Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yessenia Pacheco

Jersey City,NJ

Summary

Experienced with financial planning, client advising, and strategic financial management. Utilizes comprehensive knowledge to deliver personalized financial solutions, addressing patients needs and goals effectively. Strong understanding of market trends and financial products, ensuring informed decision-making and optimal patient outcomes.

Overview

7
7
years of professional experience

Work History

Financial Navigator0

Carexst
10.2023 - Current


  • Provide compassionate support to families facing financial hardships due to medical expenses, helping them identify resources for assistance.
  • Assessed patients'' eligibility for financial assistance programs by conducting thorough reviews of their income and expenses, making appropriate recommendations based on individual circumstances.
  • Meet with patients daily to obtain necessary documents to enroll in programs.
  • Submit claims for out of pocket insurance patients. Also track patient treatment plans to order medicine drugs on demand as well as tracking foundations.
  • Manage over 170 patients and daily review their charts to ensure each patient is receiving all the help available.

Floating Manager

Garden State Check Cashing
11.2019 - 08.2023
  • Managed budgets, financial reporting, and forecasting to maintain profitability while controlling expenses effectively.
  • Conducted regular performance evaluations, providing constructive feedback to staff members for continuous improvement.
  • Coordinated special events or promotional activities within stores to boost foot traffic or increase brand awareness.
  • Maintained clean, organized stores by enforcing strict cleanliness standards and overseeing routine maintenance tasks.
  • Open and closed stores as well as safe handling, daily reconciliation of all transactions.
  • Monitor transaction for proper compliance.

Substance Abuse Receptionist

The PAC Program
11.2017 - 09.2019
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • In charge of signing people up for mandatory classes such as Parenting, Domestic violence, DUI and Anger management.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Collected urine and sent out for testing and reported back to Counselor of any irregularity.
  • Verifying medical insurance and handling payments in cash.
  • Scanning, faxing and filing paperwork for each patient.


Education

Associate of Science - Business Administration And Management

Borough of Manhattan Community College
New York, NY
06-2014

Skills

  • Due diligence
  • Financial planning
  • Patient assistance
  • Organization skills
  • Problem solving
  • Effective communication

Languages

Spanish
Native or Bilingual

Timeline

Financial Navigator0

Carexst
10.2023 - Current

Floating Manager

Garden State Check Cashing
11.2019 - 08.2023

Substance Abuse Receptionist

The PAC Program
11.2017 - 09.2019

Associate of Science - Business Administration And Management

Borough of Manhattan Community College

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Yessenia Pacheco