Yvonne Santos
Westbury,NY
Summary
Talented Accounts Receivable Specialist/ Invoicing with 5+ years’ experience in financial services, collections, and customer care management across diverse industries. Knowledgeable, analytical, and personable with excellent problem solving skills and professional experience in invoicing, collections and cash application. Proven ability to improve workflow efficiencies while maintaining high standards in customer service. Excited to bring talent, leadership and in-depth knowledge of accounts receivable to growing organization.
Overview
19
19
years of professional experience
Work History
Inside Sales Representative
New Castle Building Products
Hicksville, NY
08.2021 - 02.2024
- Developed and implemented strategies to increase sales volume.
- Provided customers with product information, pricing and availability.
- Conducted outbound calls to existing clients to upsell products or services.
- Generated leads through cold calling potential clients.
- Maintained detailed records of customer interactions, orders and account status updates.
- Cross-sold additional products or services based on customer needs.
- Established relationships with key decision makers at target companies.
- Followed up on pending orders and inquiries in a timely manner.
- Analyzed market trends to develop competitive pricing strategies for new products and services.
- Analyzed competitor pricing models and adjusted accordingly.
- Updated inventory records with purchase orders, invoices, and other transactions.
- Collaborated with colleagues in other departments on projects related to sales goals.
- Prepared quotes for customers based on their needs and budget requirements.
- Followed up with customers after purchase to ensure satisfaction with products and services received.
- Coordinated shipping schedules with logistics team members.
- Processed payments from customers via credit card or online banking platforms.
- Performed data entry tasks into company databases accurately and efficiently.
- Delivered superior customer support to improve account retention rate.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained schedule of class assignments to meet deadlines.
- Extensive expertise in both commercial and residential building products and applications.
Professional Youth Soccer Trainer/Coach
SESA
Garden City, NY
06.2019 - 08.2021
Medical Customer Service Representative
Brighton Health Plan Solutions
Westbury, NY
05.2020 - 07.2021
- Educated patients on how to access online portals for scheduling appointments, making payments or viewing lab results.
- Answered incoming calls and responded to customer inquiries in a timely manner.
- Provided accurate information regarding insurance coverage, billing and payment processing.
- Assisted customers with scheduling appointments and follow-up care.
- Collected patient demographic and insurance information for new patients.
- Reviewed medical bills for accuracy prior to submission to insurance companies.
- Compiled reports on medical claims status, denials, appeals and other related topics.
- Resolved customer complaints promptly and professionally.
- Informed customers about services available at the clinic or hospital.
- Verified patient eligibility for benefits according to healthcare policies and procedures.
- Performed data entry tasks in order to update patient accounts accurately.
- Ensured compliance with HIPAA regulations concerning patient privacy rights.
- Explained various admission forms and policies, acquiring signatures for consent.
Dental/Medical Billing Representative
Progressive Oral Surgery
New Hyde Park, New York
08.2019 - 05.2020
- Accurately posted and sent out all medical claims.
- Prepared and attached all required claims documentation including referrals, treatment plans or other required correspondence to reduce incidence of denials.
- Confirmed patient demographics, collected copays and verified insurance.
- Applied payments, adjustments and denials into medical manager system.
- Meticulously tracked and resolved underpayments.
- Analyzed and interpreted patient medical and surgical records to determine billable services.
- Determined customer eligibility for benefit programs and services.
- Posted charges, payments and adjustments.
- Consistently informed patients of financial responsibilities prior to services being rendered.
- Tracked and recorded status of delinquent accounts and sent follow-up letters to request payment.
- Submitted refund requests for claims paid in error.
- Entered procedure codes, diagnosis codes and patient information into CSWinOMS.
- Prepared and submitted claims to insurance companies manually.
- Verified proper coding, sequencing of diagnoses and procedures.
- Completed appeals and filed and submitted claims.
Executive Assistant & A/R -A/P
Andy's Italian Ices
Farmingdale, NY
07.2018 - 07.2019
- Successfully planned and executed corporate meetings, lunches and special events for groups of 10+ employees
- Delivered optimal administrative, customer service, and case management support
- Prepared and updated office records, spreadsheets and presentations to support executive needs and enhance office efficiency
- Coordinated meeting and event logistics for senior management, including executives and board of directors
- Scheduled conferences and all associated travel arrangements, including hotel, airfare and ground transportation
- Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes
- Scheduled and planned meetings and conferences, including site-to-site video conferencing calls, which helped to streamline business operations
- Created and maintained spreadsheets and developed administrative and logistical reports
- Managed sensitive information with discretion while providing administrative support to executive teams
- Maintained office supplies by checking stocks and placing orders
- Kept executives up to date on changing business information by documenting meetings, tracking documentation and collecting team data
- Restocked office and break room supplies independently to maximize team productivity
- Handled and distributed all incoming and outgoing mail for the company
- Served as point of contact for data acquisition and research
- Drafted and reviewed equipment maintenance work requests
- Worked closely with auditors during review process, providing clerical support and completing assigned tasks
Accounts Receivable Specialist
C&J Quality Distributions
Farmingdale, NY
12.2011 - 04.2016
- Analyzed loss reports and reviewed with senior management to measure overall portfolio performance
- Oversaw disputes resolution and reconciliation for all client accounts
- Managed invoicing for organization through cash receipts processing, bank reconciliations and distribution of 1300+ invoices monthly
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems
- Worked closely with delinquent account holders to collect and reconcile accounts through approved channels
- Routinely contacted account holders with balances over 5 days past due to resolve delinquencies
- Interfaced with customers to bring accounts current with suitable repayment plans
- Minimized loss by negotiating payment terms directly with clients, consistently achieving 95% recovery rate
- Performed various accounts receivable functions, including cash receipts posting, updating cash flow reports and researching chargebacks and write-offs
- Evaluated open accounts to look for past-due balances and pursue collection strategies
- Prepared and maintained customers’ monthly reconciliation schedules
- Generated, mailed and monitored invoices
- Processed over 300 payments every week
- Used Quickbooks to manage financial statements, accounts receivable, accounts payable, checks and invoices
- Investigated and resolved discrepancies in monthly bank accounts
- Managed accounts payable functions to identify overdue accounts and initiate collection processes
- Maintained confidential information, such as pay rates, bonus targets and pay grades
- Updated and reconciled accounts payable with purchase orders for accuracy
- Maintained account books and accounting systems with accuracy by entering data precisely and proofreading
- Received and submitted payments and applied amounts to customer balances
Professional Youth Soccer Trainer
Coastal Soccer
Commack, NY
08.2009 - 08.2013
- Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction
- Maintained safety of training, individual exercises, and equipment usage to avoid sports injuries and damage to facility
- Built strong media and community relationships through positive interaction and communication in support of sports program
- Encouraged team members to become stronger, more agile athletes and more successful competitors through focus, effective training and proper nutrition
- Adhered strictly to rules and regulations of activities department and district
- Ran all drills and fitness circuits to improve athletes' coordination and skills
- Assisted with academic needs of other students by offering tutoring support in various subjects
- Oversaw rigorous practice sessions to enhance individual skills and team gameplay
- Organized players' nights and other special events to promote sports program and cultivate positive relations with players, families and local community members
- Guided team through rough situations, including player injuries
- Improved player health by optimizing nutritional plans and recommending enhanced life choices
- Prepared athletes for games with well-coordinated schedule of practices and individual training
- Maximized athlete performance by overseeing targeted physical conditioning programs
- Consulted with athletic director and coaching staff to assess team structure and devise recruitment strategies
Store Crew
Trader Joe's
Plainview, NY
12.2009 - 09.2011
- Trained new team members in cash register operation, stock procedures and customer service
- Learned roles of other departments to provide coverage and keep store operational
- Maximized customer satisfaction by assisting customers complete purchases, locate items and sign up for rewards programs
- Drove sales and add-on purchases by promoting specific item options to customers
- Adhered to top-quality client servicing standards to promote overall satisfaction
- Received and inspected shipments to complete timely merchandising updates
- Stayed up to date on current item discounts to support promotions
- Assisted customers to find appropriate products, answered product questions and provided product solutions
- Counted drawers at start and end of shifts to validate daily records and uphold accounting accuracy
- Issued receipts, discussed return policies, and directed customers to pickup locations for larger merchandise
- Received product orders, unloaded merchandise and arranged store stock into appealing displays
- Remained standing for prolonged periods of time, in addition to repeated walking, bending, stretching and occasional lifting up to 75 lbs
- Greeted incoming customers and provided personable and knowledgeable service
Professional Soccer Player
NY Magic/ NY Fury
New Hyde Park, NY
08.2007 - 08.2009
Professional Soccer Player
Long Island Lady Riders
New Hyde Park, NY
04.2005 - 08.2006
- Participated in all the team’s practice sessions and times and always arrived on time
- Attended teambuilding and strengthening exercises to build trust and loyalty among team members
- Frequently spoke with fellow team members and coaches to discuss any problems or ideas
- Collaborated with team members and coaches to come up with strategies to win games
- Attended all scheduled practices and training sessions to maintain peak athletic performance
- Adhered strictly to rules and regulations of activities department and district
- Accepted constructive criticism from coaches and teammates to improve skills
- Identified personal strengths and weaknesses and adjusted techniques to enhance performance
- Listened to coaches, trainers and support staff and implemented suggestions to enhance team contributions
- Supported and mentored junior team members to promote collaboration and improve collective expertise
- Observed culture of good sportsmanship, cooperation and responsibility among athletes and coaching staff
- Showed discipline and responsible nature during and outside of competitions
- Maintained optimal physical fitness levels through active training, nutritional optimization and positive lifestyle choices
- Represented team at professional sporting activities, in media interviews and in support of charitable causes
- Exercised strong leadership skills and practiced self-discipline on and off field
- Demonstrated commitment and responsibility towards fellow players and coaches through genuine respect and dedication to sport
Education
High School Diploma -
Hicksville High School
Hicksville, NY2006
Accounting And Business Management
University of Kentucky
Lexington, KYAssociate of Arts - Accounting And Business Management
SUNY Farmingdale
Farmingdale, NY2010
Skills
Professional development coaching
- Professional phone etiquette
- Neat, clean and professional appearance
- Staffing and recruiting professional
- Coaching and training
- Individualized coaching
- Advising and coaching
- Billing dispute resolution
- Accounts receivable expertise
- Invoicing proficiency
- Accounts payable
- Bill payment
- Check processing
- Debt management
- Vendor account monitoring
- Petty cash disbursement
- GL entries
- Statement review
- Database updates
- Payment coordination
- Outbound calling
- Customer relations
- Invoice and payment processing
- Collections understanding
- Managing correspondence
- Professional phone demeanor
- Reviewing statements
- Payment questions
- Intuit QuickBooks specialist
- Bilingual (Spanish)
- Billing statement management
- Payment transactions
- Financial reporting
- Quickbooks expertise
- Account collections
- Patient-oriented
- Clinical issues understanding
- Administrative support
- Scheduling
- Documentation
- MS Office
- Customer service
- Records management
- Data entry
Timeline
Inside Sales Representative
New Castle Building Products
08.2021 - 02.2024
Medical Customer Service Representative
Brighton Health Plan Solutions
05.2020 - 07.2021
Dental/Medical Billing Representative
Progressive Oral Surgery
08.2019 - 05.2020
Professional Youth Soccer Trainer/Coach
SESA
06.2019 - 08.2021
Executive Assistant & A/R -A/P
Andy's Italian Ices
07.2018 - 07.2019
Accounts Receivable Specialist
C&J Quality Distributions
12.2011 - 04.2016
Store Crew
Trader Joe's
12.2009 - 09.2011
Professional Youth Soccer Trainer
Coastal Soccer
08.2009 - 08.2013
Professional Soccer Player
NY Magic/ NY Fury
08.2007 - 08.2009
Professional Soccer Player
Long Island Lady Riders
04.2005 - 08.2006
High School Diploma -
Hicksville High School
Accounting And Business Management
University of Kentucky
Associate of Arts - Accounting And Business Management
SUNY Farmingdale
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