Kathleen McPherson
Spring,TX
Summary
- A Billing Specialist with extensive experience in medical claims processing, loan closing, and foreclosure/bankruptcy management. Proficient in utilizing Google Suite and Excel for data management, invoice preparation, and record-keeping.
- Adept at handling high-volume inbound and outbound calls, managing patient and client accounts, and ensuring compliance with industry regulations. Strong background in coding, billing, and resolving documentation issues across various sectors, including healthcare, banking, and utilities. Proven ability to work remotely while maintaining accuracy, efficiency, and meeting critical deadlines.
- Reviewed and analyzed medical claims documentation for accurate coding and billing
- Inbound and Outbound calls to patients, insurance companies, physicians and DME companies daily
- Created a Microsoft excel and Google Sheets spreadsheet to track all bills that had to be handled separately
- Managed patient accounts, prepared invoices, input patient information and maintain up-to-date records of patient data
- Managed and prepared all invoices on a daily basis and sent it for approval matching with purchase order.
- Managed and resolved any concerns, problems, and documentation issues between insurance companies, loan officers, loan processors and borrowers
- Investigate and resolve billing discrepancies, providing prompt resolution to client issues.
- Ensured closing details comply with state and federal regulations
- Inbound and outbound calls to clients, attorney, court personnel and customers regarding foreclosures and bankruptcy accounts
- Handled all bankruptcy affected loans; monitored the status of all bankruptcy cases; ensured the timely filing of proofs of claims
- Worked directly with the Investor on bidding and vesting instructions for foreclosure sales
- Incoming and outgoing calls from attorneys, clients and court personnel daily
- Maintained audit control monthly of all HUD and attorney portfolio
- Processed overage reports and final invoices daily
Overview
14
14
years of professional experience
Work History
Billing Specialist
Azure Kids Pediatrics, LLC
Dallas (Remote), TX
12.2021 - 08.2024
- Reviewed and analyzed medical claims documentation for accurate coding and billing
- Created a Microsoft excel and Google Sheets spreadsheet to track all bills that had to be handled separately
- Assigned appropriate medical codes to diagnoses and procedures
- Performed data entry of all invoices
- Received calls from providers for assistance in billing and correcting claims
- Investigate and resolve billing discrepancies, providing prompt resolution to client issues.
- Processed Medicaid, Commercial and Private Pay patient insurance claims
- Inbound and Outbound calls to patients, insurance companies, physicians and DME companies daily
- Managed patient accounts, prepared invoices, input patient information and maintain up-to-date records of patient data
- Followed up with patients on delinquent accounts
- Ensured company and employees license, certification and registration are valid
- Managed and prepared all invoices daily and sent it for approval matching with purchase order.
Loan Closer
Texana Bank
Dallas (Remote), TX
05.2020 - 12.2021
- Prepared and reviewed loan closing packages using Encompass
- Ensured the accuracy and completeness of all required documents
- Managed and resolved any concerns, problems, and documentation issues between insurance companies, loan officers, loan processors and borrowers
- Act as an intermediary between all parties involved in mortgage loan transactions
- Ensured closing details comply with state and federal regulations
- Coordinated mortgage closing proceedings, maintained accurate closing schedules and provided funding authorization number after closing
Foreclosure/Bankruptcy Specialist
Dean Morris LLC
Monroe, LA
11.2017 - 05.2020
- Managed Chapter 7, 11 and 13 Bankruptcy and all Foreclosure loans milestones to assure deadlines were met
- Inbound and outbound calls to clients, attorney, court personnel and customers regarding foreclosures and bankruptcy accounts
- Handled all bankruptcy affected loans; monitored the status of all bankruptcy cases; ensured the timely filing of proofs of claims
- Monitored various reports monthly and ensured that all delinquent events had been addressed
- Calculated and prepared reinstatement, payoff figures, and other debt information to attorneys
- Worked directly with the Investor on bidding and vesting instructions for foreclosure sales
- Established relationships with outside legal counsel, trustees, and bankruptcy courts
Invoicing Specialist
Reverse Mortgage Solutions
Houston, TX
06.2015 - 11.2017
- Processed attorney invoices through emails, IMES and Navigator System to ensure billing information was accurate
- Approved legal fees associated with Foreclosure and Bankruptcy invoices
- Working knowledge of Google Suite products
- Paid invoices daily for outstanding Foreclosures, Bankruptcies, REO, Deed in Lieu and all aspects of mortgage billing
- Incoming and outgoing calls from attorneys, clients and court personnel daily
- Maintained audit control monthly of all HUD and attorney portfolio
- Requested outstanding fees/cost required to prepare payoff statement
- Prioritized work to ensure deadlines are met and billed on time
- Processed overage reports and final invoices daily
- Audit and process incoming expense invoices for accuracy
- Audit, research and reconcile vendor statements
Accounting/Billing Clerk
SouthWest Water Company
Houston, TX
06.2010 - 05.2015
- Prepared utility billing invoices for account receivables and account payables
- Inbound and outbound calls to customers regarding discrepancies in billing
- Worked exception reports for accuracy
- Created and maintain spreadsheet for 172 water districts daily
- Created service orders for outstanding accounts
- Accepted and posted payments to customer accounts daily
Education
Associate's Degree - Insurance Adjuster License
Insurance Adjuster Academy
Grand Prairie, TX08.2023
Associate - Business Management & Computer Operations
Louisiana Business College
Monroe, LA07.1986
Skills
- Microsoft Office Suite
- QuickBooks
- Google Suite & Excel Proficiency
- Pivot tables
- Microsoft Excel
- Accounting
- Invoice Processing & Payment Reconciliation
- AP/AR
- Typing
- Adobe Acrobat
- Negotiation
- Credit analysis
- Document management systems
- DocuSign
- ERP systems
- Payroll
- Sage
- Communication skills
- Insurance verification
- Medical office experience
- Regulatory Compliance & Documentation
Timeline
Billing Specialist
Azure Kids Pediatrics, LLC
12.2021 - 08.2024
Loan Closer
Texana Bank
05.2020 - 12.2021
Foreclosure/Bankruptcy Specialist
Dean Morris LLC
11.2017 - 05.2020
Invoicing Specialist
Reverse Mortgage Solutions
06.2015 - 11.2017
Accounting/Billing Clerk
SouthWest Water Company
06.2010 - 05.2015
Associate's Degree - Insurance Adjuster License
Insurance Adjuster Academy
Associate - Business Management & Computer Operations
Louisiana Business College
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