Summary
Overview
Work History
Education
Skills
Leadership Experience
Communication Skills
References
Timeline
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Catherine Thomas

Waxahachie,TX

Summary

I am professional, I have a diverse background in the banking and finance industry, with experience in customer service, cash handling, and teller operations. I hold a Certificate of Certification in Medical Billing and Coding. Their career goal is to find a position that allows for growth and upward mobility, where they can utilize their skills and knowledge. I am an effective communicator and a take-charge person with strong leadership skills. They are adaptable and able to function well in both structured and unstructured environments. They are interested in job titles such as Customer Service Specialist, Medical Biller, Officer, Representative, and Teller in industries such as banking, finance, and insurance. My skills include problem-solving, due diligence, and promoting product sales.

Overview

9
9
years of professional experience

Work History

PFS Financial Access Representative

Parkland Health Hospital
06.2022 - Current
  • Primary responsibility for, in processing patients, verifying eligibility and demographics, insurance verification and payment status
  • Epic and Core Trained
  • Redirect patients to Financial Counselors to determine appropriate healthcare status
  • Collect payments from patients required to pay copays and arrange collections for past due accounts
  • Utilize patient language hotline to assist with foreign language interpretations.

ATM vault Lead

Brink's Inc.
01.2021 - 06.2022
  • Maintain accurate count of the Vault
  • Receiving and shipping large amounts of cash to Banks ATMs
  • Verify all incoming and outgoing cash
  • Ensuring all transactions are recorded
  • Balancing of the vault and end of day reports.

Cash/Deposit Verification Officer

Garda World Securities Service
01.2019 - 12.2021
  • Verify deposits and cash vault transactions
  • Maintain accurate local business deposits
  • Reconciliation of daily activities log
  • Managed and retained existing customers through effective customer relationships with focus on effective and efficient services.

Teller 3 - Customer Financial Specialist

PNC Bank
03.2017 - 12.2021
  • Display a professional and courteous demeanor when greeting customers
  • Often tasked with training new teller employees and supporting others branches during personnel shortages
  • Responsibility for customer includes deposits and payments to customer accounts with due diligence.

Customer Service Specialist

Allied Finance Company
06.2015 - 07.2018
  • Responsible for customer services which includes deposit and payment to customers account with due diligence
  • Promote the sales of various investment products such as Mutual Funds, Life Insurance and Retirement Plans.

Teller 3 – Customer Financial Representative

Community Credit Union
04.2015 - 02.2017
  • Responsible for Teller Operations by ensuring that new Tellers were properly trained, and center goals were met
  • Promote product sales such as Mutual Funds, Life Insurance and Retirement Plans
  • Maintain accurate accountability of both incoming and outgoing cash transactions
  • Reconciliate the general ledger and end of day reports
  • Aid customers with complex banking transactions within policy standards
  • Collect daily branch end of day reports
  • Display a professional and courteous demeanor when greeting customers
  • Often tasked with training new teller employees and supporting others branches during personnel shortages.

Education

Certificate of Certification - Medical Biller and Medical Coding

Herzing University
Cocoa, Florida
12.2019

Skills

  • Sterilization procedures
  • Patient Registration
  • Resource Allocation
  • Health Information Access Management

Leadership Experience

I consider myself a take charge person. Using initiative and experience in my problem-solving approach, I can solve most customer issues. A person that can function well with others in any structured or unstructured environment. Adaptive, with a take Charge personality. My goal is to be objective driven and always strive to be the best. Sometimes I am a little manic when things do not go as planned, but I am always willing to learn and improve.

Communication Skills

I am an effective communicator. I love being able to help customers with their financial needs. No problem is unsolvable if approached correctly.

References

References available upon request.

Timeline

PFS Financial Access Representative

Parkland Health Hospital
06.2022 - Current

ATM vault Lead

Brink's Inc.
01.2021 - 06.2022

Cash/Deposit Verification Officer

Garda World Securities Service
01.2019 - 12.2021

Teller 3 - Customer Financial Specialist

PNC Bank
03.2017 - 12.2021

Customer Service Specialist

Allied Finance Company
06.2015 - 07.2018

Teller 3 – Customer Financial Representative

Community Credit Union
04.2015 - 02.2017

Certificate of Certification - Medical Biller and Medical Coding

Herzing University
Catherine Thomas