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Medical Billing Executive

Riverside, CA
August 19, 2015

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Stephen Holmes

**** ***** **. ***. ** Riverside, CA 92503

Mobile: 626-***-**** Email:


Seeking an entry level position within a medical facility where I can utilize my education, skills, experience that will benefit my team as well as grow professionally.


Typing Speed: 40 WPM

HIPAA Compliant

Medical Terminology

Medical Billing/Collections

ICD-9/10, CPT, HCPCS Coding

Insurance Verification


CMS 1500 & UB-04 Claim Form

Electronic Health Records


American Career College, Ontario, CA Anticipated Graduation: Sept 2015

Medical Billing & Coding Program


Walgreens Infusion Corona, CA 07/2015 – 08/2015

Collections Specialist

Accounts Receivable Reports

Claims Status

Special Projects

Claim Correction

Resubmission of Claims


Business Support Supervisor, Bank of America, Simi Valley, CA Jan 2011 – Jan 2014

Responsible for projects and initiatives in support of various divisional operational goals and objectives:

Led cross functional team on project to improve Service Release process and procedures that led to $125K in savings by reducing charge-offs from new servicer transactions. Responsible for generation of project plan, requirements analysis, data analysis, process mapping, issue tracking, coordination of testing, implementation plan, and management reporting.

Generation of Short Sale/Deed in Lieu monthly Business Review deck, including data collection, performance analysis, management reporting to executive leadership, research, and variance analysis.

Championed "Warm Handoff" Initiative. Established process/procedures with new servicers to improve borrower experience when loan servicing transferred to new servicers. The team's efforts led to improved borrower satisfaction and reduced costs related to potential lawsuits.

Generated cost savings by implementing consultant/temp labor cost tracking. Cost savings due by improving visibility of consultant assignment, invoice validations, and ad hoc reporting.

Coordinated the generation of Associate performance scorecards, thereby improving internal morale. Gathered user requirements, conducted interviews, updated workbooks via SharePoint, generated management reporting for presentation to executive leadership, and coordinated cross functional brainstorming sessions. The scorecards significantly improved Associate evaluation process by providing a standardized measuring stick to judge performance and also increased Associate satisfaction as incentives were tied to performance metrics established.

Financial Analyst, Bank of America, Calabasas, CA Nov 2008 – Jan 2011

Financial support for various bank mortgage loan channels through:

Forecasting and budget planning - Promoted use of standard models for forecasting and thereby reduced cycle times and provided cost savings with increased availability of research and planning time. Maintained rolling forecasts and monitored/updated forecast drivers.

Management Reporting - Implemented presentation routines to increase executive leadership participation and promote a better planning process. Provided customized ad hoc reporting for individual loan channels.

Conducting performance reviews with executive leadership - Coordinated monthly performance review meeting routines with executive leadership and production unit leaders to improve identification of risks and promote more responsive remediation plans.

Variance Analysis - Conducted daily research that led to improved forecasting drivers and better forecasts in conjunction with providing understanding of variance to forecast.

Responsible for all other end to end financial support of assigned loan channels. Support included month-end close, manage department P&Ls/expense budgets, GL research and maintenance, coordination of capacity planning routines, space planning, and all ad hoc reporting.

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