Dependable Care Consultant serving diverse needs of patients through active communication and responsive engagement with healthcare services and policymakers. Skilled at analyzing case files and databases to speed up inquiry response times and guide information through appropriate personnel channels. Maintains highest standards of ethics, professionalism and regulatory compliance to ease common stressors and de-escalate potential conflicts.
Overview
22
22
years of professional experience
Work History
Hearing aid Care Consultant
Hear.com
07.2022 - Current
Remote home office, outbound/inbound call center
Scheduled patients hearing evaluations & follow up visits with local hearing care partner providers
Consistent communication with patient throughout 45 day hearing care program to ensure success
Coached patient through challenges arose follow protocols
Consistent growth in sales performance
Quickly learned Sales Force to track work, engagement, tasks, other activities to keep pipeline organized
Provided excellent customer service to patients and medical staff
Followed document protocols to safeguard confidentiality of patient records
Engaged with patients to provide critical information
Address client complaints through timely corrective actions and and assigning to the appropriate department when required
Care Plan Consultant
Baze Chiropractic
07.2018 - 04.2021
Educate patients on care plan options recommended by Chiropractor
Entered demographics, schedule patients accurately, set up medical files in Platinum medical software
Trained to setup the office to offer Care Credit financing & assisted patients with applying for financing
Maintained accurate log of all requests for medical information and records
Timely processed medical insurance verifications and Dr. referrals
Organized & participated in monthly health workshops
Lead a special team who specifically collected 17k in aging accounts in 35 days
Delivered outstanding service to clients to maintain and extend relationship for future business & referral opportunities
Optimized customer experience by delivering superior services and effectively troubleshooting issues
Helped meet changing demands by recommending improvements to business systems or procedures
Portfolio Manager
Community Association RE, Bell Anderson & Assoc
06.2008 - 07.2018
Managed 9-12 single family and condominium Home Owner Associations (HOA) consisting of 800-900 doors
Facilitate board meetings monthly & annual owner meetings with the community
Prepared and delivered educational training to onboard Board Members on volunteer roles
Reviewed and approved monthly expenses providing timely and accurate payments and monthly financial reports using excel
Managed regular inspections of both interior and exterior common areas and amenities for maintenance
Cultivated professional networks by engaging in industry associations and government organizations
Compiled annual budgets, often reducing overall cost using previous statistics to analyze past trends
Liaison between Board Members and homeowners of diverse background facilitating problem solving using governing documents and rules regulations
Solicited vendors for bidding process, oversaw smaller projects and coordinated with hired project managers for bigger projects
Worked with insurance companies as required for coordinating with claims adjuster to complete claim repairs
Member of the Kent Chamber of Commerce, attended monthly meetings and other networking opportunities
Marketing Chair 2 terms with the company, achieved goal by increasing community awareness which lead to an increase in referrals & revenue
Participated in organizing annual vendor appreciation night to build relationships
Addressed and quickly resolved resident complaints with speedy and knowledgeable support
Small Business Owner
Broussards Creole Foods
02.2011 - 05.2018
B2B sales, primary accounts were restaurants, independent and grocery chain stores via scheduled deliveries
Direct sales to consumer through the website
Doubled company sales first year, increasing growth 10-20% yearly
Responsible for marketing campaign, via print, social media, website
Managed farmer market venues, in store product sampling
Oversaw suppliers to assess quality, timeliness, and compliance of deliveries, maintained tight cost controls to maximize business operational efficiency
Oversaw business budget planning, used QuickBooks for basic accounting functions
Promoted business via social media to generate leads and maximize brand identity
Provided elite customer service by resolving escalated problems and calmly responding to shifting priorities.
Licensed Loan Originator
Axia Financial
01.2007 - 02.2009
Prepared and presented buyer education seminars
Interviewed applicants to assess loan requirements before suggesting offers
Acquired prospects for new loans by conducting cold calls
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
Developed and maintained relationships with local real estate agents
Reviewed and edited loan agreements to promote efficiency and accuracy
Counseled buyer on credit repair to increase ability to gain loan approval
Collaborated with other departments to promptly process loan applications
Assisted customers in understanding loan terms and conditions to make informed decisions
Developed strong relationships with customers through high levels of customer service.
Resolved discrepancies between borrowers, lenders and financial institutions with detail orientation and efficiency.
Updated borrowers through each step of loan application, approval and closing processes while remaining attentive to customer needs
Patient Care Counselor - Front-desk Coordinator
Sharper Vision Centers
12.2001 - 02.2004
Organized surgery educational classes & scheduled elective surgery through consultative sales process
Processed VSP billing, and authorization-through Eye-Infinity
Verified patient insurance eligibility and entered patient information into system.
Provided excellent customer service to patients and medical staff.
Answered incoming calls, scheduled appointments and filed medical records.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
Routed incoming mail and messages to relevant personnel without delay
Processed payments using cash and credit cards, maintained accurate records of transactions
Applied administrative knowledge and courtesy to explain procedures and services to patients
Education
GED -
Seattle Central Community College
Seattle, WA
Certified Wellness Practitioner - Health And Wellness
Southwest Institute Holistic Healing
Tempe, AZ
04.2017
Skills
Strong judgment
Customer Service
Detail oriented
Problem solver
Motivational Interviewing
Microsoft Office 365
Strong organizational skills
Critical thinker
Data entry
Building Rapport and Credibility
Goal setting
Empathy and compassion
Client assessment
Documentation proficiency
Time management
Effective communication
Data analysis
Organizational skills
Resolving Problems
Calm and Effective Under Pressure
Additional Information
CA RE License (Inactive) WA Mortgage Broker License (Inactive)
Timeline
Hearing aid Care Consultant
Hear.com
07.2022 - Current
Care Plan Consultant
Baze Chiropractic
07.2018 - 04.2021
Small Business Owner
Broussards Creole Foods
02.2011 - 05.2018
Portfolio Manager
Community Association RE, Bell Anderson & Assoc
06.2008 - 07.2018
Licensed Loan Originator
Axia Financial
01.2007 - 02.2009
Patient Care Counselor - Front-desk Coordinator
Sharper Vision Centers
12.2001 - 02.2004
GED -
Seattle Central Community College
Certified Wellness Practitioner - Health And Wellness