MELISSA YATES
Wendell,NC
Summary
To be a Team member of a dynamic organization where my accounting skills and business practice experience contribute to its continued success and supports its future growth, mission statement and business relationships.
Overview
36
36
years of professional experience
Work History
Escrow Representative
First Federal Savings & Loan - Mortgage Division
- Performed all duties of an Escrow Representative
- Handled all aspects of customer service relating to client escrow accounts
- Reconciled overages/shortages for calculation of monthly mortgage payments.
Financial Coordinator
Wake Oral and Maxillofacial Surgery - Dr. Scott A. Hum, D.M.D.
02.2014 - Current
- Performed all Financial Coordinator duties related to accounts receivable and accounts payable including, posting client payments, client account reconciliation, statement generation and mailing, active management of client accounts
- Generate daily and monthly close-end reports as needed.
Front Desk Coordinator
Wake Oral and Maxillofacial Surgery - Dr. Scott A. Hum, D.M.D.
02.2014 - Current
- Performed all Front Desk Coordinator duties, including patient check-in and check-out, receiving and recording of patient payments, appointment scheduling, and phone coverage.
Financial Coordinator
Bovenizer Orthodontics
Cary, NC
07.2021 - 04.2024
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Submitted claims to insurance companies on same day as patient treatment.
- Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Maintained a high level of confidentiality when handling sensitive financial information and employee records.
- Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
- Streamlined month-end closing procedures, reducing time spent on reconciliations and adjustments.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Monitored front areas so that questions could be promptly addressed.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Administrative
Buckthal Orthodontics
10.2001 - 01.2014
- Performed all administrative duties related to management of fast-paced orthodontic office including personnel, payroll, deposits, bookkeeping, and client correspondence.
Financial Coordinator
Buckthal Orthodontics
10.2001 - 01.2014
- Performed all Financial Coordinator duties related to accounts receivable and accounts payable including, daily bank deposits, posting client payments, client account reconciliation, statement generation and mailing, active management of client accounts, and collections
- Produced month-end reports
- Handled all aspects of new client payment contracts
- Interfaced with insurance providers to secure revenue by verifying, posting receipts and resolving discrepancies.
Billing Coordinator
Deere & Company Lawn and Grounds Division - Pricing & Billing
09.1992 - 09.2001
- Performed all Billing Coordinator responsibilities
- Provided management with daily support by monitoring sales transactions and inventory control reports for specialty demo-accounts equipment
- Provided Dealership support: account credits, account statements, research.
Payment Processor
Carolina Power & Light - Remittance Processing Center
10.1988 - 08.1992
- Performed all Payment processor duties
- Keyed maximum of 1900 payments per hour.
Skills
- Sterling work ethic - honest, conscientious, accurate, dependable A Team-Player;
- Proficient in use of accounting and collection principles; 10 Key Data Entry
- Detail Oriented Expert research and problem solving skills Achieves time-sensitive resolutions
- Excellent communication skill Proven track record of outstanding customer service and development of long-term business relationships
Timeline
Financial Coordinator
Bovenizer Orthodontics
07.2021 - 04.2024
Financial Coordinator
Wake Oral and Maxillofacial Surgery - Dr. Scott A. Hum, D.M.D.
02.2014 - Current
Front Desk Coordinator
Wake Oral and Maxillofacial Surgery - Dr. Scott A. Hum, D.M.D.
02.2014 - Current
Administrative
Buckthal Orthodontics
10.2001 - 01.2014
Financial Coordinator
Buckthal Orthodontics
10.2001 - 01.2014
Billing Coordinator
Deere & Company Lawn and Grounds Division - Pricing & Billing
09.1992 - 09.2001
Payment Processor
Carolina Power & Light - Remittance Processing Center
10.1988 - 08.1992
Escrow Representative
First Federal Savings & Loan - Mortgage Division