Detail-oriented professional specializing in patient advocacy and financial counseling, with proven abilities in navigating healthcare systems and educating clients on insurance options. Committed to enhancing patient experiences through effective communication and comprehensive resource coordination.
Overview
8
8
years of professional experience
Work History
Financial Counselor
Parkland Health and Hospital Systems
Dallas
03.2024 - Current
Assisted patients with financial counseling and eligibility determination for services.
Educated patients about insurance coverage and payment options available.
Reviewed financial documents to ensure accuracy and completeness.
Utilized electronic health records systems to manage patient information securely.
Assisted patients without healthcare coverage to find resources, services and assistance needed.
Reviewed and verified financial data to determine program eligibility.
Helped clientele gain access to available funding sources.
Patient Navigator
Texas Health Resources
Dallas
01.2020 - 02.2024
Assisted patients in navigating healthcare services and resources.
Maintained accurate patient records and updated information in systems.
Collaborated with interdisciplinary teams to enhance patient care experiences.
Educated patients about treatment options and available support services.
Identified and coordinated resources for patient needs, including referrals to community services.
Sales Agent
Senior Life Insurance Company
Dallas
08.2020 - 12.2021
Educated clients about life insurance products and benefits.
Conducted presentations to explain policy features and advantages.
Participated in training sessions to stay updated on industry trends.
Generated leads through cold calling, online searches, and referrals from existing clients.
Billing Specialist I
Texas Health Physicians Group
Dallas
09.2017 - 12.2019
Reviewed insurance claims for compliance and completeness.
Maintained accurate records of collections, adjustments and denials in the system.
Reviewed medical records to ensure accuracy of billing information and patient data.
Assessed billing statements for correct diagnostic codes and identified problems with coding.
Education
Bachelor of Science - Health Services Administration
Western Governors University
Salt Lake City, UT
06-2025
Skills
Patient advocacy and education
Healthcare compliance and documentation
Electronic health records management
Data verification and analysis
Insurance verification and claims processing
Analytical thinking and problem-solving
Customer service excellence
Attention to detail and organization
Time management and multitasking
HIPAA protocol adherence
Filing and recordkeeping systems
Office administration skills
Patient registration and outreach
Care coordination and case management
Medical terminology proficiency
Payment collection strategies
Timeline
Financial Counselor
Parkland Health and Hospital Systems
03.2024 - Current
Sales Agent
Senior Life Insurance Company
08.2020 - 12.2021
Patient Navigator
Texas Health Resources
01.2020 - 02.2024
Billing Specialist I
Texas Health Physicians Group
09.2017 - 12.2019
Bachelor of Science - Health Services Administration
Financial Counselor at Conifer Health Solutions, CHI St. Luke’s Hospital Medical CenterFinancial Counselor at Conifer Health Solutions, CHI St. Luke’s Hospital Medical Center