Gerardo Morales
Von Ormy,Texas
Summary
Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.
Overview
3
3
years of professional experience
Work History
Financial Ops Coordinator
CBRE Group Inc
07.2023 - Current
- Perform accounts receivable and accounts payable tasks, including vendor invoice processing, 1099 and tax processing, lease administration, and cash receipt applications, under general supervision.
- Ensure timely completion of data entry and follow-up procedures to support various financial transactions, adhering to established timeframes.
- Conduct peer reviews of financial operations accounting transactions to ensure compliance with departmental policies and procedures.
- Monitor, troubleshoot, and respond to both internal and external inquiries through financial operations, shared mailboxes or other established communication channels.
- Maintain and update relevant trackers and processing manuals for the assigned work portfolio. Participate in internal and external audits as necessary, assisting in audit-related tasks and inquiries.
- Collect data on transactional activities including vendor invoice processing. tax processing, lease administration, and cash receipt applications.
- Evaluate identified process improvement initiatives. Troubleshoot and resolve basic inquiries and requests from internal customers. Assist with implementing process improvements and providing results to stakeholders.
- Respond to simple inquiries from internal customers. Use existing procedures to solve straightforward problems while having a limited opportunity to exercise discretion.
- Impact through clearly defined duties, methods, and tasks are described in detail. Deliver own output by following defined procedures and processes under close supervision and guidance
Claims Representative
United Health Care
11.2020 - 07.2023
- Respond to and resolve on the first call, customer service inquires and issues by identifying the topic and type of assistance the caller needs such as benefits, eligibility and claims, financial spending accounts and correspondence
- Educate customers about the fundamentals and benefits of consumer-driven health care, guiding them on topics such as selecting the best benefit plan options, maximizing the value of their health plan benefits, and choosing a quality care provider
- Contact care providers (doctor's offices) on behalf of the customer to assist with appointment scheduling or connections with internal specialists for assistance
- Follow all regulations and HIPAA guidelines
- Learned many systems starting from ISET to CSM/Wonder box and now to Healthplex which I was moved to because of my outstanding Metrics concerning customer surveys and Adherence
- Provides support by reviewing, researching, investigating, and processing claims
- Authorized payment and entered them into our company database
- Research & review processed claims for necessary adjustments or corrections.
Education
Liberal Arts A.A. -
Palo Alto College
05.2019
Data Analyst -
Google - Coursera
Skills
- Database Management
- Web and Tech Savvy
- Communication Skills
- Adaptability
- Problem Solving
- Positive professional attitude
- Organized with excellent interpersonal communication
- JDE/MAXIMO
- Extensive Knowledge in Excel
- Contract Management
- Financial Management
- Work Planning and Prioritization
- Data retrieval systems
Timeline
Financial Ops Coordinator
CBRE Group Inc
07.2023 - Current
Claims Representative
United Health Care
11.2020 - 07.2023
Liberal Arts A.A. -
Palo Alto College
Data Analyst -
Google - Coursera
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