Jory Ann Brown

Collaborated with insurance companies to resolve claim issues and clarify requirements.

• Maintained organized records of billing transactions to ensure accuracy.
• Generated invoices for services rendered and issued monthly statements to clients.
• Prepared financial reports detailing accounts receivable activity for management review.
• Monitored delinquent accounts through collection letters and phone calls.
• Analyzed project specifications to provide accurate cost estimates.
• Created comprehensive cost estimation reports for management review.
• Assisted in budget preparation by forecasting material and labor costs.

• Screened patients for eligibility for state, local and federal assistance programs.
• Collaborated with clinical and administrative staff to meet patient needs.
• Counseled patients on potential financial liabilities and payment requirements.
• Initiated application processes to add patients to assistance programs at bedside and followed through until completion.
• Reported liabilities and risk management concerns to supervisor for review.
• Cultivated positive relationships with patients to help facility meet satisfaction scores and patients obtain best possible care.
• Organized timely and accurate referrals to help patients obtain health care services and access available resources.
• Explained policies, procedures and services to patients.

• Conducts teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts.
• Works toward attracting new clients and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances.
• Listen to clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
• Opening personal and business accounts.
• Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions.

• Balanced daily cash deposits and vault inventory with zero error rate.
• Verified amounts and integrity of every check or funds transfer.
• Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
• Liaised between bank branches regarding best practices and operations.
• Performed special services for customers, ordering bank cards and checks.
• Resolved problems or discrepancies concerning customers' accounts.
• Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.

• Located and notified customers of delinquent accounts by mail, telephone or personal visits to solicit payment.
• Liaised with management to identify issues attributing to account delinquency and discuss solutions to bring in revenue.
• Received payment and posted to appropriate customer accounts.
• Notified customers of delinquent accounts with attempt to collect outstanding amounts.
• Informed customers about issue resolution processes and progress and negotiated resolution of disputes.