Business-minded Financial Counselor known for successfully managing high level of patient accounts. Determined employee with over 10 years of experience processing financial forms and obtaining referrals and other health documentation. Remains calm and poised in all types of situations.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Certified Financial Counselor
American Consumer Credit Counseling
Auburndale, MA
11.2021 - Current
Assessed client financial situation and explored background through one-on-one interview process.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
Skilled at working independently and collaboratively in a team environment.
Proven ability to develop and implement creative solutions to complex problems.
Collection Specialist
DCU
Marlboro, MA
03.2019 - 10.2021
Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
Maintained 90% success rate of collecting on overdue accounts.
Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate
Worked with customer to create debt repayment plan based on current financial condition
Medical Biller
Logix Health
Burlington, MA
08.2014 - 02.2019
Posted payments and collections on regular basis.
Filed and updated patient information and medical records.
Collected payments and applied to patient accounts.
Prepared billing statements for patients and verified correct diagnostic coding.
Verified accuracy of accounts payable payments, resulting in 90% reduction in payment errors and check reissues.
Education
Associate of Applied Business - Business Administration And Management
Katherine Gibbs
Boston Ma
Skills
Positive Patient Experiences
Cash Handling
Making Insurance Decisions
Retirement Needs
Persuasive negotiator
Strong interpersonal skills
Excellent communication skills
Motivated team player
Electronic Health Records Systems
Confidential Records Management
Judgement and Decision Making
Resolution-oriented Energetic and driven
Accomplishments
Awarded “Rising Star ” for 2022.
Brought in 53 new customers.
Achieved 328 Google reviews through effectively helping with Credit Counseling services.
Certification
Certified Financial Counselor, ACCC
Timeline
Certified Financial Counselor
American Consumer Credit Counseling
11.2021 - Current
Collection Specialist
DCU
03.2019 - 10.2021
Medical Biller
Logix Health
08.2014 - 02.2019
Associate of Applied Business - Business Administration And Management
Katherine Gibbs
Certified Financial Counselor, ACCC
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