Andrea Jackson

Receives and forwards incoming telephone calls.
Receives and records incoming prescriptions, packages, and follow up with elders.
Maintain daily logs for shift.
Distributes elder's mail.
Responsible for monthly hostess schedule.
Scheduling podiatrist and maintaining list of elders who need podiatric care.
Order office supplies for all departments.
Records face sheet in computer for new move-ins.

Call or answer phone calls to gather information in a professional manner.
Conducts interviews with borrowers and lenders and counsels them on SBA's practices.
Calculate clients revenue and costs of goods to determine loan amount and increase.
Check taxes transcripts to verify legal business.
Investigate fraud alerts and determine whether or not to process the application.
Contacts appropriate source for any missing documentation such as paid tax or hazard insurance policies.
Assesses borrower's or lender's need for assistance from other sources and counsels accordingly.
Processing, origination, servicing, guaranty purchasing and/or liquidating; but the majority of the time is spent on loans which are considered to be more "complex" or problematic.
Analyze and make recommendations on transaction requests in accordance with existing Agency SOP's or guidelines.
Reviews and associates trailing documents with their respective loan files or transfers files / documents to the appropriate SBA office.
Pull credit report. Check for bankruptcies and criminal records.
Meet deadlines at the end of each shifts.
Underwriting.

Process bills with electronic practice management system to insurance and patients.
Maintain notes, supporting documentation and current patient policy and address information.
Monitor submitted claims; follow up on unpaid claims through regular work of AR reports; initiate dialogue with insurance companies.
Resubmit claims to insurance companies as necessary.
Post and reconcile payments to patient ledger.
Answer questions from patients, staff, and insurance companies.
Identifies and resolves patients, billing complaints.
Evaluates patient's financial status and establishes budget payment plans.
Follows and reports status of delinquent accounts.
May perform collections actions such as contacting patients by phone or generating collection letters.
Works with front desk staff to ensure correct billing.
Maintains confidentiality and adheres to all HIPAA guidelines.
May be required to assist with pre-certs, prior auth and pre-cert experience helpful.
Handle patient phone calls concerning current balances, past due accounts, and collection balances.
Post patient payments.
Prepare patient chart for billing and collections.
Answer inquiries regarding balances / credits of patients to Front Desk staff.
Post other forms of payment as necessary (monthly, weekly, daily).
Perform other duties as assigned