Trenda Beard
Dallas,TX
Summary
To obtain a contractual position that allows me to demonstrate my proficiencies in billing, data entry, computer aptitude, and analytical skills. My educational background will be beneficial in providing companies with top-level support in multiple business administrative aspects. I have acquired high level of support over the years this too will also bring quality and a great source of support to the company .
Overview
14
14
years of professional experience
Work History
BH Case Coordinator
Optum
Dallas, TX
06.2023 - Current
- Enroll Mental Health Medicaid patients into referral programs.
- Coordinate health plan with providers and mental health facilities.
- Identify specific questions or issues while documenting required information in multiple systems.
- Schedule follow ups and manage course of plan actions.
- Manage referrals and conduct assessments required by multiple state laws.
- Heavy data entry/scrubbing.
- Create case prep for C&S BH departments
Account Escalations Supervisor Tier III
J.P Morgan Chase
Plano, TX
01.2019 - 06.2023
- Provide supervisor account support for credit card rewards program, duties include creating refund tickets for accounting department.
- VIP Booking reservations while being in accordance to Banking Guidelines and Procedures.
- Exchanges/Modifications, provide assistance with online support creating ticket issues, being a liaison between airports and help desk ticketing resolution agents, taking over supervisor calls and escalations.
- Calculating and approving refunds/modify fares and booking errors, determine tax breakdowns abided by policy and procedures of third party vendors.
- Process purchases with cash and points using rewards membership.
- Cancellations, Write-offs & Reimbursements for air, hotel, and car itineraries using refund and ticketing management systems and vendors. CRM.
- Assist agents with escalation resolutions, Heavy Data Entry, Inbound /Outbound calls.
- Conduct 1 on 1 coaching and evaluations when needed.
- Collaboration between different teams by organizing periodic meetings which allowed them to exchange ideas and discuss common challenges.
- Remote
Technical Support Agent /Billing /Account Support
Convergys Corporation
Dallas, TX
05.2014 - 12.2018
- Troubleshooting home security devices.
- Billing corrections through customer inquiry.
- Dispatch technicians to the proper locations and track orders.
- Schedule and setting repair appointments.
- Account management through a variety of different customers.
- Customer Support and Service through inbound calls.
- Processing credit (AR).
- Assist/provide instructions with arming or disarming.
- Deleting/Return of equipment.
- Processing Refunds.
Refund Analyst
VCS Greyhound INC
Dallas, TX
01.2011 - 05.2014
- Data entry for company's financials and tracking ledgers.
- Handle and file complaints in the retention/refunds department.
- Determine if customers have refund admissibility.
- Provide assistance to customers with questions and complaints about greyhound policies and procedures.
- Contact terminals with minor dispatch, and data entry.
- Booking travel tickets and accommodations.
Education
Human Resources Consultant -
IAP INSTITUTE
01.2022
CERTIFIED PHLEBOTOMY TECHNICIAN -
Dallas Career Institute
Dallas, TX01.2018
MEDICAL CODING BILLING -
EVEREST COLLEGE DALLAS
Dallas, TX01.2009
CTCC COLLEGE
01.2008
Skills
- Microsoft Excel
- Data Entry/Analytics
- Billing
- Dispatching
- Order Tracking and Analysis
- Team Lead/ Escalations
- EMR/Epic
- Coordinator/Scheduling /Booking
- Case Management
- Banking/loyalty rewards
- Conflict resolution
- Effective customer communication
- Adaptability and flexibility
Timeline
BH Case Coordinator
Optum
06.2023 - Current
Account Escalations Supervisor Tier III
J.P Morgan Chase
01.2019 - 06.2023
Technical Support Agent /Billing /Account Support
Convergys Corporation
05.2014 - 12.2018
Refund Analyst
VCS Greyhound INC
01.2011 - 05.2014
Human Resources Consultant -
IAP INSTITUTE
CERTIFIED PHLEBOTOMY TECHNICIAN -
Dallas Career Institute
MEDICAL CODING BILLING -
EVEREST COLLEGE DALLAS
CTCC COLLEGE
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