Jacqualyn Brooks
Green Bay
Summary
Professional with high standards and results-driven approach. Possesses versatile skills in project management, problem-solving, and collaboration. Proficiencies include administrative management, scheduling, budgeting, communication, problem-solving, and organizational skills. Brings fresh perspective and strong commitment to quality and success.
Overview
24
24
years of professional experience
Work History
Patient Account Representative
Prevea Health
08.2025 - Current
- Managed patient account inquiries, ensuring timely resolution and accurate information.
- Coordinated insurance verifications and authorizations to facilitate seamless patient care processes.
- Work with patients medical billing, take payments, set up payment arrangements, resolve billing discrepancies, place accounts with 3rd party collections in a call center environment
- Provided exceptional customer service, handling sensitive patient situations with professionalism and empathy.
Director of Member Financial Wellness/Payment Solutions Supervisor
PCM Credit Union
06.2011 - 11.2024
- Attention to detail and ability to forward think, understanding the balance of calculated risk while making strong business decisions that drive results.
- Collaborated with executive leadership to align departmental goals with organizational vision and mission.
- Provided exceptional customer service throughout the collections process, addressing concerns promptly while upholding company values.
- Develop and analyze reports, policies, and procedures relating to collections.
- Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
- Maintained compliance with federal, state, and local regulations governing debt collections practices.
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Maintain healthy relationships with all internal departments and external vendors.
- Led team in utilizing CRM systems for tracking customer communications and payment histories.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Insurance Agent-Property and Casualty Insurance License
Ameriprise Auto and Home Insurance
01.2010 - 01.2011
- Providing customer/sales services with a high attention to detail
- Developed tailored insurance solutions to meet diverse client needs and preferences.
- Proven ability to learn quickly and adapt to new situations.
- Worked effectively in fast-paced environments
Relationship Manager/Loan Officer/Lead Teller
Pioneer Credit Union
Green Bay, WI
01.2002 - 01.2007
- Help every member reach their maximum financial potential through one-on-one education.
- Evaluated borrower creditworthiness through comprehensive financial analysis and documentation review.
- Developed tailored loan products to meet diverse client needs and improve customer satisfaction.
Education
Certified Credit Union Executive-CCUE/CUNA Management School -
01.2022
Certified Credit Union Financial Counselor-CCUFC - undefined
01.2016
Associate Degree - Criminal Justice Corrections
01.2014
Certificate - Psychology and Behavioral Studies
01.2013
Certificate - Social and Human Services
01.2013
Skills
- Portfolio management
- Data analytics
- Financial Analysis and reporting
- Credit management
- Compliance management
- Debt recovery expertise; credit and collections
- Project management
- Problem-solving
- Organizational skills
- Teamwork and collaboration
- Scheduling and calendar management
Timeline
Patient Account Representative
Prevea Health
08.2025 - Current
Director of Member Financial Wellness/Payment Solutions Supervisor
PCM Credit Union
06.2011 - 11.2024
Insurance Agent-Property and Casualty Insurance License
Ameriprise Auto and Home Insurance
01.2010 - 01.2011
Relationship Manager/Loan Officer/Lead Teller
Pioneer Credit Union
01.2002 - 01.2007