Daniel Leal

Acted as a primary liaison between corporate entities and sales teams to resolve past-due accounts, mirroring the effective working relationships required in a medical office.
* Proactively resolved pricing and delivery disputes, demonstrating the flexibility and priority setting needed to manage high volumes of activity.
* Generated detailed weekly reports on account statuses, ensuring all financial data remained current and easily retrievable.

Maintained daily logs and reconciled invoices, short payments, and credits—skills directly transferable to balancing patient accounts and preparing deposits.
* Managed the end-to-end process of establishing new accounts and verifying credit history, similar to insurance verification and demographic maintenance.
* Conducted daily professional outreach via telephone and email to resolve delinquent accounts, maintaining professionalism when responding to individuals who may be upset.

* Operated within strict Sarbanes-Oxley (SOX) guidelines, providing a strong foundation for maintaining the high confidentiality and privacy standards required by HIPAA.
* Managed payment plan agreements and reconciled misapplied payments, ensuring financial accuracy and a positive customer experience.