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Customer Service Mental Health

Philadelphia, PA
November 27, 2018

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Grace Lewis

Work Experience

JPMorgan Chase Bank, Wilmington, DE March 2017 to January 2018 Funding Documentation Analyst II

•Retrieved documentation submitted through car dealerships for loan funding.

•Reviewed information and submitting into database.

•Answered customer call center in and outbound calls.

•Completed and corrected all documentation need to complete funding for dealership vehicle loans.

Bank of America, Newark, DE (Contract) July 2016 to January 2017 Fraud Claims Analyst ll

•Initiated Fraud and Non-Fraud Claims using multiple systems.

•Reviewed customer's accounts for the prevention and protection of fraud.

•Managed customer account maintenance.

•Assisted customers in resolving disputes with the merchant.

Bancorp Bank, Wilmington, DE (Extended Contract) December 2013 to February 2016 Customer Service Representative

•Managed and maintained customer accounts.

•Processed Customer Retirement accounts for distribution.

•Answered call center Inbound and Outbound calls.

•Processed new, filing and updating claims.

•Processed credit card transactions for goods and services.

•Provided excellent customer service and assisted in problem resolution.

Christiana Care Heart and Vascular Specialists, Newark, DE (Temporary) September 2013 to November 2013 Medical Office Assistant

•Managed new patient registration and patient check-in.

•Answered and assisted with triage phone.

•Performed authentication, verification, and data entry.

•Assisted patients and doctors with scheduling cardiovascular surgeries.

•Provided disbursement of Hemostasis Product Literature and information to surgical patients.

•Assisted with scheduling patient’s clinic appointments.

M & T Bank, Wilmington, DE (Extended Contract) September 2011 to August 2013 Operations Specialist

•Reconciled retirement accounts.

•Analyzed and adjusted of cash differences on customer accounts.

•Researched and documented of previous bank statements.

•Maintained and submited monthly reports for over 300 accounts.

•Manage customer accounts and answered inbound and outbound calls, providing exceptional customer service.

New Center Community Mental Health Services, Detroit, MI July 2006 to July 2011 Lead Medical Secretary-Pediatrics Unit

•Scheduled new and follow-up patient appointments.

•Managed insurance billings and updates.

•Maintained and submitted logs and weekly reports.

•Filed, typed, and answered phones.

•Conducted staff meetings and scheduled training seminars.

•Provided full clerical support to the Psychiatrist and Clinical Therapist for the Pediatric Unit.

•Responsible for conducting consumer groups and summer programs.

Remax Realty Group, Lathrup Village, MI September 2001 to June 2007 Officer Administrator

•Coordinated all weekly agent's meetings, as well as organized special events for guest speakers.

•Prepared listing packets, necessary for properties to be listed.

•Ordered pre-title work for listings and properties to be sold.

•Contacted and maintained relationships with vendors and appraisers for future services.

•Processed listing information into a data base, maintained and submitted reports of log changes and updates to all related assignments and activities.

•Organized and assigned appraisal orders submitted to vendors and real-estate professionals.

•Maintained daily communication with vendors to ensure services are performed correctly and completed in a timely manner.

•Provided administrative support to the Broker in areas of document preparation, title searches and scheduling of property sales and refinance closings.

•Scheduled property showing appointments.

•Filed, typed, and answered incoming multi-line phones and outgoing calls.

Aurora Mental Health Care Inc., Detroit, MI July 1997 to February 2001 Medical Secretary

•Responsible for billing of outpatient care for clients who are placed in the Adult Foster Care Homes

•Responsible for disbursements of payment to A.F.C. homes

•Responsible for the On-site setup and inspections of A.F.C. homes

•Monitor attendance for clients placed in A.F.C. homes and databased submission

•Scheduling weekly appointments for A.F.C clients with therapist for counseling

•Responsible for preparing payroll and expense accounts for the Case Management Department staff, as well as preparing expense report for the Social Worker

•Responsible for preparing monthly reports to be submitted to the Wayne County Community Mental Health Board

•Worked directly with the C.E.O. regarding rules and regulations regarding all A.F.C. residents


Phoenix University- Business Administration

Wayne State University- Business Administration

Highland Park High School- High School Diploma


•Excellent communication skills both in writing and verbally

•Extensive customer service skills, medical terminology/coding/billing

•Microsoft Word, Excel, Outlook, PowerPoint and Data Entry

•Customer Call Center In & outbound experience

•Knowledgeable of bank regulations and procedures, back office clinical medical experience and resolving escalated patient and customer concerns

•Medical Terminology/Coding/Billing

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