Summary
Overview
Work History
Education
Skills
Certification
Languages
References
Timeline
Generic

Ishrat Merchant

East Meadow,NY

Summary

Energetic, motivated manager with highly organized nature and skills in balancing needs of clients in both personal and professional capacities. Experienced and dedicated to customer satisfaction and financial success. Strengths include relationship building and employee development. Skilled in working within high-volume settings. Successfully works as a leader of team to reach personal and business goals. Known for successfully handling escalated customer support. 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. Committed job seeker with a history of meeting company needs with consistent and organized practices.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Loan Processor

PMF Capital
New York, NY
06.2023 - Current
  • Developed and finalized loan application bundles.
  • Filed completed packages quickly and efficiently.
  • Reviewed initial client documentation to structure and submit loan package.
  • Conducted analysis on loan applications and supporting documents to ascertain their eligibility for approval, while also overseeing the management of conditions sent from underwriting departments.
  • Maintained accurate records in loan files and databases.
  • Structured loan packages by properly analyzing credit reports, income and asset documents.
  • Interfaced with borrowers to obtain needed items and prepare applications for underwriting review.
  • Verified accuracy of closing figures prior to disbursement of funds.
  • Assisted borrowers with questions regarding their loans after closing.
  • Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
  • Adhered strictly to company policies when completing tasks associated with loan processing duties.
  • Maintained accurate records in computer database system during loan origination process.

Office Supervisor and Team Leader (Remote)

Excel Psychiatry
McKinney, TX
01.2022 - Current
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Reviewed files and records to obtain information and respond to requests.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Collaborated with multi-disciplinary staff to improve overall patient care and response times.
  • Resolved conflicts between physicians, nurses and administrative staff to maintain optimal workflows.
  • Communicated with patients with compassion while keeping medical information private.
  • Built work schedules and staff assignments, taking workload, space and equipment availability into consideration.
  • Explained policies, procedures and services to patients.
  • Recruited, hired and trained new medical and facility staff.
  • Relayed messages from patients to physicians about concerns, condition updates or refill requests to facilitate treatment.
  • Scheduled appointments for patients via phone and in person.
  • Contacted pharmacies to submit and refill patients' prescriptions.
  • Conducted insurance verification and pre-certification and pre-authorization functions.
  • Provided excellent service to patients through personable communication.
  • Documented patient interactions in compliance with HIPAA requirements.
  • Used judgment and initiative in handling confidential matters and requests.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Posted charges, payments and adjustments.
  • Completed appeals and filed and submitted claims.
  • Posted and adjusted payments from insurance companies.
  • Identified errors and re-filed denied or rejected claims quickly to prevent payment delays.
  • Contacted patients for unpaid claims for HMO, PPO and private accounts and performed friendly follow-ups to ensure proper payments were made according to contracts.
  • Collaborated closely with other departments to resolve claims issues.

Medical Biller and Coder , Office Manager (Remote)

Open Hands Psychiatry
Frisco, TX
06.2022 - 05.2023
  • Filed and submitted insurance claims.
  • Reviewed received payments for accuracy and applied to intended patient accounts.
  • Documented and filed patient data and medical records.
  • Reviewed medical records to meet insurance company requirements.
  • Assessed medical codes on patient records for accuracy.
  • Expertly assigned charges and payments for medical procedures.
  • Reconciled clinical notes, patient forms and health information for compliance with HIPAA rules.
  • Maintained current working knowledge of CPT and ICD-10 coding principles, government regulation, protocols and third-party billing requirements.
  • Maintained updated knowledge of coding requirements, which included continuing education and certification renewal.
  • Communicated with healthcare personnel, including practitioners to promote accuracy.
  • Applied HIPAA privacy and security regulations while handling patient information.
  • Coordinated communications between patients, billing personnel and insurance carriers.
  • Contacted insurance providers to verify insurance information and obtain billing authorization.
  • Submitted appeals using provider portals and phone communication.
  • Communicated with insurance representatives to complete claims processing or resolve problem claims.
  • Leveraged EMR software to post payments received for medical services.
  • Reviewed and verified benefits and eligibility with speed and precision.
  • Received and reviewed candidate resume and job application submissions to approve or deny applicants for initial interviews.
  • Created interview questionnaires, job descriptions and advertisements, pre-screening protocols and post-interview assessments.
  • Prepared detailed reports outlining participant progress and areas for improvement.
  • Conducted in office trainings for new hires.

E-Commerce Lead

CEO
New York, NY
02.2021 - 01.2022
  • Implemented SEO techniques and PPC strategies to increase average monthly online revenue.
  • Researched different vendors for product purchasing opportunities and price comparisons.
  • Planned and implemented site content updates, merchandising of newly launched products, integrated campaigns and promotions.
  • Oversaw marketing for product launches and coordinated public relations, direct mail pieces, sales training and e-mail campaigns.
  • Gathered and evaluated promotional data to improve future planning.
  • Gathered product data to upload to websites and online marketplaces.
  • Coordinated affiliate, referral and social media programs to spur growth and attract new users to brand.
  • Established sales goals and strategies that contributed to increased growth in sales and profitability.
  • Conducted market research and reported on competitors.
  • Kept inventory within ideal minimum and maximum levels with skilled management.
  • Spent time negotiating with suppliers regarding materials and products to obtain best pricing.
  • Completed in-depth analyses of competitor ad, keyword, bids and landing page activities.
  • Prioritized and organized tasks to efficiently accomplish service goals.

Store Associate

AT&T
New York, NY
01.2021 - 12.2021
  • Engaged positively with each customer, providing professional and polite support for sales and service needs.
  • Counted cash, made change and stored coupons to keep organized and balanced cash register drawer.
  • Monitored sales floor to identify customers in need of assistance and merchandise in need of replenishment.
  • Answered questions about current promotions and resolved issues according to store policies.
  • Maintained accurate and attractive merchandise displays to maximize purchases.
  • Drove sales by successfully employing upselling and cross-selling strategies.
  • Stocked, replenished and organized inventory to keep store merchandise fresh.
  • Responded to customer questions about products and services.
  • Greeted each customer and offered assistance in finding requested items, helping boost customer satisfaction and retention.
  • Maintained and recorded customer information in database.
  • Handled inbound telephone calls from interested customers.
  • Made appointments with interested customers according to schedule availability.
  • Helped team meet rolling sales goals by maintaining proficiency in company systems, scripts and procedures.
  • Set up new accounts and listed personal, demographic and payment information in system.
  • Educated customers about product or service offerings meeting individual needs.

Store Manager and Supervisor

Himalayan Eyebrow Threading Salon INC.
New York, NY
08.2014 - 12.2020
  • Delegated work to employees based on shift requirements, individual strengths and unique training.
  • Addressed customer inquiries and resolved complaints.
  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Created and delivered weekly schedule assignments to staff members so all shifts received adequate coverage.
  • Delivered excellent customer service by greeting and assisting each customer.
  • Coordinated salon's master schedule, managing client appointments, personnel schedules and promotional events.
  • Monitored business and personal expenses with Square Inc. and Clover.
  • Provided excellent customer service and skin care treatments to all clients.
  • Trained new staff on the range of spa services offered.
  • Educated clients on skin care procedures and products.
  • Informed customers about billing procedures, processed payments and provided payment option setup assistance.
  • Received and reviewed candidate resume and job application submissions to approve or deny applicants for initial interviews.
  • Cultivated and maintained relationships and ongoing communication with potential job candidates.
  • Mentored team members to succeed and advance within department and company.
  • Conducted evaluations of training courses to uncover areas in need of improvement.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Exceeded company productivity standards on consistent basis.

Education

Associate of Science - Computer Science And Programming

Queensborough Community College
Oakland Gardens, NY

Some College (No Degree) - H.S.C. 12th Grade

RD National College And SWA Science College
Mumbai, India

Some College (No Degree) - S.S.C. 10th Grade

QueensboroughDuruelo Convent High School
Mumbai, India

Skills

  • Business development understanding
  • High-energy attitude
  • Customer relations
  • Quality control
  • Office equipment proficiency
  • Sales expertise
  • Customer assistance
  • Leadership
  • Training & Development
  • Candidate prescreening and interviewing
  • Employee training and development
  • Problem-solving abilities
  • Project management abilities
  • Understanding of SQL
  • Data Management
  • Tableau
  • Proficient in R Programming
  • Pivot tables, Excel and Spreadsheets understanding
  • Data Validation
  • Data Warehousing
  • Google Analytics

Certification

  • Certified by Google in Data Analytics, completed on May 11th, 2024.

Languages

Hindi
Native/ Bilingual
Urdu
Native/ Bilingual

References

References available upon request.

Timeline

Loan Processor

PMF Capital
06.2023 - Current

Medical Biller and Coder , Office Manager (Remote)

Open Hands Psychiatry
06.2022 - 05.2023

Office Supervisor and Team Leader (Remote)

Excel Psychiatry
01.2022 - Current

E-Commerce Lead

CEO
02.2021 - 01.2022

Store Associate

AT&T
01.2021 - 12.2021

Store Manager and Supervisor

Himalayan Eyebrow Threading Salon INC.
08.2014 - 12.2020

Associate of Science - Computer Science And Programming

Queensborough Community College

Some College (No Degree) - H.S.C. 12th Grade

RD National College And SWA Science College

Some College (No Degree) - S.S.C. 10th Grade

QueensboroughDuruelo Convent High School

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Ishrat Merchant