Adlih Morales-Baez
Miami,FL
Summary
Healthcare professional with expertise in patient relations and a strong background in industrial-Organizational Psychology, delivering high productivity and efficient task completion. Skilled in conflict resolution, patient advocacy, and health information privacy, and process improvement. Proven ability to enhance patient satisfaction through effective communication and problem-solving, and an understanding of organizational behavior, employee performance, and patient-centered systems.
Overview
23
23
years of professional experience
Work History
Financial Counselor, Coordinator
Palmetto General Hospital
Hialeah, Florida
04.2023 - Current
- Monitor Bill Holds and Medicare Criteria Utilization Review Department.
- Knowledge of HMO’s, Medicare/Medicaid.
- Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
- Verify patient benefits.
- Monitor OP scheduling Report.
- Collaborated with clinical teams to streamline patient admission processes, improving overall patient experience.
- Monitor Wound Care Report.
- Providing financial clearance, estimation, and counseling
- Managing patient scheduling, referral and authorization.
- Handle escalated patient complaints and issues in a tactful and diplomatic manner.
- Prepare financial arrangements for patients domestic and international.
- Maintain up-to-date knowledge of insurance plans and coverage levels to accurately collect liability from patients.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Documented details regarding contact with patients, providers and other individuals in system.
- Collection of copays and deductibles from all in-house admissions including Maternity Services.
- Serve as a liaison between physicians and patients regarding financial matters.
Freight Broker/ President
CDA Services Corp
01.2017 - 12.2025
- Logistical planning for profitable and effective deliveries for customers
- Communicate all aspects of a shipment assignment to Commercial Operators and Owner Operators, concisely with professionalism
- Prioritize calls according to urgency and importance
- Ability to recognize, isolate and solve problems that improve a company’s overall performance
- Possess industry knowledge of Transportation, Logistics, Planning, and Analytical Process improvements
- Monitor the route and status of trucks and trailers to coordinate and prioritize truck driver’s schedule
- Supervision of assigned Commercial Vehicle Operators to include counseling, hiring, and terminations
- Oversee equipment needs and maintenance for terminal (tractors, trailers, building, etc.)
- Operate legally according to local, state and federal laws and regulations
- Overseeing DOT regulations in a safe and legal aspect (Hours of Service/Hazmat/Federal regulations)
- Responsible for accident reporting and insurance claims
- Maintain customer satisfaction (Shippers)
- Perform additional related duties and assignments as directed by management
- Employees Interviews/Reviews
- Payroll.
Senior Loan Officer, Credit Analyst
Commerce Bank
04.2003 - 01.2017
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Submitted loan applications to underwriter for verification and recommendations.
- Conducted regular training sessions for junior staff on loan procedures and best practices.
- Increased loan application approvals by efficiently reviewing and verifying applicant financial information.
- Evaluated and approved loan applications within set credit limits, exercising sound judgment in decision making.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Developed and maintained relationships with customers, lenders and other third parties.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Negotiated favorable loan terms for both bank and borrower by skillfully assessing risk factors and borrower needs.
- Control all the branch operations, including not limited Teller line, platform.
- Meet and exceed loan, new accounts, MCIS Investments referral, and residential goals.
- Generate daily, weekly, and monthly reports.
- Perform monthly and yearly audits.
- Service all types of loans including residential, construction, commercial, auto, installment, home equity loans and lines, business and personal lines of credit.
- Handle all types of loan closing from beginning to end
Manage employees; provide guidance, training to achieve their weekly and monthly goals. - Responsible for employee’s timecard.
- Manage escrow accounts and escrow analysis.
- Maintain insurance coverage on all insurance policies.
Education
Bachelor of Science - Industrial-Organizational Psychology
University of Phoenix
Tempe, AZ12-2025
Associate of Arts - Health Care Administration
University of Phoenix
Tempe, AZ12-2010
Freight Broker/Agent License
Miami Dade College
Miami, FL01-2022
High School Diploma -
Coral Gables Senior High School
Coral Gables, FL07-1998
Skills
- Financial advisory services
- Relationship management
- Financial consulting
- Proficient in customer engagement
- Analytical problem-solving
- Effective time management
- Effective multitasking
- Verbal and written communication
- Insurance eligibility verification
- Cash flow analysis
- Financial services
- Effective stress management
- Compliance management
Languages
- English
- Spanish
Timeline
Financial Counselor, Coordinator
Palmetto General Hospital
04.2023 - Current
Freight Broker/ President
CDA Services Corp
01.2017 - 12.2025
Senior Loan Officer, Credit Analyst
Commerce Bank
04.2003 - 01.2017
Bachelor of Science - Industrial-Organizational Psychology
University of Phoenix
Associate of Arts - Health Care Administration
University of Phoenix
Freight Broker/Agent License
Miami Dade College
High School Diploma -
Coral Gables Senior High School