Celida Padilla
Greenfield,WI
Summary
Knowledgeable Financial Counselor promoting years of knowledge career handling pre-admission documentation, assisting patients, and developing healthcare service payment plans. A highly analytical individual known for effectively working with all personalities. Ready for a new position that involves successfully handling various tasks in fast-paced settings. Hardworking and reliable Highly organized, proactive and punctual with team-oriented mentality.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Counselor
Robert Half- 16th Street Community Health Center
Milwaukee, WI
04/17/23 - Current
- Assisted individuals with the completion of complex paperwork related to their application process.
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Updated case management systems with current information regarding client status.
- Used Epic for documents to compile and verify case information.
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
- Evaluated appeals of denied applications using established criteria.
- Advised clients on how best to utilize available resources in order to meet their needs.
- Conducted initial eligibility screenings for Medicaid applicants.
- Collaborated with other departments within the organization in order to resolve issues relating to Medicaid eligibility requirements.
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
- Posted charges, updated accounts and issued bills to departing guests.
- Addressed customer service issues in a timely manner while demonstrating excellent customer service skills.
- Stocked office supplies at the front desk area ensuring sufficient inventory levels are maintained at all times.
- Participated in team training sessions on topics such as customer service standards.
- Responded to customer feedback or complaints in a timely manner.
- Completed relevant insurance and other claim forms.
- Informed customers about payment methods accepted by the organization.
Customer Service Representative
Better Business Bureau
Milwaukee, WI
01.2019 - 03.2023
- Adhered strictly to departmental policies and procedures at all times.
- Supported sales team members to drive growth and development.
- Updated databases with new and modified customer data.
- Provided ongoing support for customers throughout the entire sales process.
- Suggested improvements to existing procedures based on customer feedback.
- Gathered information from customers, vendors, and other departments to resolve customer disputes.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
Customer Service Representative
ACTS Housing
Milwaukee, WI
09.2018 - 02.2019
- Addressed customer needs in a timely manner.
- Stayed current on local attractions and special events to help guests with entertainment options.
- Handled payment processing and provided customers with receipts and proper bills and change.
- Answered telephones and greeted visitors to assist, answer questions and direct.
- Recorded guest comments or complaints, escalating to management for immediate resolution.
- Coordinated with internal departments to handle wide range of guest needs.
Education
High School Diploma -
Pius XI Highschool
Milwaukee05-2007
Some College (No Degree) - Nursing
Milwaukee Area Technical College
Milwaukee, WISkills
- Retirement Planning
- Financial Counseling
- Budget Planning
- Insurance Verification
- Payment Negotiation
- Relationships and Rapport
- Professional Relationship Building
- Telephone Etiquette
- Healthcare Insurance Knowledge
- Patient Counseling
- Client Relations
- Proficient in EPIC, Word, Excel, Outlook
Certification
- CNA Certification
Languages
Spanish
Professional
English
Professional
References
References available upon request.
Timeline
Customer Service Representative
Better Business Bureau
01.2019 - 03.2023
Customer Service Representative
ACTS Housing
09.2018 - 02.2019
Financial Counselor
Robert Half- 16th Street Community Health Center
04/17/23 - Current
High School Diploma -
Pius XI Highschool
Some College (No Degree) - Nursing
Milwaukee Area Technical College
- CNA Certification
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