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
Cal State Los Angeles
Completed GE Classes - Business Administration
Los Angeles Trade Technical College
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