Financial Services Patient
Resume:
CARLA M. BROWN
Charlotte, NC, SC Cell: 704-***-**** Email: *********.*********@*****.***
Professional Summary
Multifaceted healthcare and retirement services professional with expertise in patient financial services, billing management, and defined benefit plan administration. Skilled in payment processing, claims resolution, and regulatory compliance with deep knowledge of HIPAA, OSHA, and retirement benefit laws. Highly analytical and detail-oriented, with proven ability to streamline operations, optimize workflows, and build strong cross-functional relationships across healthcare, financial, and technology sectors.
Core Competencies
●Healthcare & Insurance: Payment Processing EOB Review CPT/ICD-9 Billing & A/R Prior Authorizations Collections Patient Financial Counseling
●Retirement & Finance: Defined Benefit Plans Plan Administration Investment & Trust Services Asset Management Compliance
●Technology & Tools: MS Office Suite Google Workspace EPIC SiSCsco OneSource Salesforce Kronos STAR Cerner IDX Beta
Professional Experience
Atrium Health – Charlotte, NC
Patient Financial Services Oct 2023 – May 2025
●Managed credentialing for providers and locations; oversaw billing, collections, and payment posting.
●Processed claims submissions, prior authorizations, and collections while maintaining high accuracy.
●Collaborated with providers to resolve billing and coding discrepancies.
●Negotiated patient payment plans and followed up on outstanding accounts.
●Screened patients for insurance eligibility and financial assistance programs.
●Ensured compliance with HIPAA, OSHA, and other healthcare regulations.
●Follow up on unpaid or denied insurance claims with no payer response.
●Handled patient inquiries related to their insurance and account status.
●Resubmitted claims as requested to facilitate timely payment.
Principal Financial Group / Wells Fargo Bank N.A – Charlotte, NC
Retirement Specialist 4 / Operations Specialist Nov 2018 – Sept 2023
●Processed deposits, distributions, payments, and transfers for retirement accounts.
●Managed client relationships, ensuring compliance with trust and investment guidelines.
●Conducted analyses of retirement benefit metrics and presented reports to leadership.
●Coordinated participant statement outsourcing and recordkeeping services.
●Utilized trust and investment systems to monitor accounts and prepare client reports.
OrthoCarolina – Charlotte, NC
Billing Account Customer Service Rep II Aug 2016 – June 2018
●Processed medical claims, corrected ICD-9 submissions, and investigated denials.
●Negotiated account balances and resolved billing discrepancies.
●Managed refunds, lockbox payments, and adjustments for denials/credits.
●Transitioned unresolved accounts to collections after 30 days of soft collections.
PMAB – Charlotte, NC
Insurance Follow-Up Mar 2015 – Aug 2016
●Entered physician charges, submitted claims, and managed AR for multiple payors.
●Collaborated with providers and case managers to assign diagnoses and procedures.
●Handled follow-up with insurance providers to resolve claim issues.
●Maintained strict confidentiality of patient and provider data.
Outsource Group – Charlotte, NC
Patient Account Rep Mar 2012 – Oct 2014
●Resolved complex billing and insurance account issues as escalation support.
●Investigated collections with hospitals, clinics, and providers across the eastern region.
●Used STAR, Cerner, and IDX systems for account reconciliation.
K-Force – Charlotte, NC
Operations Specialist Oct 2011 – Feb 2012
●Maintained non-advisory and advisory brokerage accounts.
●Processed mutual fund transactions and performed account reconciliations.
●Assisted with trade booking and error resolution for domestic securities.
Tech USA – Charlotte, NC
Helpdesk Tier 2 Sept 2010 – May 2011
●Provided technical support for hardware, software, and network issues.
●Guided customers through troubleshooting steps and ensured resolution.
●Minimized escalations by diagnosing and resolving complex technical problems.
Education
Myers Park High – Charlotte, NC
High School Diploma
Contact this candidate