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Financial Advisor Resume Example

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FINANCIAL ADVISOR
Career Overview
Is to obtain a position with a reputable company where I can utilize my skills and educational background to grow within the company
Core Strengths
Microsoft Office Suite, Customer Relations, Data Entry, PBX Reservation, Office Administration, Medical Terminology, ICD-9, CPC, HCPCS, Third Party Payers, Finance and Collections
Accomplishments

Customer Assistance 

  • Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.
  • Customer Service
  • Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
  • Computed Data Reports
  • Provided required weekly, monthly and quarterly reports listing sales figures and client track records.

Work Experience
08/2011 to Current
Financial AdvisorBok Financial Corp. - Kansas City , MO
  • My job as an Event Planners details the following responsibilites are to organizing, coordinating and helping couples deliver successful events.
  • I generally meet with each client to go over details and also dicuss the budget as well as contract signing for the event.
  • My is focus to make sure each client feel comfortable that their day is unforgettable and full of memories.
  • I am responsible for all contracts, meeting, and A/R financial billing payment's is also included in my job, but not limited too.
  • I oversee six employees to ensure that each event is a success.
  • I am hands on with all the events Wedding, Birthdays, and Baby showers.
12/2014 to 05/2015
Customer Service RepresentativeQualfon - Hr , IN
  • Answering inbound calls in a call center environment via telephone scheduling patient appointments to speak with license physicians.
  • I assisted with Aetna, United Healthcare, Medicaid, BlueCross members to schedule consults via telephone.
  • A well as communicated with the nurses to address any issues with insurance approval to the pharmacy.
  • I would contact the pharmacy tech to E.O.B for the prescription that the physicians had prescribed.
  • I would notify to the pharmacy if the prescription was submitted electronically or manually.
12/2011 to 06/2013
Mail handlerChenega Corporation - Troy , MI
  • Manual distribution scheme.
  • On a rotation basis, performs all of the following duties: stops equipment when distribution run or operation is completed.
  • Prepares work area, ensuring all necessary support equipment and materials, including labels, trays, and other containers are in place.
  • Dispatch based on knowledge of operating plans and dispatch schedules, or at the instruction of supervisors or expediters; may riffle or verify mail to ensure sortation accuracy as needed.
  • In addition, may perform any of the following duties: provide service at public window for non-financial transactions; maintain records of mails; examine balances in advance deposit accounts; and record and bill mail requiring special service.
  • Follows established safe work methods, procedures and safety precautions while performing all duties assigned.
10/2011 to 11/2011
Medical Billing and Coding SpecialistNisqually Indian Tribe - Olympia , WA
  • Verification of insurance for Medicare and Medicaid.
  • Order of scripts for physicians.
  • Patient follow up to determine their needs were met.
04/2007 to 06/2008
Fraud Claims SpecialistAmerisourcebergen Corporation - Corporate - Carrollton , TX
  • To provide support to customers via telephone, ensuring all claims and services objectives were met.
  • Customer service in the fraud division; duties included answering customer queries, problem solving and providing detailed information to the investigator.
  • Work with customers in development of replacing lost or stolen Visa debit cards pulling up images of fraudulent checks etc.
  • to submit the discovery to the fraud investigators.
  • Performed research via E-mail to process claims in a timely manner.
  • Prepared weekly E-mail reports to keep track of our claims that were being handled.
  • Assisting daily with supervisor calls and retention calls to generate repeat business through successful client follow-up.
06/2005 to 08/2006
Quality Control ClerkRadiant Logistics, Inc. - Woodridge , IL
  • Daily data entry of shipment purchase orders, to ensure the delivery trailers are loaded with the correct products for the correct store; prior to locking and seal the trailer.
  • Maintain the errors and the shorts while in a fast pace environment.
  • Dispatch the load once it is schedule for the ship time.
  • Answering the calls of the stores that we are responsible for and maintaining my work in a timely manner.
04/2003 to 02/2003
Customer Service RepresentativeBlue Line Distribution - City , STATE
  • Multiple task in a fast pace environment and completed order entry.
  • Answering both inbound and outbound customer related problems.
  • Daily and monthly entry of purchase orders.
  • Entering customer credits and invoicing much more my job duties was not limited upon exceeding customer satisfaction.
Educational Background
May 2012
Associate of Science: Medical Insurance Billing and CodingEverest University - City, StateMedical Insurance Billing and Coding
Skills

billing, budget, call center, contracts, client, Customer Relations, customer satisfaction, Customer service, Data Entry, debit, delivery, E-mail, fast, Finance, financial, focus, ICD-9, instruction, insurance, invoicing, materials, Medical Terminology, mail, Microsoft Office Suite, window, Office Administration, order entry, organizing, PBX, pharmacy tech, problem solving, maintain records, research, safety, scheduling, scheme, scripts, supervisor, telephone

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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

70Average
Resume Strength
  • Completeness
  • Formatting
  • Word choice
  • Length
  • Measurable results
  • Strong summary
  • Clear contact info
  • Typos

Resume Overview

School Attended

  • Everest University

Job Titles Held:

  • Financial Advisor
  • Customer Service Representative
  • Mail handler
  • Medical Billing and Coding Specialist
  • Fraud Claims Specialist
  • Quality Control Clerk

Degrees

  • Associate of Science : Medical Insurance Billing and Coding

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