Results-oriented medical professional with nine years of customer service experience, excelling in building positive relationships and fostering trust with patients and colleagues. Expertise in diffusing challenging situations while maintaining confidentiality and professionalism in all communications. Highly regarded as a Type Advisor, skilled at analyzing data and trends to provide timely, effective recommendations. Eager to leverage an extensive customer service background to enhance medical proficiency within a dynamic organization.
Overview
7
7
years of professional experience
4
4
Certifications
Work History
Patient Service Representative
AdventHealth
Yuba City, California
01.2025 - Current
Facilitated patient registration and appointment scheduling to enhance operational efficiency.
Managed insurance verification processes to ensure accurate patient billing and coverage.
Collaborated with clinical staff to streamline communication and improve patient flow.
Verified insurance eligibility and coverage for patients.
Filed and maintained patient records in accordance with HIPAA regulations.
Handled customer service inquiries in person, via telephone and through email.
Assisted patients in filling out check-in and payment paperwork.
Handled complex insurance pre-authorization processes accurately, enabling timely delivery of necessary medical services.
Managed waiting room operations effectively, addressing any issues or concerns that arose during peak hours.
Cert Collector and Breath Alcohol Technician
AdventHealth
Yuba City, California
06.2025 - 12.2025
Collect urine, hair, saliva, breath, and blood specimens for contracted clients' applicants and employees
Screen urine and breath specimens
Prepare hair, saliva, and blood specimens for off-site analysis
Order and maintain specimen containers
Enter each collection into databases to bill services rendered for clients
File Chain of Custody and Alcohol Testing Forms in the File Room
Calibrate the evidential breath alcohol tester monthly for accurate readings
Ensure Medical Review Officers receive the Chain of Custody Forms daily
Review and verify client written authorizations match Chain of Custody Forms prior to performing specimen collection
Find other drug testing services locations throughout the nation for prospective clients' applicants or employees
Perform background checks manually or using a federal database on prospective clients' applicants to determine whether driving violations, positive drug or alcohol test, or suspension of license exists
Coordinate with state's police force nationwide to ensure various clients are in compliance and adhering to laws and regulations to operate within the specified state
Prepare documents for the California Highway Patrol's biennial inspection of terminals
Processed payments and applied to customer balances.
Analyzed account status and developed strategies for improved collection rates.
Member Service Representative
Navy Federal Credit Union
Corpus Christi, Texas
10.2024 - 06.2025
Provided exceptional service by addressing member inquiries and resolving issues efficiently.
Educated members on products and services, enhancing overall satisfaction and engagement.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
Processed customer transactions efficiently, ensuring accurate cash handling and compliance with bank policies.
Assisted customers with account inquiries, providing exceptional service and resolving issues promptly.
Maintained up-to-date knowledge of banking products to effectively promote services to clients.
Set up and completed loan submission packages.
Promoted a positive work environment through effective communication skills and teamwork initiatives.
Advisor Relations Specialist
TorOso Financial Group
Corpus Christi, Texas
11.2023 - 10.2024
Initiating 401k, IRA, and College Savings accounts
Facilitating client withdrawals from investment portfolios
Entering personal data into our system
Conducting virtual meetings via Zoom
Organizing and maintaining files
Analyzing and inputting data into spreadsheets.
Financial Record Specialist
VITAS Healthcare
Pensacola, Florida
10.2020 - 11.2023
Monitoring Daily Admissions documents and decortication documents to assure key billing documents is received in timely manner
Review admissions documents for completeness-Facility management or required corrections
Prepares initial patient office chart with admissions paperwork
Enters Key billing data from admissions and recertification process into software, beginning the billing process
Communicate effectively with Team Managers and Physicians to assure compliance with billing related documents
Enter new billing cycle per Recertification
Adding ICD 10 Codes to patients charts for billing
Working with Medicare, Medicaid, and Private Insurance.
Case Worker
VITAS Healthcare
Pensacola, Florida
03.2021 - 12.2021
Assist the Patient/Family in identifying appropriate community resources to help address needs
Assist in completing a variety of applications for patient/family with assistance programs
Assist gathering required documentation with various agencies
Direct representative and advocate for families
Evaluates patients who are admitted on charity basis to establish if they meet funding criteria
Discuss alternative payer source with patient/Family
Responsible for making sure documentation is provided to the Local state office
Evaluate all Patients considered for admission as Medicaid Pending
Financial Assessments
Submitting Medicaid Applications, providing periodic updates with agency workers, and following up with patient family.
School Health Technician
Aloa Care Group
Pensacola, Florida
11.2020 - 05.2021
Assisting with medication administration
Administering minor first aid
Performing blood glucose monitoring
Documentation and data reporting of services provided in clinics according to established guidelines
Communicating with a registered Nurse/school personal or parent guardian as needed for care of students
Complying with confidentiality requirements of Escambia County District and Aloa Care Group
Assisting Supervisory RN in the health screening of students: Hearing, vision, scoliosis, BMI and subsequent follow up referrals
Completing forms for the District for Medical Billing purposes
Performing CPR/AED as needed.
CERTIFIED PROFESSIONAL COLLECTOR AND BREATH ALCOHOL TECHNICIAN
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
Yuba City, California
03.2020 - 10.2020
Collect urine, hair, saliva, breath, and blood specimens for contracted clients' applicants and employees
Screen urine and breath specimens
Prepare hair, saliva, and blood specimens for off-site analysis
Order and maintain specimen containers
Enter each collection into databases to bill services rendered for clients
File Chain of Custody and Alcohol Testing Forms in the File Room
Calibrate the evidential breath alcohol tester monthly for accurate readings
Ensure Medical Review Officers receive the Chain of Custody Forms daily
Review and verify client written authorizations match Chain of Custody Forms prior to performing specimen collection
Find other drug testing services locations throughout the nation for prospective clients' applicants or employees
Perform background checks manually or using a federal database on prospective clients' applicants to determine whether driving violations, positive drug or alcohol test, or suspension of license exists
Coordinate with state's police force nationwide to ensure various clients are in compliance and adhering to laws and regulations to operate within the specified state
Prepare documents for the California Highway Patrol's biennial inspection of terminals.
CLERICAL ASSOCIATE
ADVENTIST HEALTH & RIDEOUT DRUG TESTING SERVICES
Yuba City, California
09.2019 - 03.2020
Schedule and follow-up on patient drug testing appointments
Contact clients for written authorizations to perform collection services
Complete patient collection registration
Process patient drug testing orders and Chain of Custody Forms
Update and maintain drug testing results in Redarrow
Verify and maintain patient billing information in Agility