Detail-focused professional bringing customer service, data entry leadership, and record management skills to fast-paced environments. Strengths include training and supporting staff, verifying and correcting data, processing enrollment and benefit forms, and keeping case and student records current and accurate.
Overview
20
20
years of professional experience
Work History
Senior Customer Service Representative
WellMed Medical Management - United Health Group
San Antonio, Texas
10.2023 - Current
Supported intake communication for internal and external correspondence through telephone inquiries.
Helped low-income Medicare beneficiaries complete qualification and application steps for Medicare Savings Program and Low Income Subsidy Program while explaining Medicare and Medicaid coverage.
Mailed applications, faxed completed forms to Texas Health and Human Services, and followed up with HHSC after day 46 for application status updates.
Provided timely application status updates to HHSC and tracked patient cases after day 46.
DATA ENTRY LEAD
Texans Can Academies
San Antonio, TX
02.2012 - Current
Provided leadership direction and guidance for data entry tasks.
Coached, trained, and supported data entry staff.
Managed data entry processes to maintain accurate, organized databases in current student registration system and student information system.
Worked with administrators to set data entry priorities across systems.
Reviewed, interpreted, and checked reports, forms, and charts; verified and corrected information codes and account numbers.
Entered student transcripts, immunizations, at-risk data, and EOC scores into system.
Compiled and analyzed data for records accuracy and reporting.
Learned, followed, and applied student data regulations under FERPA and HIPAA.
Completed other assigned duties.
School Registrar
Texans Can Academy
San Antonio, Texas
08.2016 - 08.2018
Processed student enrollment, transfers, and withdraws according to guidelines provided by the PEIMS department for the campus.
Maintained physical and computerized records including entering new student demographic data.
Processed new student records, including requesting transcripts and records from other schools from Trex.
Ensure attendance is printed and entered, with corrections made daily, maintained attendance according to Peims and the required timeline daily.
Responsible for running all cycle funding and membership reports for the school and keeping records for auditing purposes.
Helped parent's complete student enrollment in the Infosnap system
Other duties as assigned.
Admissions Clerk
Texans Can Academy
San Antonio, Texas
01.2014 - 08.2016
Responsible for maintaining files for new student information prior to receiving an entry date.
Create new student folders with required information: registered birth certificate, valid social security card, shot records, transcripts/working document showing course completion and current school withdrawal documents.
Responsible for entering all student demographic data into system to include- name, social security number, address, parent's information, grade level, etc.
Create copies for the Assistant Principal for Curriculum & Instruction for all incoming students with course completion and grades from previous district(s).
Responsible for entering student information into system
Communicate with parents, and other individuals to answer questions, disseminate or explain information pertaining to enrollment.
Conducted enrollment information sessions for all incoming students and parents before their start date.
School Clerk
Texans Can Academy
San Antonio, Texas
02.2012 - 01.2014
Provided customer service to visitors and callers, answered questions, and directed inquiries to campus staff.
Answered telephones, shared information with callers, took messages, and transferred calls to correct staff members.
Made copies of student registration forms.
Assisted parents with registration information and form completion.
Completed additional duties as assigned.
CUSTOMER SERVICE REPRESENTATIVE
SWBC
San Antonio, TX
09.2010 - 12.2011
Communicated with borrowers courteously, professionally, and in line with federal, state, and corporate rules.
Assisted customers with payment processing.
Documented conversations clearly in required collection systems and updated borrower contact information for financial institutions.
Processed electronic payments accurately.
Set up payment plans with customers.
Maintained detailed records of customer interactions, transactions, inquiries, complaints, comments, and follow-up actions.
MEDICAL BILLING AND CODING
Endocrinology Nuclear Medical Associates.
San Antonio, TX
02.2007 - 05.2009
Entered patient service data into system using ICD-9/CPT coding.
Converted patient details into alphanumeric medical codes.
Collected, posted, and managed patient account payments in EHR system.
Submitted insurance claims for processing.
Prepared and reviewed patient statements.
Processed payments from insurance carriers.
Sorted and filed paperwork.
Used computer systems to read and organize charts.
Handled treatment, diagnosis, and procedure information to support accurate coding.
Maintained strict confidentiality.
Backed up front desk duties as needed, including patient check-in and check-out.
Answered phones and collected copays or service payments.