Client Services ll
Professional summary:
2+ years of Healthcare Customer Service experience as well as 20+ in Customer Service
Diverse experience with Medical Billing, Payment Arrangement, Posting Insurance Payment, obtaining prior authorizations, insurance verification, etc
Knowledge of Medical Terminology and HIPAA guidelines
Dealt with Private and Commercial Insurance
Extensive use of EVR/EPIC systems, Extensive use of MSP(Director 7) Blitz and Nci
Excellent communication skills, detailed-oriented, organized, ability to handle high volume of calls
Overview
9
9
years of professional experience
Work History
Client Service ll
Planet Home Lending
10.2023 - Current
Assist Clients regarding inquires on Mortages, Arm loans, Recasting, Escrow accounts,Fixed rate
Hippa Guidelines
Investigate refunds
Take payments
Update Demographics
communicate throughly through chat,calls and email
Efficiently answer inbound calls
effectively assist in train new hire employees
Assist client with acts/Heloc & Escrow
Create cases regarding delinquent taxes ,insurance payments
Update payment information
Both WFH and In office work enviorment
Daily meetings of compliance
Create request for any updates regarding payoff amounts, change to account update demographics
Client Services II
Bank of America
06.2021 - 08.2023
Efficiently answer inbound calls
effectively assist in train new hire employees
Assist client with inquiries regarding mortgage acts/Heloc & Escrow
Create cases regarding delinquent taxes ,insurance payments
Update payment information
CVL( auto loan) assistance
advise clients where to register, any edits to title ownership
Both WFH and In office work enviorment
Daily meetings of compliance
Create request for any updates regarding payoff amounts, change to account update demographics
Case Management
AMN Healthcare
02.2021 - 10.2022
Respond to emails/chats in a timely manner
Correspond with other departments regarding clients accounts
maneuver through Moxie,Peoplesoft 8.3& 9.3 Amie
Create/terminate cases regarding payroll
investigate
Follow up
HIPAA guidelines
Contacted the Insurance companies for Insurance verification, obtaining authorization, eligibility, benefits etc
Communicated the Explanation of Benefits with the patients
Collected payments/payment plans
Provided payment arrangement assistance with the patients
Direct communication via phone/email/fax/ to discuss the patient’s financial status
Posted payments timely on the database
Updated account statements, generated financial reports, released invoices, and resolved account discrepancies
Extensive use of EVR/EPIC systems.
Coordinating Assistant
Commscope /Vssi- TXAugust
01.2015 - 10.2018
Filed documents submit invoices from customers and clients
Answered calls, train, submit emails, SAP log in credentials
Assisted human resource manager with the requirements on site, provide detailed report weekly
correspond with staffing agencies daily payroll hold meetings three times a week, arrange company meetings, luncheons
Handled Accounts payable
Health insurance benefits for employees and families
Set up business meetings for potential new clients
Dispatch both local and distant trucks to locations with products
Recruit,Interview,Hire and occasionally Terminate employees
Daily meetings of compliance
Education
HS Diploma - undefined
Lamar High School
2012
Skills
Proficiency with
Microsoft Office (Word, Excel, Outlook and Powerpoint)
Telepath,Geneysis Phone systems
Diverse experience with Mortgages
Moxie
Microsoft Applications (One note,Outlook,Teams,Excel,Word)