Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maria Bermudez Leon

Bartow

Summary

Reliable,highly motivated,customer centered patient advocate with an in-depth knowledge of financial management. Consistently assisted patients in navigating complex financial barriers caused by expected medical expenses.

Guided patients through complex application process, that included,but was not limited to Social Security disability, Florida medicaid children's Health Insurance Programs, Charity Care programs and other Community resources to alleviate financial burden.

Overview

29
29
years of professional experience
1
1
Certification

Work History

Client Assistance Professional

H&R Block Tax Services
01.2022 - 03.2025


Responsible for providing administrative and customer support. Primarily: Greeted clients warmly, both in person and by phone, handling payment. Also we should ensure a positive client experience by matching client with appropriate tax professional and addressing their needs efficiently.

Identify and communicate additional products or services that may be beneficial to the client.

Financial Counselor

Tampa General Hospital
01.2013 - 12.2019

Consistently assisted patients in navigating complex financial barriers caused by unexpected medical expenses.

Guided patients patients through complex application processes, that included, but was not limited to Social Security disability, Florida Medicaid,Children's Health Insurance Programs, Charity Care Programs and other community resources, to alleviate financial burden.

Credit and Collection Manager

World Services International
01.1996 - 10.2002

Developed and implemented communication strategies used to promote the organizations message, products and services.

Responsible for collection of corporate accounts, credit analysis, billing and customer service.

Established clear performance goals for the team that aligned with organizational objectives, driving success through focused effort and accountability.

Reduce delinquency rates by closely monitoring customer accounts and promptly addressing overdue payments.

Education

Bachelor of Arts - Business Management

Universidad Interamericana De Puerto Rico
Bayamon, PR
05-1992

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Customer service
  • Problem-solving

Certification

DBPR -Department of Business and Professional Regulation

Real State Agent -SL3517979

Department of Treasury Internal Revenue Service

Tax Professional PTIN P00884456

Languages

Spanish
Native or Bilingual
English
Professional Working

Timeline

Client Assistance Professional

H&R Block Tax Services
01.2022 - 03.2025

Financial Counselor

Tampa General Hospital
01.2013 - 12.2019

Credit and Collection Manager

World Services International
01.1996 - 10.2002

Bachelor of Arts - Business Management

Universidad Interamericana De Puerto Rico