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Skills

  • Collaboration with auditors for compliance
  • Team building
  • Multitasking and prioritization
  • Customer service
  • Account adjustments management
  • Knowledge of metric
  • Project organization
  • Policy application
  • Credit balance tracking and reporting
  • Accurate documentation and record-keeping

Work Experiences

  • Addressed aged items.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved reduction over one year.
  • Collaborated with collections to ensure proper deduction of credit balances, reducing open balances by 57%.
  • Communicated with Columbus vendors to process high-volume refund requests, ensuring all were completed within one year.
  • Complied with program standards.
  • Conducted root cause analyses on repetitive billing issues, reducing refund volume by 58% over one year.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with external auditors.
  • Answered 7 calls per two years to help customers with their questions and concerns.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Accelerated credit issuance timelines.
  • Aligned financial functions with framework standards.
  • Credit Balance Specialist is a multi-talented Credit Balance Specialist who is consistently rewarded for planning and operational improvements.
  • Analytically minded professional with a strong background in root cause analysis for overpayments, driving a 44% reduction in recurring issues through actionable insights and process improvements.
  • Collaborated with collections and billing teams.
  • Collected on delinquent balances.
  • Achieved a 29% improvement in reconciliation timeliness.
  • Collaborative and detail-driven professional.
  • Adept in managing relationships with Portland vendors.

Accomplishments

  • Implemented targeted performance improvement initiatives, resulting in a 23% increase in reconciled balances over one year.
  • Managed the adjustment of complex accounts while ensuring full compliance with procedure requirements.
  • Collaborated with other departments to devise action plans, which led to a 59% improvement in accounts receivable turnover.
  • Analyzed complex credit balance inquiries, reaching a 40% resolution success rate.
  • Proactively contacted customers to clarify billing discrepancies, recovering $16 in outstanding receivables.
  • Collaborated with team of 14 in the development of method.
  • Performed data analysis to identify trends in slow-paying accounts, leading to a 44% improvement in cash flow.
  • Reduced unresolved credit balances by 47% through the implementation of automated customer communication strategies.
  • Generated and presented detailed reports on credit balances, reducing discrepancies by 23%.
  • Transformed billing investigation process, leading to a $14 reduction in disputed balances.

Affiliations

  • Association for Supply Chain Management (APICS)
  • International Credit & Trade Finance Association (ICTF) metric
  • Professional Association of Independent Credit Experts (PAICE)
  • Lions Club
  • Member - National Credit Union Foundation
  • Association for Computing Machinery
  • National Association of Credit Management (NACM) category
  • Association for Financial Professionals - Certified Treasury Professional (CTP)
  • Institute of Management Accountants (IMA) initiative
  • Member, International Association of Accounting Professionals (IAAP)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Medical Billing Accreditation Certified (MBAC)
  • Certified Medical Office Manager (CMOM) by PAHCOM
  • Certified Patient Account Manager (CPAM) by AAHAM
  • Certified Financial Planner (CFP)
  • Certified in Healthcare Compliance (CHC) by HCCA
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant (CPA)
  • Certified Revenue Integrity Professional (CRIP) by HFMA
  • Certified Financial Services Auditor (CFSA) by IIA

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