Devoted, reliable professional, willing to work hard with a supportive attitude. Focused on completing accurate and timely work with strong organizational skills. Ready and considered a valuable asset to any team.
Overview
36
36
years of professional experience
Work History
Finance Clerk/RCM Account Migration Team
West Coast Dental Admin. Services LLC
08.2003 - 04.2024
Audit patient account for accuracy prior to migrating into a new system, (Denticon/Planet DDS).
Provided excellent customer service when addressing inquiries from office teams with patient account.
Reduced discrepancies in financial records through meticulous attention to detail and thorough data verification.
Collaborated with colleagues to resolve any discrepancies in financial records or reports.
Accounts Receivable Management.
Consolidate monthly reporting.
Support office teams with credit reporting, mandating contracts, in-house credit approvals per procedures and guidelines if, not approved by 3rd party financing.
Daily claims upload and provider match, DentalXChange/ClaimConnect.
Medi-Cal/Denti-Cal electronic posting.
Time-card review and approval, ADP.
Billing Case Mgr. Premium Reconciliation Analyst
Aetna US Healthcare
02.1999 - 11.2002
Maintained accurate documentation on all cases, ensuring compliance with regulations, and confidentiality requirements.
Respond to all client customer service issues, and concerns.
Appropriate follow-up, and escalation of for problem resolution.
Billing preparation, summary statement, and account statement.
Accounts Payable/Receivable.
Billing medical, and dental.
Proper account management.
Monitoring monthly aging reports
Producing month end reports.
Assistant Account Executive
Countrywide Home Loans
01.1998 - 01.1999
Managing inbound calls.
Demonstrated efficient monitoring and management of client accounts.
Data entry of personal, employment, and financial information.
Demonstrated efficient monitoring and management of client accounts.
Communication of processes, enhancing team efficiency and collaboration on upcoming projects, and deadlines.
Loan processing, FHA/VA documents prepared, and mailed to a local branch conveniently for customers.
Assistant Branch Manager
Wells Fargo Bank
07.1988 - 11.1997
Supported the Branch Manager with daily tasks, guidance, and leadership to employees with consistent training.
Assisted with ensuring employees are trained in loss prevention within 30 days of hire.
Ensured branch security procedures were strictly enforced.
Managed branch work, cash limits, cash difference/out of balance conditions as outlined in the internal control and policy manual.
Contributed to ATM procedures by adequately stocking, and reconciled.
Reviewed timesheets, and payroll.
Ensured each customer is acknowledge in a timely, friendly, and helpful manner.
Assisted with staff scheduling in order to maximize customer service, and minimize customer wait time.
Identified, and pursued sales cross-selling opportunities on a daily basis to potential/current customers.
Ensured the office was appropriately merchandised with all materials that were bank approved, current, and point of sale promotions were well executed.
Education
Bachelor of Science - Business Administration/Computer Science
Cal State Los Angeles
Los Angeles, CA
Completed GE Classes - Business Administration
Los Angeles Trade Technical College
Los Angeles, CA
Skills
Strong Work Ethics
Teamwork
Dedication
Customer Service
Audit Account/Migration
Accounts Receivable/Payable
Payment posting
Invoice Processing
Financial record keeping
Monthly Reporting
Microsoft Excel
Timeline
Finance Clerk/RCM Account Migration Team
West Coast Dental Admin. Services LLC
08.2003 - 04.2024
Billing Case Mgr. Premium Reconciliation Analyst
Aetna US Healthcare
02.1999 - 11.2002
Assistant Account Executive
Countrywide Home Loans
01.1998 - 01.1999
Assistant Branch Manager
Wells Fargo Bank
07.1988 - 11.1997
Bachelor of Science - Business Administration/Computer Science
Veterinary Clinic Front End Assistant Manager; Veterinary Reception and Assistant at West Coast Veterinary Dental ServicesVeterinary Clinic Front End Assistant Manager; Veterinary Reception and Assistant at West Coast Veterinary Dental Services
Led cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals LtdLed cross-functional teams to manage daily spare order processing, ensuring seamless coordination between service, stores, and finance teams. Maintained high order accuracy and reduced communication gaps across departments.Trained over 100+ service engineers on CRM workflows, POD updates, and return processes during HO commercial trainings. Improved field team compliance and reduced repeat errors by over 20%.Owned end-to-end order lifecycle, including documentation, dispatches, POD tracking, and MIS reporting with minimal supervision. Enabled faster turnaround and higher accuracy in daily operations.Acted as a central escalation point between field engineers, HO departments, and senior managers to resolve system and order-related issues. Reduced escalations by ensuring proactive resolution within SLA timelines.Managed return spare process and validations, driving a 25% reduction in turnaround time and improving system accuracy. Ensured proper coordination with service and stores for smooth transaction closures.Initiated Kaizen process improvements for workflow automation, documentation, and order validation. Reduced manual work by 30% and helped in faster issue identification.Collaborated with IT team to test and implement new CRM workflows and resolve service module-related bugs. Ensured seamless migration and better user experience for the service team.Created and presented MIS reports for weekly DRM meetings and management reviews. Supported data-driven decisions and provided insights on pending and completed orders.Monitored pending orders and stock validations daily across CFA locations. Achieved 15% reduction in follow-up delays by implementing checklist-based follow-ups.Handled distributor and spot-visit orders, ensuring compliance with internal policies and faster processing. Reduced lead time by 20% with improved documentation and follow-ups.Supervised stock accuracy across locations and led reconciliation activities with store teams. Brought down discrepancies by 15% through structured checking and documentation.Prepared CRM master data and validated engineer records for smooth CRM transition. Increased CRM accuracy by 25% before new system rollout.Managed price lists and quotations, communicating with teams to ensure correct rates and GST compliance. Prevented billing errors and improved customer satisfaction on pricing clarity.Maintained GEM and E-Invoice portal compliance, uploading documents accurately to meet government requirements. Ensured zero rejection in audits and smoother order execution for public sector clients.Followed up on loan spare recoveries, ensuring 95% payment recovery by accurate tracking and coordination with accounts. Reduced pending dues and ensured clean financial closure of orders. at Transasia Bio-Medicals Ltd