Serrana I Melgar
Seattle,WA
Summary
Experienced business professional with a strong background in managing financial processes. Proficient in accurately recording financial data, overseeing accounts payable and receivable, and conducting account reconciliation. Exceptional analytical, communication, and organizational abilities enable quick adaptation to new environments. Committed to contributing to team success and further developing professional skills. Brings a positive attitude and enthusiasm to continuous learning and growth.
Overview
15
15
years of professional experience
Work History
Financial Coordinator
North Seattle Orthodontics
03.2020 - Current
- Process and reconcile all financial transactions in general ledger, ensuring high degree of accuracy and compliance with company policies.
- Record daily deposit in Excel and perform daily, monthly, and end of year closing functions.
- Prepare financial reports by gathering data, performing calculations, and organizing information for analysis.
- Assist accounting team in identifying and resolving discrepancies in preparation for monthly bank statement reconciliation.
- Manage and administer financial contracts for multiple clients ensuring compliance with contract terms and conditions.
- Monitor aging accounts to ensure timely collection efforts are applied, while maintaining total monthly delinquencies under 1%.
- Enter billing codes and submit claims electronically to various insurance companies.
- Manage customer and insurance payments by recording cash, checks, and credit card transactions in company software.
- Set up new patient accounts, conduct audits to ensure accuracy of information, and maintain database as appropriate.
- Collaborate with team members to identify opportunities for process improvement, while creating value and maintaining high standards of service for both internal and external customers
- Support front office team during absences by monitoring general mailbox, responding to customer inquiries, scheduling, conducting new client intake, marketing activities, and preparing written communications utilizing Microsoft Office Suite tools.
- Serve as point person for training on financial and insurance billing procedures.
- Ensure customer satisfaction through application of high quality work, superior conflict resolution, and problem-solving skills.
Financial Specialist
Seattle Special Care Dentistry
11.2010 - 03.2020
- Established revenue cycle processes for high volume, multi-practitioner, specialty dental clinic, which resulted in 50% increase in receivables within three months of hire.
- Developed and implemented anesthesia billing and collections procedures for independent contractors.
- Communicated with insurance companies to verify benefit coverage, obtain authorizations for treatment, and satisfy billing requirements.
- Executed all aspects of insurance billing processes with superior attention to detail, including appropriately coding medical and dental claims for payment, following up on aging claims, and submitting appeals for denied claims.
- Presented treatment plan estimates and assisted patients in understanding their financial responsibilities, while providing guidance and support to patients navigating complex insurance coverage rules and processes.
- Maintained detailed records of patient accounts, payments, and adjustments using electronic billing systems, while conducting regular audits of patient accounts to identify errors in billing processes.
- Recorded daily financial transactions in company software, resolved complex billing issues, completed daily, monthly, and year-end accounting functions, and generated reports for accountant.
- Trained new hires on policies, procedures, and best practices related to patient financial coordination.
- Monitored aging accounts on monthly basis and negotiated settlements with patients for outstanding balances.
- Collaborated with Swedish Hospital staff on investigating trends in claim denials of dental surgery OR cases, identifying root causes, and implementing corrective actions to maximize insurance reimbursement and decrease losses.
Account Relationship Specialist
Zions Bank
01.2010 - 09.2010
- Generated new business opportunities through proactive prospecting and networking efforts.
- Opened new client accounts, initiated credit card/consumer loan applications, processed wire transfers, and participated in cross selling other bank services.
- Educated clients on various financial products and services offered by company, highlighting key features and benefits to drive sales.
- Strengthened client relationships through regular follow-up and communication by phone, to promote long term business growth.
- Utilized CRM software to track client interactions, manage leads, and streamline sales process for increased efficiency.
- Mentored team members by sharing industry knowledge, best practices, and effective sales techniques to enhance overall team performance.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
Bachelor of Arts - Business Administration
Westminster College
Salt Lake City, UTAssociate of Arts - General Studies
Salt Lake Community College
Salt Lake City, UTSkills
- Financial Operations
- Accounts Payable & Receivable
- General ledger & account reconciliation
- Records & Database Management
- Attention to Detail
- Self Motivated
- Customer Experience
- Microsoft Office Suite
- Excellent verbal and written communication
- Bilingual in English and Spanish
Timeline
Financial Coordinator
North Seattle Orthodontics
03.2020 - Current
Financial Specialist
Seattle Special Care Dentistry
11.2010 - 03.2020
Account Relationship Specialist
Zions Bank
01.2010 - 09.2010
Bachelor of Arts - Business Administration
Westminster College
Associate of Arts - General Studies
Salt Lake Community College
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