Jodi Meurer
Bells,TX
Summary
Dedicated and reliable Work from Home representative eager to utilize strong problem-solving and communication skills. Computer savvy with substantial understanding of customer service principles and internet platforms. Coachable and determined to effectively communicate products or services to customers.
Overview
23
23
years of professional experience
Work History
Loan Servicing Representative
Bread Financial
Remote , TX
05.2022 - Current
- Counseled debtors on payment options and arranged installment agreements. Collection of specialty accounts
- Assist customers with finding programs to bring accounts current
- Negotiated to collect balance in full.
- Started as Collections specialist and promoted to Collections advocate within 6 months
- Part of new hire Buddy team to assist new hires while starting at Bread Financial
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Created training documentation for myself and new hires to use to assist with helping customers.
- Proved successful working within tight deadlines and a fast-paced environment.
- Used skip tracing and other techniques to locate debtors.
Loan Servicing Representative
Flagship Credit Acceptance
Remot in Fort Worth, TX
10.2021 - 05.2022
- Updating of customer account information
- Counseled debtors on payment options and arranged installment agreements.
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Provide outstanding customer service to internal and external customers
- Negotiations to ensure payments on accounts to meet the needs of customer and company
- Currently remote work but drive when going back will be too long of commute.
- Skip tracing to find correct and accurate client information.
- Used skip tracing and other techniques to locate debtors.
Customer Service Associate
East Mountain Veterinarian
Edgewood, NM
05.2020 - 07.2021
- Assist clients with setting up appointments for their pets
- Upload and enter in new clients and paperwork into system
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction. Including over 400 calls per day, along with emails and text messages.
- Booked appointments for clients
- Responded to customer calls and emails to answer questions about products and services.
- Developed and actualized customer service initiatives to decrease wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Investigated and resolved customer inquiries and complaints quickly.
Insurance Verification Specialist/ Claims/ receptionist
Uptown Dental Associates
Albuquerque, NM
01.2020 - 05.2020
- Insurance verification for current and new patients, Insurance claims submitting, Insurance claim appeals, answer phone, patient check in and appointments setting
- Laid off due to covid closings.
- Communicated verification and authorization status updates with all department to facilitate decision-making for patient admissions and insurance coverage.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Medical Records Clerk
CoreCivic
Estancia, NM
06.2019 - 01.2020
- Audit all medical records from provider and nursing staff
- Ensure all medical records are complete and secure
- Load all records into patient's charts
- Provide outrageous customer service to staff and outside government agencies
- Set up transfers for patients to outside medical appointments
- Audit all charts to ensure for accuracy and complete information
- Train new staff on systems
- Internal help desk for medical staff.
- Maintained patient records in compliance with security regulations.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
Customer Service Representative
DentaQuest
Grafton, WI
02.2017 - 07.2017
- Assist calls from member about their dental insurance plans, assist with finding dentists, and go over dental benefits
- Assist providers (dentist offices) with member's benefits, eligibility, and claims
- Take between 50 and 250 calls a day, documenting every call.
- Answered constant flow of customer calls with minimal wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Charter Coordinator & Operations Assistant
Riteway Bus Company
Cedarburg, WI
02.2016 - 02.2017
- Work with customers to set up private charters
- Schedule and coordinate charters for four school districts
- Setting up and maintaining a list of all vehicles
- Driver for two school bus routes
- Scheduling of routes and setting up drivers schedules
- Entering daily and weekly Payroll
- Monitored accounts receivable and billing departments.
Parts Specialist
Rytec Doors
Jackson, WI
08.2015 - 02.2016
- Daily entering of orders; Quoting out new orders
- Reading of mechanical and electrical drawings
- Using SAP and Green Screen to read door information
- Audit purchase orders from customer to ensure matching of items and costs.
WFM Specialist
Kohls Department Stores
Menomonee Falls, WI
06.2014 - 08.2015
- Set and adjusted to schedules to maintain optimal coverage and service levels.
- Daily reports, Maintain employee hierarchy in databases
- Work with third party vendors to ensure last minute updates to schedules
- Forecasting and scheduling, Workforce tracking and emergency assist
- Absence and leave management, Adherence / conformance to schedule
- Forecasting of workload and required staff; Management of working times and accounts, Analysis and monitoring of the entire process.
- Worked with management to develop strategic and tactical plans to meet different requirements.
- Managed overtime, shift swaps, breaks and PTO requests.
EMS Strategic Collector - Skip Tracing
Kohls Department Stores
Menomonee Falls, WI
10.2011 - 06.2014
- Provide customer service to customers that have accounts that have fallen behind Assist customers with the account management and payments and ensure customer satisfaction with Kohl's
- Made daily collection calls to customers.
- Identified best-known address to locate client's collateral or customer.
- Worked accounts 30 to 180 days past due.
- Persistently reached out to customers with extremely past due accounts to recover lost revenue.
- Maintained high volume of calls and met demands of busy and productive group.
- Monitored accounts for compliance with established payment plans and flagged non-compliances.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated with account holders to devise repayment plans and minimize collections receivables.
- Contacted customers to discuss payment schedules and set up or immediately process payments.
- Worked in call center environment handling manual and automatically dialed outbound calls.
Team Coordinator
HCR-Manor Care
Milwaukee, WI
12.2010 - 10.2011
- Responsible for the continual contact with patients and their families
- Ensure patient and family satisfaction with hospice services
- Report back to Administrative staff areas of improvement for patient satisfaction Preparation of all files for Medicare patient meetings
- Data support entry and monthly system order scrubbing
- Addressed customer service overflow to reduce complaints.
Customer Relations Specialist
DIRECT SUPPLY, INC
Milwaukee, WI
02.2000 - 01.2010
- Returned to team after a request from the VP of National Accounts
- Redeveloping and helping to build internal leadership with the restructure of internal departments Rebuilding relationships with existing customers and building relationships with new customers and maintained our primary relationships with existing customers
- Strengthening ties between our customers and our company
- Project Lead and communications lead for implementing and rolling out of new customers Provided technical support and troubleshooting services for customer having issues regarding our systems and services
- Anticipating provider needs and implemented solutions in response to their needs Working as a liaison between DSSI and their largest customers handling the majority of all communications between DSSI the customers managing all customer requests and needs
- Worked with internal and external teams to make sure that the customer's request and needs were being met
- Operations Support Manager
- Supervised Operations Support Team and grew the department from 4 to 11people Developed organizational requirements to meet SAS 70 audits
- Lowered the outstanding accounts from over $1 million to $300,000
- Lowered the number of days of outstanding invoices from 90 days to 30 days
- Developed standards and job duties for the Operations Team
- Improved work standards and employee satisfaction on the Operations Team
- Developed specialized job duties based on team and individual performances
- Built relationship between the Operations Team and both customer bases we serviced
- Provider Relations Specialist
- Established and implemented a new customer focused team
- Developed and helped internal leadership with the restructure of internal departments Built relationships with new customers and maintained our primary relationships with existing customers
- Strengthening ties between our customers and our company
- Provided technical support and troubleshooting services for customer having issues regarding our systems and services
- Ran weekly and specialty reports for my customer accounts
Education
Bachelors - Business Management
University of Phoenix
Skills
- QuickBooks
- Microsoft Office
- Macola
- BusHive
- Versatran
- SAP
- SalesForce
- Call Center Operations
- Managing Multiple Tasks
- KPH 13300 Alpha/Numeric
- Workforce Management
- School Bus Driving
- E-Commerce
- Databases
- Order Entry
- Process Improvement
- Hospice Care
- Account Management
- Following multi-step instructions
- Payment Analysis
- Staff Training
- Team Leadership
- Customer Relationship Management
Timeline
Loan Servicing Representative
Bread Financial
05.2022 - Current
Loan Servicing Representative
Flagship Credit Acceptance
10.2021 - 05.2022
Customer Service Associate
East Mountain Veterinarian
05.2020 - 07.2021
Insurance Verification Specialist/ Claims/ receptionist
Uptown Dental Associates
01.2020 - 05.2020
Medical Records Clerk
CoreCivic
06.2019 - 01.2020
Customer Service Representative
DentaQuest
02.2017 - 07.2017
Charter Coordinator & Operations Assistant
Riteway Bus Company
02.2016 - 02.2017
Parts Specialist
Rytec Doors
08.2015 - 02.2016
WFM Specialist
Kohls Department Stores
06.2014 - 08.2015
EMS Strategic Collector - Skip Tracing
Kohls Department Stores
10.2011 - 06.2014
Team Coordinator
HCR-Manor Care
12.2010 - 10.2011
Customer Relations Specialist
DIRECT SUPPLY, INC
02.2000 - 01.2010
Bachelors - Business Management
University of Phoenix
Similar Profiles
Jennifer PolstonJennifer Polston
Payment Solutions Advocate at Bread FinancialPayment Solutions Advocate at Bread Financial
Sandra BrehmSandra Brehm
Customer Care Advocate at Bread FinancialCustomer Care Advocate at Bread Financial
Russell MoneyRussell Money
Senoir Account Specialist at Bread FinancialSenoir Account Specialist at Bread Financial
Cynthia GarciaCynthia Garcia
Customer Service Advocate at Bread FinancialCustomer Service Advocate at Bread Financial
Sophia PayneSophia Payne
Waitress at Finish Line PizzaWaitress at Finish Line Pizza