Summary
Overview
Work History
Education
Skills
Hobbies
Certification
Timeline
Generic
Laura McPhail

Laura McPhail

Fort Worth,TX

Summary

Goal-oriented Service Professional effective at dealing with clients/advisors during stressful and complex situations I am organized, motivated, and eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Relationship Manager

Charles Schwab & Co
Fort Worth, TX
03.2022 - Current
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Performed needs analysis and presented options based on findings to help advisors make decisions.
  • Mentored new employees on procedures and policies to maximize team performance.
  • Maximized advisor satisfaction by handling customer email and telephone interactions.
  • Demonstrated excellent communication skills in resolving advisor frustrations.
  • Educated advisors on best practice procedures to improve future experiences and less NIGOs.
  • Upheld quality control policies and procedures to increase advisor satisfaction.
  • Created training guides for conversion of procedures from TD Ameritrade to Charles Schwab.
  • Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
  • Designated rep of $5 Billion assets and 3 advisory firms.

Asset Transfer Services

TD Ameritrade/The Judge Group
Southlake, TX
10.2021 - 03.2022
  • Identified, corrected and reported data entry errors.
  • Identified and corrected data entry errors to prevent duplication across systems.
  • Compare data with source documents prior to data entry.
  • Compiled data from source documents prior to data entry.
  • Reviewed and updated account information in company computer system.
  • Adhered to strict data confidentiality policies to prevent information leakage.
  • Proofread and edited client communication to correct grammar and spelling mistakes.
  • Maintained quality levels above prescribed minimums to support team productivity.
  • Identified account issues to quickly and accurately resolve.
  • Reviewed source documents to locate required data for entry.

Transaction Coordinator

Alliance Oral & Maxillofacial Surgery
Fort Worth, TX
06.2020 - 10.2021
  • Validated insurance and advised patients of benefits and coverage.
  • Filed insurance claims by obtaining and entering data related to patient, insurance provider and medical code for procedures and services provided.
  • Obtained maximum reimbursement by following up on unpaid claims and reviewing monthly aging reports.
  • Secured pre-authorizations and pre-certifications for minor surgical procedures performed in office settings.
  • Precisely calculated refunds, premiums, and adjustments.
  • Pulled patient files and verified insurance before patient's appointment.
  • Checked patients in and out for appointments and collected co-payments.
  • Called patients to confirm scheduled appointments and obtain additional details.
  • Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
  • Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
  • Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
  • Handled correspondence, managed files and performed other clerical duties for office staff.
  • Entered patient information into system, including insurance, demographics and health history.
  • Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
  • Answered multi-line phone system and directed callers to requested personnel and departments.
  • Greeted each patient pleasantly and offered desk sheet for easy sign-in.
  • Informed patients of claims status after filing insurance claims.
  • Submitted claims to insurance companies and clearinghouses.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
  • Verified policy holder data, including age, contact number and physical address.
  • Instructed clients on amounts covered under benefits plans in easy-to-understand terminology.
  • Modified, updated and processed existing policies and claims to reflect changes in beneficiary, amount of coverage and type of insurance.
  • Verified patients had proper insurance coverage prior to procedures or appointment scheduling.
  • Processed claims for payment or forwarded to appropriate personnel for further investigation
  • Updated patient and insurance data and input changes into company's computer system.
  • Collected payments, processed receipts and informed policyholders of outstanding balances.

Transaction Coordinator

Keller Williams Integrity First Realty
Gilbert, AZ
06.2016 - 04.2020
  • Processed real estate transactions from start to finish, smoothly communicated between clients, sales staff and title companies and drove on-time, smooth and stress-free closings.
  • Cultivated congenial relationships with clients and other parties in transactions with ultimate focus on customer satisfaction and business growth.
  • Delivered enthusiastic, efficient and multi-faceted administrative and computer support, particularly through production and underwriting processes.f
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Managed real estate transactions from initiation to closing.
  • Scheduled home viewings with potential buyers.
  • Generated list of properties to meet specific client needs.
  • Researched and determined competitive market price.
  • Represented buyers and sellers in major real estate transactions.
  • Accompanied buyers during property inspections.
  • Communicated with inspectors, lenders and pest control companies to maintain all terms of purchase agreement.
  • Facilitated closing process on behalf of clients and reviewed all parts of contracts to resolve issues prior to closing.
  • Promoted sales through advertising, open houses and Multiple Listing Services.

Education

Bachelor of Arts - Marketing

The University of West Florida
Pensacola, FL
12.2002

Real Estate School

AZ School of Real Estate
Gilbert, AZ
06.2016

Skills

  • Computer skills
  • Self starter
  • Data management
  • Planning
  • Critical thinking
  • Leadership
  • Active listening
  • People skills
  • Working collaboratively
  • Decision-making
  • Reliable and trustworthy
  • Organizational skills
  • Problem resolution
  • Time management
  • Relationship building

Hobbies

Renovation Projects

Woodworking

Exercising

Certification

  • SIE passed 02/2022
  • Obtained Series 7 05/2024

Timeline

Relationship Manager

Charles Schwab & Co
03.2022 - Current

Asset Transfer Services

TD Ameritrade/The Judge Group
10.2021 - 03.2022

Transaction Coordinator

Alliance Oral & Maxillofacial Surgery
06.2020 - 10.2021

Transaction Coordinator

Keller Williams Integrity First Realty
06.2016 - 04.2020

Bachelor of Arts - Marketing

The University of West Florida

Real Estate School

AZ School of Real Estate

Similar Profiles

CREATE PROFILE
Laura McPhail