Victor Valioukevitch
Rochester,MN
Summary
Business-minded Financial Counselor known for successfully managing high level of patient accounts. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Exceptional knowledge in wealth management, estate planning and investment. An astute Financial Counselor offering extensive healthcare insurance knowledge and proficiency in Epic. Efficient professional with more than 8 years of experience obtaining financial paperwork, counseling clients and developing effective strategies to meet client's needs.
Overview
6
6
years of professional experience
Work History
Financial Counselor
Mayo Clinic, Rochester, MN; St. Mary's Hospital Campus
05.2022 - Current
- Contacted insurance providers to obtain key information regarding patient benefits and to submit documentation for accounts.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Taught basics of credit improvement, money management and asset building for low- to middle-income clients.
- Helped clients identify and set short- and long-term financial and life goals and devise plans to reach those goals.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Liaised between patient, doctor and insurance provider to smooth claims processes.
Real Estate Agent
Counselor Realty
01.2017 - Current
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Presented purchase offers to sellers for consideration.
- Used Northstar.com and other realtor databases to find properties for clients.
- Negotiated, facilitated and managed real estate transactions.
- Created and implemented marketing plans to drive sales and coached staff on new strategies for maximum results.
- Presented purchase offers to sellers for consideration.
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Increased sales by 10%".
Education
BBA - Bachelor of Business Administration
Winona State University
Winona, MN12.2008
Associate of Science - Accounting
Rochester Community And Technical College
Rochester, MN01.2004
Skills
Deal Structuring
Payment Negotiation
Investment Analysis
Process Improvement
Effective Customer Communication
Client Counseling
Financial Data Production
Prepare Performance Reports
Cash Flow Projection
Languages
Ukrainian
Native or Bilingual
Russian
Full Professional
Polish
Elementary
Bulgarian
Elementary
Timeline
Financial Counselor
Mayo Clinic, Rochester, MN; St. Mary's Hospital Campus
05.2022 - Current
Real Estate Agent
Counselor Realty
01.2017 - Current
BBA - Bachelor of Business Administration
Winona State University
Associate of Science - Accounting
Rochester Community And Technical College
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