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Skills

  • Client education on debt relief programs
  • Insurance billing
  • Advanced knowledge of medical billing procedures
  • Security systems
  • Funding education
  • Revenue cycle management
  • Planning and coordination
  • First Aid/CPR
  • Compliance with financial regulatory standards
  • Bi-lingual communication for diverse client bases

Work Experiences

  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.
  • Workday was delivered to customer locations by me.
  • Achieved a 19% rise in high-value client retention.
  • Coached staff in handling difficult conversations with clients.
  • Coached staff in handling difficult conversations with clients, reducing the number of escalated cases by 67%.
  • Answered 12 phone calls per 18 months to assist customers.
  • Achieved an Employee of the Year.
  • Saved money by developing functional solutions to program problems.
  • Achieved 18% growth in contract renewals.
  • Analyzed changes in healthcare reimbursement regulations.

Summaries

  • Results-oriented Banking and Financial Services professional with risk assessment, data analysis, and cross-functional collaboration strengths.
  • Student pursuing a Banking and Financial Services degree who is eager to contribute developed knowledge in the role of Lead Financial Counselor.
  • Proficient in promoting program by leveraging process improvement and project management knowledge.
  • Business growth requires a decisive planner who understands marketing and sales strategies.
  • Achieved consistent client satisfaction.
  • Achieved results through cross-functional collaboration.
  • Accomplished Lead Financial Counselor.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Years of experience in the field 18.
  • With hands-on experience, eager to learn new skills and advance knowledge.

Accomplishments

  • Facilitated educational workshops on financial literacy, helping over 5 clients enhance their understanding of responsible budgeting and debt management.
  • Worked closely with the compliance team to ensure patient billing adhered to all regulations, reducing legal exposure by 83%.
  • Created a comprehensive patient financial questionnaire that improved recommendation accuracy, boosting payment compliance by 62%
  • Recognized by leadership for improving department's collection efficiency, resulting in a 37% month-over-month improvement.
  • Maintained consistent communication with medical billing departments to optimize collections, leading to a 20% improvement in revenue collection timelines.
  • Reduced patient write-offs by implementing adaptive payment plans, achieving a write-off reduction of 46%.
  • Provided ongoing financial counseling services to 11 high-risk clients, achieving a 45% success rate in reducing overall debt levels.
  • Increased re-negotiated payment agreement success rate by 42% by offering custom-tailored financial counseling advice.
  • Utilized advanced financial counseling methodologies to help 10 clients reduce dependency on high-cost financial services by 84%.
  • Created a comprehensive training module for new financial counselors, reducing new hire training time by 33%.

Affiliations

  • Member, Strategic Financial Counseling Alliance (SFCA), system, 2023-Present
  • Member, Debt Resolution & Consumer Protection Advisory Board, Vantage, 2023-Present
  • Co-organizer, National Healthcare Debt Management & Counseling Symposium, 2021
  • Project Leader, Patient Advocacy and Financial Literacy Group, Healthcare Leaders Forum, 2015-2018
  • Lead Facilitator, Advanced Emotional Intelligence for Healthcare Financial Leaders Seminar, 2022
  • Certification in Financial Counseling and Healthcare in partnership with procedure, 2015
  • Active Volunteer Mentor, Junior Financial Advisors Training Program, 2022-Present
  • Member, Patient Financial Advocacy Group, Chicago Division, 2016-Present
  • Volunteer Financial Educator, National Financial Counseling Association (NFCA), 2023-Present
  • Professional Development Course Participant, Healthcare Revenue Cycle Optimization Program, 2023

Certifications

  • CompTIA A+ Technician
  • Certified Business Analysis Professional (CBAP)
  • Accredited Financial Counselor (AFC) by the Association for Financial Counseling & Planning Education (AFCPE)
  • Project Management Professional (PMP)
  • Emotional Intelligence (EI) Certification - Emotional Intelligence Academy
  • Certified Billing and Coding Specialist (CBCS) through the National Healthcareer Association (NHA)
  • Certified Financial Counselor (CFC) by the National Association of Certified Credit Counselors (NACCC)
  • American Academy of Financial Management (AAFM)
  • Certification in Contract Management (CPCM) by the National Contract Management Association (NCMA)
  • Certified Negotiation Expert (CNE) from the National Association of Certified Negotiation Experts

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