Twyla Morgan
Charlotte,NC
Summary
Hardworking employee with customer service, multitasking and time management abilities. Highly-motivated with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Devoted to giving every customer a positive and memorable experience. Thrives under pressure Experienced in fast-paced environments and adaptable to last-minute changes.
Overview
17
17
years of professional experience
Work History
Lab Coordinator
RxMx
, Remote
03.2019 - 08.2024
- Designed and coordinated research plans and testing protocols for operations.
- Communicated project progress to clients on timely basis.
- Prepared written reports for clients based upon project specifics.
- Collected field data in remote settings and compiled details for processing.
- Created and maintained spreadsheets and databases to detail specimen collection and data gathering.
- Promoted and enforced compliance with for HCP offices for patients
- Developed and deepened useful partnerships in the field to further research and outreach objectives.
- Identified and reported issues affecting test performance.
- Evaluated test system performance and corrected issues to address underperformance via monthly audits.
- Broke down technical information for non-technical people.
- Reviewed work of team members, assessed quality of research and recommended improvements through weekly audits.
Senior Reimbursement Counselor
Lash Group, AmerisourceBergen
Fort Mill, SC
11.2016 - 03.2019
- Coordination of medication between health facility and medication facility
- Facilitate a weekly team discussion between the field leaders to execute from prescription to infusion
- Created, update and maintain daily spreadsheets for support of patient journey
- Written and verbal communication between field team and health care providers
- Internal communication between internal staff and external vendors
- Support and train new hires on processes and team support processes, coordinator success mentor
- Ability to multitask between multiple responsibilities to ensure success between patients and providers
- Coordinated with outside vendors.
- Assisted claimants, providers and clients with problems or questions.
- Handled modification and updating of policies.
Lead Operations Specialist
LPL Financial
07.2015 - 08.2016
- Reviewed income and outgoing transactions entered in Move Money transaction system
- Supported and coached staff of 10-14 on daily transactions
- Executed and Reviewed multiple money approval reports used by Upper Management and Compliance
- Teams
- Approval of escalated transactions in Beta Financial program
- Communicated with multiple teams to complete multiple reports
- Supported in implementation of new transactions in relation to offshore processing team
- Ability to multitask to support a complex team
Sr. Operations Specialist
LPL Financial
08.2012 - 07.2015
- Completed multiple time sensitive complex operations and escalations
- Department trainer for new hires and temporary workers
- Answering 30-40 calls daily concerning distribution and contributions to or from Ira and Qualified accounts
- Developing and maintaining relationships with multiple internal LPL channels to satisfy clients
- Maintained a can-do attitude amidst a very busy business environment resulting in peer and management recognition
- Created a manual and conducted training of offshore teams on complex retirement processes
- Conduct quality control, question filtering and error monitoring for offshore processors
- A strong “go to” point for both peers and internal clients for quick accurate responses
- Growing skill concerning non-retirement ach and check distributions
Operations Specialist
LPL Financial
02.2008 - 08.2012
- Distributions Operations: One time distributions, Principal distribution, Ach distributions
- Complex Functions: Excess Request, QRP distributions, Death Distribution
- Contributions Operations: Journals, RMD services, ACHI contribution
- Manage supply order for multi channel team
- Developed personal filing system to assist with updated information communicated to the team
- Helped with several projects & focus groups to establish best practices for team
- A go-to person on the team for complex items and new processes
Education
Bachelors of Arts - Studio Art
Converse College
05.2006
HS Diploma -
Fairfield Central
05.2002
Skills
- Proficient use of Microsoft Office applications such as Outlook, Word, Excel, and PowerPoint
- Extensive use of Beta, Siebel, Documentum applications
- Extensive office and clerical skills, personalized filing, and record keeping
- Multitasking capacity
- Research Management
- Customer service
- Organizational Skills
- Outstanding interpersonal abilities
- Inbound and outbound calls
Timeline
Lab Coordinator
RxMx
03.2019 - 08.2024
Senior Reimbursement Counselor
Lash Group, AmerisourceBergen
11.2016 - 03.2019
Lead Operations Specialist
LPL Financial
07.2015 - 08.2016
Sr. Operations Specialist
LPL Financial
08.2012 - 07.2015
Operations Specialist
LPL Financial
02.2008 - 08.2012
Bachelors of Arts - Studio Art
Converse College
HS Diploma -
Fairfield Central
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