Summary
Overview
Work History
Education
Skills
Timeline
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Tunisha Milton

Charlotte ,NC

Summary

Versatile professional with a comprehensive background in customer service, hospitality, and the financial industry. Demonstrated history of providing outstanding service, cultivating robust client relationships, and ensuring high levels of client satisfaction. Proficient in financial transactions and market operations, demonstrating meticulous attention to detail and a dedication to meeting client expectations. Effective in dynamic, fast-paced environments, leveraging a blend of customer-focused skills and financial industry expertise to achieve successful outcomes.

Overview

7
7
years of professional experience

Work History

Accounts Receivable Specialist

Flagship Specialty Partners
Charlotte, NC
11.2023 - 05.2024
  • accurately verified and submitted claims to insurance companies, ensuring compliance with billing and coding regulations.
  • reconciling accounts, resolving payment discrepancies, and maintaining comprehensive records of financial transactions
  • Effectively communicated with patients and insurance providers to clarify billing issues and ensure timely reimbursement

Sr Operations Specialist

LPL Financial
Fort Mill , SC
02.2022 - 10.2023
  • Reviewed penny stocks, private securities, and restricted securities in collaboration with the compliance team to ensure adherence to LPL Financial's policies and facilitated the removal of worthless securities from client accounts.
  • Conducted comprehensive review, research, reconciliation, and processing of stock certificate deposits, ensuring adherence to service level agreements.
  • Handled inbound calls from advisors and the service team regarding updates on Survivor Options, Medallion Signature Guarantees, and Stock Certificate deposits.
  • Performed signature validations and risk assessments on outside business transactions
  • Made outbound calls to transfer agents to verify stock certificates, effectively communicate verbal and written information to Financial Advisors and Service Teams on the status of their requests

Repapering Specialist

LPL Financial (Contract)
Fort Mill, SC
03.2021 - 01.2022
  • Gathered and assessed client data from bulk uploads, meticulously inputting it into ClientWorks to initiate new account openings and transfers.
  • Supported advisor education tailored to individual needs, fostering trusted partnerships with advisors and meticulously updated the Smartsheet tracking as necessary
  • Delivered timely updates on advisor reappointment paperwork through direct communication with insurance carriers

Non Clinical Decision Support Representative

EviCore Healthcare
Bluffton , SC
02.2017 - 12.2019
  • Handled incoming calls to assess the medical necessity of pre-certification requests
  • Collaborated with sites, patients, and physician's offices to investigate and resolve any pre-certification inquiries or concerns, proactively addressing potential issues

Education

High School Diploma -

Sol C. Johnson High School
Savannah, GA
05-2005

Skills

  • Research & Analysis
  • Critical thinking
  • Cross-functional Collaboration
  • Communication
  • Training and Coaching
  • Document Validation
  • Regulatory Compliance
  • Problem solving
  • Risk Management
  • Customer Service

Timeline

Accounts Receivable Specialist

Flagship Specialty Partners
11.2023 - 05.2024

Sr Operations Specialist

LPL Financial
02.2022 - 10.2023

Repapering Specialist

LPL Financial (Contract)
03.2021 - 01.2022

Non Clinical Decision Support Representative

EviCore Healthcare
02.2017 - 12.2019

High School Diploma -

Sol C. Johnson High School

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Tunisha Milton