Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katelynn Mobley

Quinlan,Texas

Summary

Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.

Overview

16
16
years of professional experience

Work History

Senior Outreach Specialist

Centauri Health Solutions
10.2025 - 01.2026
  • Delivered presentations to interested groups and answered wide-ranging questions about available offerings.
  • Represented organization at industry conferences by manning booths and giving polished presentations.
  • Increased referrals by calling on target groups, organizations and professionals.
  • Assisted claimants' in applying for SSI/SSDI benefits.
  • Collaborated with various companies and government entities to shape approaches and leveraged trends in local marketplaces and industries.

Customer Service Representative

First Source Solutions
12.2024 - 05.2025
  • Responded to customer requests for products, services, and company information.
  • Identified and resolved discrepancies and errors in customer accounts.
  • Cross-trained and provided backup support for organizational leadership.
  • Delivered prompt service to prioritize customer needs.
  • Promptly responded to inquiries and requests from prospective customers.

Financial Processing Clerk

Maximus
09.2023 - 06.2024
  • Proficiently responded to inquiries from customers regarding their orders.
  • Ensured all customer files were updated regularly with current information.
  • Performed data entry tasks with accuracy and speed using 10-key calculator.
  • Implemented quality assurance measures throughout the document processing process.
  • Increased number and quality of search results with database search techniques.
  • Filed electronic and hard copy documents to maintain organized records.

Instructional Aide

Greenville Independent School District
12.2022 - 09.2023
  • Worked one-on-one with struggling or special education students requiring additional support.
  • Collaborated with teachers, administrators, parents, and other staff members to ensure best practices in the classroom.
  • Kept classrooms clean, neat, and properly sanitized for student health and classroom efficiency.
  • Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher.
  • Monitored student performance during tests and quizzes while providing guidance when needed.
  • Provided instructional assistance to students in need of extra help, ensuring they fully understood the material and could apply it effectively.

Customer Service Representative

Ferrell Gas
10.2022 - 01.2023
  • Handled customer complaints and inquiries in a courteous and efficient manner.
  • Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers.
  • Developed strong customer relationships and loyalty through effective communication.
  • Maintained knowledge of company products to provide helpful suggestions and recommendations to customers.

Instructional Aide

Campbell Independent School District
07.2022 - 10.2022
  • Worked one-on-one with struggling or special education students requiring additional support.
  • Collaborated with teachers, administrators, parents, and other staff members to ensure best practices in the classroom.
  • Supported student learning objectives through personalized and small group assistance.
  • Provided support during classes, group lessons, and classroom activities.
  • Provided instructional assistance to students in need of extra help, ensuring they fully understood the material and could apply it effectively.

Assistant Business Office Manager

Legend Healthcare & Rehab
03.2022 - 05.2022
  • Provided support to business office staff on various projects.
  • Coordinated audits by external agencies as needed.
  • Assisted with payroll processing and accounts payable and receivable activities.
  • Supervised day-to-day tasks of assigned personnel ensuring deadlines were met.
  • Implemented process improvements that resulted in increased efficiency throughout the organization.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Contributed receiving data for financial lead for end-of-year accounting and internal audit processing.

Roi Specialist

MRO Corporation
12.2021 - 03.2022
  • 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 patient records in compliance with security regulations.

Patient Scheduler

Pecan Tree Pediatrics
09.2021 - 12.2021
  • Identified areas where processes could be improved or streamlined for greater efficiency.
  • Adhered to all HIPAA regulations while handling confidential patient data.
  • Confirmed patient appointments day before scheduled.
  • Verified insurance coverage and obtained pre-authorizations.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.

Receptionist

Family Foot and Ankle Specialists
08.2020 - 08.2021
  • Managed multiple tasks and met time-sensitive deadlines.
  • Corresponded with clients through email, telephone, or postal mail.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Maintained confidentiality of information regarding clients and company.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

Diagnostic Imaging Scheduler

Hunt Regional Medical Center
11.2019 - 06.2020
  • Expertly utilized scheduling software to schedule appointments for imaging services.
  • Performed general administrative duties such as filing, faxing, and copying documents, as required.
  • Efficiently handled a high volume of incoming calls from patients and referring physicians.
  • Successfully managed multiple tasks simultaneously while meeting deadlines.
  • Maintained records accurately by entering data into the computer system quickly and accurately.
  • Proficient in medical terminology related to radiology and imaging procedures.
  • Followed up on all no-show and canceled appointments ensuring proper notification was received.

Clinical Administrative Coordinator

United Health Group
01.2017 - 10.2019
  • Managed daily operations of clinical office including answering phones, responding to emails and other administrative duties.
  • Implemented strategies that improved operational efficiency within the clinic environment.
  • Skilled in managing all aspects of patient scheduling including appointment reminders and follow-ups.
  • Ensured compliance with healthcare regulations by following all relevant laws, codes and standards.
  • Excelled in providing excellent customer service, responding to inquiries promptly.
  • Knowledgeable of medical terminology and HIPAA regulations.
  • Coordinated with internal departments to ensure efficient workflow within the clinic setting.
  • Drafted letters for government and commercial clients, providing verification of specific diagnoses and clinical results.
  • Verified and reconciled service charges with insurance companies and payment providers.

Accounts Receivable Specialist

McKesson Corporation
04.2014 - 12.2014
  • Collaborated with other departments and teams within the organization concerning Accounts Receivable matters.
  • Researched discrepancies between invoices and payments received, identifying potential errors or issues for resolution.
  • Communicated regularly with customers regarding payment status, inquiries, disputes.
  • Maintained effective relationships with customers by providing prompt response to inquiries and resolving any issues that may arise.
  • Developed and implemented procedures to ensure timely collection of all outstanding accounts receivable.
  • Assisted with month-end closing activities, including preparation of journal entries and account reconciliations.
  • Posted incoming payments and advance deposits to maintain daily cash receipts journal.
  • Processed customer payments accurately and posted them to appropriate accounts in a timely manner.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.

Medical Receptionist

Primary Care Associates
12.2012 - 05.2014
  • Updated patient records, medical histories, and contact information for traceability.
  • Scanned and documented new patient information in electronic health records for registration purposes.
  • Processed payment transactions for cash, checks, and credit and debit cards.
  • Collected co-payments and co-insurance and issued appropriate receipts during check-in.
  • Greeted patients and visitors in a friendly manner to ensure a positive experience.
  • Scheduled appointments, managed calendars, and coordinated meetings efficiently.
  • Maintained confidentiality of personal and financial information, protecting patient rights and complying with regulations.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.

Call Center and Audit Specialist

OmniSYS, LLC
08.2012 - 04.2014
  • Answered incoming calls promptly and professionally, addressing customer inquiries with empathy and understanding.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
  • Managed approximately 40+ calls or more per day about pharmacy claims.

Business Office Representative

Hunt Regional Medical Center
08.2012 - 08.2013
  • Provided administrative support by preparing invoices, reports, memos, letters, financial statements and other documents.
  • Maintained professional communication with clients through emails and phone calls in a timely manner.
  • Audited accounts receivable aging reports on a regular basis to identify outstanding balances owed to the company.
  • Managed daily incoming and outgoing mail including packages, courier services.
  • Created and maintained filing systems for organizing documents, records, and correspondence.
  • Performed data entry tasks accurately to ensure accuracy of financial records.
  • Ensured the accuracy of all financial transactions by verifying all documents before submitting them for processing.
  • Prepared monthly bank reconciliations using appropriate software applications.
  • Conducted research on various topics related to business operations as needed.
  • Utilized problem solving skills to resolve discrepancies in customer accounts quickly and efficiently.
  • Organized meetings by scheduling appointments and reserving conference rooms as required.

Certified Cashier

Brookshire's Grocery Company
02.2010 - 09.2011
  • Excelled at balancing the cash drawer daily with a high degree of accuracy.
  • Reconciled discrepancies between physical count of stock against records on computer system.
  • Accurately processed refunds, exchanges and voids according to company policy.
  • Collected payment from customers via cash or credit cards.
  • Greeted each customer entering the store with enthusiasm and politeness.
  • Enforced loss prevention procedures to reduce shrinkage.
  • Processed credit and debit card transactions accurately using POS system.

Education

Bachelors' Degree - Applied Arts and Sciences

East Texas A & M University
Commerce, TX
05.2025

BASICS -

Boles High School
Greenville
06.2011

Skills

  • Community engagement
  • Exceptional communication
  • Public relations
  • Outreach processes
  • Project outreach plans
  • Public services and programs
  • Complaint resolution
  • Scheduling
  • Account updating
  • Proofreading
  • Insurance terminology
  • Organization

Timeline

Senior Outreach Specialist

Centauri Health Solutions
10.2025 - 01.2026

Customer Service Representative

First Source Solutions
12.2024 - 05.2025

Financial Processing Clerk

Maximus
09.2023 - 06.2024

Instructional Aide

Greenville Independent School District
12.2022 - 09.2023

Customer Service Representative

Ferrell Gas
10.2022 - 01.2023

Instructional Aide

Campbell Independent School District
07.2022 - 10.2022

Assistant Business Office Manager

Legend Healthcare & Rehab
03.2022 - 05.2022

Roi Specialist

MRO Corporation
12.2021 - 03.2022

Patient Scheduler

Pecan Tree Pediatrics
09.2021 - 12.2021

Receptionist

Family Foot and Ankle Specialists
08.2020 - 08.2021

Diagnostic Imaging Scheduler

Hunt Regional Medical Center
11.2019 - 06.2020

Clinical Administrative Coordinator

United Health Group
01.2017 - 10.2019

Accounts Receivable Specialist

McKesson Corporation
04.2014 - 12.2014

Medical Receptionist

Primary Care Associates
12.2012 - 05.2014

Call Center and Audit Specialist

OmniSYS, LLC
08.2012 - 04.2014

Business Office Representative

Hunt Regional Medical Center
08.2012 - 08.2013

Certified Cashier

Brookshire's Grocery Company
02.2010 - 09.2011

Bachelors' Degree - Applied Arts and Sciences

East Texas A & M University

BASICS -

Boles High School
Katelynn Mobley