Talented Accounts Receivable Specialist with several years' experience in financial services, collections and customer care management across diverse industries. Knowledgeable, analytical, and personable with excellent problem solving skills and strengths in areas of credit and collections. Proven to improve workflow efficiencies while maintaining high standards in customer service.
Overview
7
7
years of professional experience
Work History
Accounts Receivable Specialist (Team Lead)
Peninsula Psych Center
02.2022 - Current
TOS Process- Daily Time of Service (TOS) Collections (processed hourly after appt w default CC
Provider Support - Troubleshoot coding / data errors preventing payment
Collaborate for most effective TOS Patient responsibility payment collections
Responsible for checking status, comments & resolution of center - based errors on each ticket submitted
Manage Payment plans - structure, monitor & collect from clients who have high outstanding balances
Use tasks to ensure transactions run on agreed date
Invoicing - manage self- pay rates & updates to invoices for changes in insurance status
Entry adjustments for waived NS fees & credentialing issues
Review Statements - Omit statements to prevent distribution of erroneous balances created by credentialing, insurance coverage interruptions / changes, coordination of benefits, rebilling / denied / delayed claims prior to Waystar batch process by the 5th of the month
Customer Service - Answer & resolve incoming Billing Dept
Phone calls - Payments, request for superbills / historical statements, review of claims & patient responsibility
Billing notifications - Outgoing phone calls & messages to clients supporting efforts to collect TOS & outstanding balances due & correct data for maximum efficacy
Default Credit Card Report - Process payments on behalf of clients who signed Credit Card Auths prior to mailing statements
Processes customer orders/changes/returns according to department policies and procedures
Provides communication and support services to drivers, customers and operations
Provides timely and accurate information to customer questions and requests
Detailed compliance review of completed paperwork and distribution to the proper department for processing and billing
Provides timely feedback to the company regarding service failures or customer concerns
Partners with the sales and operation teams to meet and exceed customer's service expectations
Works with the credit department to resolve disputed credit items
Posting / fulfillment of service orders
Filing / scanning
Customer reporting.
Checkmate
01.2018 - 08.2020
Counting cash; Accepting payments from customers; Depositing and disbursing money; Answering questions about accounts, products, and services; Preparing traveler's checks, savings bonds, and money orders; Exchanging currencies; Ordering bank cards and checks; Verifying customer identities; and Accurately recording all transactions
Cash Loans
Auto Loans
Counting safe at the beginning/end of shift.
Administrative Assistant
Irish Contruction
04.2017 - 09.2017
Collects and assists in analyzing and interpreting data related to work of the association
Coordinates various projects and assignments with low to moderate level of supervision
Carries out special projects as assigned
Screen visitors and phone calls, makes appointments
Knowledge of Microsoft Word, Excel, Outlook and PowerPoint, familiar with modern office practices and procedures and current personnel practices, office machines and filing system
Complies periodic and special reports.
Education
High School Diploma -
Helix High School
Currently in school to obtain my AA majoring in Biology and working on getting into the Allied Health Program to further my career and skills. -
San Diego Mesa College
Skills
Excellent interpersonal skills
Strong analytical, technical skills
Strong knowledge of billing and collections procedures and practices
Strong customer service skills
Excellent written and verbal communication abilities
Demonstrated ability to motivate and lead others
Self-starter with the ability to work with minimal supervision
General knowledge of accounting and cost control principles
Credit and collections
Investigative research
Statement issuing
Billing dispute resolution
Bill processing
Payment management
Adjustment posting
Collections
Research and due diligence
Cross-Functional Team Collaboration
Relationship Building
Accomplishments
Promoted within 4 months at Peninsula Psychological Center from Admin to Acct Rec clerk, then Promoted to Team Lead within a few months.
Affiliations
Having the ability to multitask while paying close attention to detail, also crossed trained to help my fellow counter parts when needed.
References
References available upon request.
Timeline
Accounts Receivable Specialist (Team Lead)
Peninsula Psych Center
02.2022 - Current
Administrative/Clerical Assistant
World Oil Environment Services
05.2020 - 10.2021
Checkmate
01.2018 - 08.2020
Administrative Assistant
Irish Contruction
04.2017 - 09.2017
High School Diploma -
Helix High School
Currently in school to obtain my AA majoring in Biology and working on getting into the Allied Health Program to further my career and skills. -
San Diego Mesa College
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