Wanda Schultz
Candler
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
20
20
years of professional experience
Work History
Financial Counselor
Parallon Healthcare
04.2024 - Current
- Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Identified healthcare resources and programs for patients unable to meet financial obligations.
- Safeguarded client confidentiality while maintaining accurate records and documentation of counseling sessions.
Assistant Manager
Cato Fashions
04.2023 - 04.2024
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
Real Estate Broker
Exit Realty Vistas
11.2011 - 06.2020
- Cultivated lasting relationships with past clients through consistent follow-up contact to support their ongoing real estate needs or concerns.
- Negotiated favorable contract terms for clients by effectively leveraging market knowledge and strong communication skills.
- Negotiated real estate contracts to navigate transactions between buyers and sellers.
- Facilitated successful negotiations between buyers and sellers to reach mutually beneficial agreements in a timely manner.
- Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
- Compared properties possessing similar features to determine competitive market prices.
- Arranged for inspections and surveys of sold properties.
Patient Service Representative
Asheville Cardiology Associates
06.2010 - 06.2012
- Participated in ongoing training programs related to HIPAA compliance, maintaining up-to-date knowledge on regulatory requirements.
- Verified insurance eligibility and coverage for patients.
- Handled sensitive patient concerns with professionalism and empathy, fostering an atmosphere of trust within the clinic.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Managed patient registration process, confirming data accuracy and completeness.
- Facilitated patient registration by accurately entering demographic and insurance information into electronic health record systems.
Patient Service Representative
HPRC - Human Performance & Rehabilitation Center
01.2008 - 04.2010
- Verified insurance eligibility and coverage for patients.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Provided exceptional customer service to patients, answering questions and addressing concerns.
- Improved patient satisfaction by providing exceptional customer service during check-in and check-out processes.
- Facilitated patient registration by accurately entering demographic and insurance information into electronic health record systems.
- Took copayments and compiled daily financial records.
- Assisted with insurance verification tasks, ensuring accurate billing and timely reimbursement for services rendered.
Office Manager
St Frances Hospital Rehabilitation Department
06.2005 - 01.2008
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Education
Associate of Arts - Social Psychology
San Jacinto Jr College
Pasadena, TX05-1982
Skills
- Insurance verification
- Relationships and rapport
- Cash flow management
- Financial counseling
- Customer service
- Problem-solving
- Attention to detail
- Multitasking and organization
Timeline
Financial Counselor
Parallon Healthcare
04.2024 - Current
Assistant Manager
Cato Fashions
04.2023 - 04.2024
Real Estate Broker
Exit Realty Vistas
11.2011 - 06.2020
Patient Service Representative
Asheville Cardiology Associates
06.2010 - 06.2012
Patient Service Representative
HPRC - Human Performance & Rehabilitation Center
01.2008 - 04.2010
Office Manager
St Frances Hospital Rehabilitation Department
06.2005 - 01.2008
Associate of Arts - Social Psychology
San Jacinto Jr College
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