Dorise Iheanacho
San Antonio,Texas
Summary
Provides customers with targeted financial advice, service options and product recommendations to serve debt management needs. Effective at building and implementing plans for each person or organization. Proficient in factors affecting credit scores and strategies for financial recovery.
Overview
16
16
years of professional experience
Work History
Financial Counselor
Family Service
02.2022 - Current
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Helped clients identify and set short- and long-term financial and life goals and devise plans to reach those goals.
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Assisted clients to recover from identity theft and resulting fraud consequences.
- Taught small group classes on personal financial management as part of community outreach.
Financial Counselor
Methodist Hospital
01.2020 - 02.2022
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Documented details regarding contact with patients, providers and other individuals in system.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
Financial Counselor II
Texas Oncology
02.2018 - 01.2020
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Documented details regarding contact with patients, providers and other individuals in system.
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
Financial Counselor
Gwinnett Medical Center
01.2015 - 12.2017
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Documented details regarding contact with patients, providers and other individuals in system.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
Medical Insurance Biller
Nue Medical Consulting
01.2012 - 01.2015
- Analyzed complex Explanation of Benefits forms to verify correct billing of insurance carriers.
- Prevented financial delinquencies by working closely with managers to resolve billing issues before becoming unmanageable.
- Prepared billing statements for patients and verified correct diagnostic coding.
Texas Works Advisor IV
TX Department Of Health And Human Services
07.2007 - 12.2011
- Interview applicants and recipients in person or by inbound or outbound telephone calls to obtain pertinent financial and personal information to determine financial eligibility for public assistance programs.
- Evaluate data from various electronic and other sources to enter information into a computer-based eligibility system.
- Compute and authorize benefits based on eligibility determination. Processed work in accordance with state and federal regulations and established procedures, guidelines and time frames.
- Explained program benefits and requirements to clients and/or advisor staff as necessary.
- Resolved problems and complaints. Reviewed case records to determine validity and accuracy of eligibility determinations made by other staff.
- Conducted effective reviews and obtained information by observing and recording examinations.
Education
No Degree - Education
Kilgore College
Kilgore, TXHigh School Diploma -
Polytechnic High School
Long Beach, CA06.1987
Skills
- Prospective Client Engagement
- Customer Inquiries
- Financial Efficiency
- Active Listening
- Savings Accounts
- Insurance Verification
- Consultation and Advisement
- Making Insurance Decisions
- Eligibility Guidelines
- Payment Negotiation
- Financial Profiling
- Monthly Financial Statements
- Patient Counseling
- Patient Insurance Authorizations
- Clerical Support
- Telephone Etiquette
- Patient Correspondence
- Electronic Health Records Systems
- Presentations
- Effective Customer Communication
- EMR Systems
- Verifying Eligibility
Timeline
Financial Counselor
Family Service
02.2022 - Current
Financial Counselor
Methodist Hospital
01.2020 - 02.2022
Financial Counselor II
Texas Oncology
02.2018 - 01.2020
Financial Counselor
Gwinnett Medical Center
01.2015 - 12.2017
Medical Insurance Biller
Nue Medical Consulting
01.2012 - 01.2015
Texas Works Advisor IV
TX Department Of Health And Human Services
07.2007 - 12.2011
No Degree - Education
Kilgore College
High School Diploma -
Polytechnic High School
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