Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
14
14
years of professional experience
Work History
Fee Based Senior Associate
Raymond James
Memphis, TN
03.2023 - Current
Maintained responsibility for all inquiries, concerns and complaints, resolving matters effectively and to satisfaction of customers.
Handled incoming calls and directed callers to appropriate department or employee.
Assisted organizational efforts by filing, entering data and answering phones.
Analyzed data and created reports for senior management.
Retirement Plan Service Associate
Raymond James
Memphis, TN
10.2021 - 03.2023
Ensured compliance with company policies regarding call center operations.
Utilized internal and external resources to stay updated on retirement plan rules and regulations.
Accurately diagnoses and provides client-driven solutions in compliance with IRS regulations.
Accurately processing financial transactions.
Resolved inquiries regarding eligibility, vesting, contributions, distributions, loans and other benefits issues.
PPP Loan Verifier
1link Technology
Memphis, TN
05.2021 - 10.2021
Verified accuracy of customer information by collecting and inputting data into system.
Maintained the security of customer information through proper collection, storage, and handling.
Ensured accurate processing and review of loan documents for PPP loan forgiveness.
Exemplified outstanding customer service skills in interactions with PPP loan lenders.
Assistant Business Office Manager
Rainbow Rehabilitation & Healthcare
Memphis, TN
03.2020 - 07.2020
Analyzed financial data using spreadsheets software programs such as Excel or Access.
Processed purchase orders and verified that items are received correctly according to purchase order specifications.
Conducted monthly audits of financial transactions to identify discrepancies or errors in data entry processes.
Provided customer service support by responding to inquiries from staff members and external customers via phone or email.
Evaluated physician documentation for compliance with Medicare and Medicaid coverage guidelines.
Maintained up-to-date knowledge of Medicare and other reimbursement regulations.
Patient Financial Counselor
Conifer Health Solutions LLC
Memphis, TN
06.2010 - 07.2017
Contributed to the resolution of coding errors, enhancing billing accuracy.
Processed credit card payments accurately and securely.
Demonstrated continuous awareness of current health care regulations pertaining to billing practices.
Identified delinquent payments from insurance companies or patients by reviewing accounts receivable reports.
Successfully handled diverse clients while demonstrating expertise in financial assistance policies, facility point of service collections, and supporting special projects.