Frederick F. Williams
Portland
Summary
Leadership & Staff Development Client Relations & Cross-functional Communication Medical Claims & Billing Management Accounts Receivable & Collections Loan & Banking Operations Microsoft Office Suite Meticulous Attention to Detail | Time Management | Team Collaboration
Overview
16
16
years of professional experience
Work History
Branch Manager
Wells Fargo
06.2024 - Current
- Provide strategic leadership for branch operations, ensuring seamless execution of daily workflows, risk controls, and compliance standards.
- Direct and develop a high‑performing team, setting clear performance expectations, coaching for growth, and fostering a culture of accountability and service excellence.
- Optimize operational efficiency by analyzing branch performance metrics, identifying process gaps, and implementing improvements that enhance productivity and customer satisfaction.
- Oversee regulatory and audit readiness, maintaining strict adherence to financial policies, security protocols, and quality assurance requirements.
- Drive branch growth initiatives by aligning team efforts with organizational goals, strengthening community relationships, and promoting tailored financial solutions.
- Serve as the operational escalation point, resolving complex client issues, mitigating risk, and ensuring consistent delivery of high‑quality service.
Sr. Financial Services Representative III
First Interstate Bank
05.2022 - 05.2024
- Assisted clients with complex account needs including IRAs, CDs, and business lending
- Delivered accurate, timely service while maintaining full compliance with banking policies
Member Solution Specialist II
Rivermark Community Credit Union
04.2021 - 05.2022
- Processed multi-channel loan applications and onboarded new members
- Balanced cash transactions, resolved discrepancies, and promoted credit union products
Supervisor, Medical Management Claims
MODA Health
10.2014 - 08.2020
- Managed department performance and training while resolving high-level claims issues
- Developed procedures and supported interdepartmental collaboration
- Provided members with health guidance, community referrals, and preventive care outreach
IRA Specialist / Card Services Coordinator
NW Priority Credit Union
08.2013 - 10.2014
- Led claims processing and manual calculations while mentoring team in benefits administration
- Administered IRA programs and processed wire transfers, payroll forms, and ledger entries
- Part-time
Behavioral Support / Educational Assistant
Portland Public Schools
10.2012 - 06.2013
- Supported classroom operations by coordinating daily learning activities, managing instructional materials, and maintaining accurate student records to ensure smooth educational workflows.
- Provided behavioral guidance to students by reinforcing positive conduct, implementing individualized support strategies, and collaborating with teachers to maintain a structured, safe learning environment.
- Facilitated student engagement through one‑on‑one and small‑group instruction, adapting communication and teaching approaches to meet diverse learning needs.
Patient Account Rep
Metropolitan Pediatrics LLC
11.2009 - 06.2011
- Managed patient account inquiries, ensuring accurate information dissemination and prompt resolution of issues.
- Processed insurance claims using electronic billing systems to maximize reimbursement efficiency.
- Collaborated with healthcare providers to verify patient eligibility and coverage details for services rendered.
- Educated patients on financial responsibilities and payment options, improving overall satisfaction rates.
Education
Bachelor of Arts - Liberal Studies
Portland State University
Portland, OR03.2014
Certificate - Insurance Coding & Medical Billing
Concorde Career College
Portland, OR03.2008
Skills
- Branch operations management
- Customer service
- Customer relationships
- Excellent time management skills
- Leadership & Staff Development Client Relations
- Cross-functional Communication
- Management Accounts Receivable
- Collections Loan
- Microsoft Office Suite
- Meticulous Attention to Detail
Timeline
Branch Manager
Wells Fargo
06.2024 - Current
Sr. Financial Services Representative III
First Interstate Bank
05.2022 - 05.2024
Member Solution Specialist II
Rivermark Community Credit Union
04.2021 - 05.2022
Supervisor, Medical Management Claims
MODA Health
10.2014 - 08.2020
IRA Specialist / Card Services Coordinator
NW Priority Credit Union
08.2013 - 10.2014
Behavioral Support / Educational Assistant
Portland Public Schools
10.2012 - 06.2013
Patient Account Rep
Metropolitan Pediatrics LLC
11.2009 - 06.2011
Certificate - Insurance Coding & Medical Billing
Concorde Career College
Bachelor of Arts - Liberal Studies
Portland State University