CSR

Johanna B. Garcia

**** ****** **., **, **, ***** C: 415-***-**** *******@*******.***

Professional Experience

Rightsourcing Inc.- Temporarily Job 09/2019- 2/2020

Patient Service Representative San Francisco, CA

The Patient Service Representative provides clerical support by answering telephones, scheduling and registering patients. Verifies insurance coverage, obtains patient demographics, ensures necessary authorizations are obtained prior to patient visits, and may troubleshoot billing problems. Excellent interpersonal and customer service skills. Also, may assist billing staff in reimbursement follow-up issues.

Consultant - Financial Aid / Billing & Collections / One on One Advising 02/2012 – Present

Self Employed San Francisco, CA

Financial Aid -Reconstructions & Regulatory Compliance Projects, Assistance with Federal Student Aid Program Participation, Policy & Procedure Development or Evaluation, Optimized Staffing Levels, Workflow Improvements, Regulatory Support, and Productivity Benchmarks, Due Diligence Audits. Private one on one advisor – Walk student and parents on completing FAFSA, College Apps, Scholarship Apps, Cal-Grant, and other needed documents.

Billing & Collections 12/2016 - Present

SF Arts Educational Project

Collect payments and post to accounts, maintain files on the financial status of accounts, reach out to customers with unpaid debt, set up repayment plans according to ability to pay, Keep track of delinquent accounts.

Financial Aid Advisor Representative, Financial Aid 10/2008 – 01/2012

Academy of Arts University San Francisco, CA

Independently manage a portfolio of continuing Grad & Undergrad students through the financial aid process. Analyze and evaluate student financial needs and review funding sources including Federal Supplemental Education Opportunity Grant, Pell Grant, Direct Loans, Private Loans, and other financial aid programs. Inform and advise students and their parents regarding eligibility and responsibilities of financial aid programs; interpret and explain policies, applications, procedures, and availability of funding from various resources. Review and evaluate required documentation and package awards in accordance with the established guidelines; Interpret and apply Federal, State and Institutional regulations to determine and certify student eligibility. Other essential duties: Track all financial aid documents, keep students informed of their financial aid file status, run periodic report prior to and during to track students that have not completed their financial aid process.

Financial Aid Advisor / FWS Coordinator, Financial Aid 06/2004– 03/2008

New College of California, San Francisco, CA

Conducted needs analysis to determine student financial need and financial aid options. Reviewed awarded files for consistency, completeness and accuracy. Document tracking, federal and private loan certification via ELM, coordinated Federal Work-Study program, and tracked and reconciled students timesheets and used funds. Interpreted financial aid policies, procedures, and assisted in problem-solving initiatives. Provide follow-ups and resolve issues where needed. Reviewed and recorded all professional judgment applications. Assisted the federal work-study coordinator in tracking the awarding and used funds.

Other Qualifications

Proficiency and expertise in MS Office: Word, Excel, PowerPoint

Experience with Higher Ed managing systems Empower / PowerFAIDS / PeopleSoft

NSLDS, CPS, EDCONNECT, ELM, and COD

Fluent in Spanish verbal and written communication skills

Effective time management with excellent decision making skills

Education and Training

Associate degree in Social Work San Francisco, CA

City College of San Francisco In progress

Certificates in Supervision & Management San Francisco, CA

City College of San Francisco 2014

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