Tina M. Ortez
Portland,OR
Summary
Experienced with managing accounts receivable and ensuring timely collections. Utilizes exceptional analytical skills to reconcile accounts and identify discrepancies. Track record of maintaining accurate financial records and fostering productive client relationships.
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence.
Overview
18
18
years of professional experience
Work History
A/r Analyst-Collections Supervisor
Day Wireless Systems
Portland, OR
10.2024 - 04.2025
- Prepared daily cash deposits and completed daily cash control sheet.
- Entered final cash receipts, update account receivable by customer.
- Filed check stubs and bank receipts.
- Researched and processed charge backs, returns, and bad checks.
- Answered accounts receivable and customer phone/email inquiries, provide solutions, and follows up.
- Managed and maintained the accounts receivable ledger.
- Processed and reconciled customer payments.
- Respond to customer inquiries regarding their account.
- Prepared and issued customer invoices and credit memos.
- Monitored and analyzed customer accounts for delinquency and collection activity.
- Developed and maintained relationships with customers to ensure timely payments.
- Reviewed and resolved customer billing disputes.
- Assist in month-end closing and reporting activities.
- Analyzed data trends to identify operational efficiencies and inform strategic decision-making.
- Collaborated with cross-functional teams to develop and implement process improvements.
Accounts Receivable Specialist
Robert Half-Convergence Networks
Portland, OR
01.2024 - 03.2024
- Optimized financial transactions and systems by performing reconciliation of payments and customer accounts.
- Post payments using accounting software.
- Communicated discrepancies to management team, identify slow-paying customers, and recommend collection candidates.
- Established relationships with clients by communicating with customers regarding past-due accounts.
- Assist in streamlining and improving the accounts receivable process identifying areas of performance improvement.
- Exercised integrity and confidentiality in financial reporting, and comply with federal, state, and local financial requirements.
- Created new customer account set ups, and Credit Memos.
- Followed each customer’s specific billing requirements and invoice within those terms.
- Distributed invoices to clients in a timely manner.
- Maintained tracking spreadsheets, documentation, and filing systems.
- Prioritized multiple competing deadlines, applying a sense of urgency to daily work.
- Answered customer inquiries regarding billing or timekeeping.
- Managed customer accounts to ensure timely collections and resolution of outstanding payments.
- Developed and maintained accurate financial records using ERP systems for efficient tracking of receivables.
Patient Financial Counselor
Cedar Hills Hospital
Portland, OR
02.2020 - 08.2020
- Responsible for the review of admissions from previous day (s) to verify the accuracy of the insurance information obtained and entered by Intake or assigned department occurs daily.
- Utilized Epic to review and satisfy billing edits, charge information, private or government insurance benefits, and other related information from multiple billing and documentation servers (for multiple hospitals, clinics and insurance companies) while resolving account balances and removing barriers to cash flow.
- Ensured appropriate use of adjustment codes and activity codes to allow for appropriate workflow trend.
- Called each payer and completed a full verification of benefits (primary and secondary plans).
- Verified and entered the "Verification of benefit" in MS4 each month.
- Confirmed coordination of benefits and resolve any discrepancies with patient.
- Determined applicable co-pays, deductibles, and plan limitations such as calendar year or lifetime limits. Use estimated LOS formula for potential upfront collections.
- Met with all inpatient and outpatient admissions to secure up-front cash payments for patient responsible balances within 48 hours of admission.
- Conducted a financial interview with patient, guardian, or responsible party prior to admission based on insurance benefit verification.
- Made appropriate decisions on account activity consistent with approved authority level.
- Assessed financial situations and developed tailored payment plans for patients.
- Educated patients on insurance benefits and financial assistance programs available.
- Collaborated with medical staff to ensure seamless patient financial counseling services.
Accounts Receivable and Billing Specialist
Bank of the West
Portland, OR
08.2007 - 10.2019
- Contacted customers through effective telephone collection methods to determine the reason for delinquency, verified all information, evaluate the customers' willingness and ability to pay, and resolved the account to current status or institute measures to conclude the account satisfactory.
- Negotiated corrective action on delinquent accounts to ensure most profitable resolution
- Transferred accounts in an assigned portion of a portfolio from delinquent to current status.
- Minimized delinquency in an assigned collection queue.
- Controlled losses by the number of repossessions and charge offs' assigned in the collection queue.
- Located through effective skip tracing techniques for customers, and collateral to mimics potential loss situations, also made time recommendations of corrective action to be taken to resolve delinquency.
- Maintained follow up on required customer insurance coverage and institute corrective action when deficient coverage discovered.
- Processed, followed up, and resolved inbound collection, and customer service telephone inquires.
- Initiated, mailed, and followed up with necessary processing of all correspondence.
- Approved extensions, deferments, and due date changes within authorized limits to promote customer performance of contractual obligations.
- Evaluated and executed collections follow up as further action if needed.
- Investigated and a resolve customer inquiries and complaints to mutual satisfaction of company and customer.
- Resolved delinquent accounts in an ethically responsible manner by mitigating Losses and maximizing receivable income.
- Managed client accounts, ensuring accuracy in transactions and adherence to banking regulations.
- Developed and implemented strategies to enhance customer satisfaction and retention rates.
Education
High School Diploma -
Adult Education-GED
Stockton, CAundefined
Asset Recovery Group Course
Beaverton, OR01-1998
High School Diploma - Business Administration, Medical Insurance Claims Processing
BCTI Institute
Beaverton, OR01-1997
Skills
- Viewpoint/ Priority/ NextGen,/Sage-100/, Net Suite/Salesforce
- IBM-PC/ TenKey-55 WPM/ Word 50, 60/ Excel 2000 (1-2)
- Certified ICD9-Medical Billing Collection Management System (EPIC)
- Collect Anywhere System Mosaic System
- Systems used: ERP, AS-400, CRM, MS4, Shaw, FAC’S, Lease-Pack, Credit Commander, Web Tracker, Fast Data, Microsoft Excel, Word Outlook
- Data entry via number keypad and a desktop 10-key adding machine / calculator
- Microsoft office
- Analytical thinking
- MS Excel
- Time management
- Team collaboration and leadership
- Attention to detail
Timeline
A/r Analyst-Collections Supervisor
Day Wireless Systems
10.2024 - 04.2025
Accounts Receivable Specialist
Robert Half-Convergence Networks
01.2024 - 03.2024
Patient Financial Counselor
Cedar Hills Hospital
02.2020 - 08.2020
Accounts Receivable and Billing Specialist
Bank of the West
08.2007 - 10.2019
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Asset Recovery Group Course
High School Diploma - Business Administration, Medical Insurance Claims Processing
BCTI Institute
High School Diploma -
Adult Education-GED