Customer Service Medical

Donna L. Walker

**** ********* ******, **** **. John Fl. 32927

Objective- Administrative, Medical Records,Scheduler,Secretary,Banking

Goal

To secure a position in Office Administration to have an opportunity for training and growth into

new areas. To become part of a motivated team that is supported by management in a positive,

successful environment.

Summary

Five years medical office experience as Financial Coordinator supporting Oral Surgeons.

Fifteen years experience in customer service and Financial Administration, primarily in banking

industries.

ｷ Departmental Experience Accounting

ｷ Financial Coordinator

ｷ Receptionist

ｷ Account Specialist

ｷ Member Services

ｷ Loan Processing

ｷ Imaging

Teller

Employment History

Dr. Bird, Dr. Johnson Maxillofacial Surgeons 12/2005 – Present

Financial Coordinator

As the Financial Coordinator I am responsible for billing, obtaining and processing all accounts

receivable from patients and Insurance Companies. Establish financial arrangements (contract

or payment plan) with patients. Run itemized statements as requested by patients and insurance

companies. Send bill and demand statements to patients after filing with dental and or medical

insurance companies. Complete, file and follow up on Medicare claims. Keep the fee schedule

updated in the computer. Ensure all accounts and patient charts are kept accurately and

completely. Monitor and collect all delinquent accounts by phone calls and letters. Post

payments and charges as received. Daily balance the ledger sheets. Run reports, nightly backup

and month end procedures.

9/96 to 11/05 KENNEDY SPACE CENTER FEDERAL CREDIT UNION

IMAGING DEPARTMENT - Inserting and scanning documents from all departments into a

computer database. Update and verify changes made to members accounts. Processed daily

reports of closed loans and new accounts. FLOATER – Cover any positions needed at any

branch location.

LOAN DEPARTMENT -- (April 2001) Interviewed prospective applicants regarding qualifications

for loans. In person and phone interviews conducted. Pulled and reviewed credit reports. Took

application for loans and forwarded to loan officers. Worked with loan officers resolving any

issues regarding the application. Disbursed the loan as directed. Executed final documents for

closing. Prepared and packaged documents for transfer to imaging department . Updated credit

bureau information for closed loans. Sent out denial notices to non-qualified applicants. Ordered

supplies for entire loan department.

MEMBER SERVICE - (Feb 2000) Open new accounts. This includes IRA’s, Rollover's, Payroll

distributions, Certificates of Deposit, Travelers checks, Identification Cards. Duties are inclusive

of a teller. Handle in person account problems that were irresolvable over the phone.

RECEPTIONIST - Answered and directed all incoming calls as well as walk ins. Assisted

members, by appointments, to specific department requested. Post night drop, deposits made

after hours; responsible for all balancing. Receiving all packages from Air-Borne, UPS, logged in

and delivered to departments.

ACCOUNT SPECIALIST - Handles all incoming phone calls in the call center. Handle all

questions regarding accounts and giving information verbally.

ACCOUNTING -- (April 98) Review member’s accounts activity for NSF history. Maintain related

reports and data relevant to insufficient funds in members draft accounts. Research and analyze

non-posted checks for payment or return. Input corrected data. Contact members by phone for

large check verification. Interface with other bank personnel and members directly to resolve

problems. Able to work on a time schedule that maintains proper flow of production through the

department. Provide support to other accounting functions within the department. Rotated

through out the accounting department working in Payroll. Accounts receivable/Payable, Proof

Dept and Visa charges/postings.

TELLER -- (Sept. 96) Receive members in person and by telephone. Provide general credit

union information; transact member’s deposits and withdrawals; receive cash and checks for

deposits and for payment of loans. Operate a computer terminal to obtain members status, input

information and obtain withdrawal checks. Balance at the close of business and produce

summary report of all daily activity.

5/81 -- 5/85 BARNETT BANKS OF FLORIDA

CUSTOMER SERVICE -- Assisted customers at walk up information desk. Helped customers

with account information, balanced accounts, and resolved circular conflicts. Researched

microfilm databases for historical reports. Competent with book keeping for personal and

commercial accounts. Prepared, processed and released statements for shipment to customers.

Scheduled appointments with bank officials.

Experienced in preparing and executing financial contracts for personal loans. Familiar with

standard office routine and flow of accounts. Prepared statements and reports for final approval

to the loans officer. Maintained rapport with several major business firms in the local area. Direct

contact with customers as well as interfacing with other office personnel and departments.

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