Summary
Overview
Work History
Education
Skills
Timeline
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Deidra Pennie

Anna,TX

Summary

Competent Credit Analyst bringing a wealth of experience in analyzing documentation to determine the level of risk involved. Offering excellent time management and interpersonal skills and a desire to work for a financial company.

Overview

13
13
years of professional experience

Work History

CREDIT ANALYST II

ICS - Amerisource Bergen
10.2021 - Current
  • Assessed credit risk and analyzed financial statements.
  • Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
  • Monitored credit accounts routinely to identify and mitigate issues and prevent losses.
  • Enhanced credit risk assessment by conducting thorough financial statement analysis and cash flow projections.
  • Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
  • Enhanced customer relationships through effective communication of complex financial information, contributing to loyalty and retention.
  • Assisted in maintaining diversified portfolio through thoughtful selection of new customers based on rigorous credit analysis standards.
  • Provided valuable insights on industry trends and economic indicators, contributing to well-informed lending strategy.
  • Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions.
  • Attended credit-related training and conferences to stay informed about industry trends and developments.
  • Collaborated with cross-functional teams for comprehensive client assessments, supporting informed decision-making.
  • Worked in tandem with sales team and customers to negotiate payments and verify account reconciliations.
  • Collaborated with other teams to identify and mitigate risks impacting organization.
  • Made decisions and recommendations about extending lines of credit.
  • Mentored junior analysts, sharing best practices and fostering their professional development in credit analysis techniques.

Senior Reimbursement Coordinator

US Bioservices- Amerisource Bergen
09.2017 - 09.2021
  • Prevented delays and claim denials by correcting information prior to submission.
  • Collaborate with inter-departmental associates to obtain appropriate documents related to reimbursement process.
  • Followed up on denied and unpaid claims to resolve problems and obtain payments.
  • Decreased open AR for assigned payer from $400K to $21K within fiscal year.
  • Process corrected claims to ensure timely submission to prevent delay in payments.
  • Responsible for gathering and analyzing data for outstanding invoices
  • Trained new hires on how to effectively complete forms and appeals documentation to achieve positive results.
  • Compiled department-specific reports to help senior managers identify trends and improve progress.
  • Led projects and analyzed data to identify opportunities for improvement.
  • Conducted research, gathered information from multiple sources and presented results for denial trends
  • Experience with collections with Medicare, ChampVA and Tricare and their guidelines & policies.
  • Coordinated with contracting department to resolve payer issues.

Accounts Receivable Specialist

Orthofix
05.2011 - 08.2017
  • Initial role: Patient Service representative, assisted patients with billing inquiries, technical support, and general questions concerning their product.
  • Provided support to sales representatives by managing their inventory and patient inquiries
  • Promoted to Accounts Receivable Department within 2 years
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Brought in revenue for monthly team goals of 3.5M.
  • Performed targeted collections on past due accounts aged over 90 days.
  • Compiled and analyzed data for review by senior management for uncollectible claims
  • Handled high volume of in-bound and outbound calls pertaining to reconciliation of delinquent accounts.
  • Assessed data and information to verify entry, calculation and billing code accuracy.

Education

CPhT Certification - Pharmacy Technician

Remington College
Garland, TX
05.2006

High School diploma -

Newman Smith High School
Carrollton, TX
05.2004

Skills

  • Good analytical, organizational and problem-solving skills
  • Strategic Planning
  • Multitasking abilities
  • Ability to collaborate effectively with different work styles and personalities
  • Adept at using or quickly learning various reporting systems
  • Proficient in Microsoft Office Suite, especially Excel, PowerPoint, Word and Outlook
  • Experience serving in a client or customer service capacity
  • Ability to resourcefully gather, analyze, interpret data
  • Account Reconciliation
  • Risk Assessment
  • Financial statement analysis
  • Data Analysis
  • Goal-Oriented
  • Analytical Thinking
  • Client Relationship Building
  • Issue Escalation
  • Interpersonal and written communication

Timeline

CREDIT ANALYST II

ICS - Amerisource Bergen
10.2021 - Current

Senior Reimbursement Coordinator

US Bioservices- Amerisource Bergen
09.2017 - 09.2021

Accounts Receivable Specialist

Orthofix
05.2011 - 08.2017

CPhT Certification - Pharmacy Technician

Remington College

High School diploma -

Newman Smith High School

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Deidra Pennie