Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emily Rhodes

Denver,CO

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

9
9
years of professional experience

Work History

Advisor Services Representative

Charles Schwab
Lone Tree, CO
04.2023 - 11.2024
  • Answered inquiries from customers regarding their investments or related topics.
  • Answered customer inquiries and provided accurate information regarding services.
  • Assisted customers with service requests, product orders, and billing inquiries.
  • Analyzed customer data in order to identify trends or patterns of misuse or abuse of services offered.
  • Conducted customer service activities in order to facilitate money transfer transactions.

Client Account Manager

Kind Home Solutions
Denver, CO
08.2022 - 01.2023
  • Developed methods for tracking and managing scheduling data, including shift assignments and time off requests.
  • Implemented digital marketing tactics such as SEO and SEM, email marketing.
  • Supported sales team in coordinating paperwork and closing sales.
  • Executed best-in-class sales and service strategies to deliver on sales, profit and service targets.

Referral Coordinator & Medical Assistant

Burrows Internal Medicine
Lone Tree, CO
02.2022 - 08.2022
  • Assisted in the development of referral processes and procedures.
  • Performed data entry related to referrals into electronic health record systems.
  • Ensured compliance with applicable laws and regulations regarding referrals.
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Administered injections, medications and treatments as directed by the physician.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Educated patients on healthcare topics such as nutrition and disease prevention methods.

Patient Services Coordinator

Rocky Mountain Gastroenterology
Centennial, CO
06.2021 - 12.2021
  • Assisted with scheduling appointments for patients.
  • Ensured medical records were accurately updated with patient information.
  • Provided administrative support to physicians, nurses, and other healthcare personnel.
  • Answered questions from patients regarding their accounts and billing inquiries.

Engagement / Save Team

HomeAdvisor
Golden, CO
02.2018 - 09.2020
  • Reported on ROI from various marketing initiatives.
  • Executed best-in-class sales and service strategies to deliver on sales, profit and service targets.
  • Assisted customers with complaints, inquiries, and billing issues while maintaining a high level of customer satisfaction.
  • Developed strategies to improve customer experience and increase loyalty.
  • Utilized CRM software to track customer interactions, record feedback, and monitor progress towards goals.
  • Worked closely with sales team members to ensure successful onboarding of new clients.

Reimbursement Specialist

Amerita Inc.
Centennial, CO
04.2016 - 02.2018
  • Performed monthly audits for accuracy of claims submitted for payment.
  • Identified potential areas of cost savings through proactive analysis of billing practices.
  • Resolved discrepancies between provider documentation and insurance plan requirements.
  • Verified that all necessary documents were included in each request before submitting it for payment.

Education

High School Diploma -

Grandview High School
Aurora
06-2010

Bachelor of Science - Psychology

Metropolitan State University of Denver
Denver, CO

Skills

  • Compliance requirements
  • Multitasking Abilities
  • Presentations and public speaking
  • Time management abilities
  • Problem-solving aptitude
  • Collaborative Teamwork
  • Conflict Resolution
  • Accounting and finance policies

Timeline

Advisor Services Representative

Charles Schwab
04.2023 - 11.2024

Client Account Manager

Kind Home Solutions
08.2022 - 01.2023

Referral Coordinator & Medical Assistant

Burrows Internal Medicine
02.2022 - 08.2022

Patient Services Coordinator

Rocky Mountain Gastroenterology
06.2021 - 12.2021

Engagement / Save Team

HomeAdvisor
02.2018 - 09.2020

Reimbursement Specialist

Amerita Inc.
04.2016 - 02.2018

High School Diploma -

Grandview High School

Bachelor of Science - Psychology

Metropolitan State University of Denver
Emily Rhodes