. Catharines, ON

(2014-08 - 2016-08)

• Development and prioritization of community initiatives for the club
• Managed and allocated resources appropriately and tracked inventory
• Attend and facilitate weekly meetings to discuss innovative ways of promoting fitness programs
• Continuous recruitment of volunteers using appropriate screening methods
• Responsible for maintaining relationships with Brock health services, Holistic Wellness Niagara and other community members to sustain program funding and maximize benefits to participants

Bachelor of Social Science - Business Communications - Brock University (2015-04)

Diploma - Business of Hotel and Restaurant Management - Algonquin College of Hospitality & Tourism (2010-05)