Tanya Shoffner

Manage 60+ active cases while maintaining 98% application accuracy across financial, personal and eligibility data

Analyzed 100+ monthly records to ensure accurate verification of income, documentation, benefit eligibility, and compliance

Maintained 98% data integrity across multi system records, supporting timely updates within established processing deadlines

Resolved 30+ weekly client and case inquiries across phone, email, and in-person channels, facilitating faster case completion

• Address patient issues and complaints directly with a 95% resolution rate
• Managed customer inquiries and resolved issues through company-specific software, enhancing overall customer satisfaction.
• Answered 75+ inbound calls to collect, verify, and enter patient demographic and insurance information, ensuring accurate data for patient care.
• Schedule, Reschedule, and cancel appointments
• Collected prepayments and outstanding balances from patients at front desk, contributing to effective revenue cycle management.

• Educated and enrolled clients on banking products including checking and savings accounts, credit cards, CDs, IRAs, and loans, enhancing their financial literacy
• Achieved 90% customer resolution rate through effective communication and problem-solving.
• Assisted 50+inbound calls daily from clients to build and deepen relationships by uncovering financial needs