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Skills

  • Method equipment
  • Client needs assessment
  • Family services
  • Compliance auditing
  • Microsoft Office Suite
  • Relationship development
  • Expense reduction strategies
  • Process streamlining
  • Behavior mirroring
  • Project organization

Work Experiences

  • Achieved a 24% reduction in medical debt defaults.
  • Looked for industry trends on social media and through online sources.
  • Built rapport in order to create a safe and trusting environment in which to provide care.
  • Audited financial assistance applications to ensure compliance with legal standards and helped collect an additional $13 in disbursed aid.
  • Built a strategic insurance appeal process that improved successful claim settlements by 60% and saved clients an average of $12 in 2020.
  • Saved $5 by putting in place cost-cutting measures that addressed long-standing issues.
  • Automated key tracking processes for patient payment plans.
  • Analyzed economic changes to predict future patient out-of-pocket costs and adjusted assistance programs accordingly, improving allocation efficiency by 23%.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Accomplished this within 2024.

Summaries

  • Addressed client financial needs.
  • Boosted financial confidence of underserved communities by 24%.
  • Financial Advocate is a multi-talented Financial Advocate who is consistently rewarded for planning and operational improvements.
  • Conducted debt-to-income ratio analysis.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved savings growth across 2017.
  • Averaged savings of $7 annually.
  • Achieved prompt results for clients in need of immediate coverage.
  • Achieved reimbursement within 6 months of filing.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.

Accomplishments

  • Resolved product issue through consumer testing.
  • Consulted with uninsured patients and successfully negotiated 66% discounts from primary care providers, maintaining financial sustainability for clients.
  • Created and delivered financial literacy workshops to patients, increasing awareness of debt reduction strategies and improving debt-to-income ratios by 53%.
  • Expanded financial aid program participation by 42% through targeted outreach to relevant community groups and healthcare partners.
  • Developed a resource library for staff counseling patients through financial hardship, reducing consultation time by 18% and improving overall client satisfaction.
  • Partnered with legal aid services to provide comprehensive financial and legal counseling, helping 18 clients prevent foreclosure and significant debt accumulation.
  • Initiated collaborations with local financial institutions to secure reduced fees for patients, resulting in an average savings of $6 per patient annually.
  • Provided consistent, individualized financial counseling to 2 clients, achieving a 62% success rate in improving their financial standing.
  • Built long-term financial plans for clients in medical debt, with 48% reporting improved financial outcomes after 11 months of engagement.
  • Designed and delivered training on financial aid eligibility, improving internal staff knowledge base and reducing claim rejections by 25%.

Affiliations

  • National Council on Aging (NCOA)
  • Freemason
  • Association for Supply Chain Management (APICS)
  • American Academy of Professional Coders (AAPC)
  • Certified Medicaid Planning Institute (CMPI)
  • National Association of Social Workers
  • Financial Therapy Association (FTA)
  • Medicaid Recovery Network (MRN)
  • Retirement Industry Trust Association (RITA)
  • Lions Club

Certifications

  • National Association of Healthcare Advocacy Consultants (NAHAC) certification
  • Certified Financial Counselor (CFC), Brightline
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • Project Management Professional (PMP)
  • Certified Medical Reimbursement Specialist (CMRS) - 2018
  • Certified Healthcare Financial Professional (CHFP) - 2018
  • CompTIA Network+
  • Accredited Healthcare Advocate (AHA) – Lakeside Partners

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