Rachael L. Romero
The Colony
Summary
Client service professional with proven ability to analyze client needs and deliver customized solutions. Adept in fostering collaborative team environments and adapting to dynamic client requirements. Known for excellent problem-solving skills and commitment to achieving high-quality results.
Overview
8
8
years of professional experience
Work History
Client Service Analyst (Customer Success)
JPMorgan Chase
02.2025 - Current
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Collaborated with internal teams to streamline service delivery processes and enhance efficiency.
- Developed training materials for new team members, facilitating smoother onboarding experiences.
- Demonstrated adaptability by quickly learning new software programs and industry-specific regulations to better serve clients needs.
- Managed multiple deadlines simultaneously while maintaining attention to detail in all tasks performed.
Client Service Specialist
JPMorgan Chase
07.2022 - 02.2025
- Delivered exceptional client support, resolving inquiries and enhancing customer satisfaction.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
- Implemented solutions for complex client issues, improving overall service quality.
- Cross-trained and provided backup support for organizational leadership.
Medical Credentialing Specialist
Intellicentrics
12.2019 - 07.2022
- Conducted audits of provider files, ensuring all necessary documents were up-to-date and compliant with regulatory requirements.
- Managed multiple priorities effectively, resulting in the on-time completion of credentialing tasks for numerous providers simultaneously.
- Led training sessions for new staff on best practices in credentialing protocols and systems.
- Implemented quality control measures to monitor and enhance the integrity of credentialing data.
- Conducted primary source verifications such as background checks and board certifications.
Medical Billing
Aprima
09.2018 - 05.2019
- Performed full spectrum of revenue cycle operations including payment, posting, and claims.
- Utilized Optum, Availity, Insight, and Aprima software for various insurance payer cities daily.
- Managed billing processes to ensure timely and accurate claim submissions.
- Liaised between patients, insurance companies, and billing office.
- Maintained compliance with industry regulations by staying updated on changes to medical billing codes and requirements.
Education
Certificate - Excel Essential Training (Office 365/Microsoft 365)
Linkedin Learning
03-2022
High school diploma - undefined
Hebron High School
Carrollton, TX06-2014
Skills
- Customer Service/Quality Assurance
- Strong analytical skills
- Complaint resolution
- Problem-solving abilities
- Teamwork and collaboration
- Microsoft office proficient
Timeline
Client Service Analyst (Customer Success)
JPMorgan Chase
02.2025 - Current
Client Service Specialist
JPMorgan Chase
07.2022 - 02.2025
Medical Credentialing Specialist
Intellicentrics
12.2019 - 07.2022
Medical Billing
Aprima
09.2018 - 05.2019
High school diploma - undefined
Hebron High School
Certificate - Excel Essential Training (Office 365/Microsoft 365)
Linkedin Learning