Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
ADDITIONAL INFORMATION
Generic

Maryssa Mccloud-braxton

Pompano Beach,FL

Summary

I want to succeed in a stimulating and challenging environment, building the success of the company while I experience advancement opportunities. I want a highly rewarding career where I can use my skills and knowledge to help the company and my coworkers become successful.

Professional intake specialist with significant experience in managing client interactions and administrative duties. Strong focus on team collaboration and achieving results, adapting seamlessly to changing needs. Expertise in communication, problem-solving, and data management, ensuring efficient and effective client service. Known for reliability and flexibility in supporting organizational goals.

Diligent [Desired Position] with solid background in managing client intake processes. Successfully streamlined intake procedures, enhancing efficiency and client satisfaction. Demonstrated strong organizational and communication skills, ensuring accurate data collection and effective client support.

Experience managing intake processes and client relations. UtilizUtilizing organizational and interpersonal skills to ensure seamless client onboarding.edge of effective data management and client support strategies.

Dedicated Intake Specialist skilled in claim eligibility analysis and records management. Excellent communication and interpersonal skills. Familiar with industry standards and requirements. Managing duties to facilitate smooth workflow and operational efficiency.

Earnest individual with experience in human services field providing support and guidance to individuals in need. Strong understanding of effectively working with people from diverse backgrounds. Passionate about helping others access needed services.

Overview

21
21
years of professional experience
4
4
years of post-secondary education

Work History

Intake Specialist

St. Joseph Medical Corp.
07.2024 - Current
  • Verified patient demographics, insurance details, and referral requirements for accurate intake processing.
  • Reviewed intake forms for completeness, correcting missing information before clinical registration.
  • Communicated with physicians, insurers, and patients to resolve authorization and eligibility issues.
  • Coordinated appointment scheduling and routed patients to appropriate departments using EHR workflows.
  • Maintained confidential records and updated patient charts with accurate documentation.
  • Increased customer satisfaction with timely follow-ups, ensuring all necessary documentation was collected and processed promptly.
  • Maintained high levels of accuracy and compliance in data entry, ensuring all information was correctly entered into the required systems.
  • Assisted clients with complex situations by providing clear guidance on the intake process and available services, resulting in increased understanding and engagement.
  • Utilized critical thinking skills to analyze complex client situations and make informed recommendations for appropriate services and support.
  • Collected, verified, recorded and processed client demographics, insurance payments, and referral information.
  • Reduced errors in documentation through diligent proofreading before submission, maintaining high standards of quality control throughout the entire intake process.
  • Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
  • Demonstrated adaptability when faced with changing circumstances or new challenges within the role, maintaining consistent performance levels under pressure.
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Supported office staff and operational requirements with administrative tasks.

Supervisor

Broward Clerk Of Courts
08.2016 - 05.2023
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Supervised daily court records workflow, ensuring accurate case processing and timely document routing.
  • Coordinated staff assignments across filing, docketing, and records retention functions.
  • Trained employees on clerk procedures, service standards, and records management practices.
  • Reviewed case filings for completeness, compliance, and proper indexation in court systems.
  • Monitored confidential records handling to maintain compliance with court policies and privacy requirements.
  • Prepared reports, verified data accuracy, and supported administrative decisions with reliable information.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
  • Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
  • Mentored junior staff members in their career development, sharing knowledge from years of experience in the field.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.
  • Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.

Facility Coordinator/Customer Service

A1Ability Diabetic & Medical Supplies
01.2014 - 08.2016
  • Handled customer inquiries, complaints, billing questions, and service requests; calmed angry callers, repaired trust, located resources for problem resolution, and designed optimal solutions. Interface daily with internal partners in accounting, field services, new business, operations and consumer affairs divisions.
  • Managed a high-volume workload within a deadline-driven environment. Resolved an average of 550 inquiries in any given week and consistently met performance benchmarks in all areas (speed, accuracy, volume).
  • Recognized for initiative, enthusiasm, tenacity, persuasiveness, customer focus, and dependability in performance evaluations.
  • Conducted pre-screening interviews for potential employees in Human Resources to assess qualifications and fit.

Customer Service/Special Resources

Home Depot
01.2013 - 01.2014
  • Met department sales and service objectives while managing special orders, delivery services, and inventory tracking. Interact extensively with customers, answering questions and recommending products that meet their needs.
  • Processed credit card payments, returned merchandise, and special orders.
  • Monitored and recorded hourly time, vacation, sick, and personal time requests for accurate payroll management.
  • Managed bookkeeping tasks, including tracking financial transactions and reconciling accounts. – Audited cash drawers, deposited cash from the following day, ordered and shipped out cash daily.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Proven ability to learn quickly and adapt to new situations.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Used critical thinking to break down problems, evaluate solutions, and make decisions.

Senior Teller/TOSS

Bank of America
01.2006 - 01.2012
  • Sales and customer service – provided customers with outstanding customer service and exceeding sales goals.
  • Sales and customer service – provided customers with outstanding customer service and exceeding sales goals.
  • Ordered money for the bank and ATM each day.
  • Processed customer transactions by cashing checks, money orders, and cashier's checks at the bank.
  • Processed complex cash, check, and deposit transactions with accuracy and compliance
  • Balanced teller drawer and resolved cash discrepancies to maintain accountability
  • Delivered prompt customer service while addressing account questions and transaction issues
  • Identified cross-sell opportunities and referred clients to banking specialists
  • Ensured adherence to Bank Secrecy Act, CIP, and anti-money laundering procedures
  • Supported branch operations by managing cash supplies and securing sensitive assets
  • Mentored new tellers on transaction procedures, service standards, and operational controls
  • Escalated suspicious activity and unusual transactions to protect branch and client interests
  • Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
  • Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
  • Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
  • Enhanced customer satisfaction by efficiently processing transactions, addressing inquiries, and providing tailored financial advice.
  • Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
  • Managed overdraft reports and performed audits.
  • Boosted branch sales performance with proactive cross-selling of bank products and services to meet individual customer needs.
  • Coached and trained 6 of new bank tellers

Education

High School Diploma -

Blanche Ely High School
Pompano Beach
08.2001 - 06.2005

Accounting Operations Certificate - Accounting and Finance

Atlantic Technical College
Pompano Beach, FL
07-2028

Skills

  • Intake assessment
  • Data entry
  • Insurance verification
  • Eligibility verification
  • Appointment scheduling
  • Case evaluation
  • Case processing
  • Medical terminology
  • Patient support services
  • Confidentiality compliance
  • HIPAA compliance
  • Patient privacy
  • Data accuracy
  • Follow-up communication
  • Medical billing
  • Policy adherence
  • Referral coordination
  • Analytical skills skills
  • Advanced problem-solving
  • Time management
  • Decision-making
  • Collaboration techniques
  • Relationship building
  • Client communication
  • Empathetic communication
  • Active listening
  • Communication skills
  • Staff management
  • Team motivation
  • Work prioritization
  • Work prioritization
  • Document preparation
  • Calendar management
  • Strong organization
  • Record management
  • Case file preparation
  • Office management
  • Arrest processing
  • Customer service
  • Critical thinking

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 2 in the development of FRRC Florida Right Restoration Coalition.
  • Supervised team of 9 staff members.
  • Resolved product issue through consumer testing.
  • Selected to lead a team to analyze documents for high profile congressional investigation, resulting in a commendation for dealing tactfully with confidential information.
  • Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
  • Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
  • Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.

Timeline

Intake Specialist

St. Joseph Medical Corp.
07.2024 - Current

Supervisor

Broward Clerk Of Courts
08.2016 - 05.2023

Facility Coordinator/Customer Service

A1Ability Diabetic & Medical Supplies
01.2014 - 08.2016

Customer Service/Special Resources

Home Depot
01.2013 - 01.2014

Senior Teller/TOSS

Bank of America
01.2006 - 01.2012

High School Diploma -

Blanche Ely High School
08.2001 - 06.2005

Accounting Operations Certificate - Accounting and Finance

Atlantic Technical College

ADDITIONAL INFORMATION

References available upon request
Maryssa Mccloud-braxton