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
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
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
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)
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
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
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