Summary
Overview
Work History
Education
Skills
Certification
Willing To Relocate
Timeline
Generic

Monica Hagan Shay

West Valley City

Summary

Highly driven and optimistic person with proficient knowledge in Microsoft office applications and 6 years' experience in data entry and document control. Efficient at providing customers with professional and courteous service while accurately meeting their needs. Organized office attendant that is detail oriented and diligent.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Billing Specialist

Arc Medical
10.2024 - 07.2025
  • Researched and resolved billing discrepancies to enable accurate billing.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Worked with multiple departments to check proper billing information.
  • collected and submitted proper billing documents to the correct business.

Client Success Specialist

Nestwell Property Management
04.2024 - 08.2024
  • HOA management.
  • Handled HOA monthly dues.
  • Processed HOA violations and courtesy notices.
  • Filled out and filed notice to vacates.
  • Reconciled owner and tenant concerns and ledgers.

Assistant accountant manager

Risk Managers
09.2023 - 01.2024
  • Managers inbound and outbound phone calls.
  • Provided customer service for clients on behalf of their accounts.
  • Received and processed mail.
  • Processed account payments from clients to insurance carriers.

HRA Coordinator

Compusys
02.2023 - 04.2023
  • Maintained records of customer needs and preferences.
  • Coordinated with other supervisors, combining group efforts to achieve goals.
  • Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
  • Consulted with customers regarding needs and addressed concerns.
  • Followed policies and procedures to meet or exceed established performance requirements.
  • Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
  • Maintained customer privacy and protected company operations by keeping information private and confidential.

Financial Secretary

World Finance
12.2022 - 02.2023
  • Uphold privacy and security requirements for customer information.
  • Handled contracts and payments on accounts.
  • Managed approximately 40 inbound and outbound calls daily.
  • Received payment and posted to appropriate customer accounts. Processed payments over phone and set up recurring drafts.
  • Notified customers of delinquent accounts with attempt to collect outstanding amounts.
  • Arranged for debt repayment and established repayment schedule based on customer finances.
  • Recorded and updated customer personal accounts with accurate contact information.
  • Met demands of busy collections group by performing high volume of daily calls.

Research Assistant/Receptionist

Disability Planners
04.2021 - 03.2022
  • Verified accuracy and completeness of benefits applications and documents.
  • Researched insurance plans to find good options for clients' needs.
  • Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
  • Consulted with customers regarding needs and addressed concerns.
  • Answered incoming calls and provided the highest level of professionalism and knowledgeable service to every customer.
  • Participated in training and other learning opportunities to expand knowledge of company and position.
  • Answered incoming calls, checking and returning voicemails to obtain records.

Document Control Specialist

Select Portfolio Servicing
11.2018 - 03.2021
  • Managed document processes through scanning, filing and transmitting information into excel worksheets while following all standard procedures.
  • Submitted project documentation to management for approval, transmitting approved documents to customer.
  • Secured documents handling social security numbers and personal mortgage information.
  • Organized, maintained and safeguarded mortgage files and databases.
  • Received, sorted and organized incoming files, letters, and packages. Promptly delivered packages and letter to correct departments.
  • Responded to internal employees' questions about mail services, products and delivery choices.
  • Accurately screening mortgage documents for inaccuracies and providing confirmation signatures for approval.

Intake Coordinator

Rocky Mountain Care
07.2023 - 08.2023
  • Receiving orders and referrals for Home Health and Hospice, put the documents on patients charts and provide all corresponding information to the correct staff for locations.

Education

GED -

Uintah High School
Vernal, UT
05.2017

Skills

  • Document Management
  • Databases
  • billing submission
  • document auditing
  • Customer relations
  • Conflict resolution
  • Microsoft Excel
  • Payment processing
  • Scheduling
  • Filing
  • Account management

Certification

  • Life & Health Insurance License, 2021-04-01, 2024-10-31
  • Property & Casualty License, 2023-11-01, 2025-10-31

Willing To Relocate

  • West Jordan, UT
  • South Jordan, UT
  • Salt Lake, UT
  • Magna, UT
  • Kearns, UT

Timeline

Billing Specialist

Arc Medical
10.2024 - 07.2025

Client Success Specialist

Nestwell Property Management
04.2024 - 08.2024

Assistant accountant manager

Risk Managers
09.2023 - 01.2024

Intake Coordinator

Rocky Mountain Care
07.2023 - 08.2023

HRA Coordinator

Compusys
02.2023 - 04.2023

Financial Secretary

World Finance
12.2022 - 02.2023

Research Assistant/Receptionist

Disability Planners
04.2021 - 03.2022

Document Control Specialist

Select Portfolio Servicing
11.2018 - 03.2021

GED -

Uintah High School

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