Katherine Zea
Patterson,CA
Summary
Detail-oriented professional with experience in healthcare operations, financial documentation, and payer coordination. Skilled in medical billing processes, claims reconciliation, and insurance verification. Adept at ensuring billing accuracy, compliance, and timely reimbursement within patient-centered environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Assistant
Valley Mountain Regional Center (VMRC)
Modesto, CA
10.2019 - Current
- Coordinate individualized care under IPP/IEP programs, ensuring accurate documentation and compliance with HIPAA and payer authorization requirements.
- Manage confidential medical and financial data, reconciling records across systems to maintain data integrity.
- Verify client insurance coverage and collaborate with providers to confirm eligibility, authorizations, and billing information.
- Communicate with clients, caregivers, and payers to resolve documentation discrepancies and support reimbursement processes.
- Track and analyze service data in Excel to identify trends, reduce errors, and improve reporting accuracy.
- Maintain detailed records supporting billing and claims reconciliation processes.
Personal Banker
Tri Counties Bank
Patterson, CA
05.2019 - 09.2019
- Processed complex financial applications (HELOC, mortgage, and credit) with a focus on accuracy, documentation, and regulatory compliance—skills directly transferable to claim submission and billing workflows.
- Reconciled financial records and verified documentation for audit readiness and internal quality control.
- Delivered high-level customer service through professional communication with clients and internal teams.
- Trained staff on compliance protocols and process improvements to ensure efficiency and consistency.
Financial Service Advisor
San Mateo Credit Union (SMCU)
San Mateo, CA
08.2014 - 09.2018
- Evaluated and processed financial transactions, ensuring compliance with documentation standards and data accuracy.
- Conducted audits and reconciled accounts, resolving discrepancies and ensuring timely completion of reviews.
- Collaborated with cross-functional departments to resolve issues and maintain compliance with regulatory requirements.
- Strengthened operational workflows through precision, collaboration, and process improvement initiatives.
Education
Bachelor of Science - Management & Human Resources, Criminal Justice
California State University, Stanislaus
Turlock, CA07.2025
Associate of Science - Business Administration
Modesto Junior College
Modesto, CA12.2022
Skills
- Claims Submission & Denial Resolution
- Payment Posting & Reconciliation
- Insurance Verification & Authorization
- Revenue Cycle Management
- Microsoft Excel
- Google Suite
- HIPAA Compliance
- Documentation Accuracy
- Clearinghouse Portals
- Analytical Problem Solving
- Attention to Detail
- Time Management & Prioritization
- Customer Service & Communication
- Team Collaboration
- Process Improvement
- Confidentiality & Integrity
- Bilingual: English / Spanish
Certification
- CPR & First Aid Certified – Current
- Ongoing professional development in healthcare communication, billing compliance, and process improvement.
- Coursework in Business Ethics, Healthcare Management, and Organizational Leadership
Additional Highlights
- Proven accuracy in documentation management and client communication across healthcare and finance settings.
- Bilingual (English/Spanish) with ability to support culturally competent communication with patients, payers, and providers.
Timeline
Personal Assistant
Valley Mountain Regional Center (VMRC)
10.2019 - Current
Personal Banker
Tri Counties Bank
05.2019 - 09.2019
Financial Service Advisor
San Mateo Credit Union (SMCU)
08.2014 - 09.2018
Bachelor of Science - Management & Human Resources, Criminal Justice
California State University, Stanislaus
Associate of Science - Business Administration
Modesto Junior College