Results-oriented, motivated medical professional with nine years of customer service experience in building positive relationships. Knowledgeable in diffusing difficult situations, gaining trust, and working as a team with Patients and colleagues. Adept with handling confidential information presented on written documents or provided orally. Looking for a company to utilize existing customer service experience and increase medical proficiency and experience.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Advisor Relations Specialist
TorOso Financial Group
Corpus Christi
12.2023 - Current
Initiating 401k, IRA, and College Savings accounts
Facilitating client withdrawals from investment portfolios
Entering personal data into system
Conducting virtual meeting via Zoom
Organizing and maintaining files
Analyzing and inputting data into spreadsheets.
Prepping documents for Alternative Investments
Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
Built and maintained relationships with clients to provide ongoing support.
Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
Financial Record Specialist
VITAS Healthcare
Pensacola
10.2020 - 11.2023
Monitoring Daily Admissions documents and decortication documents to assure key billing documents is received in timely manner
Review admissions documents for completeness-Facility management or required corrections
Prepares initial patient office chart with admissions paperwork
Enters Key billing data from admissions and recertification process into software, beginning billing process
Communicate effectively with Team Managers and Physicians to assure compliance with billing related documents
Enter new billing cycle per Recertification
Adding ICD 10 Codes to patients charts for billing
Working with Medicare, Medicaid, and Private Insurance.
Collaborated with cross-functional teams to achieve project goals on time and within budget.
Followed all company policies and procedures to deliver quality work.
Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
Assisted with staff training to enforce quality, safety and sanitation guidelines.
Case Worke
VITAS Healthcare
Pensacola
03.2021 - 12.2021
Meet funding criteria
Discuss alternative payer source with patient/Family
Responsible for making sure documentation is provided to Local state office
Evaluate all Patients considered for admission as Medicaid Pending
Financial Assessments
Submitting Medicaid Applications, providing periodic updates with agency workers, and following up with patient family.
Collaborated with multidisciplinary teams for improved client outcomes and coordinated care.
Monitored case progress for timely completion and compliance with applicable regulations.
Recorded case notes and performed follow-up documentation for admitted and transferred patients; led both group and individual counseling sessions.
Provided crisis intervention and case management services to child, family and legal guardians.
Documented progress in treatment plans, educational, and recreational activities and maintained updated case records.
Managed approximately 30 incoming calls, emails and faxes per day from patients
School Health Technician
Aloa Care Group
Pensacola
11.2020 - 05.2021
Assisting with medication administration
Administering minor first aid
Performing blood glucose monitoring
Documentation and data reporting of services provided in clinics according to established guidelines
Communicating with a registered Nurse/school personal or parent guardian as needed for care of students
Complying with confidentiality requirements of Escambia County District and Aloa Care Group
Assisting Supervisory RN in a health screening of students: Hearing, vision, scoliosis, BMI and subsequent follow up referrals
Completing forms for the District for Medical Billing purposes
Performing CPR/AED as needed.
Maintained a safe work environment by strictly adhering to established safety protocols and guidelines.
Managed approximately 30 incoming calls, emails
CERTIFIED PROFESSIONAL COLLECTOR AND BREATH ALCOHOL TECHNICIAN
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
Yuba City
03.2020 - 10.2020
Collect urine, hair, saliva, breath, and blood specimens for contracted clients' applicants and employees
Screen urine and breath specimens
Prepare hair, saliva, and blood specimens for off-site analysis
Order and maintain specimen containers
Enter each collection into databases to bill services rendered for clients
File Chain of Custody and Alcohol Testing Forms in the File Room
Calibrate the evidential breath alcohol tester monthly for accurate readings
Ensure Medical Review Officers receive the Chain of Custody Forms daily
Review and verify client written authorizations match Chain of Custody Forms prior to performing specimen collection
Managed approximately 30 incoming calls, emails and faxes per day
Find other drug testing services locations throughout the nation for prospective clients' applicants or employees
Perform background checks manually or using a federal database on prospective clients' applicants to determine whether driving violations, positive drug or alcohol test, or suspension of license exists
Coordinate with state's police force nationwide to ensure various clients are in compliance and adhering to laws and regulations to operate within the specified state
Prepare documents for the California Highway Patrol's biennial inspection of terminals.
Streamlined debt collection processes for increased efficiency in the workplace.
Achieved performance goals on consistent basis.
Reviewed accounts for compliance with repayment agreements.
CLERICAL ASSOCIATE
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
Yuba City
09.2019 - 03.2020
Schedule and follow-up on patient drug testing appointments
Contact clients for written authorizations to perform collection services
Complete patient collection registration
Process patient drug testing orders and Chain of Custody Forms
Update and maintain drug testing results in Redarrow
Verify and maintain patient billing information in Agility
Review and distribute incoming daily mail
Monitor and collect on past due client's accounts
Answer and route incoming phone calls
Order and maintain office supplies.
PARTS AND SERVICES CASHIER
LEXUS OF ROSEVILLE
Roseville
08.2018 - 09.2019
Review and collect payment from customers
Evaluate customer payment transaction issues and process refunds
Complete evening close-out payment reconciliation activities, including running reports through database system and balancing cash registers
Communicate with Service Mechanics and Porters about customer's vehicle.
Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Welcomed customers and helped determine their needs.
Maintained balanced cash drawer, ensuring accurate accounting at end of each shift.
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Greeted customers entering store and responded promptly to customer needs.
Enhanced customer satisfaction by providing efficient and accurate cash transactions.
Handled multiple payment methods securely, minimizing discrepancies and potential losses.
Operated cash register to record transactions accurately and efficiently.
Used POS system to enter orders, process payments and issue receipts.
Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
Learned duties for various positions and provided backup at key times.
Responded promptly to requests for assistance, spills and customer inquiries.
AUTHORIZED OPERATOR AND CALIBRATION TECHNICIAN, 05/01/20, ADVENTIST HEALTH/LIFELOCK
CERTIFIED PHLEBOTOMIST TECHNICIAN I, 08/01/18, CALIFORNIA STATE CERTIFIED/NATIONAL CENTER FOR COMPENTECNY TESTING
CPR , AED CERTIFIED, & First-Aid, National CPR Foundation
Timeline
Advisor Relations Specialist
TorOso Financial Group
12.2023 - Current
Case Worke
VITAS Healthcare
03.2021 - 12.2021
School Health Technician
Aloa Care Group
11.2020 - 05.2021
Financial Record Specialist
VITAS Healthcare
10.2020 - 11.2023
CERTIFIED PROFESSIONAL COLLECTOR AND BREATH ALCOHOL TECHNICIAN
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
03.2020 - 10.2020
CLERICAL ASSOCIATE
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
09.2019 - 03.2020
PARTS AND SERVICES CASHIER
LEXUS OF ROSEVILLE
08.2018 - 09.2019
Certification - Phlebotomy
PhlebotomyU Phlebotomy Training & Certification
No Degree -
YUBA COLLEGE
DIPLOMA -
LINDHURST HS
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