Brionna Jobe
Milwaukee,WI
Summary
Accomplished Financial Counselor with a proven track record at Froedtert Hospital, enhancing client financial stability through expert insurance verification and budget planning. Skilled in problem resolution and team building, I've significantly improved patient financial resources and support. Proficient in Microsoft Programs, my approach has consistently led to positive outcomes and strengthened customer relationships. Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over two years of experience processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations.
Overview
7
7
years of professional experience
Work History
Financial Counselor
Froedtert Hospital
04.2022 - Current
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Documented details regarding contact with patients, providers and other individuals in system.
Foreclosure Specialist
DOVENMUEHLE
02.2020 - 04.2022
- Evaluated foreclosure litigation paperwork, affidavits, and post-sale documents.
- Administered property foreclosures, encompassing proper and timely assignation of cases to realtors.
- Supervised processing of activities and administered responsiveness of alerts to determine foreclosure timeline management.
- Gathered information regarding lien payoff amounts, tax data and credit standing.
Financial Service Representative
First Citizens Bank
01.2019 - 02.2020
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on online banking and mobile banking applications.
Personal Banker
BMO Harris Bank
06.2017 - 01.2019
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
Education
Associate of Business - Real Estate
Milwaukee Area Technical College
Milwaukee, WI05.2025
High School Diploma -
Milwaukee Lutheran High School
05.2013
Skills
- Financial advice
- Proficient in Microsoft Programs
- Insurance Verification
- Budget Planning
- Licensed real estate agent
- Strategy realignment
- Lending regulations
- Problem Resolution
- Team building
Timeline
Financial Counselor
Froedtert Hospital
04.2022 - Current
Foreclosure Specialist
DOVENMUEHLE
02.2020 - 04.2022
Financial Service Representative
First Citizens Bank
01.2019 - 02.2020
Personal Banker
BMO Harris Bank
06.2017 - 01.2019
Associate of Business - Real Estate
Milwaukee Area Technical College
High School Diploma -
Milwaukee Lutheran High School
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