Santa Clara, CA, 95054
... • Quality Improvement • Staff Training and Development • Financial Analysis & Budgeting • Medical Claims Analyst • CPT/ICD ... Reimbursement Management NextGen Secraoms EDI Smart Advisor Microsoft Word Excel Power Point EDUCATION & CREDENTIALS B.S. ...
- Feb 13
Jackson, MS
... Resolution, Password Resets/Login Credentials, Forwarded Calls to Designated Depts., Resolved Sensitive Financial Issues as T2 Senior Advisor, while counseling & monitoring T1 Agents, Provided Prompt/Reliable/Accurate Services/Info 2 Customers & ...
- Feb 12
Sherman, TX
... Compliance Analyst Jul 2015 – Nov 2019 • Led operational, financial, and compliance audits evaluating internal controls and regulatory adherence. • Conducted Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for advisor onboarding. ...
- Feb 12
Montreal, QC, Canada
... SAP, Salesforce, Excel, AWS) Everyday Banking Advisor RBC 01/2024 - 07/2024 Montreal • Handled 40+ inbound calls daily to assist clients with various banking needs, enhancing customer satisfaction • Provided financial advice to clients, helping them ...
- Feb 12
Atlanta, GA, 30341
... Trusted advisor on environmental and sustainability compliance issues able to collaborate cross-functionally, deliver ... and reporting ● Supported the full reporting cycle of non-financial data, from materiality assessment to data collection, ...
- Feb 12
Spring Hill, FL
... and Louisiana) Expanded advisor usage by identifying new opportunities and creating strategies to increase sales. ... 2009 Russell Investments Tampa, FL Cultivated and expanded relationships with key clients including Raymond James Financial. ...
- Feb 12
Millbrook, AL
... service Take pride in accuracy and professionalism Professional Experience Licensed Life Insurance Advisor 02/2022 – present Symmetry Financial Services Educating clients on life insurance options Conduct needs-based consultations to identify ...
- Feb 12
Montgomery, AL
... Advisor SelectQuote-Kansas City, KS October 2024 to July 2025 Front line sales advocate, clearing clients for services. ... experience • Proofreading • Receptionist (4 years) • Financial sales • HIPAA compliance management • Math • Live chat • ...
- Feb 12
Naples, FL
... Compiled and prepared financial operations reports, including staffing, payroll, and subcontractors’ reports. Coordinate and ... TRAINING: 2021- Title IX/OIEC/Student Conduct Advisor Training 2017- FGCU Advisors Workshop Series Workday, Banner, Cognos, ...
- Feb 12
Cleveland, OH, 44120
... Identify, develop/implement strategic provider network development leading to financial improvements. Implements client EHR, ... Primary advisor to the VP, Health Services, Director, Faculty Practice and college board for healthcare delivery, regulatory ...
- Feb 12