ELISE COLE
Lynchburg,VA
Summary
Results-driven tax and healthcare administration specialist skilled in processing refunds and negotiating payment plans that enhance client satisfaction. Proven ability to streamline operations and maintain compliance with tax codes, while providing exceptional service in healthcare settings. Focused on leveraging expertise to contribute to organizational success.
Overview
10
10
years of professional experience
Work History
Tax Technician
Montgomery County Treasurer
04.2024 - 01.2026
- Reviewed prior year returns to identify errors and uncover missed opportunities for deductions and credits, maximizing client benefits.
- Processed refunds accurately, ensuring timely delivery and compliance with all paperwork requirements.
- Negotiated payment plans with delinquent clients, facilitating manageable repayment solutions and improving collection rates.
- Monitored deadlines throughout the year so that payments could be made timely without penalty or interest charges.
- Maintained up-to-date knowledge of changes in the tax code through continuing education courses.
Healthcare Administrative Associate
Carilion Clinic
04.2023 - 04.2024
- Schedules, registers, and checks patients in/out.
- Greeted and screened patients and visitors to ensure a smooth check-in process.
- Organized and updated medical records to ensure accuracy and compliance.
- Entered charge data into billing system to facilitate accurate billing.
- Processed billing documents and resolved discrepancies to maintain accurate patient accounts.
- Collect co-payments, deductibles, and other self-pay amounts at the time of service.
Trainer
Backcountry.com
08.2016 - 02.2023
- Implemented a new-hire training program to onboard and train new employees in operations.
- Organized and directed orientation and onboarding sessions for employees.
- Assessed training quality through participant surveys and assessments, providing insights for program enhancements.
- Collaborated with department managers to ensure staff awareness of training program updates and progress.
- Coordinated instructor assignments for training sessions to align expertise with program needs.
- Scheduled classes and training sessions based on classroom and equipment availability.
Clinical Associate
Carilion Clinic
02.2016 - 06.2016
- Monitored patient vital signs using telemetry equipment.
- Prepared charts and pre-admission consent forms to facilitate efficient patient processing.
- Updated and entered patient information into computer system to maintain accurate and accessible records.
- Safeguarded medical records to secure patient information and maintain patient confidentiality.
- Managed inventory of medical stock and placed orders to ensure availability of essential supplies.
Patient Access Representative
Carilion Clinic
10.2015 - 02.2016
- Registered patients by accurately gathering financial and demographic information to streamline admissions process.
- Guided patients through application processes for financial assistance programs, ensuring understanding and completion.
- Collected signatures from patients or guardians on financial responsibility and treatment consent forms to facilitate care.
Education
Bachelor of Science (B.S.) - Clinical Psychology
Liberty University
Lynchburg, VA05-2008
Skills
- Procedure Manual Writing
- Training Program Design
- Course Materials Development
- Training Method Development
- Orientation and Onboarding
- Data Entry
- Customer Service
- Course Planning
Timeline
Tax Technician
Montgomery County Treasurer
04.2024 - 01.2026
Healthcare Administrative Associate
Carilion Clinic
04.2023 - 04.2024
Trainer
Backcountry.com
08.2016 - 02.2023
Clinical Associate
Carilion Clinic
02.2016 - 06.2016
Patient Access Representative
Carilion Clinic
10.2015 - 02.2016
Bachelor of Science (B.S.) - Clinical Psychology
Liberty University