Sonia Smith
Milwaukee,WI
Summary
Results-oriented Debt Collector with over 10 years of experience and knowledge, looking to work in a fast-paced environment, collecting accounts in compliance with all applicable regulations and internal performance standards in order to meet personal and team goal objectives.
Financial professional with strong foundation in financial planning, budgeting, and advising. Proven ability to drive positive outcomes through effective client management and strategic financial analysis. Known for strong collaboration skills, flexibility, and delivering consistent results in dynamic environments. Skilled in financial counseling, risk assessment, and portfolio management, with focus on client-centric solutions and achieving organizational goals.
Overview
26
26
years of professional experience
Work History
Financial Counselor
Froedtert Menomonee Falls Hospital
03.2022 - Current
- Assist uninsured patients with obtaining health care
- Assist uninsured patients with Out-of-network benefits
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
- Improved client financial stability by assessing their financial situations and developing tailored plans.
- Educated clients on financial topics and best practices.
Remote Medical Collector
State Collections, Inc.
03.2016 - 09.2018
- DEBT COLLECTOR
- Processed insurance denials promptly, resulting in faster resolution and payment.
- Identified trends in unpaid claims, developing targeted collection strategies to address specific issues.
- Safeguarded patient privacy by strictly adhering to HIPAA regulations throughout the collections process.
Patient Care Representative
Aurora Health Care
11.1999 - 01.2016
- DEBT COLLECTOR
- KNOWLEDGE OF MEDICAL RECORDS/PATIENT CARE
- Maintained confidentiality of patient data and condition to safeguard health information.
- Actively participated in staff meetings contributing valuable insights into improving processes within the clinic to enhance patient experience.
- Efficiently managed high volumes of phone calls, messages, and inquiries from patients or other healthcare providers, ensuring prompt responses and resolutions.
- Demonstrated exceptional organizational skills by managing multiple tasks simultaneously while prioritizing urgent matters effectively in a fast-paced setting.
Education
High School -
North Division High School
Milwaukee, WISkills
- Data collection systems
- Risk management solutions
- Payment processing
- Collaborative team member
- Proficient in FDCPA, TCPA, and FRC regulations
- Meticulous attention to detail
- Managed difficult client interactions
- Effective negotiation
- Insurance verification
- Telephone etiquette
- Patient counseling
- Relationships and rapport
- Financial advice
Timeline
Financial Counselor
Froedtert Menomonee Falls Hospital
03.2022 - Current
Remote Medical Collector
State Collections, Inc.
03.2016 - 09.2018
Patient Care Representative
Aurora Health Care
11.1999 - 01.2016
High School -
North Division High School
COMMUNICATION
- Negotiating payments while continuing to build a positive relationship with customers
- Performed telephone contact with customers according to guidelines and standards to ensure payment
- Managed collection efforts with a high level of persuasiveness and professionalism
- Maintained positive customer relationship and minimize bad debt exposure
KEY CONTRIBUTIONS
- Mentor to new trainees
- Recognized for achieving $600,000 in immediate pays (State Collections, Inc.)
Training
- Interpersonal Communication
- Communicating to Increase Understanding
- Skip Tracing Basics and Beyond
Awards
T.E.A.M. Recipient (Aurora) (Together Everyone Achieves More), “Shining Star” Recipient (Inspiring others & contributing to success), Spirit Award (Aurora)