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Customer Service Account Representative

Location:
Houston, TX
Posted:
April 21, 2024

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Resume:

MARLITA M. DRIGO

***** ***** ******

Houston, Texas 77048

407-***-****

ad46e7@r.postjobfree.com

SUMMARY

Effective team player with proven ability to meet demanding challenges within the customer service industry. Seeking long term tenure, whereby skill set of 15 plus years can be utilized to meet and exceed goals, KPI’s and operational procedures set forth by employer. EXPERIENCE

KSF Orthopedic Center P.A. Houston, TX 08/2018 - 07/2022 Financial Counselor / Patient Account Representative

● Collect estimated liabilities to resolve billing issues and insurance claims

● Resolve inquiries from patients and external payers

● Maintain patient confidentiality via electronic medical records in compliance with national HIPAA standards

● Process refunds, disbursements and payments

● Submit electronic bills and statements

● Create ledgers and invoices via corporate databases i.e. Centricity, Medfusion and Athena

● Investigate billing discrepancies to resolve delinquent accounts Merchants Commercial Bank St. Thomas, US Virgin Islands 01/2018 - 08/2018 Banking Associate

● Accurately and efficiently processed customer transactions eg. check cashing, customer deposits, loan payments and wire transfer requests

● Initiated processing of new account holders

● Serviced customers with new banking products and financial needs

● Maintained filing systems and other daily administrative clerical support

● Mentored and trained onboarding team members in procedures, compliance standards and performance strategies

● Completed daily cash balancing, including ATM transactions National Cooperative CU Roseau, DM Commonwealth of D,ca 01/2007 - 07/2017 Teller/Member Service Representative

● Researched, resolved and opened personal savings, checking and line of credit accounts

● Maintained financial services security and audit procedures

● Mentored and trained employees on cash drawer operations

● Performed daily administrative tasks regarding banking products via telecom and emails

● Managed vault tasks as assigned by branch manager

● Completed monthly audits and maintained overdraft reports

● Generated currency transaction reports for foreign currency exchanges

● Identified and reconciled errors for balancing ATM transactions, teller cash dispensers and teller cash recyclers

EDUCATION AND TRAINING

● CASTLE BRUCE SECONDARY SCHOOL COMMONWEALTH OF DOMINICA High School Diploma 07/2003

● DOMINICA STATE COLLEGE COMMONWEALTH OF DOMINICA Major: Sociology (60 credits)

● BVS PERFORMANCE SOLUTIONS ONLINE BANKING

Professional development in customer service and money laundering training REFERENCES

● Elisha N Nation(Sr Accountant)

Former Human Resource Manager

Ksf Orthopedic Center

. Tel: 832-***-****

● Kathleen St.Luce

Former VP Merchants Commercial Bank

Tel: 340-***-****

● Suzanne Mc Cann

Practice Manager Ksf Orthopedic Center

Tel: 832-***-****



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