MATTHEW ANTWINE

• Coordinated with business partners to gather appropriate information to complete all required testing reviews.
• Read and interpreted legal documents and government regulations.
• Maintained a commitment to continuous learning and developing knowledge and skills to competently and efficiently execute assignments.
• Assisted management with ensuring corrective action plans were implemented in a timely manner.
• Developed insightful reports for senior management that highlighted key findings from risk assessments and compliance reviews.
• Ensured timely reporting of incidents or breaches by implementing effective incident response protocols across all areas of operation within the organization.
• Facilitated open communication channels between departments, fostering a culture of proactive risk identification and mitigation efforts.
• Oversaw the implementation of efficient monitoring systems for detecting unusual or suspicious transactions, significantly reducing instances of fraud or other financial crime within the organization.
• Created a structured approach for managing issues identified during audits, leading to prompt resolutions while minimizing future occurrences of similar concerns.

• Maintained high standards of customer service by building relationships with insurance agents to better serve patients
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• Processed eligibility and benefits verification requests as needed
• Maintained confidentiality of patient finances, records, and health statuses
• Resolved discrepancies in insurance payments by collaborating with carriers
• Followed up on denials, late payments, extensions, and other special circumstances
• Researched and resolved routine and complex issues
• Utilized ECW to document and track customer account details
• Investigated and processed claims swiftly to keep customers satisfied.

• Oversaw medical billing for patient treatment
• Managed payments towards bills, payroll, and debts owed by organization to ensure effective running of organization
• Maintained patient copays and coinsurance owed for treatment at center
• Ensured insurance billing was done in timely manner
• Provided Management and Board of Directors with monthly and weekly cash in and out summaries and guidance as required
• Worked with management to address budget, spending, and income issues when necessary.

• Provided white glove service to firm's top producing branches, with focus on creative and solution-driven issue resolution for branches and clients
• Worked with team to provide weekly calls and newsletters for branches to keep them updated and aware of updates to policies, procedures, and industry news to better assist their clients
• Worked with branches to provide both branch principal licensed support in emergencies and to provide medallion signature guarantee for client paperwork in certain situations
• Worked with management to train and provide guidance to newer associates in department.

• Assisted branches with general policy and procedure questions regarding client accounts and branch issues.
• Led weekly team meetings to discuss issues and changes to policy and procedures, as well as industry news, that would affect teammates.
• Led quarterly review of Department Guide, which featured commonly asked questions from branches and provided educational articles as well as contact info on operational departments who handled those questions.
• Worked with management and operations departments to address client issues and provide resolution for escalated cases.

• Assisted financial advisors and branch personnel with questions concerning client IRAs and Retirement accounts
• Processed client requests for movements of cash and securities into, between, and out of client retirement accounts
• Assisted department with correction requests for client retirement accounts, including rules and regulations and tax reporting updates
• Worked with management to address and resolve escalated client issues
• Worked with specialized team to review, assess, and process UBTI tax information on client IRAs with 990-T tax form filings
• Assisted department management with training and guiding new hires.