financial advisor patient access resume example with 3+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

An accomplished business professional with operations, finance, accounting, and compliance experience. A customer-centric innovator who focuses on streamlining workflows and processes to improve timeliness, ensure quality, and control costs. A versatile team member offering over 36 years of experience handling tasks smoothly and efficiently. Adapts well to changing processes, programs, and team requirements. Eager to contribute to a growing company or industry.

  • Accounts Receivable and Payable
  • Bookkeeping
  • Compliance and Auditing Requirements
  • Customer-oriented Focus Approach
  • Dependable and Reliable
  • Leadership and Team Building
  • Office Administration
  • Operational Management
  • Organization and Goal Setting
  • Payroll Processing
  • Policies and Procedures Writing and Interpreting
  • Problem Resolution
  • Strategic, Analytical, and Critical Thinking
  • Verbal and Written Communication
  • Work Independently or in a Team


  • BizFlow
  • Crystal Reports
  • E-Commence
  • EPIC
  • Microsoft Office Suite
  • Microsoft Windows
  • Munis ERP
  • P.O.S Systems
  • Peachtree
  • Query Builder
  • Quickbooks
Work History
Financial Advisor – Patient Access, 02/2021 - Current
Bonita Unified School District San Dimas, CA,

Responsible for greeting and registering arriving patients, completing patient registration forms, and verifying insurance. I am responsible for answering incoming calls, evaluating priority, and directing calls according to urgency and subject matter. I mail information to new patients before their visit by department policies and enter or update the patient’s demographics. I collect co-payments and office charges as needed and explain office billing policies to patients. Before their visit, I schedule new appointments and inform patients of essential preparation requirements (referrals, x-rays, medical reports, etc.). Also, I ensure that office appointment schedules are coordinated with physician activities through the medical assistant. I review the daily Epic report of appointment confirmations to ensure accurate scheduling and appropriate patient communications. In addition, I am responsible for scheduling follow-up appointments and associated testing, documenting the work, and completing necessary requisition forms and pre-cert exams. I am responsible for resolving patient and physician issues by consulting with team leaders or managers, as necessary, to determine resolutions. I reconcile all bills, co-pays, and walk-in payments at the end of each session and resolve any related payment and insurance problems. I provide backup support to other front desk staff, perform related duties in support of an efficient operation, and provide outstanding and professional customer service to ensure efficiency and promote a positive patient experience.

Contact Tracer, 04/2020 - Current
City Of Bridgeport Health & Social Services City, STATE,

As a Contact Tracer, I am a non-licensed public health professional supporting the Connecticut State Health Department's fight against COVID-19. I am responsible for reaching out to people (contacts) exposed to COVID-19 and providing health education and guidance to interrupt ongoing disease transmission. Using standard protocols, I am responsible for obtaining any symptom history and other relevant health information, giving self-quarantine instructions, and making appropriate referrals to testing, clinical, and other essential support services. As multiple investigations are conducted simultaneously, as a Contact Tracer, my position requires prioritization, prompt action, and attention to detail in documentation and data management. I am responsible for following all designated scripts and complying with policies and procedures provided by the Connecticut State Health Department regarding confidentiality and data security for handling sensitive clients and protected health information.

Amazon Grocery Shopper, 08/2019 - 02/2021
Amazon City, STATE,

I was responsible for shopping the store for customers using a mobile phone, preparing grocery orders for delivery, and checking for order quality. I used technology like computers and smartphones, managed apps, and scanned bar codes to process orders and communication with customers. Promoted customer loyalty by efficiently handling food and service complaints. Consistently met deadlines and quality goals for accuracy and timeliness. Tracked substitutions, informed customers of changes, and maintained high satisfaction ratings by completing orders quickly and making good customer selections. Also, I provided product advice to customers to help them select the most suitable items for individual needs. Fielded customer complaints, facilitated negotiations, resolved issues, reached mutual conclusions and collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends. I worked with the sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas, and performed effectively in a self-directed work environment, managing day-to-day operations and decisions.

Master of Science: Higher Education Administration, Expected in 06/2025
North Park University - Chicago, IL
Status -
Bachelor of Science: Business Administration, Expected in 05/1996
Metropolitan College of New York - New York, NY
Status -
High School Diploma: , Expected in 06/1981
John F Kennedy High School - Bronx, NY,
Status -
Memberships & Certifications

National Notary Association | Better Business Bureau | National Association of Tax Professionals | American Society of Notaries | National Society of Tax Professionals | American Association of Notaries | National Tax Association l IRS VITA

  • [Area of expertise] License - [Timeframe]

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Resume Overview

School Attended

  • North Park University
  • Metropolitan College of New York
  • John F Kennedy High School

Job Titles Held:

  • Financial Advisor – Patient Access
  • Contact Tracer
  • Amazon Grocery Shopper


  • Master of Science
  • Bachelor of Science
  • High School Diploma

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