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Customer Service Account Manager

Location:
Indianapolis, IN
Posted:
September 17, 2023

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Resume:

Guadalupe Guerrero

Indianapolis, Indiana, United States

adzrro@r.postjobfree.com 317-***-****

linkedin.com/in/guadalupe-guerrero-b0860025a

Summary

For the past 7 years I have gained so much knowledge. From Customer Service, to Collections to being an Administrative Assistant and being promoted to a Legal Assistant. I know my skills in payment processing, using Microsoft Word, handling multi-lines and muti-tasking and many more would be a great fit within your company. I am seeking growth and success for the future.

Experience

Legal Assistant

Gresk & Singleton Immigration

Aug 2021 - Aug 2022 (1 year 1 month)

My daily routine as a legal assistant was to contact clients via phone call, text message, and email to schedule appointments either for continence of their case, signature appointments, or just dropping off documents to initiate their immigration case. I prepared every file, scanned each case to the company drive and moved the client’s case to the correct file. Every Thursday and Friday was filing day. Once everything was checked for errors, filing took place, tracking was noted on clients account, as well as the file should already be scanned in, and sent via FedEx to the correct USCIS destination. My cases that I handled daily were I-130, I-485, I-765, and some Daca Renewals. Translating everything in English to Spanish was another task that I completed on a daily base. Account Manager

CNAC

Mar 2020 - Dec 2020 (10 months)

As an account manager, I was assigned a certain number of accounts from new accounts to aging accounts. I was to contact each client that was behind on their vehicle payments and collect a paid in full payment, partial payments were not an option. I communicated with each client via phone call, and if they opted to receive emails, email was possibly the best option to reach someone. On every call verification that we were speaking to the correct person had to be done, as well as verifying insurance and updating information if anything had changed in the past 30 days. Monthly AR goals were set. Single Point of Contact

Freedom Mortgage

Aug 2019 - Jan 2020 (6 months)

Single Point of Contact

Working with the underwriters in the department of foreclosure was a very difficult position to be in. On a daily base I would handle around 89 up to more than 100 calls a day, this was all done with the automatic dialer and some incoming calls. My duties were to contact each client that was in the foreclosure process, verified what was the reason for the mortgage payments to be backed up. If financial hardship was a way to go to save the home from foreclosure, I was to verify all information that was submitted in had the correct dates, correct signatures, and verified we had received a payment of Guadalupe Guerrero - page 1

some sort to help the account balance drop. Payments were taken with a credit/debit card and payment plans were also an option.

Assistant Manager

Rehab Medical

Jun 2018 - Jan 2019 (8 months)

After working in collections for the same company I was promoted to assistant manager. My daily duties were to sort out my five techs daily delivery routes. Deliveries were received by me; I oversaw making sure all the durable medical equipment was what the doctors had prescribed to the patient. Processed payments from Medicare, Cigna, Anthem and CareSource was a daily routine. Once an order was submitted the patient’s part had to be covered either in full or via payment plan and the remainder would be charged to the insurance.

Customer Service Representative

Rehab Medical

Jul 2017 - Jun 2018 (1 year)

Daily tasks were to contact the patient and collect payment on DME, verified insurance to make sure the correct equipment was billed. Verified insurance payment was received. We had a daily AR that we updated on a daily base with all the work that was completed. At the end of the month, we would know exactly the amount we collected, and receive a bonus depending on the amount the incentive would be 2%, 4%, and the highest 5% from the balance collected. Negotiation was also an option if the account was too far in the aging accounts. HIPPA had to be followed, due to having the patients charts and personal information we had to make sure the correct person on the account was contacted. Sales Pilot and Brightree were the main sites we were taught to use. Once CareSource rolled in, we had to offer and enroll them.

Education

Perry Meridian High School

High School Degree

Ivy Tech Community College

Skills

Bilingual Communications • Administration • Translation • Microsoft Office • Microsoft Word • Brightree • Sales Force • Immigration Impro • Scheduling • Payments Honors & Awards

Deans List

Dec 2022

I made it to the Deans List during my fall term.

NSLS- The National Society of Leadership and Success Jan 2023

Guadalupe Guerrero - page 2

I have been accepted into the National Honor Society recently this year through Ivy Tech Community College.

Honor Society - Phi Theta Kappa Honor Society International Feb 2023

I recently have been accepted into Phi Theta Kappa Honor Society as well as with the NSLS. Guadalupe Guerrero - page 3



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