Successful at efficiently handling billing and administrative tasks. Familiar with subpoenas and other documents affecting billing processes. Prepares professional, polished statements and business correspondence.
Overview
7
7
years of professional experience
Work History
Team Lead- Billing
Claimfox
San Antonio, TX
03.2017 - Current
Identifies and leads existing and emerging risks that stem from business activities and the job role.
Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled.
Follows written risk and compliance policies, standards, and procedures for business activities.
Acquires and applies sophisticated knowledge of industry and internal policies and processes in order to research and complete received requests for subpoenas.
Reviews and investigates allegations and inquiries from related federal, state, and local government agencies, and/or current or former employees and members.
Under the direction of Bank Counsel, researches member files to resolve response to Subpoena's, Person convicted of a crime and Civil Court Orders, Grand Jury requests and National Security Letters for member related Banking documents.
Reviews and prepares required documents associated with requests and ensures accurate filing of documents with regulatory authorities, courts and other tribunals; monitors status of pending requests to meet deadlines and distributes copies of all required member related bank documents to requesting parties.
Facilitates the coordination of internal and external resources such as, local, state and federal government and law enforcement agencies, to include relationships with internal and external counsel.
Maintains extensive knowledge of subpoenas and serves as subject matter authority for the Bank in these areas.
May travel to attend court proceedings (civil, criminal and or court martial hearings), as the custodian of records on behalf of USAA Federal Savings Bank.
Program Coordinator
Superior w/ temp agency
San Antonio, TX
10.2017 - 03.2017
Processed requests for home health aids and services
Trained new employees
Researched members accounts
Calculation Specialist
United Allergy Services
San Antonio, TX
04.2014 - 07.2016
Creates consultation visits Reviews patients profile for appropriate documentation Reviews documentation for completeness Verifies patient level is appropriate and adjusts if needed Communicates with other employees/departments to get all information needed Sends any issues that arise to managers for review.
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd