To secure a position that will allow me to maximize my professional experience while
demonstrating my ability to provide a high-level customer in an effort to exceed
corporate initiatives
Overview
6
6
years of professional experience
1
1
Certification
Work History
Client Service Representative/Fraud Prevention Specialist
TD BANK, CHARLOTTE, NC/
04.2023 - Current
Answering incoming calls and assist customer with questions and concerns related to
their bank account.
Protecting the bank against potential fraud loss through review of debit card transaction
activity.
Initiate the fraud claim and reissue process.
Enhanced client satisfaction by addressing inquiries and resolving issues promptly.
Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
Increased customer retention rates through personalized follow-ups and timely resolution of concerns.
Guide customers through trouble shooting, navigating the company website/mobile
app.
Account Maintenance Specialist
Vanguard
11.2021 - 03.2023
Responded to incoming calls from investment professionals, plan sponsors and
members regarding a variety of topics
Submitted request for duplicate statements.
Provided account balances as well as assisting with restoring online access.
Assisted in routing all incoming calls to their appropriate departments.
Assist with general account maintenance such as updating address, phones number, etc.
Payment Posting Specialist
Southeast Radiation Services
11.2018 - 11.2021
Post incoming insurance and patient paper checks received via the US mail daily
Reduced manual data entry errors with accurate payment postings and account reconciliations.
Enhanced team productivity by training new specialists on payment posting procedures and best practices.
• Process electronic payments received via clearinghouse daily.
• Review payments for discrepancies and monitor contract adjustment rates to ensure
accurate payments per managed care contracts/fee schedules.
• Daily deposit of paper checks via electronic banking.
• Copy questionable EOBs and give to team leads for further follow-ups/review daily.
• Send the billing staff a daily email alerting them to review any patient balances after
posting patient payment daily.
• Assist with processing credit card payments pin and twice monthly for credit card
payment plan setups.
• Scan EOBS ( daily as time permits), to the EOB electronic file.
• Work refund prn as time permits.
• Update managed care fee schedules for both SERO and ROCC PRN.
• Copy electronic insurance a payment EOB for accountant to reconcile bank
statement,
• Review all work and make necessary corrections before posting final batch.
• Perform other duties as assigned.
Skills
Proficient Time Management Qualities
Professional Customer Care
Precise attention to detail
Exceptional Organizational Skills
Goal oriented, detailed and the ability to multitask
Great teamwork, but able to work independently
Proficient in Microsoft Office
General knowledge of Microsoft Office, Excel, Powerpoint, Windows XP
Certification
Advanced Coding Certificate
Timeline
Client Service Representative/Fraud Prevention Specialist
Executive and Administrative Support Supervisor at City of Charlotte – Aviation, Charlotte, NCExecutive and Administrative Support Supervisor at City of Charlotte – Aviation, Charlotte, NC