Joanne Scharping
Shapleigh
Summary
Detail-oriented Consumer Finance Coordinator with expertise in client assessments and financial documentation. Proven ability to streamline workflows and ensure compliance, enhancing operational efficiency and client satisfaction.
Overview
10
10
years of professional experience
Work History
Consumer Finance Coordinator
Maine Behavioral Health Organization
Springvale
06.2022 - Current
- Assisted clients in understanding financial options and resources available.
- Managed documentation for client financial assessments and eligibility determinations.
- Maintained accurate records of client financial interactions, ensuring compliance and facilitating effective follow-up.
- Streamlined workflows in financial coordination, resulting in reduced processing times and improved service delivery.
- Performed daily audits to ensure compliance with applicable regulations.
- Collaborated with cross-departmental teams to identify and implement process improvements in consumer financing.
- Prepared detailed reports on monthly performance metrics associated with various aspects of consumer financing operations.
- Monitored accounts payable and receiving transactions.
- Reconciled bank statements and resolved discrepancies promptly.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Managed relationships with tax authorities, bankers and auditors.
Medical Assistant
Maine Medical Center
Sanford
01.2016 - Current
- Assisted healthcare providers with patient examinations and procedures.
- Coordinated patient scheduling and appointments to optimize provider availability and patient access.
- Collected and recorded patient medical histories and vital signs accurately.
- Prepared examination rooms, ensuring cleanliness and organization for procedures.
- Educated patients on treatment plans and medication instructions clearly.
- Maintained electronic health records with attention to detail and accuracy.
- Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
- Administered injections and medications according to physician's instructions.
- Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
- Facilitated communication between patients and physicians by relaying concerns, condition updates, and refill requests.
- Documented notes during patient visits.
- Collected samples from patients for laboratory testing purposes.
- Cleaned medical equipment thoroughly using appropriate methods.
- Performed basic laboratory tests such as urinalysis and blood glucose levels under direct supervision of a physician or registered nurse.
- Conducted EKGs, spirometry testing, audiograms and other diagnostic tests as requested by the physician.
- Organized charts, documents and supplies to maintain team productivity.
- Registered new patients into practice management software, ensuring accurate entry of demographic information for seamless integration.
- Contacted pharmacies to submit and refill patients' prescriptions.
- Filed insurance claims forms in accordance with applicable regulations.
- Collected, labeled and stored laboratory specimens properly prior to testing.
- Administered medications under physician's supervision.
- Positioned patients properly during examination or treatment for comfort and safety.
- Changed dressings on wounds to prevent infection and check for healing.
Education
Associate of Applied Science - Medical Assisting
Kaplan University
Davenport, IA09-2015
Associate of Applied Science - Accounting
Kaplan University
Davenport, IA11-2011
Skills
- Customer relationship management
- Client assessment
- Payment processing
- Financial documentation
- Budget planning
- Cash flow forecasting
- Financial analysis expertise
- Data analysis
- Compliance auditing
- Audit compliance
- Risk evaluation
- Documentation review
- Attention to detail
- Problem solving
- Time management
- Effective communication
- Relationship management
- Disability rights communication
Timeline
Consumer Finance Coordinator
Maine Behavioral Health Organization
06.2022 - Current
Medical Assistant
Maine Medical Center
01.2016 - Current
Associate of Applied Science - Medical Assisting
Kaplan University
Associate of Applied Science - Accounting
Kaplan University