Amy Patsis
MACHESNEY PARK,IL
Summary
With a proven track record at Trachte, LLC, I excel in analyzing customer specifications to deliver precise solutions, enhancing sales processes with my strong computer proficiency and exceptional communication skills. My background in sales support and customer service is marked by a high first contact resolution rate, underscoring my ability to meet and exceed employer expectations.
Overview
21
21
years of professional experience
Work History
Regional Sales Coordinator
Trachte, LLC
04.2022 - 12.2024
- Company Overview: Manufacturing Company that customizes in prefabricated steel substations, control buildings and electrical equipment enclosures for utility, renewable energy, data centers and industrial applications for the United States power industry
- Support Midwest Sales Regional Sales Manager
- Prepare Trachte request for quote from customer supplied specifications and drawings
- Prepare Trachte bid pricing and Trachte Specifications including exceptions and clarifications
- Support quote/bid through order process submitting any revisions from customer notes, revised specifications or drawings
- Enter quote into ACT System
- Order Entry - preparing order documentation, entering order into ACT system, processing order through Trachte order guidelines
- Submit for customer schedule and provide schedule to customer
- Prepare all documents for Project Acceptance Meeting, transfer quote documentation to job folders
- Enter order into Epicor System
- Hold P.A.M, if project is accepted it is turned over to the Project Manager and team
- If Project is not accepted get whatever required information was necessary to complete a successful turn over to the Project Management Team
- Manufacturing Company that customizes in prefabricated steel substations, control buildings and electrical equipment enclosures for utility, renewable energy, data centers and industrial applications for the United States power industry
Patient Services Representative
Experity Health
02.2021 - 04.2022
- Company Overview: Fast paced inbound call center handled billing for 250 urgent care centers across the United States
- Average weekly production 300 inbound calls per week
- Maintain daily call log, follow up log, track all open issues from open to close
- Processed payments for patients, corporate accounts, workers comp
- Billing issues such as update insurance providers, claims mailing address
- Rebills/Resends such correct diagnosis codes, NDC codes
- Insurance calls such as billing issues or coding issues, order of insurance
- Corporate accounts such as corporate protocols, worker's comp claims
- Fast paced inbound call center handled billing for 250 urgent care centers across the United States
Fraud Claims Manager
J.P. Morgan Chase & Co.
02.2012 - 11.2016
- Company Overview: Fast paced inbound call center handled escalated inbound call volume on Chase initiated fraud defenses
- Provided each customer with exceptional customer service
- Handled escalated calls for Fraud Department including calls such as: Failed Verification, Declines at point of sale, Mass compromise requiring closing account and re-issue of new account, Identity concerns where account has been taken over by another party, Emergency card requests, Verify account activity and customer identity, Properly note case information
- Ability to multi-task while servicing customers, using tools/resources and reviewing account activity
- Fast paced inbound call center handled escalated inbound call volume on Chase initiated fraud defenses
Customer Service Representative
H.S. Crocker Co., Inc.
10.2006 - 10.2008
- Company Overview: Food and Specialty Printing Company that provides printing, die cutting, foil lidding, specialty printing and counterfeiting solutions to the food and pharmaceutical industry
- Worked very closely with CEO and Sales Department sending out estimates to potential and existing clients
- Established and maintained positive business and customer relationships
- Coordinate sales effort with team members and other departments (Art, Production, Die-Cutting, Shipping and Warehouse)
- Supply management with reports on customer needs, problems, interests, competitive activities and potential new products and services
- Ability to prioritize with excellent time management and organizational skills
- Scheduled hotel and flights for Sales Department
- Food and Specialty Printing Company that provides printing, die cutting, foil lidding, specialty printing and counterfeiting solutions to the food and pharmaceutical industry
Underwriter
International Merchant Services
03.2004 - 10.2006
- Company Overview: Credit card processing company assisting small merchants and e-commerce with accepting credit card payments
- Worked very closely with sales department to ensure merchant approvals
- Verified Merchant applications, business financials and pulled merchant credit report
- Follow up and Maintained Merchant pending report
- Assign merchant number and risk classification
- Credit card processing company assisting small merchants and e-commerce with accepting credit card payments
Education
A.S. - Applied Science, Business Admin Honors
Rock Valley College
06.2011
Skills
- Solid experience in defining and analyzing customer requests to resolve issues accurately and quickly with a high first contact resolution rate
- Strong computer skills in a Windows-based environment and proven ability to learn unique software
- Confident and effective communicator who receives excellent customer feedback
- Strong Sales Support background
Timeline
Regional Sales Coordinator
Trachte, LLC
04.2022 - 12.2024
Patient Services Representative
Experity Health
02.2021 - 04.2022
Fraud Claims Manager
J.P. Morgan Chase & Co.
02.2012 - 11.2016
Customer Service Representative
H.S. Crocker Co., Inc.
10.2006 - 10.2008
Underwriter
International Merchant Services
03.2004 - 10.2006
A.S. - Applied Science, Business Admin Honors
Rock Valley College
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