Brief Introduction

Detail-oriented and results-driven professional with over 8 years of combined experience as a Transaction Processing Associate and Documentation Specialist. Skilled in executing transaction processes, maintaining meticulous documentation, and improving procedural workflows. Known for strong analytical skills, attention to detail, and the ability to adapt to evolving regulatory requirements. Dedicated and motivated processing specialist with proven ability to drive process efficiency and data integrity. Recognized for a strongworkethic, attention to detail, and ability to contribute to process improvements that enhance operational performance. Motivated to learn more, grow and excel in industry

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Skillset

• 9 years of relevant experience
• Salesforce.com
• DocuSign
• Transaction Processing
• Eye for Detail
• Hard-Working
• Improving Productivity
• Organisational Skills
• Time Management
• Databases
• Microsoft Office

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Work Experience

• Documentation Specialist

  Jun 2021 - Jul 2024

  
  
  • US Insurance Account Handle/process cancellation request in Salesforce. Coordinate with Account Manager and insured for necessary information/documents
  •  Respond to customer inquiries regarding cancellation and refund process. Calling customer confirming email address. Follow up with the carrier with regard to the cancellation endorsement. Sending cancellation form to the insured and carrier via DocuSign. Creating and uploading renewal quote in Salesforce. Any other task/duty as directed by client/management
  • Reason for Leaving: career growth
  
  

• Transaction Processing New Associate

  Oct 2014 - Mar 2020

  
  
  • US Healthcare Account. Reviewing claims and appeals if its clinical or non-clinical denials (from different insured institutions and Individuals). Analyzing different kinds of authorizations if valid or not. Providing acknowledgement letters, determination letters, timely filing and exhaust letters to be sent to patients if necessary. Sending medical documents for the final review of the providers/doctors. Auditing productivity to avoid HIPAA violations
  •  Identified data discrepancies and applied adjustments in Dashboard and other system/s. Reason for Leaving: became a full-time mom
  
  

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Education

• Degree: Bachelor of Science

  Major: Duration: Jun 2009 - Apr 2013