Summary
Overview
Work History
Education
Skills
Timeline
Generic

Alexis Herrera-Rodriguez

San Antonio,TX

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

8
8
years of professional experience

Work History

SR COLLECTIONS REP - TEAM LEAD

Wellmed
04.2021 - Current
  • Lead payment posting, ensuring accuracy and timely processing across multiple systems.
  • Resolve discrepancies in payments, adjustments, and denials, to report trends enhancing financial accuracy.
  • Review insurance recoupments for refund process.
  • Communicate with various departments to reconcile bank statements, ensuring alignment with deposits.
  • Communicate with billing/collections departments for coding and/or claim discrepancies/denials.
  • Train and mentor team members on cash posting procedures and compliance.
  • Call out to payors to retrieve Explanation of Benefit details for pending received check payments.
  • Carefully audit claims for individual posting accuracy.
  • Oversee virtual credit payment processes, maintaining accurate payment posting and/or denials.
  • Collaborate with management to develop and implement innovative payment posting processes, ensuring accuracy and timeliness.
  • Participate in system trainings and new procedures.

Lead Customer Service Representative

Bank of America
08.2018 - 12.2020
  • Efficiently processed teller transactions, such as client and business deposits, withdrawals, CC payments and cashier checks
  • Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
  • Engaged clients in person and over phone to answer questions and address complaints.
  • Exceeded sales targets by upselling products or services during routine customer interactions.
  • Managed ATM operations, such as auditing/balancing ATM
  • Performed cash management duties of ordering cash, balancing reports, and auditing cash held in the vendor vault.
  • Performed bank center open and closing routines.

Education

Diploma -

El Dorado High School

A.A.S Business Administration - undefined

Frederick Community College

Skills

  • Collections, Payment Posting, Financial Reconciliation, Team Leadership, Customer Service, Banking

Timeline

SR COLLECTIONS REP - TEAM LEAD

Wellmed
04.2021 - Current

Lead Customer Service Representative

Bank of America
08.2018 - 12.2020

A.A.S Business Administration - undefined

Frederick Community College

Diploma -

El Dorado High School
Alexis Herrera-Rodriguez