Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Languages
Timeline
Generic

Deniece Paccial

San Jose,CA

Summary

Highly-qualified Billing Coordinator, offering 9 years of banking and financial services experience, proficient at dental billing, working with insurance companies and building rapport with patients and clients to maximize satisfaction. Familiar with confidentiality requirements, patient care standards and insurance claims processes. Flexible, reliable and goal-focused.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Billing Coordinator

Nahal Ashouri Orthodontics
Mountain View, CA
02.2022 - Current
  • Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
  • Submitted appeals on behalf of patients to challenge denied insurance claims.
  • Contacted insurance providers to verify insurance information and obtain billing authorization.
  • Processed invoice payments and recorded information in account database.
  • Developed strategies to reduce discrepancies in the billing process.
  • Responded promptly to customer inquiries concerning services, bills, payments.
  • Reviewed past due accounts and contacted customers for payment arrangements.
  • Created and maintained accurate customer records in database system.
  • Processed credit card transactions through Point-of-Sale terminals or online systems.
  • Reconciled daily cash receipts with total deposits on bank statement.

Licensed Life Insurance Agent

Freedom Equity Group
San Jose, CA
12.2020 - 02.2022
  • Calculated and quoted rates to create coordinated protection plans for immediate coverage action and long-term strategy implementation.
  • Provided policy guidance and management to enhance asset protection.
  • Delivered customized customer support through various communication channels: telephone, email, and face-to-face interactions.
  • Effectively managed client relationships to enhance overall customer satisfaction.
  • Collaborated with underwriting and claims processing teams from different departments.

Lead Teller

Wells Fargo & Company
Santa Clara, CA
12.2018 - 11.2020
  • Successfully managed a team of tellers, providing comprehensive training on banking policies and procedures.
  • Managed daily team scheduling and ensured appropriate staffing for all shifts.
  • Handled all aspects of cash management including managing transactions, balancing drawers, processing loan payments and issuing cashier's checks; Compiled currency transaction reports for foreign currency.
  • Performed daily balancing of bank vault cash for both withdrawals and deposits while closely monitoring inventory levels of essential supplies.
  • Actively participating in available training classes and workshops offered to employees to increase knowledge of banking products and services.

Associate Banker

Wells Fargo & Company
San Jose, CA
07.2017 - 11.2018
  • Analyzed and addressed customer requirements to deliver customized financial solutions.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Provided guidance to customers regarding bank products, services, and financial planning options.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks; Modified, opened and closed customer accounts.
  • Effectively managed escalations through the use of polite customer service, extensive product knowledge, and utmost professionalism in order to meet client needs and uphold the reputation of the bank.

Education

Bachelor of Arts - Humanities And The Arts

San Jose State University
San Jose, CA

Associate of Arts - Liberal Arts: Natural Science And Mathematics

Mission College
Santa Clara, CA

Skills

  • Document analysis
  • Recordkeeping
  • Invoicing expertise
  • Research
  • Due diligence
  • Dispute Resolution
  • Payments experience
  • Document Review
  • Invoice Processing
  • Accuracy and Precision
  • Deadline-oriented
  • File Management
  • Claims Processing
  • Proficiency with Ortho2, DentalXChange

Accomplishments

  • 2018 Leadership Excellence Champion - Wells Fargo
  • 2017 Circle of Stars Champion - Wells Fargo
  • Leadership & Service Excellence Nominee - Wells Fargo

Affiliations

  • Volunteer Administration & Reception - Cathedral Basilica of St. Joseph, San Jose, CA

Certification

  • Life Insurance License - CA Department of Insurance

Languages

Spanish
Professional
Filipino
Native/ Bilingual

Timeline

Billing Coordinator

Nahal Ashouri Orthodontics
02.2022 - Current

Licensed Life Insurance Agent

Freedom Equity Group
12.2020 - 02.2022

Lead Teller

Wells Fargo & Company
12.2018 - 11.2020

Associate Banker

Wells Fargo & Company
07.2017 - 11.2018

Bachelor of Arts - Humanities And The Arts

San Jose State University

Associate of Arts - Liberal Arts: Natural Science And Mathematics

Mission College

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Deniece Paccial