Driven professional, successful at working with customers of all backgrounds and cultures, to analyze financial histories. Extensive experience in medical and dental practice management, and insurance optimization.
Overview
20
20
years of professional experience
2008
2008
years of post-secondary education
Work History
Tax Preparer
Jackson Hewitt
Price
11.2025 - Current
Prepared individual tax returns using industry-standard software.
Reviewed client documents for accuracy and completeness.
Explained tax regulations and filing procedures to clients.
Consumer and Mortgage Loan Officer
Eastern Utah Community Credit Union
Price
05.2023 - 07.2025
Developed personalized financial plans for clients based on individual goals.
Conducted comprehensive financial assessments to identify client needs.
Evaluated client financial information to determine loan eligibility.
Built strong relationships with clients through effective communication and support.
Guided clients through loan application processes and documentation requirements.
Reviewed and prepared loan documentation for accuracy and compliance.
Provided guidance on various types of mortgages such as FHA loans, VA loans, conventional loans.
Analyzed financial data obtained from customers including income, assets and liabilities to determine loan feasibility.
Interacted with title companies, attorneys, surveyors and other third parties involved in the loan process.
Office Manager
Smile Brands
Orem
07.2019 - 08.2020
Managed daily operations of dental office and ensured smooth workflow.
Oversaw patient scheduling and maintained optimal appointment flow.
Implemented office policies to enhance patient care and staff efficiency.
Handled billing inquiries and facilitated payment processing for patients.
Conducted staff meetings to discuss updates, challenges, and solutions regularly.
Coordinated with dental providers regarding patient care and scheduling needs.
Practice Manager
Santa Barbara Oral Surgery
Santa Barbara
02.2016 - 07.2019
Managed daily operations of oral surgery practice to ensure smooth workflow.
Oversaw billing and coding processes to ensure compliance.
Implemented electronic health record systems for improved efficiency.
Complied with OSHA and HIPAA regulations.
Coordinated financial operations, budgeting, accounting, expenses and financial reporting tasks.
Recruited, trained, supervised, and evaluated staff members.
Provided guidance on resolving conflicts between staff members or physicians when necessary.
Maintained awareness of government regulations, health insurance changes and financing options.
Billing Specialist
Johnson Family Dental Care
Santa Barbara
08.2013 - 03.2016
Managed insurance claims and verified patient coverage details.
Assisted patients with billing inquiries and payment options.
Processed dental insurance claims for accurate reimbursement and timely payments.
Communicated with insurance providers to resolve claim discrepancies and issues.
Maintained organized patient records and updated insurance information regularly.
Assisted patients with understanding their coverage and financial responsibilities.
Advised management on strategies to improve efficiencies within the dental practice's billing department.
Negotiated contracts with insurers on behalf of the dental practice in order to maximize reimbursement rates.
Tracked overdue payments from insurance companies to ensure prompt reimbursement.
Obtained maximum reimbursement by following up on unpaid claims and reviewing monthly aging reports.
Managed the appeal process for denied claims, providing necessary documentation and follow-up.
Billing Specialist
Sunset Sleep Labs
Simi Valley
01.2006 - 01.2010
Managed insurance claims and verified patient coverage details.
Processed medical claims using billing software and electronic health records.
Communicated with insurance companies to resolve billing discrepancies.
Maintained organized records of claim submissions and payment statuses.
Researched discrepancies between billed charges and payments received from insurance companies or other third party payers.