Kaylan Lowe
Conway,AR
Summary
Customer-centric and dedicated professional with extensive experience in both the leasing and financial services industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Conway Regional Medical Center
Conway
11.2025 - Current
- Resolved customer inquiries regarding medical services and billing processes.
- Collaborated with clinical staff to ensure accurate patient information management within the neuroscience center.
- Streamlined communication between medical assistants and patients enhancing service delivery efficiency.
- Scheduled Nerve Conduction Studies with Neurologist.
- Scheduled New Patient visits with Neurologist , reviewed referrals from alternate providers to continue patient care with EMR systems such as IMS , Phreesia and Meditech.
Patient Service Representative
Sutter Health
Salt Lake City, UT
11.2022 - 05.2025
- Greeted patients upon arrival and directed them to the appropriate area.
- Provided customer service by answering patient questions and addressing concerns.
- Verified insurance information, collected payments, and scheduled appointments.
- Answered incoming calls in a professional manner.
- Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
- Assisted with scheduling follow-up appointments according to provider availability.
- Responded promptly to emails from patients regarding appointment changes or cancellations.
- Adhered to HIPAA regulations when handling confidential patient information.
- Accessed patient information through various software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
- Obtained proper authorization and identification to release confidential medical records.
- Utilized technology and specialized software to maximize productivity.
- Assisted with the completion of medical forms and records.
- Inputted patient demographic data into electronic health record system.
CSR Tier II
FIS
Remote, US
11.2021 - 09.2022
- Remote/Floor Prepaid Banking CSR
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Trained new hires on products and services, best practices and protocols to reduce process gaps.
- Rolled out operational improvements and solutions to deliver top-notch customer service.
- Organized client contracts, records and reports to strengthen traceability.
- Monitored and fulfilled customer banking requests by assessing customer requirements.
- Processed loan applications and financial transactions following company procedures.
Senior Banker
US Bank
Little Rock, AR
08.2019 - 11.2021
- Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
- Completed sales order tickets and processed client-requested transactions.
- Discussed client financial options to keep customers informed regarding transactions.
- Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
- Analyzed client capital structures and plans and recommended products and financial strategies to meet needs.
- Worked collaboratively with stakeholders to discuss new projects, supplies and initiatives for determining impact on purchasing and production activities.
- Executed financial due diligence and created valuation model to establish enterprise value and purchase price.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Banker
US BANK
Little Rock , AR
01.2019 - 08.2021
- Remote CSR for retail banking companies.
- Reconciled cash and checks against computer records at end of shift.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
SR. Leasing Consultant
Lindsey Management Company
Little Rock, AR
02.2016 - 01.2019
- Prepared lease paperwork and obtained signatures and first payments from new residents.
- Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
- Led property tours to showcase amenities to prospective tenants and offered valuable information regarding major features.
- Conducted background checks on applicants.
- Promoted property to businesses in local area through marketing collateral, phone calls and email messages.
- Implemented online advertising and other marketing initiatives to generate interest from individuals and businesses.
- Marketed property to prospective tenants by giving tours and pointing out key features.
- Tracked leads using CRM software and followed up with interested parties.
- Leveraged sales and marketing strategies to increase traffic, maintain closing ratios and exceed leasing goals.
- Received rent payments and tracked transactions in accounting software.
Education
Some College (No Degree) - Behavioral Health and Psychology
University Of Arkansas
In PursuitSkills
Credit card payment processing
Financial Services regulations knowledge
Adaptive team player
High-energy attitude
Technologically savvy
Process optimization
Microsoft Office expertise
Google Suite expertise
Yardi Voyager/Rent Cafe Expertise
Quickbooks
Maintaining occupancy levels
Advertising expertise
Clerical skills
CSA/Navigator Expertise
Problem resolution
Test Scheduling
Customer Service/EPIC training& scheduling
HIPAA compliance
Patient confidentiality
Appointment scheduling
CPR Certified
Certification
CPR/AED
Timeline
Customer Service Representative
Conway Regional Medical Center
11.2025 - Current
Patient Service Representative
Sutter Health
11.2022 - 05.2025
CSR Tier II
FIS
11.2021 - 09.2022
Senior Banker
US Bank
08.2019 - 11.2021
Banker
US BANK
01.2019 - 08.2021
SR. Leasing Consultant
Lindsey Management Company
02.2016 - 01.2019
Some College (No Degree) - Behavioral Health and Psychology
University Of Arkansas