Adrienne Chavis
Baltimore,MD
Summary
Financial and Customer Relations Management Professional with extensive experience in consumer sales, team building, coaching, marketing, and effective leadership. Sound knowledge in fiscal operations as it relates to the formulation, implementation, and management of operating and grants budgets, to include preparation, auditing and analysis of data and financial reports. Maryland Licensed Title Producer, Life Insurance Agent in multiple states, and Notary with over 20 years’ experience providing settlement signing services. Ability to manage and foster customer relationships in virtual call center environment using various CRM systems.
Overview
22
22
years of professional experience
Work History
Account Manager
Baltimore, Chariot Mayfield LLC
10.2003 - Current
- Complete sales presentations and customize financial plans based on customer needs.
- Followup on all leads and charge back accounts to retain and maximize annual premiums.
- Resolve complex customer grievances to build relationships and maximize retention.
- Responsible for full cycle accounts payable, accounts receivable and customer service processes.
- Charged with all project management, marketing and sales campaign functions.
- Facilitate the settlement process by reviewing loan and title documents, overview of real estate contracts, and notarizing security instruments in compliance with State and Federal guidelines.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
Managing Partner
The Chariot Group LLC
06.2014 - 09.2018
- Managed, coached and hired sales staff of 10, tasked with presenting and engaging prospective tenants.
- Established rental rates for residential properties by surveying local market rates; calculating overhead costs, depreciation, taxes, and profit goals.
- Attracted tenants through online and offline advertising and management of social media accounts.
- Prospected and developed relationships with property owners and management companies to acquire rental inventory and finalize contract terms
- Completed background checks, tenant interviews, and full scope of rental verification for final approval.
- Increased revenue by 10% with successful promotional strategies and reductions in
- Directed strategic initiative that improved team productivity by 30%.
School Support Network Facilitator
Baltimore City Public Schools
09.2011 - 06.2015
- Developed and maintained a positive rapport with the administrative and academic teams for 21 schools to create an avenue for implementing best practices in budget and operational processes
- Collaborated with CFO, budget analysts, and procurement services to provide financial support to schools by obtaining
- Participated in community events and activities to increase awareness of available student services.
- Maintained professional and productive working relationships with community leaders and organizations to promote teamwork and boost rapport.
- Collaborated with community partners to develop and implement strategies to meet student service needs.
- Managed enrollment, transportation, and paperwork for schools to take advantage of community resources.
Financial Services Coordinator
University of Maryland Medical Center
07.2010 - 09.2011
- Managed the accurate and timely processing of mental health claims totaling over $10M per month for large, multi-site organizations through billing, collections and appeals
- Supported billing and cash posting teams through ad- hoc and financial reporting
- Applied policies for Medicaid, Medicare, Maryland Department of Health and Mental Hygiene, and commercial insurances to ensure claims were processed and paid according to federal and state guidelines
- Analyzed payment information using various statistical methods to realize patterns, while maintaining quality and data integrity
- Communicated with patients, providers, and insurance companies to coordinate and maximize reimbursement outcomes by 40%.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
- Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
- Maintained updated records of all financial transactions to support traceability.
Reimbursement Specialist
Maxim Healthcare Services
10.2008 - 07.2010
- Managed the accurate and timely processing of home health medical claims totaling over $5M per month for large, multi-site organizations through billing, collections and appeals
- Maximized productivity through customer communication and follow- up, handling over 60 accounts per day
- Implemented and executed reimbursement and collection strategies for aging and complex accounts
- Applied policies for Medicaid, Medicare, Wisconsin and Indiana Department of Health and Mental Hygiene, and commercial insurances to ensure claims were processed and paid according to federal and state guidelines
- Reviewed audit reports for accuracy and completeness and established action plans for audit report owners.
Office Manager
Western Pest Services
12.2001 - 10.2004
- Supervised office operations for staff of 15 and served as primary backup to branch manager
- Reviewed and negotiated contracts with commercial and residential clients, increasing district profit margin by 20%
- Developed office policies and procedures to ensure effective internal controls were implemented for budget and customer service processes
- Managed all aspects of accounts payable and accounts receivable recording for commercial and residential departments, to include cash posting, bank reconciliation, and monthly close- out
- Created a new culture of high performance to ensure that program systems and job functions were leveraged to full capacity
- Quotes, reviewing contracts, requisitioning, and audit preparation
- Supported schools with data integrity and reporting related to district and state compliance, to include student records and system grade reporting
- Provided comprehensive financial and academic data reports to stakeholders and administrators for use in strategic planning, decision making and overall school improvement efforts
- Educated, trained, and supported school-based staff on operation systems, to include SMS, K12 Buy, Oracle, Hyperion, and Safbooks.
Education
Master Of Business Administration - Business Administration
Keller Graduate School of Management
Bachelor Degree - Business Administration
Devry University
High School Diploma -
Northwestern High School
Baltimore MDSkills
- Product and Service Sales
- New Account Creation
- Issue Resolution
- Payment Collecting
- Business Negotiation
- Time Management
- Staff Management
- Account Verification
- Account Management
- Accounts Payable and Accounts Receivable
- Strong Lead Development Skills
- Revenue Retention
- Internal Auditing
- Account Servicing Skills
- Goals and Performance
- Vendor Management
- Customer Rapport
- Business Strategies
- Compliance Requirements
- Managing Multiple Tasks
- Excellent Communication Skills
- CRM Software
- Verbal and Written Communication
- Reporting
Timeline
Managing Partner
The Chariot Group LLC
06.2014 - 09.2018
School Support Network Facilitator
Baltimore City Public Schools
09.2011 - 06.2015
Financial Services Coordinator
University of Maryland Medical Center
07.2010 - 09.2011
Reimbursement Specialist
Maxim Healthcare Services
10.2008 - 07.2010
Account Manager
Baltimore, Chariot Mayfield LLC
10.2003 - Current
Office Manager
Western Pest Services
12.2001 - 10.2004
Master Of Business Administration - Business Administration
Keller Graduate School of Management
Bachelor Degree - Business Administration
Devry University
High School Diploma -
Northwestern High School
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