Summary
Overview
Work History
Education
Skills
Languages
Timeline
Professional References
Generic

Alison Jones

Fullerton,CA

Summary

With a diverse background across multiple roles, contributing to a strong ski l set and strong work ethic. Experience in various industries has given me the ability to leverage past experiences to drive success in new challenges. I am passionate about continuous learning and growth, ready to bring valuable insights and dedication to future opportunities.

Overview

2026
2026
years of professional experience

Work History

Financial Coordinator

Intersect Services
California
12.2022 - Current
  • Insurance verifications, billing, and admin work for eleven dental offices. Orthodontics offices, one pediatrics office, and a general dental/oral surgeon office
  • Trained and mentored staff on financial policies and procedures, fostering a culture of compliance and accuracy.
  • Conducted regular audits of financial records, identifying discrepancies and recommending corrective actions for improvement.
  • Explained insurance benefits, fees and procedures to patients, via email, phone, and in person.
  • Contacted insurance carriers to discuss insurance policies and individual patient benefits.
  • Submitted initial dental claims, and prior authorization to insurance companies,
  • Maintained a high level of confidentiality when handling sensitive financial information and patient medical records.
  • Completed re-credentialing for all Dr's federal tax ID numbers, and national provider identifiers.
  • Utilized Excel to track interactions and maintain accurate account records of delinquent patient accounts. Tracked KPI reports, claim submission follow ups, and unpaid insurance balances.
  • Managed multiple dental software systems for maintaining patients financial accounts, and insurance payments.

Lead Compliance Specialist

Sovereign Lending Group
Costa Mesa, CA
08.2019 - 08.2022
  • Team lead for Compliance/Disclosures desk
  • Reviewed and analyzed initial disclosures for compliance with federal and state regulations.
  • Worked closely with our legal counsel to address any instances of non-compliance or potential violations promptly.
  • Served as one point of contact for employees seeking guidance on compliance matters, instilling confidence in the organization''s commitment to regulatory compliance.
  • Conducted thorough reviews of mortgage loan applications for accuracy and completeness.
  • Collaborated with superiors to make sure all mortgage loans, from the time they are started, to the final process of being funded were kept within mortgage compliance.
  • Trained new team members on operational procedures, and the policies put forth to keep the company within mortgage compliance.

Administrative Assistant

Century Products
Anaheim, CA
02.2019 - 08.2019
  • Administrative Assistant to the owner of the company
  • Assisted in onboarding new employees, providing training materials.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted in negotiation and drafting of settlement agreements in response to cease and desist resolutions in numerous cases for various products that were trademarked.
  • Assisted in budget tracking, supporting financial accuracy and accountability.
  • Conducted market research to identify potential buyers for Root Barrier and reached out to conduct sales.

Tech Advisor

Conduent (Xerox)
Remote
2017 - 01.2019
  • Tech support and Sales for all Apple products.
  • Enhanced client satisfaction by providing technological support for all Apple products via inbound calls.
  • Saved customers time and resources by recommending suitable hardware and software upgrades for all newly released Apple products.
  • Assisted clients with troubleshooting technical issues, effectively resolving problems and maintaining positive relationships.
  • Increased consumer sales by developing and implementing effective sales strategies.

Returns Desk and Cashier

Bed Bath and Beyond
Yorba Linda, CA
01.2014 - 01.2015
  • Returns and cashier
  • Counted money in drawers at beginning and end of each shift.
  • Performed cash, card, and check transactions to complete customer purchases.
  • Unloaded, inspected, and stored damaged and returned products.
  • Restocked and organized merchandise in front lanes.
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Answered all incoming calls, provided information and transferring calls to appropriate parties.

Host and Sales Assistant

Lucky Strike Bowling
Orange, CA
04.2015 - 2016

Host and front of house.

  • Assisted in maintaining cleanliness and organization of front-of-house areas.
  • Welcomed guests, providing exceptional customer service and creating a positive first impression.
  • Took bowling reservations by phone and walk-in, keeping scheduling demands.
  • Assisted the managers by coordinating cross-functional projects and tasks.
  • Answered phone calls and walk-ins in relation customer questions about hours, seating, and menu information.

Education

High School - General

El Dorado High School
Placentia, CA
06.2011

No Degree - Medical Coding And Billing

California State University, San Bernardino
San Bernardino, CA
08-2026

No Degree - Criminal Justice

Santiago Canyon College
Orange, CA
01-2015

Skills

  • Proficient typing
  • Proven sales ability
  • IT skills
  • Insurance eligibility verification
  • Professional phone communication
  • Accurate data entry
  • Proficient in CRM software
  • Strong verbal communication
  • Customer engagement
  • HIPPA Compliant
  • Proficient in medical terminology
  • Effective time management
  • Proficient in administrative tasks
  • Proficient in managing multiple tasks

Languages

English - Expert

Timeline

Financial Coordinator

Intersect Services
12.2022 - Current

Lead Compliance Specialist

Sovereign Lending Group
08.2019 - 08.2022

Administrative Assistant

Century Products
02.2019 - 08.2019

Host and Sales Assistant

Lucky Strike Bowling
04.2015 - 2016

Returns Desk and Cashier

Bed Bath and Beyond
01.2014 - 01.2015

Tech Advisor

Conduent (Xerox)
2017 - 01.2019

High School - General

El Dorado High School

No Degree - Medical Coding And Billing

California State University, San Bernardino

No Degree - Criminal Justice

Santiago Canyon College

Professional References

Kerry Manwar- Supervisor at Sovereign Lending group

Phone number 480-720-2175