Mai Neng Lee
Milwaukee
Summary
Driven and detail-oriented professional with experience in banking, healthcare administration, and customer service. Skilled in financial transactions, patient scheduling, and insurance verification, with a passion for efficiency and accuracy. Currently expanding expertise in medical coding and billing to enhance healthcare operations. Adaptable, problem-solving, and always ready to take on new challenges with a positive attitude.
Overview
5
5
years of professional experience
Work History
Customer Service Representative
Marathon Bank
01.2024 - Current
- Process customer transactions, including deposits, withdrawals, money orders, and cashier checks, with 100% accuracy.
- Manage high volumes of cash securely, balancing drawers with minimal discrepancies.
- Count and verify vault cash, ensuring accuracy and compliance with banking regulations.
- Support banking operations, including opening and closing procedures and transaction monitoring.
- Train customers on online banking platforms and mobile applications to enhance their banking experience.
- Resolve customer inquiries regarding account balances, transfers, and banking services.
- Assist in identifying potential cross-selling opportunities to promote financial products.
- Collaborate with tellers and team members to provide excellent customer service and maintain branch efficiency.
Patient Service Representative
Advocate Aurora Health
05.2023 - 01.2024
- Greeted patients and visitors, responding to routine requests for information while maintaining a welcoming environment.
- Managed high-volume telephone communications, screening calls, taking messages, and assisting patients with inquiries.
- Registered patients by obtaining and verifying demographic and insurance information, ensuring accuracy in the EPIC system.
- Collected co-pays, deductibles, and previous balances, accurately posting payments and updating patient accounts.
- Scheduled and coordinated patient appointments, cancellations, and reschedules using EPIC, providing detailed information about test preparations and arrival times.
- Ensured insurance verification and financial responsibility updates, adhering to government and third-party payer requirements.
- Identified, reported, and resolved registration-related issues, ensuring a smooth patient intake process.
- Monitored patient flow to ensure efficiency, assisting with transportation needs, wheelchair access, and providing directions as needed.
- Assisted with visit closure, including scheduling follow-ups, providing visit summaries, and ensuring all necessary documentation was completed.
Personal Care Assistant
Universal Home Healthcare
04.2020 - 08.2021
- Performed personal care tasks assigned to client
- Provided excellent companionship in the form of conversation, emotional reassurance, and coordination of mentally stimulating activities
- Worked with a knowledge of principles and procedures for personal care in a home setting
Education
Finance -
University of Wisconsin - Milwaukee
Milwaukee, WI12.2022
Arts and Science - undefined
University of Wisconsin - Stevens Point at Wausau
Wausau, WI05.2019
Skills
- Customer Service
- Telephone Skills
- Time management
- Communication skills
- Computer literacy
- Microsoft excel
- Documentation review
- Bilingual
- Insurance Verification
- Schedule Appointments
- Money Handling
- Financial Transactions
- Relationship Management
- Detail Oriented
- Accuracy
- Collaboration
- Teamwork
- Organizational Skills
- Attention to detail
- Customer Relations
- Adaptability
- Problem Resolution
- Appointment scheduling
- Critical thinking
- Opening and closing accounts
- Medical terminology
Affiliations
- American Bankers Association
Timeline
Customer Service Representative
Marathon Bank
01.2024 - Current
Patient Service Representative
Advocate Aurora Health
05.2023 - 01.2024
Personal Care Assistant
Universal Home Healthcare
04.2020 - 08.2021
Arts and Science - undefined
University of Wisconsin - Stevens Point at Wausau
Finance -
University of Wisconsin - Milwaukee
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