Alexandria Kelley
Grady,AL
Summary
To secure a challenging career that allows me to utilize my knowledge and achieve increasing responsibility, personal growth, and professional achievement. I have excellent experience with a variety of customers. I excel in customer satisfaction, problem solving, adaptation, working in fast past situations.
Overview
7
7
years of professional experience
Work History
Universal Banker/Mortgage Loan Officer Assistant
Troy Bank and Trust
Troy, AL
12.2021 - Current
- Manage basic transactions including deposits and loan payments, verifying cash and cashing checking within limits
- Issue official checks, and money orders
- Provide service for the public such as: notarizing documents, cross selling products, managing large business and personal accounts
- Locate and correcting discrepancies within accounts
- Process loans for a loan officer
- Order flood reports, tax returns, global cash flow, titles, along with many other documents required to approve a loan
- File documentation with appropriate probate courts
- Assist in training new employees
- Assist with required monthly audits
- Place all loan documents received in precise order for loan officer to review
- Fund and process loan proceeds
- Answer customer phone request regarding online banking, account errors, and assist in opening new accounts via E-Sign
- Help with fraud investigations, as well as disputing fraudulent ACH, POS, and check charges.
- Answered telephone inquiries regarding account balances, fees or general information.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Technician/Scribe
Troy Eye Care
Troy, AL
06.2020 - 08.2021
- Prepared referrals for patients and ensured the delivery of patient charts to referred physician
- Informed patients of delays in physician schedules, assisted with patient comfort while delayed
- Assisted with fulfilling prescription refill requests when permitted by license
- Maintained patients' files
- Responsible for keeping exam rooms clean, well-stocked and maintained, properly disposing of contaminated and disposable items
- Ensures instruments, supplies and equipment are ready for use.
- Input details about patient histories, physical examinations, medications and other information into physical or electronic charts.
- Prepared charts for upcoming appointments by retrieving relevant medical history from previous visits.
- Followed clinicians throughout shift in high-volume, busy environments.
- Demonstrated knowledge of terminology for multiple medical specialties, consistently seeking ongoing training to expand and maintain knowledge base.
- Observed examinations and procedures performed by physicians to document findings accurately in the EMR system.
- Used EHR system to manage patient records, always maintaining patient confidentiality according to HIPAA standards.
- Performed data entry of patient information, including demographics, vital signs, lab results, and other pertinent information.
- Maintained confidentiality of all patient information according to HIPAA regulations.
- Evaluated charts, documents and orders and made timely corrections.
- Translated medical jargon and short-hand data into correct terminology.
- Assisted physicians in patient care by transcribing and entering orders into the Electronic Medical Record system.
- Verified accuracy of patient data in order to assign correct ICD-10 codes.
- Ensured timely submission of all claim forms according to established deadlines.
- Researched and resolved coding issues identified by auditors.
- Collaborated with medical staff to clarify diagnoses or treatments when necessary.
- Investigated rejected and denied claims, correcting applicable coding.
Technician/Scribe
Retina Specialist of Alabama
Montgomery, AL
02.2019 - 03.2020
- Performed initial patient exams, ophthalmic testing, and assisted physician with diagnostic procedures
- Accurately transcribed patient's exam notes into their digital chart
- Assisted with training new technicians
- Provided safe, effective, and excellent patient care.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Administered injections, medications and treatments as directed by the physician.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
- Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
- Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
- Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
- Responded to patient callbacks and phone-in prescription refill requests.
- Educated patients about medications, procedures and physician's instructions.
- Ensured that all instruments used during exams were cleaned properly after each use according to established protocols.
- Provided assistance to medical staff in performing minor surgical procedures.
- Collaborated with local pharmacies to resolve and clarify issues with patient medication.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
- Filed insurance claims forms in accordance with applicable regulations.
- Changed dressings on wounds to prevent infection and check for healing.
- Provided customer service support via phone or email regarding account balances or other inquiries related to billing issues.
- Researched denied claims to determine the cause of denial and corrected errors as needed.
- Assigned appropriate codes using ICD-10-CM for diagnosis, CPT for procedures, HCPCS for supplies and modifiers as required by payers.
- Verified patient information, including medical history and insurance coverage, to ensure accuracy of coding and billing.
- Reviewed physician orders, laboratory results, diagnostic images, clinical statements and other health care provider services for completeness and accuracy.
- Facilitated payment arrangements with patients and guarantors who were unable to make full payment at time of service.
- Added modifiers as appropriate, coded narrative diagnoses and verified diagnoses.
Customer Service Representative
AmeriFirst Bank
Montgomery, AL
08.2017 - 02.2019
- Delivered prompt and excellent customer service
- Processed a variety of loan payments
- Promoted banking sells and recruited new customers
- Resolved customer complaints or escalated them to the appropriate personnel as needed.
- Explained banking procedures and regulations to customers accurately.
- Identified potential fraud cases and reported them to the supervisor.
- Checked customers' identification when necessary in compliance with anti-money laundering regulations.
- Monitored account activities for suspicious patterns that could indicate fraudulent activity.
- Adhered to all applicable laws, regulations, policies, and procedures relating to financial services.
- Handled cash deposits and withdrawals accurately according to established procedures.
- Cross-sold bank products such as credit cards, loans, and insurance policies.
- Verified customer signatures against signature cards on file at the branch.
- Reconciled discrepancies between teller cash counts and computerized records on a daily basis.
- Created friendly connections and developed rapport with customers by providing outstanding, personalized service.
- Keep proper account for cash in and out of the bank
- Researched and resolved issues regarding their accounts.
- Received telephone calls from customers regarding their accounts or services provided by the bank.
- Assisted customers with deposits, withdrawals, transfers, and other banking transactions.
- Assisted members in managing online services and achieving daily banking needs.
- Balanced currency, coin, and checks in cash drawers at end of shifts.
Education
High School Diploma -
South Montgomery County Academy
GradySkills
- Financial Planning
- Deposit Processing
- Debt Management
- Payment Processing
- Financial Advising
- Insurance Products
- Branch Operations
- Document Preparation
- Medical Transcription
- Claims Processing
- HIPAA Compliance
- Medical Terminology Expertise
- Insurance Verification
- Medical Billing Software
- Regulatory Guidelines
- Healthcare Claim Coding
- Coding Error Resolution
- Ethical Standards
- Clinical Documentation
- Training and Mentoring
Timeline
Universal Banker/Mortgage Loan Officer Assistant
Troy Bank and Trust
12.2021 - Current
Technician/Scribe
Troy Eye Care
06.2020 - 08.2021
Technician/Scribe
Retina Specialist of Alabama
02.2019 - 03.2020
Customer Service Representative
AmeriFirst Bank
08.2017 - 02.2019
High School Diploma -
South Montgomery County Academy
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