Sarah Jordan
Lakeside,CA
Summary
Highly-motivated employee with desire to take on new challenges. Well versed in medical terminology and medical billing policies and regulations. Knowledgable of financial regulations and excels in customer relations. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Member Service Representative
Patelco Credit Union
Fairfield, CA
08.2012 - 04.2013
- Researched complex issues related to accounts of credit union members.
- Handled financial transactions for members.
- Assisted with the opening of new accounts and processed account maintenance requests.
- Conducted wire transfers.
- Inventoried and audited the monetary vault.
- Provided member transactional services.
- Performed training of new recruits.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Enhanced member relationships by providing excellent service during each interaction.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Member Service Representative
Diablo Valley Credit Union
Walnut Creek, CA
02.2011 - 08.2012
- Handled calls for new accounts, closing accounts, and cross-selling opportunities.
- Processed loan applications and documented loan decisions according to policy requirements.
- Consulted with customers regarding financial needs and addressed concerns.
- Attended financial training sessions regularly to stay abreast of changes in company policies or procedures.
- Delivered quality service by assessing, advising and assisting credit union members.
- Leveraged software and systems to research and resolve member inquiries.
- Mentored junior team members and managed employee relationships.
- Managed customer conflicts and challenging situations by staying calm and accessing internal knowledgebases to develop strategic solutions.
Medical Billing and Collections Specialist
Rash Curtis & Associates
Vacaville, CA
06.2008 - 03.2011
- Processed claims and forwarded information to Medicare, Medicaid and commercial insurance companies.
- Resolved billing discrepancies with insurance companies and patients.
- Monitored past due accounts and pursued collections on outstanding invoices.
- Entered patient charges and payments into electronic health records.
- Participated in workshops, seminars, and training classes to gain stronger education in industry updates and federal regulations.
- Collected, posted and managed patient account payments.
- Processed invoice payments and recorded information in account database.
- Entered procedure codes, diagnosis codes and patient information into billing software to facilitate invoicing and account management.
- Investigated past due invoices and delinquent accounts to generate revenues and reduce number of unpaid and outstanding accounts.
- Reviewed, coded, and submitted claims to insurance companies and government payers.
Member Service Specialist
Travis Credit Union
Vacaville, CA
11.2006 - 06.2008
- Engaged in conversation with customers to understand financial needs, resolve issues and answer product questions.
- Ensured compliance with applicable laws and regulations governing financial institutions.
- Developed relationships with members to increase loyalty and satisfaction through personal contact, follow-up calls, and outreach activities.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Performed daily audits of teller drawers to ensure compliance with security regulations.
- Researched discrepancies on member accounts and resolved issues promptly and accurately.
- Processed cash withdrawals and deposits including checks for accuracy before posting them into the system.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
- Surpassed sales goals through implementation of successful marketing strategies.
- Trained new employees on bank policies and procedures related to member services roles.
Education
Bachelor of Science - Public Health
American Military University
Charleston, WV08-2024
High School Diploma -
Will C. Wood High School
Vacaville, CA06-2006
Skills
- Data analysis
- Public health policy
- Patient record management
- Community outreach
- Customer service
- Regulatory compliance
- Self motivation
- Document processing
- Payment processing
- Billing adjustments and refunds
- Data entry accuracy
- Medical terminology
- Database maintenance
- Call documentation
- Team collaboration
- Inbound and outbound calling
References
References available upon request.
Timeline
Member Service Representative
Patelco Credit Union
08.2012 - 04.2013
Member Service Representative
Diablo Valley Credit Union
02.2011 - 08.2012
Medical Billing and Collections Specialist
Rash Curtis & Associates
06.2008 - 03.2011
Member Service Specialist
Travis Credit Union
11.2006 - 06.2008
Bachelor of Science - Public Health
American Military University
High School Diploma -
Will C. Wood High School
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