Breanna Jackson
Nashville,TN
Summary
Knowledgeable and dedicated service professional with extensive experience in various industries. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company successes. Specialties
in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Practical problem-solver with excellent issue and conflict resolution skills to drive team and organizational success.
Overview
10
10
years of professional experience
Work History
Financial Operations Specialist
UBS Investment Bank
Nashville, TN
03.2022 - Current
- Increased client satisfaction by effectively managing a portfolio of high-net-worth companies.
- Implemented innovative solutions to address challenges faced by clients, tailoring approaches according to individual needs.
- Maintained strict compliance with regulatory requirements, ensuring adherence to industry standards and minimizing risk exposure for both the firm and its clients.
- Earned recognition as a top-performing Investment Banker within the firm by consistently exceeding performance targets and generating strong financial outcomes for clients.
- Maintained precedent trade transactions and trading comparables throughout databases in global software's.
Supervisor/Data Analyst/Adjudicator/Operations Management Trainee
Maximus
Baltimore, MD
10.2020 - 03.2022
- Promoted twice in one year: Adjudicator, Supervisor, and Data Specialist Role.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows to meet any daily demand.
- Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
- Produced payroll activities documentation and reports to meet corporate guidelines and promote transparency. Processed payroll weekly using Dayforce, Deltek and Fieldglass database.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
Accounts Receivable Specialist
Touchstone Imaging
Franklin, TN
02.2019 - 05.2020
- Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
- Applied more than 200 payments per week.
- Audited accounts receivable balances regularly to identify outstanding claims requiring follow-up or further investigation.
- Collaborated with healthcare providers to reconcile discrepancies, facilitating accurate and timely claim submission.
- Position ended due to COVID-19 company closure.
Clinical Coordinator
Aspire Healthcare
Nashville, TN
12.2017 - 02.2019
- Worked with nurse management to develop nursing staff through education, evaluation, performance management and competency improvement.
- Coordinated, monitored, assigned and documented patient and clinical care activities.
- Provide ongoing case management to all patients to implement appropriate treatment plan, adhere to quality models and maximize utilization of services needed to achieve optimal outcomes.
- Created weekly schedules for nurses, taking into account sick days and vacation time.
- Oversaw quality assurance programs to enhance performance and consistently achieve superior care standards.
- Enhanced interdisciplinary collaboration through effective communication and coordination among healthcare team members.
- Developed strong relationships with community partners to enhance support services available for patients beyond the clinical setting.
Associate Clinical Coordinator
Optum-United Healthcare
Franklin, TN
06.2015 - 12.2017
- Coordinated with other healthcare providers to build healthcare plans for patient's specific needs. Worked with medical teams, patients and families to implement effective treatment plans.
- Communicated with insurance companies and negotiated to secure payment for medical treatment. Reviewed Insurance- Benefits specifics.
- Monitored, analyzed and corrected staff performance and worked with nurse manager to raise standards of practice.
- Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
- Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
Client Portfolio Representative
Primeritus Financial Services, Inc
09.2014 - 06.2015
- Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
- Partnered cross-functionally within organization to develop innovative strategies that improved overall success rate of asset recoveries.
- Collaborated closely with skip tracing specialists to locate hard-to-find debtors, resulting in higher recovery rates over time.
- Reduced client disputes by conducting thorough investigations on contested cases, providing clear documentation to support findings.
- Streamlined repossession processes for increased efficiency in asset recovery operations.
Vault Supervisor-Loan Specialist
Advance Financial 247
Nashville, TN
02.2014 - 09.2014
- Supervised day-to-day operations of the loan office.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Collaborated with other departments including sales, underwriting, legal teams for seamless coordination during the entire loan cycle process.
- Contributed to departmental goals by meeting or exceeding monthly quotas for loan approvals and fundings.
Education
Bachelor of Arts - Business Administration And Management
Tennessee State University
Nashville, TNHigh School Diploma -
Whites Creek High School
Whites Creek, TNAssociate of Applied Science - Communications
Nashville State Community College
Nashville, TNSkills
- Business correspondence
- Healthcare: Medical Records, Admin and Patient/Nurse Management
- Finance: Investment Banking/Loan Processing/Teller
- Account Management
- Communications
- Leadership: Supervision/Coaching/Payroll
- Data management; Data Entry
- Microsoft/Google Suite/Windows Conflict resolution
- Organization and Time management
Timeline
Financial Operations Specialist
UBS Investment Bank
03.2022 - Current
Supervisor/Data Analyst/Adjudicator/Operations Management Trainee
Maximus
10.2020 - 03.2022
Accounts Receivable Specialist
Touchstone Imaging
02.2019 - 05.2020
Clinical Coordinator
Aspire Healthcare
12.2017 - 02.2019
Associate Clinical Coordinator
Optum-United Healthcare
06.2015 - 12.2017
Client Portfolio Representative
Primeritus Financial Services, Inc
09.2014 - 06.2015
Vault Supervisor-Loan Specialist
Advance Financial 247
02.2014 - 09.2014
Bachelor of Arts - Business Administration And Management
Tennessee State University
High School Diploma -
Whites Creek High School
Associate of Applied Science - Communications
Nashville State Community College