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Customer Service Manager

New Rochelle, New York, United States
October 15, 2018

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** ********* ***, **. **

New Rochelle, NY 10805



Stamford Health Medical Group 06/19/2017 – Present

Collections Specialist/ Financial Consultant

Provides consistent high-level customer service to patients regarding collection issues, process and review account adjustments.

Utilizes the practice management system, reports, telephone, mail and other techniques to aid in collection of private pay accounts.

Evaluates patient financial status and exercises discretion in arranging payment plans in accordance with established practice policies and best practices.

Process credit card payments received over the phone as a result of collection activity.

Following practice collection policy guidelines, analyzes, identifies and refers accounts to outside collection. Makes approved adjustments to patient account balances.

Communicates with management regarding difficult collection problems to determine and implement further course of action.

Assists with filing claims in cases of bankruptcy or to estates of decease patients for unpaid accounts.

Actively supports third party billing partner and other business office department personnel to resolve outstanding claims as needed.

Completes special projects as needed.

Maintains appropriate documents, reports and files in order to comply with all applicable laws and policies.

Participates in professional development activities to keep current with industry trends.

Performs other related duties as assigned or requested in order to maintain a high-level of service.

North Mill Equipment Finance, LLC 4/2015 – 06/2017

Portfolio Manager Collector Specialists/Restructure Finance

Responsible for collecting monies from clients, namely, from loans or leases that have Truck or Trailer Equipment.

Monitored over 400 delinquent accounts with insufficient funds and over drafts and process ACH draft or Credit or Debit card payments.

Prepared and finalized Notice of Default, Voluntary Surrender and Repossession letters, etc.

Responsible for restructuring finance for Spanish/English speaking customers with Deferral payments, Asset Swap, Repair finance, Adding Co-Debtor and Assignment.

Responsible for deciding on credit or debit memos on new or existing customers.

Coordinated with the Customer Service, Title Manager, Accounting Manager and the Origination department to prepare memos of credit or debit for fees that are either charged or waived for the customers.

Responsible for all credit/debit or check by phone payments through the use of the Authorized Net on the Internet.

Responsible for waiving fees for credit or debit memos provided to the accounting department to balance the books for reconciliations at the end of the month.

Accept monetary transactions and process payment for the delinquent accounts and provide the accounting department with credit memorandums.

Transcontinental Credit and Collections 6/2011 – 11/2014

Supervisor - Collector

Responsible in supervising the debtor’s staff with any inquires and to delegate the incoming correspondence to complete accounting transactions.

Responsible for collecting monies that were in collections for major clients, namely hospitals.

Achieved every week of over $10,000.00 in collecting from patients in collection.

Served as integral member of the department that delivered over $60,000.00 monthly.

Triboro Quilt Mfg. Co. Inc 4/2001 – 4/2011

Account Payable Associate

Responsible for incoming invoices and bank draft using the online banking system; handled bank reconciliations.

Reconciled vendors account statements; handled follow-up and reconcile general ledger accounts, namely, cash; received and responded to vendor inquiries.

Responsible for receiving and approving check request with accompanying invoices, and developing daily, weekly and monthly cash reports for reconciliation, cash applications.

Maintained database to record all invoice requests of merchandise; reconciled accounts and balance checks schedule for checks and ach payment.

Responsible for processing domestic and international wire transfers.

Handled ADP payroll summary for the Irwin Mfg. Company; responded to all the three companies’ inquiries from external and internal with regard to payment status.

TD Waterhouse Securities, Inc. 5/1990 – 4/2001


Assisted clients with placing orders and providing quotes and account information.

Responsible for advance technical systems, corporate action, reorganization, margin calls, and dividend payouts.

Handled IPO’s, trades information and dividend payment procedures, warrants, bill payout slips, trade cancellations and confirmations, Bloomberg, stock slips, and mergers.


John Jay College of Criminal Justice May 1989

Bachelor of Science, Police Science


Knowledgeable of Microsoft Word, Excel, Powerpoint and Publisher; Series 7 license, Lease Plus, Accurant, Silo,Aspira, SLM, Ring Center ECW, Meditech Authorized Net

Bilingual: English and Spanish

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