Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Sandy Goldstein
Open To Work

Sandy Goldstein

Albuquerque,NM

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Patient Support SpecialistClient Services RepresentativePatient LiaisonData Entry Clerk

Work Type

Full Time

Location Preference

On-SiteRemote
Location: Albuquerque, NM
Open to relocation: No

Salary Range

60000/yr - 200000/yr

Important To Me

Career advancementWork-life balanceFlexible work hoursWork from home optionPaid time offHealthcare benefitsPersonal development programs401k matchPaid sick leave

Summary

Dynamic Patient Support Specialist with proven expertise at DaVita in managing high-volume caseloads and processing financial assistance applications. Skilled in regulatory compliance and effective communication, I led a team to enhance workflow clarity and trained new insurance counselors, significantly improving onboarding efficiency and patient advocacy outcomes.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Patient Support Specialist

DaVita
2016.06 - 2026.04
  • Managed high-volume caseload of 40–60 daily health insurance charitable premium requests, ensuring timely application completion.
  • Processed and reviewed over 100 financial assistance applications monthly with strong accuracy.
  • Coordinated with patients to obtain necessary documentation via phone and email, streamlining submission process and reducing turnaround time.
  • Collaborated with insurance counselors and cross-functional teams to resolve complex cases effectively.
  • Generated and submitted over 700 grant requests monthly through web-based charity platforms, ensuring consistent funding support for patients.
  • Led committee of 5 team members to develop job aids and process documentation, improving workflow clarity and team performance.
  • Conducted high-level training sessions for new insurance counselors, improving onboarding effectiveness.
  • Facilitated internal training sessions to provide process updates, strengthening team knowledge and efficiency.

Lead Operations Representative – Compliance

Bank of America
Pasadena, USA
2014.05 - 2015.04
  • Conducted 30 to 50 outbound calls weekly, securing proof of U.S. residency from sanctioned countries to ensure compliance with OFAC requirements.
  • Handled complex, high-risk compliance cases to maintain alignment with bank and government standards.
  • Reviewed and validated customer documentation, ensuring adherence to federal regulations and internal policies.
  • Restricted non-compliant accounts to mitigate regulatory risk and ensure audit readiness.
  • Trained team members on systems policies and procedures, improving accuracy and efficiency in compliance processes.
  • Authored a comprehensive training manual for onboarding and guiding future associates.

Lead Operations Representative – Legal Order Processing

Bank of America
Los Angeles, USA
2013.10 - 2014.05
  • Processed subpoenas, levies, attachment orders, and court-restricted accounts to maintain compliance and protect sensitive information.
  • Interpreted legal documentation to ensure compliance with regulations.
  • Delivered clear guidance on legal processes and account status to stakeholders, facilitating informed decision-making.
  • Handled inbound calls from customers, attorneys, law enforcement, and internal partners to address legal order inquiries and ensure timely resolution.

Client Services Representative

Bank of America
Rio Rancho, USA
2006.03 - 2013.10
  • Resolved customer complaints through effective problem-solving techniques.
  • Reviewed and resolved client concerns, researching relevant details and clearly communicating tailored solutions to improve client experience.
  • Demonstrated excellent listening skills and empathy towards customers' needs and concerns.
  • Assisted clients with account inquiries and transaction requests, ensuring timely and accurate responses to enhance customer satisfaction.
  • Answered incoming calls from customers regarding billing inquiries, technical issues, product concerns.
  • Processed account openings, closings, and maintenance requests efficiently.
  • Maintained accurate records of client interactions and transactions daily.

Education

Bachelor of Arts - Journalism

California State University, Northridge
Northridge
2001-06

Skills

  • Patient advocacy
  • Case management
  • Insurance coordination
  • Financial assistance
  • Regulatory compliance
  • Application processing
  • Customer service and support
  • Problem solving and troubleshooting
  • Data entry and documentation accuracy
  • Time management and multitasking
  • Effective communication
  • Leadership and training
  • Cross-functional collaboration

Certification

  • Paralegal

Timeline

Patient Support Specialist

DaVita
2016.06 - 2026.04

Lead Operations Representative – Compliance

Bank of America
2014.05 - 2015.04

Lead Operations Representative – Legal Order Processing

Bank of America
2013.10 - 2014.05

Client Services Representative

Bank of America
2006.03 - 2013.10

Bachelor of Arts - Journalism

California State University, Northridge

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Sandy Goldstein