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Funding specialist/Reconciliation

Location:
Little Elm, TX
Posted:
November 12, 2025

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Resume:

Passion Logan

Dallas, TX *****

**************@*****.***

+1-469-***-****

Authorized to work in the US for any employer

Work Experience

Funding Specialist

CreditAssociates-Plano, TX

September 2024 to Present

Funding Specialist

CreditAssociates – Plano, TX [Month Year]–Present

• Process and authorize high-volume funding transactions with accuracy and efficiency.

• Upload and manage settlement documents in client systems.

• Handle payment reversals, voids, and corrected settlement entries.

• Verify and set up payments according to settlement terms and policies.

• Research and resolve payment discrepancies or uncollected funds.

• Create and maintain Excel spreadsheets to track payments and workflow metrics.

• Communicate effectively with creditors, agencies, and internal teams.

• Consistently meet daily production and quality goals in a fast-paced environment. Key Skills:

Funding Authorization • Settlement Processing • Payment Reversals • Excel & Data Management • Accuracy • Problem Solving • Financial Transactions Patient Care Coordinator - Reconciliation

AmerisourceBergen/ Lash Group Clinical-Frisco, TX

January 2019 to July 2020

Patient Care Coordinator

• Verifies patient's health insurance.

• Maintains current notes and documentation related to patient's drug therapy and pharmacy care plan; reflag issues that need to be addressed.

• Worked in a team structured environment to provide support to other members of the healthcare team.

• Established and maintains strong customer relationships with physician practices to streamline communication to the patient, payer, pharmacist, nurse, lab and other

• Coordinated with delivery companies to resolve issues with patients package June/2019 - July/2020

Reconciliation Team

• Assess patients profile to ensure all information is correct and updated

• Resolved any issues with profiles that were flagged

• Coordinated with my manager to help distribute the workload throughout my team

• Verified that all of the required information was present on all prescriptions

• Communicated with insurance program via email/phone/Skype to have any invalid information corrected

• Utilized excel spreadsheet to keep track of flagged accounts and updates

• Processed orders as needed once the problems were resolved Pharmacy Patient Care Coordinator

Walmart Pharmacy/Walmart Care Clinic Call Center-Dallas, TX January 2016 to March 2018

• Verifies patient's health insurance.

• Maintains current notes and documentation related to patient's drug therapy and pharmacy care plan; reflagged issues that need to be addressed.

• Worked in a team structured environment to provide support to other members of the healthcare team.

• Troubleshoots and resolve patient and payer issues in a timely fashion.

• Established and maintains strong customer relationships with physician practices to streamline communication to the patient, payer, pharmacist, nurse, lab and other healthcare related parties.

• Performs related duties as assigned.

• Schedule appointments for our clinic

• Provide information about our clinical services

Administrative Assistant

Homeblis-Plano, TX

March 2015 to January 2016

Maintained supplies/inventory by checking stock to determine inventory level; anticipating needed supplies.

• Maintained a neat and orderly supply room.

• Provides schedule for employees/and booking appointments for clients.

• Responsible for training new employees.

• Assisted help with residential cleanings as needed.

• Responsible for answering the telephone, responding to inquiries and assisting current clients with questions/concerns.

• Performed other duties as assigned.

Cashier/Sales Associate (seasonal)

Toys "R" Us at Ontario Mills-Ontario, CA

November 2011 to January 2012

Restocked shelves with inventory items • Served as a Customer service representative • Cleaned and maintained facility as needed.

• Assisted Customers with purchases during checkout.

• Performed other duties as assigned.

Volunteer

Victoria Gardens Cultural Center

Usher

Rancho Cucamunga, Ca

August 2011 to January 2012

• Greeted patrons with a pleasant and energetic attitude.

• Ushered patrons to their seat.

• Cleaned and maintained theater.

• Accepted tickets from patrons upon entering the theater. Education

High school diploma

Options for Youth Charter School Fontana

Skills

• Medical Records

• Medical terminology

• Phone etiquette

• Office experience

• iOS

• Analysis skills

• Communication skills

• Typing

• Time management

• Patient Care

• Call Center

• Computer skills

• Organizational skills

• Filing

• Microsoft Office

• Data entry

• SharePoint

• Documentation Review

• Writing skills

• English

Certifications and Licenses

Driver's License



Contact this candidate