This is my profileContact via CazVidMiguel
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Competencies
Demonstrated experience with Intermediate/advanced Excel proficiency.
Demonstrated experience with Google Workspace (Drive, Docs, Sheets, Gmail).
Demonstrated experience with Basic CRM use and document management.
Demonstrated experience with Portfolio management for overdue accounts and follow-up on delinquent payments.
Demonstrated experience with Ability to work under pressure and manage high caseloads.
Education
Languages
Experience
Collections Representative
Responsible for account collections and payment follow-up., Assist patients with financial solutions and billing inquiries., Ensure compliance with internal policies and financial regulations.
Administrative Assistant
Managed sales operations and provided customer service., Processed billing and medical coding to ensure accurate claims., Coordinated with suppliers and handled authorizations and benefits management.
Financial Advisor
Provided personalized guidance to clients on financial products and services, ensuring a satisfactory experience and fostering loyalty., Managed onboarding processes, updates, and maintenance of financial information in compliance with internal regulations.