Resourceful, accomplished, and enthusiastic professional who strives to achieve a high standard in ensuring harmony within a work environment. Sociable personality and competent, with an extensive background in the Education and Financial Services industries. Team player with excellent interpersonal skills able to build and maintain relationships.
Overview
23
23
years of professional experience
Work History
LeadFinancialAdvocate-Oncology
JeffersonHealth
WillowGrove, PA
03.2021 - 06.2021
Met with patients and communicatedinsurance benefitsand pstient responsibilityto develop appropriate plan to assist the patient
Assisted in completing all patient assistance programs, drug copay programs, and drug copay foundation applications
Submitted claims to patient assistance programs
Priortized and executed tasks in a high pressure environment
Financial Counselor
Brooke Glen Behavioral Hospital
Fort Washington, PA
03.2016 - 03.2021
Meet with patients/families to educate them on their patient responsibility, breaking down each component of their balance, which results in their clear understanding of their responsibility
Effectively communicate payment options, while listening to and reading patient's reactions, which results in a less stressed and anxious patient
Primary person responsible for facilitating Medical Assistance applications, walking patients and families through the process, assisting where needed
Communicate accurately and clearly with social workers, physicians, and treatment team members on patient care as it relates to their patient responsibility
Attend morning hospital meetings in Business Office Director's absence and report the hospital census and any other business office issues
Selected to be a member of Service Excellence Committee
Nominated and chosen for Starfish award within first 6 months of employment
Build and maintain relationships with patients and families by demonstrating empathy, providing exceptional service and actionable information appropriate to each situation
Maintain regular and predictable attendance
Perform special projects and/or assignments as directed by management
Perform program related data entry with minimal errors
Verify insurance benefits for all patient admissions
Secured payments by following up with customers which disregarded promise to pay
Special Education Assistant/Paraprofessional- Emotional Support
Hatboro-Horsham School District
Horsham, PA
08.2013 - 03.2016
Observe students to provide teachers with feedback regarding potential learning blocks and opportunities for support
Communicate effectively with educators and administrators from various grade levels
Support students in developing strategies for individual needs and classroom group dynamics
Encourage students to persevere with challenging tasks
Establish and maintain positive relationships with students, teachers, and school administrators
Teach students to exercise problem solving techniques
Encourage students to be understanding and respectful
Modify strategies according to the students' IEPs
Provide progress monitoring and data collection for IEP goals
Supply one-on-one attention and instruction to each student
Practice Restorative Practices with all students for conflict resolution
Supportmastery of Common Core Standards through guided practice and re-teaching of skills when necessary
Co-Secretary and Co-President
Thomas Fitzwater PTO
Dresher, PA
08.2010 - 08.2013
Liaison to committee chairs
Responsible for recording minutes PTO meetings
Responsible for hospitality at meetings
Assembled and dispersed opening day packets
Assisted in preparing meeting agendas
Coordinated Community Nights at local restaurants for fundraising efforts
Per Diem Substitute
The School District of Upper Dublin
Ft. Washington, PA
03.2012 - 06.2013
Instructed core subjects to all elementary grade levels in various schools in the Upper Dublin School District. Adhered to school standards and teachers' guidelines and expectations
Created and integrated lesson plans at last minute notice and successfully picked up where the teacher left off; executing a seamless transition
Frequently subbed in areas outside of my certification area. Praised for my ability to jump in and keep the students actively participating
Implemented differentiation in the classroom to accommodate all students learning styles
Enhanced lessons using Smart Board technology and computers.
Cheerleading Coach
The School District of Upper Dublin
Dresher, PA
08.2012 - 11.2012
Paid individual attention to every squad member and pointed out strengths and weaknesses.
Encouraged girls to maintain solid grades in order for them to stay on the squad.
Evaluated and judged tryouts.
Finance Officer
JPMorgan Chase
Woodcliff Lake, NJ
10.2003 - 02.2009
Member of the pricing group; responsible for efficiently producing the daily pricing package for production and pipeline loans
Managed daily and monthly reporting, resulting in accurate management of pricing and volume expectations
Systems Analyst
JPMorgan Chase
Fort Wasington, PA
04.1999 - 10.2003
Selected for special assignment as Sales Authority to become an expert on comprehensive workings of AIMS system from inception to roll out of database to pilot teams
Responsible for the design, function, and improvement of the Advanced Intelligent Mortgage System (AIMS)
Initiated and implemented a detailed messaging system to provide more complete sales support information allowing faster closing of deals and better utilization of sales tools
Delivered training support to sales teams on east and west coast
Acted as liaison and communication channel for management, sales teams, loan officers, and all departments on issues relating to the effective use of AIMS, resulting in better understanding of system use overall
Loan Officer
JPMorgan Chase
Woodcliff Lake, NJ
12.1997 - 03.1999
Consistently exceeded monthly sales goals
Educated and coached new hires in policies and procedures of sales team, which reduced the learning curve and allowed the team to maintain a steady sales production while increasing efficiency, accuracy, quality, and productivity
Commended for my excellent customer service and remarkable ability to establish and maintain customer relationships, thus increasing customer retention and new loans
Provided expert financial advice on mortgages
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan
Gathered required information from customers for settlement reviews and followed up on management determined results