Whitnei Fuller Davies
Winston-Salem,NC
Summary
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
18
18
years of professional experience
Work History
Finance Manager
Hometown Auto and Credit
12.2018 - Current
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
- Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
Customer Account Manager
Aarons
03.2015 - 12.2018
- Collaborated with cross-functional teams to develop strategic plans for improving overall customer experience.
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Medical Billing & Coding
Advanced Family
10.2012 - 09.2016
- Managed receipts balancing cash, check and credit transactions
- Verified clients' identification and documentation to ensure legal status for Immigration Physical Examinations
- Interact with non-English speaking clients using translation software and moderate knowledge of the Spanish language
- Schedule and coordinate meetings for physicians, providers and office staff from multi-office locations
- Submit and quickly follow-up on claims to primary and secondary insurance companies
- Managed new patient records ensuring completion of all forms and documentation
- Ensured accurate documentation and diagnoses codes on medical claims for expediting of claims reimbursements.
- Boosted staff productivity, conducting regular training sessions on best practices in medical billing and coding.
- Delivered comprehensive instruction on medical billing and coding practices, resulting in increased student proficiency.
Management Trainee
Newks
01.2014 - 01.2016
- Ensuring that every employee is following companies policies and procedures
- Inventory and shipment order, preparing and serving dish, ensuring customers are delighted with their experience and will come back.
- Carefully interviewed, selected, trained, and supervised staff.
- Managed daily operations to ensure a high level of efficiency, consistency, and quality in both food and service.
Office Assistant
Signature Real Estate
05.2006 - 10.2012
- Scheduled and managed property showings for clients and agents
- Designed advertisement layouts and created brochures with Microsoft Publisher.
Property Manager Assistant
Signature Real Estate
11.2008 - 06.2011
- Processing tenants payments
- Scheduling open house
- Marketing to outsourcing companies.
Second Shift Supervisor
Little People University
05.2007 - 11.2008
- Coordinated daily operations, supervised children and daycare staff
- Verified staff certifications and credentials
- Monitor children in daycare facility, basic needs; including feeding, dressing, bathing, and ensuring homework was completed
- Establish and enforced rules for behavior and procedures for maintaining order.
Education
Associate of Science - Business Administration
Forsyth Technical Community College
Winston-Salem, NC07.2018
Diploma in Medical Billing and Coding -
Living Arts Institute
Winston-Salem, NC11.2012
Certification in Early Childhood Education -
Forsyth Technical Community College
Winston-Salem, NC06.2011
Skills
- Microsoft (10 years)
- Medical Terminology (3 years)
- Insurance (5 years)
- Customer Relations (10 years)
- Account Management (2 years)
- Sales (10 years)
- Marketing (5 years)
- Financial Budgeting
- Internal Controls
- Budget Forecasting
- Financial Management
Timeline
Finance Manager
Hometown Auto and Credit
12.2018 - Current
Customer Account Manager
Aarons
03.2015 - 12.2018
Management Trainee
Newks
01.2014 - 01.2016
Medical Billing & Coding
Advanced Family
10.2012 - 09.2016
Property Manager Assistant
Signature Real Estate
11.2008 - 06.2011
Second Shift Supervisor
Little People University
05.2007 - 11.2008
Office Assistant
Signature Real Estate
05.2006 - 10.2012
Associate of Science - Business Administration
Forsyth Technical Community College
Diploma in Medical Billing and Coding -
Living Arts Institute
Certification in Early Childhood Education -
Forsyth Technical Community College
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