Experienced credit counselor known for delivering exceptional financial guidance and training staff on best practices. Proven track record in managing customer accounts and collaborating with healthcare providers to address financial concerns.
Overview
23
23
years of professional experience
Work History
Credit Counselor
North Country Orthopaedic Group
Watertown
09.2009 - 03.2026
Assisted customers in understanding payment methods and managing account balances, enhancing their financial literacy.
Contacted major credit bureaus to obtain records and resolve discrepancies, ensuring accuracy in customer credit reports.
Provided guidance on how best to use available resources such as government assistance programs or nonprofit organizations.
Accepted and processed customer payments and applied toward account balances.
Managed high volume of telephone calls and emails daily, coordinating appointments and addressing specific customer concerns efficiently.
Collaborated with healthcare providers to address patient financial concerns.
Medical Office Manager's Assistant
North Country Neurology, PC
Watertown
02.2003 - 08.2009
Interviewed, hired, and trained medical office teams, conducting performance reviews to enhance team effectiveness.
Trained new staff on office procedures and software systems used in practice.
Developed and implemented office policies and procedures, maintaining compliance with HIPAA and OSHA regulations.
Handled patient inquiries and resolved issues with professionalism and care.
Managed office supplies and inventory, ensuring uninterrupted daily operations.
Adhered to HIPAA requirements to safeguard patient confidentiality.
Greeted patients, determined purpose of visit and directed to appropriate staff.
Answered telephones and directed calls to appropriate medical or administrative staff.
Transmitted medical records and other correspondence by mail, e-mail, or fax.
Supervised cleaning staff and coordinated equipment maintenance activities.
Transcribed recorded practitioners' diagnoses and recommendations into medical records.
Education
High School Diploma -
Indian River Central High School
Philadelphia, NY
06-1988
Skills
Financial counseling
Credit Bureau Navigation
Customer payment processing
Account reconciliation
Payment reconciliation
Account reviewing
Insurance verification
HIPAA compliance
Electronic health records
Medical terminology
Patient registration
Co-pay processing
Payment processing
Medical transcription
Transcription of medical notes
Medical software applications
Medical software
Medical records confidentiality
Office administration
Data entry
Meeting planning
Staff training
Conflict resolution
Problem-solving
Effective communication
Team collaboration
Teamwork
Attention to detail
Reliability
Multitasking
Professional demeanor
Positive attitude
Service promotion
Basic clinical procedures
Multi-line telephone management
Computer skills
Medical terminology
Patient demographics
Medical software applications
Meeting planning
Basic clinical procedures
Payment reconciliation
Accomplishments
November 2012 Employee of the Month
November 2025 Employee STAR award for Most Resourcefulness