Lead Financial Navigator, with 8+ years of experience in the medical oncology setting. To work in a diverse and challenging environment where there is room for growth within the company, seeking a position as a dedicated and organized professional. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environment with exceptional customer service and communication skills.
Trained new staff on filing, phone etiquette and other office duties.
Serving reliable point of contact for patients throughout their treatment journey, addressing concerns promptly and maintaining open lines of communication.
Delivered support to medical staff in completion of patient paperwork.
Provided excellent customer service to patients and medical staff.
Excellent communication skills, both verbal and written.
Skilled at working independently and collaboratively in a team environment.
Learned and adapted quickly to new technology and software applications.
Managed time efficiently in order to complete all tasks within deadlines.
Developed comprehensive financial plans for patients, taking into account individual circumstances and long-term healthcare needs.
Negotiated payment plans with patients experiencing financial hardship, minimizing write-offs while supporting continued access to care.
Worked with patients to ascertain issues and make referrals to appropriate specialists.
Verified patient insurance eligibility and entered patient information into system.
Responded to inquiries by directing calls to appropriate personnel.
Facilitated communication between patients and various departments and staff.
Conducted thorough assessments of patient eligibility for charity care programs, securing vital financial support for those in need.
Assisted in reducing bad debt by closely monitoring delinquent accounts and initiating appropriate collection actions when necessary.
Answered incoming calls, scheduled appointments and filed medical records.
Facilitated prompt resolution of patient billing inquiries by coordinating with internal departments and external agencies as needed.
Helped address client complaints through timely corrective actions and appropriate referrals.
Coordinated with clinical staff to address potential financial barriers to care, ensuring timely provision of necessary services for patients.
Resolved customer complaints using established follow-up procedures.
Enhanced patient satisfaction by addressing financial concerns and providing personalized financial guidance.
Contributed to revenue cycle improvements through diligent follow-up on outstanding accounts receivable balances.
Educated patients on available resources, payment options, and insurance benefits to promote informed decision making.
Processed payments using cash and credit cards, maintaining accurate records of transactions.
Overseeing & assisting 15 Oncology clinics within Central Coast & First Coast areas.
Trained new staff on filing, phone etiquette and other office duties.
Served as reliable point of contact for patients throughout their treatment journey, addressing concerns promptly and maintaining open lines of communication.
Delivered support to medical staff in completion of patient paperwork.
Provided excellent customer service to patients and medical staff.
Excellent communication skills, both verbal and written.
Skilled at working independently and collaboratively with the team environment.
Learned and adapted quickly to new technology and software applications.
Managed time efficiently in order to complete all tasks within deadlines.
Developed comprehensive financial plans for patients, taking into account individual circumstances and long-term healthcare needs.
Negotiated payment plans with patients experiencing financial hardship, minimizing write-offs while supporting continued access to care.
Worked with patients to ascertain issues and make referrals to appropriate specialists.
Verified patient insurance eligibility and entered patient information into system.
Responded to inquiries by directing calls to appropriate personnel.
Facilitated communication between patients and various departments and staff.
Conducted thorough assessments of patient eligibility for charity care programs, securing vital financial support for those in need.
Assisted in reducing bad debt by closely monitoring delinquent accounts and initiating appropriate collection actions when necessary.
Answered incoming calls, scheduled appointments and filed medical records.
Facilitated prompt resolution of patient billing inquiries by coordinating with internal departments and external agencies as needed.
Helped address client complaints through timely corrective actions and appropriate referrals.
Coordinated with clinical staff to address potential financial barriers to care, ensuring timely provision of necessary services for patients.
Resolved customer complaints using established follow-up procedures.
Enhanced patient satisfaction by addressing financial concerns and providing personalized financial guidance.
Contributed to revenue cycle improvements through diligent follow-up on outstanding accounts receivable balances.
Educated patients on available resources, payment options, and insurance benefits to promote informed decision making.
Processed payments using cash and credit cards, maintaining accurate records of transactions.
Overseeing & assisting 15 Oncology clinics within Central Coast & First Coast areas.
Financial Counselor
Mid Florida Hematology & Oncology
04.2015 - 06.2017
Verifying insurance benefits for copayments and coin-insurance through Availity
Benefits and insurance verifications/authorizations
Setting up payment arrangements
Accounts receivable spreadsheet
Inquiring patients about their Returned checks
Applying for Assistance Foundation for patient's
Answering phones (patients, insurance companies, staff, Physicians, off-site billing department and administrators
Scanning and uploading files on OncoEMR, faxing documents, filing spreadsheets, and all follow-up
Assistance front desk receptionist with patient's concerns regarding copayments or co-insurances,
Verifying patients who have pharmaceutical assistance through the pharmacy department to verify is there is any administration fee through insurance benefits.
Using spreadsheet on Google Drive & Microsoft One Drive for different financial reports
Medical Receptionist
Mid Florida Hematology & Oncology
04.2015 - 07.2015
Reduced no-shows by implementing appointment reminder system through phone calls or text messages.
Facilitated effective communication between patients, medical staff, and insurance companies to ensure seamless coordination of care.
Streamlined appointment scheduling for improved patient flow and reduced wait times.
Assisted healthcare providers with administrative tasks, enabling them to focus on quality patient care.
Contributed to a positive work environment by collaborating effectively with colleagues and supporting team initiatives.
Helped patients complete necessary medical forms and documentation.
Performed various administrative tasks by filing, copying and faxing documents.
Managed multi-line phone system and pleasantly greeted patients.
Notified manager of incidents and potential incidents relating to patients and staff for swift action.
Organized and maintained patient chart filing system to promote quick data finding for staff.
Supported office staff and operational requirements with administrative tasks.
Coordinated patient scheduling, check-in, check-out and payments for billing.
Organized paperwork such as charts and reports for office and patient needs.
Obtained payments from patients and scanned identification and insurance cards.
Placed new supply orders, managed inventory and restocked clerical spaces.
Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Answered phone calls and messages for 6-physician in an Oncology medical facility, scheduling appointments, and handling patient inquiries
Education
Associate of Science - Health Information Technology
Seminole State College of Florida
Sanford, FL
05.2026
High School Diploma -
Bronx Guild High School
Bronx, NY
06.2010
Skills
Bilingual (Spanish & English)
Strong computer skills and organizational skills
Excellent customer service and communication
Knowledgeable of financial counseling services
Able to obtain positive and enthusiastic attitude, outgoing and Team Player
Reliable, confidentiality and integrity
Organization
Leadership
Decision-making
Reliable and trustworthy
Microsoft Office
Multitasking
Medical software applications
Professionalism
Certification
CPR certification with the American Red Cross Feb 2023
Tax preparer License -2020
Accomplishments
Recognized as CARE Value employee, multiple times for outstanding performance and team contributions.
Supervised team of 15 staff members.
Timeline
Patient Financial Navigator Lead
Florida Cancer Specialists
03.2024 - Current
Patient Financial Navigator
Florida Cancer Specialists
05.2022 - 03.2024
Patient Financial Counselor Lead
Florida Cancer Specialists
06.2017 - 03.2022
Financial Counselor
Mid Florida Hematology & Oncology
04.2015 - 06.2017
Medical Receptionist
Mid Florida Hematology & Oncology
04.2015 - 07.2015
Associate of Science - Health Information Technology
Seminole State College of Florida
High School Diploma -
Bronx Guild High School
CPR certification with the American Red Cross Feb 2023
Tax preparer License -2020
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