AP/AR, Customer Service, Data Entry

Summary

Highly motivated, loyal, hardworking, reliable, individual with great problem solving skills, trained in office management, insurance, billing, and document management, seeking to utilize professional experience to transition into a new, challenging role.

Skills

Vendor engagement

Bookkeeping

Billing

Office management

Written and verbal communication

Microsoft Office Suite

Quick Books

iPoint

OneVision/Zendesk

Lotus Notes

Data Entry

Using multi-line phone system

10-key by touch

90 wpm

Ability to perform under tight deadlines

Ability to react calmy and promptly during client interactions

Experience

06/2018 - 02/2024

Office Manager/Service Coordinator, Symbio Lighting + Control, LLC, Houston, TX

Managed accounts payable duties, including documentation management, vendor invoices, credit memos, and account processing in compliance with financial policies and procedures;

Managed accounts receivable duties, including generating and sending invoices, notifying clients on payment status, sending receipts upon request, and following up on late/or unpaid invoices;

Provided timely client service by reviewing and responding to client service tickets within 30 minutes or less, as per company guidelines;

Ensured all documentation for company vehicles is up to date, including maintenance, insurance, and registration;

Executed general office duties, including ordering supplies, maintaining records, receiving and distributing mail, greeting clients as they entered the office, and answering phones

03/2015 - 06/2018

Financial Clearance Associate, M.D. Anderson Cancer Center, Houston, TX

Obtained and verified insurance benefits for all new and returning patients for the Thoracic/Orthopedic Clinic;

Worked collaboratively with other departments and physicians to coordinate care;

Documented communications with payors, patients, and the treatment team completely and accurately;

Provided financial counseling options to all patients including cost estimates, payment plans, discounts, and supplemental financial assistance applications;

Secured all authorizations accordingly; initiated appeals process for denials when necessary;

Collected new and/or outstanding balances

09/1999 - 03/2015

Patient Access Specialist, M.D. Anderson Cancer Center, Houston, TX

Managed monthly new patient/consult schedules for 28 physicians to ensure daily schedules are blocked accordingly and make up dates are accounted for;

Utilized the medical acceptance criteria to screen and schedule new patient appointments in a way that ensured optimal efficiency for clinic operations;

Collected complete financial information during the initial intake process to ensure appropriate financial screening of new patients;

Confirmed patient data during registration to ensure compliance with required forms and consents;

Maintained sensitive documents in compliance with legal procedures and with the highest regard for confidentiality;

Ordered office supplies for a staff of 16

09/1997 - 09/1999

Patient Service Coordinator, M.D. Anderson Cancer Center, Houston, TX

Scheduled diagnostic tests, treatments, and appointments according to physicians' orders;

Maintained daily and monthly clinic templates for six physicians

Opened clinic daily and prepared all charts with appropriate paperwork prior to appointments;

Coordinated communications, tracked, and followed up on requests; Identified those of importance which required immediate attention;

Communicated with patients and confirmed appointments in a timely manner via phone or in writing;

Acted as a supervisor to close out daily monetary collections of co-pays, deductibles, and deposits

06/1996 - 09/1997

Receptionist, M.D. Anderson Cancer Center, Houston, TX

Confirmed appointments via phone;

Responded to patient inquiries in a polite and timely manner;

Organized files for billing, patient records, etc.;

Updated patient information as needed;

Collected and processed patient co-pays;

Retrieved medical charts and/or radiographic images from other clinics as necessary to ensure the clinic operated as smoothly as possible;

Answered phone calls and directed calls appropriately; took accurate and complete messages

Education and Training

11/2024

Certificate, Medical Coding

American Academy of Professional Coders, Houston, TX

Some College (No Degree), Business Administration

University of Houston, Houston, TX

Activities and Honors

Houston Livestock Show & Rodeo Volunteer- Transportation Committee

Ladies Auxiliary of the Fraternal Order of the Eagles # 3789 - Santa Fe, Texas

Dawn S. Burdick

713-***-**** • *************@*****.*** • WWW: Bold Profile

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