Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Melody Taylor

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

18
18
years of professional experience

Work History

Cash Management Specialist

LPL Financial
11.2023 - Current
  • Streamlined cash management processes by implementing new software and automation tools.
  • Reduced manual errors in financial transactions through rigorous attention to detail and thorough reconciliation procedures.
  • Enhanced client satisfaction by providing timely, accurate, and comprehensive cash management reports.
  • Optimized cash flow for clients with effective forecasting tools and strategic recommendations.
  • Managed high-volume wire transfers, ensuring accuracy and adherence to compliance regulations.
  • Evaluated the effectiveness of current cash management procedures, proposing data-driven improvements when necessary.

Payment Specialist

AvidXchange
03.2023 - 09.2023
  • Provided customer service support through phone, email, or other communication channels.
  • Answering 40-75 inbound calls and emails daily Reconciled incoming payments against outstanding invoices to ensure accurate records were kept.
  • Investigated customer complaints relating to unpaid invoices.
  • Navigate between five systems to assist vendors and clients Managed daily accounting tasks, including invoicing and reconciliation of accounts receivable.
  • Created reports on payment activity for management review.
  • Ensured compliance with internal policies and procedures related to payments.
  • Researched discrepancies related to customer accounts and payments.
  • Assisted customers with inquiries regarding payment processing.
  • Developed and maintained relationships with customers to ensure payment accuracy.

Business Loan Specialist

Wells Fargo CIC
01.2022 - 02.2023
  • Answer 50-80 inbound calls and emails to assist bankers and customers with business loan applications.
  • Place 15-25 outbound calls to clients and bankers pertaining to business loans.
  • Verified all documents provided by applicants for accuracy and completeness.
  • Ensured that all loan processing activities were in compliance with relevant laws and regulations.
  • Coordinated with other departments within the organization regarding loan applications, approvals, and rejections.
  • Assisted customers in understanding the terms of their loan.

Billing Care Specialist

Meduit
12.2019 - 03.2020
  • Provided high-quality personal care services, ensuring patients'' comfort and dignity were maintained at all times.
  • Answering 75-90 inbound calls to assist patients with service charges.
  • Checked secured websites to obtain patient records.
  • Set up payment plans to prevent going into collections.
  • Actively listened to clients' concerns and worked collaboratively with them to identify solutions.
  • Maintained accurate records of client interactions, including assessment results, treatment plans, progress notes, reports.
  • Handled customer complaints and inquiries for services and products.
  • Verified patients' insurance and payment methods during admissions or check-in processes.
  • Counseled patients on potential financial liabilities and payment requirements.

Benefit Verification Specialist

Amerisourcebergen/Lash Group
10.2017 - 09.2019
  • Maintained up-to-date knowledge of insurance regulations, enabling accurate benefit verifications for various plans.
  • Place 80-100 outbound calls to insurance carriers.
  • Active knowledge of Private Commercial, Medicare, Medicaid, Managed Care, and Supplemental Plans.
  • Confirmed 100-150 deductible, coinsurance and out of pocket accumulations for each patient.
  • Reviewed and verified health insurance benefits for patients prior to their scheduled appointments.
  • Maintained accurate records of all verifications, including date of service, procedure codes, diagnosis codes.
  • Conducted data entry into relevant systems regarding benefit verifications.

Patient Care Aide

Second Chance Home Healthcare
01.2016 - 09.2017
  • Improved patient satisfaction by addressing their individual needs and preferences.
  • Provided emotional support to patients and families during difficult times, promoting a positive environment.
  • Collaborated with healthcare professionals to deliver comprehensive care plans for each patient.
  • Maintained accurate records of patient information, contributing to effective communication among the care team.
  • Ensured timely administration of medications by closely following medical guidelines and instructions.
  • Facilitated smooth transitions between shifts by effectively communicating pertinent patient information to colleagues.
  • Supported patients'' mobility through safe transfers, ambulation assistance, and proper positioning techniques.
  • Consistently maintained a clean and hygienic environment for better infection control measures in the facility.
  • Contributed to enhanced teamwork within the healthcare setting by maintaining open lines of communication with fellow Patient Care Aides, nurses, physicians, and other members of the interdisciplinary team.
  • Educated patients on self-care activities such as grooming, bathing, dressing, oral hygiene, and other daily living tasks when appropriate.
  • Aided in the development of individualized care plans tailored specifically to each patient''s unique needs based on assessments conducted by registered nurses or licensed practical nurses.
  • Provided meal assistance for patients who had difficulty eating independently or needed specialized diets due to medical conditions or personal preferences.
  • Implemented therapeutic interventions under clinical supervision that helped improve patients'' physical abilities over time.
  • Assisted patients with mobility issues to move from bed to wheelchair or chair and back again.

Benefit Verification Specialist

AmerisourceBergen/Lash Group
01.2013 - 01.2017
  • Enhanced workflow efficiency by implementing a streamlined benefit verification process for the team.
  • Placed 80-100 outbound calls to insurance carriers.
  • Active knowledge of Private Commercial, Medicare, Medicaid, Managed Care, and Supplemental Plans.
  • Obtain patient records in a secured database.
  • Perform a checklist on each patient account for personal information.
  • Confirmed 100-150 deductibles, coinsurance and out of pocket accumulations for each patient.
  • Intakes and reports adverse events as directed.
  • Reviewed and verified health insurance benefits for patients prior to their scheduled appointments.
  • Maintained accurate records of all verifications, including date of service, procedure codes, diagnosis codes.
  • Resolved customer inquiries regarding benefit eligibility in a timely manner.
  • Conducted data entry into relevant systems regarding benefit verifications.

Case Manager

Zone Free Case Management, Inc
01.2009 - 01.2013
  • Achieved positive client outcomes by developing and implementing comprehensive case management plans.
  • Assessed clients' needs, developed service plans and monitored progress towards goals.
  • Facilitated communication between clients, families, caregivers, social services and other agencies to ensure client needs were met.
  • Provided crisis intervention support for clients in emergency situations.
  • Conducted home visits to assess the safety of living environments for clients.
  • Developed individualized care plans with input from clients and their families.
  • Collaborated with medical professionals to coordinate treatment plans for clients.
  • Counseled clients on available resources within the community that could help meet their needs.
  • Provided referrals to appropriate health care providers or other community resources.
  • Coordinated transportation services for clients who lacked access to reliable transportation.
  • Assisted with applications for government benefits such as Medicaid or Social Security Disability Insurance.

Customer Care Representative

IQOR
01.2008 - 01.2013
  • Streamlined call response times for improved customer experience through effective communication techniques.
  • Maintained a detailed record of all customer interactions, transactions, comments, and complaints.
  • Assisted customers in navigating through website features and functions to locate desired information or products.
  • Built sustainable relationships of trust through open communication with customers.
  • Processed orders accurately and efficiently according to established procedures.
  • Analyzed trends in call volume data in order to anticipate peak periods and adjust staffing accordingly.
  • Utilized problem-solving techniques such as root cause analysis to identify recurring issues that could be addressed proactively.

Mentor

CRE Case Management, Inc.
01.2006 - 01.2008
  • Developed trust-based relationships with mentees through active listening and empathetic communication.
  • Monitored and evaluated mentees' progress, providing feedback and guidance to ensure success.
  • Mentored individuals on professional development topics such as communication skills, problem-solving and goal setting.
  • Provided advice to mentees on career paths, job opportunities and educational options.
  • Encouraged open dialogue between mentor and mentee pairs to promote trust, respect and understanding of different perspectives.
  • Provided resources related to mental health awareness including stress management strategies.
  • Maintained up-to-date records of mentor and mentee interactions in order to track progress over time.
  • Shared school or college experiences and gave advice on campus life, classes and professors and teachers.
  • Counseled individuals to help overcome personal, social or behavioral problems affecting educational or vocational situations.

Education

No Degree - Elementary Education

Barber-Scotia College
Concord, NC

High School Diploma -

South Piedmont Community College
Monroe
08.2001

Skills

  • Payment Processing
  • Compliance Knowledge
  • Bank Reconciliation
  • Microsoft Office
  • Time Management
  • Conflict Resolution
  • Analytical Thinking
  • Cash Handling
  • Relationship Building
  • Data Analysis

Additional Information

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Committed with a history of 20 years meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Billing Dispute Resolution Investigative Research Credit and Collections Payment Management Bill Processing Statement Issuing Financial Reporting Research and Due Diligence Collections Accounts Receivable Expertise Policy Development Relationship Building Accounts Receivable Invoicing Proficiency Generally Accepted Accounting Principles Coding Proficiency Fiscal Reporting Finance.

Timeline

Cash Management Specialist

LPL Financial
11.2023 - Current

Payment Specialist

AvidXchange
03.2023 - 09.2023

Business Loan Specialist

Wells Fargo CIC
01.2022 - 02.2023

Billing Care Specialist

Meduit
12.2019 - 03.2020

Benefit Verification Specialist

Amerisourcebergen/Lash Group
10.2017 - 09.2019

Patient Care Aide

Second Chance Home Healthcare
01.2016 - 09.2017

Benefit Verification Specialist

AmerisourceBergen/Lash Group
01.2013 - 01.2017

Case Manager

Zone Free Case Management, Inc
01.2009 - 01.2013

Customer Care Representative

IQOR
01.2008 - 01.2013

Mentor

CRE Case Management, Inc.
01.2006 - 01.2008

No Degree - Elementary Education

Barber-Scotia College

High School Diploma -

South Piedmont Community College
Melody Taylor