Jacquelin Byrd
Houston,TX
Summary
Debt and Account Resolution Professional experienced in accurate documentation and organized follow-through. Enhanced customer satisfaction through effective communication and dedicated support for financial and healthcare-related accounts, ensuring compliance and maintaining clear case histories in Salesforce CRM. Committed to delivering reliable service both independently and collaboratively.
Overview
1
1
Certification
9
9
years of professional experience
Work History
DEBT SPECIALIST
Beyond Financial Solutions Inc.
03.2025 - 09.2026
- Managed 50-150 customer cases daily, ensuring professionalism, accuracy, and confidentiality to enhance customer trust.
- Reviewed customer documents for completeness to ensure accuracy in account records.
- Update account details and documentation to keep records current and support timely case handling.
- Assisted customers with uploading required documents and resolving account-related issues to facilitate smoother case processing.
- Documented customer interactions to facilitate faster case resolution and ensure smooth transitions between team members.
- Tracked interactions in Salesforce CRM and organized records for efficient ongoing account follow-up.
CUSTOMER ADVISOR / ENROLLMENT SPECIALIST
Artech
11.2023 - 02.2025
- Managed high-volume customer inquiries, ensuring accurate and efficient service to enhance customer satisfaction.
- Guided customers through enrollment questions and service processes, fostering understanding and satisfaction.
- Resolved 35-75 customer inquiries daily, maintaining high standards of accuracy and professionalism.
- Collected, verified, and updated customer information in Salesforce CRM to keep records current.
- Maintained detailed records and documentation to support accurate account and enrollment processing.
- Handled sensitive customer information with professionalism and discretion while protecting confidentiality.
PATIENT REGISTRATION / UNIT MANAGER / COLLECTOR
Houston Methodist
Houston, TX
06.2020 - 09.2023
- Verified and updated patient demographic and insurance information, ensuring accuracy in records and seamless account setup.
- Clarified registration requirements during check-in and check-out, ensuring patients understood processes and felt supported.
- Supported insurance billing and coding processes while maintaining accurate patient account information and documentation.
- Processed account payments and resolved billing discrepancies through detailed review of patient account details, contributing to improved billing accuracy.
- Managed confidential patient information and high-volume calls, and achieved staff productivity goals in daily unit operations.
- Supervised staff performance, providing coaching and corrective counseling to enhance team effectiveness and address performance issues.
FINANCIAL ADVISOR / COLLECTOR
Alltran
02.2018 - 12.2020
- Established payment arrangements tailored to customer circumstances, significantly reducing account delinquency.
- Handled high-volume inbound and outbound calls, resolving customer account concerns to enhance customer satisfaction.
- Reviewed account information thoroughly, clearly communicating payment details to enhance customer understanding.
- Processed customer payments and updated account balances to maintain timely account management.
- Maintained accurate customer records and documented account activity to facilitate effective follow-up.
CUSTOMER SERVICE ASSOCIATE
Service Associates of America
03.2019 - 07.2020
- Managed high-volume customer interactions, resolving service issues with a focus on customer satisfaction.
- Supported insurance-related enrollment and service questions with clear, professional customer communication.
- Processed payments and supported insurance billing with organized follow-through to ensure accuracy and enhance customer experience.
- Collected and updated customer information in Salesforce CRM, maintaining integrity of account and eligibility records.
- Reviewed documentation and insurance details carefully to support enrollment accuracy and confidentiality.
Education
GED -
ALTA Charter School
Houston, TXSome College (No Degree) - Business Administration
Central Texas College
Killeen, TXSkills
- Debt recovery
- Debt negotiation
- Payment processing
- Account reconciliation
- Charge capture
- Salesforce CRM
- Case documentation
- Customer service
Certification
IAPDA Certification
Timeline
DEBT SPECIALIST
Beyond Financial Solutions Inc.
03.2025 - 09.2026
CUSTOMER ADVISOR / ENROLLMENT SPECIALIST
Artech
11.2023 - 02.2025
PATIENT REGISTRATION / UNIT MANAGER / COLLECTOR
Houston Methodist
06.2020 - 09.2023
CUSTOMER SERVICE ASSOCIATE
Service Associates of America
03.2019 - 07.2020
FINANCIAL ADVISOR / COLLECTOR
Alltran
02.2018 - 12.2020
GED -
ALTA Charter School
Some College (No Degree) - Business Administration
Central Texas College