Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katlyn Lorance

Farmersville,Tx

Summary

Results-driven collections professional adept at managing overdue accounts and implementing effective collection strategies. Proven track record of reducing delinquency through strategic communication and negotiation. Known for collaboration and flexibility, ensuring team success and adaptability to changing needs while maintaining high standards.

Overview

8
8
years of professional experience

Work History

Accounts Receivable Manager

So Fresh So Clean LLC
09.2022 - Current
  • Maintained accurate financial records by regularly reconciling accounts receivable ledgers.
  • Ensured timely payments from clients through effective communication and proactive followups.
  • Posted customer payments by recording cash, checks, and credit card transactions.
  • Verified discrepancies and resolved clients' billing issues
  • Analyzed aging reports and provided recommendations for improving collections efforts.
  • Developed and maintained strong client relationships, fostering trust and open communication.
  • Prepared bills receivable, invoices, and bank deposits.
  • Processed incoming payments in accordance with established financial policies.
  • Reduced outstanding account balances through diligent follow-up on past due invoices.
  • Reconciled daily AR ledger and verified proper posting.
  • Managed a team of accounts receivable specialists, providing guidance and support for optimal performance.
  • Created monthly reports detailing accounts receivable performance metrics for senior management review.
  • Updated aging reports based on daily audits.
  • Evaluated existing business processes for clients, recommending improvements through effective use of NetSuite features and functionalities.

Retention Specialist

GLOBE LIFE
09.2022 - 10.2023
  • Conferred with management to resolve staff issues and problems
  • Established and maintained productive working relationships with management
  • Handled inbound calls to resolve customer inquiries, billing issues and product or service concerns
  • Retained client's business by promptly implementing solutions that drove satisfaction
  • Navigated CRM and other platforms to research solutions and document interactions
  • Liaised with cross-functional teams to manage and maintain client relationships
  • Called targeted customers to address concerns and win back business
  • Conducted call de-escalations to effectively assist upset customers
  • Serviced new and existing accounts to provide outstanding customer service
  • Asked probing questions to gain understanding of customer's needs
  • Determined charges for services requested and arranged for billing
  • Data Entry
  • Assisted customers in navigating through various web pages on the company's website during their purchase process
  • Exceeded performance metrics related to call time, quality, and customer satisfaction
  • Followed established procedures during calls with customers
  • Met performance goals and call center metrics in fast-paced performance setting
  • Processed payments and applied to customer balances.
  • Negotiated to collect balance in full.
  • Provided exceptional customer service by empathizing with clients'' financial situations while working towards mutually beneficial solutions.
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.

Referral Coordinator

THE ENT AND ALLERGY CENTERS OF TEXAS
08.2021 - 10.2023
  • Coordinated and processed patient referrals with precision, detail and accuracy
  • Used ECW regularly
  • Accepted phone calls from referral sources, patients and third-party payers
  • Communicated with physicians and staff to gather information for referrals
  • Completed notes to meet regulatory guidelines and audit standards
  • Data entry
  • Increased overall collections efficiency by implementing innovative strategies for contacting debtors.
  • Scheduled patients, notifying of appointment date, time and location
  • Assisted and educated patients by answering questions regarding referral and authorization process
  • Increased revenue by effectively managing patient billing, insurance processing, and payment collections.
  • Obtained authorization for referrals and diagnostic testing using proper documentation
  • Improved collections with efficient follow-up on outstanding accounts receivable balances.
  • Collaborated with billing team to investigate denied claims due to missing referrals

Front Desk Coordinator

THE ENT AND ALLERGY CENTERS OF TX
09.2019 - 08.2021
  • Resolved guest issues with creative solutions, escalating major concerns to management
  • Used ECW regularly
  • Established rapport with other employees to improve operations
  • Greeted customers upon arrival and provided assistance with check-in
  • Verified insurance coverage and eligibility prior to appointments and procedures
  • Obtained information from patients for claims and updated patient records
  • Worked within EMR system to document results of patient insurance verification
  • Assessed insurance policy terms to determine patient coverage and limitations
  • Resolved issues requiring patient input to expedite claims
  • Answered questions from patients and clerical staff regarding coverage
  • Completed tasks in claim edits and account work queues
  • Reviewed patient deductibles and copays and entered into billing system
  • Worked interdependently with other professionals to provide quality health care to patients
  • Data entry
  • Stocked supplies and instruments for examination rooms
  • Processed payment transactions for cash, checks, and credit and debit cards

Front Desk Coordinator/Benefits Coordinator

PRINCETON FAMILY DENTAL
01.2017 - 09.2019
  • Recruited and trained 2+ new employees each year
  • Sold sponsored products to patients to exceed monthly quotas
  • Met daily incoming call metrics
  • Scheduled all patients in the correct spots for the correct procedures
  • Verified Insurance coverage and Benefits
  • Filed Claims
  • Successfully disputed denied claims
  • Ran social media for the office

Education

High School Diploma -

Farmersville High School
Farmersville, TX
05.2014

Associates degree -

Texas A&M University - Commerce
Commerce

Skills

  • Customer Service
  • Transaction processing
  • Collections expertise
  • Accounts receivable
  • Customer relations
  • Invoice processing
  • Organization
  • Conflict resolution
  • Customer outreach
  • Resource management
  • Account reconciliation
  • Data Analysis
  • Corporate Leadership
  • Microsoft Office
  • Call Volume Analysis
  • MS Excel expert
  • Account management
  • Customer Relationship Management
  • Netsuite

Timeline

Accounts Receivable Manager

So Fresh So Clean LLC
09.2022 - Current

Retention Specialist

GLOBE LIFE
09.2022 - 10.2023

Referral Coordinator

THE ENT AND ALLERGY CENTERS OF TEXAS
08.2021 - 10.2023

Front Desk Coordinator

THE ENT AND ALLERGY CENTERS OF TX
09.2019 - 08.2021

Front Desk Coordinator/Benefits Coordinator

PRINCETON FAMILY DENTAL
01.2017 - 09.2019

High School Diploma -

Farmersville High School

Associates degree -

Texas A&M University - Commerce

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Katlyn Lorance