Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Intern
Kara Ross

Kara Ross

Summary

Talented Intake Specialist offering 3 years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizing tasks to achieve optimal productivity.

Overview

18
18
years of professional experience

Work History

Intake Coordinator

Holisticare Hospice
Wayne, PA+
05.2019 - Current
  • Supported office staff and operational requirements with administrative tasks.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
  • Explained eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
  • Entered referrals into appropriate system based on type of referral obtained.

Customer Service Representative

TD Bank
Downingtown, PA
11.2016 - 05.2019
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Developed community reputation through commitment to customer satisfaction and strong client relationships.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.

Real Estate Broker

Coldwell Banker Sea Coast Realty
Jacksonville, NC
04.2004 - 07.2016
  • Negotiated real estate contracts to navigate transactions between buyers and sellers.
  • Compared properties possessing similar features to determine competitive market prices.
  • Liaised between property owners and prospective buyers to facilitate purchase and transfer of ownership.
  • Advised clients on mortgage and housing conditions to identify successful properties and promote customer satisfaction.
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
  • Established and developed real estate agency, driving recruitment and operational growth.

Education

Medical Coding License - Medical Coding

Coastal Carolina Community College
Jacksonville, NC
07.2016

Bachelor of Science - Education of Individuals With Multiple Disabilities

Immaculata University
Immaculata, PA
05.1994

High School Diploma -

Coatesville Area Senior High School
Coatesville, PA
06.1990

Skills

  • Medical Recordkeeping
  • Collecting Intake Information
  • Maintaining Client Records
  • Data Entry Software
  • Inquiry Requests
  • Client Needs Assessment
  • Client and Family Interviews
  • Organization and Time Management
  • Electronic Medical Record Software
  • Taking Client Histories
  • Clerical Support

Accomplishments

  • Customer Service Award 2004-2010
  • Customer Service PInnacle Award 2011-2016

Timeline

Intake Coordinator

Holisticare Hospice
05.2019 - Current

Customer Service Representative

TD Bank
11.2016 - 05.2019

Real Estate Broker

Coldwell Banker Sea Coast Realty
04.2004 - 07.2016

Medical Coding License - Medical Coding

Coastal Carolina Community College

Bachelor of Science - Education of Individuals With Multiple Disabilities

Immaculata University

High School Diploma -

Coatesville Area Senior High School

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Kara Ross