Kimberly Muniz
Cortez
Summary
Energetic professional with over 17 years of experience in industry. Punctual employee dedicated to following safety procedures and protocols to avoid mishaps. Considered valuable and hardworking employee by supervisors and peers.
Overview
28
28
years of professional experience
Work History
Team Lead
SMG-Primary Care
10.2007 - Current
- Supervise front desk and scheduling
- Manage employees schedule
- End of Month reports
- Time sheets for staff
- Help manage providers schedules
- Train front desk staff
- Registration audits
- Huddle buddy for a provider
- Delegated daily tasks to team members to optimize group productivity.
- Monitored team progress and enforced deadlines.
- Fostered positive employee relationships through communication, training and development coaching.
- Counted inventory, resolved discrepancies and completed paperwork to keep system accurate and current.
- Collaborated with management team to implement new work procedures or policies.
- Rotated through series of different stations based on team needs.
- Utilized coaching and leadership principles to enhance internal and external team dynamics.
- Assigned projects and distributed tasks to team members as per area of expertise.
- Conferred with other supervisors to coordinate operations and activities within or between departments.
Billing Representative
Womens Healthcare of Western CO
07.2004 - 07.2007
- Processed and sent invoices, adjustments and credit memos to customers.
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
- Input data into digital system for recordkeeping.
- Submitted claims to insurance companies and researched and resolved denials and explanations of benefit rejections.
- Worked with outside parties to obtain payments and solve problems.
- Contacted vendors to follow up on late invoices.
- Verified patient insurance coverage, created financial plan according to treatment schedules for collections and communicated between patient and billing company regarding health insurance.
- Contacted insurance providers to verify insurance information and obtain billing authorization.
- Reviewed invoicing reports to drive accurate completion and proper authorization.
- Resolved reimbursement discrepancies by analyzing information and notifying manager.
- Reviewed and sent accounts with overdue balances to third-party collections for settlement.
- Prepared manual billing data using related billing and service reports.
- Worked with team members and leadership to identify and develop process improvements.
- Posted surgical charges for providers across facilities.
Teller & Loan Officer
Credit Union of Colorado
01.2001 - 01.2007
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Trained employees on cash drawer operation.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Directed specific questions to appropriate branch personnel.
- Opened new checking, savings and lines of credit for customer accounts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Built and maintained client relationships through quality, personalized interactions.
- Delivered exceptional service to customers in person or over telephone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Kept teller window areas clean, organized and fully stocked.
- Reconciled cash and checks against computer records at end of shift.
- Explained bank services, financial products and applicable fees to customers.
- Opened new accounts and served existing customers based on individual financial needs.
- Performed currency transaction reports for foreign currency.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Researched account information regarding loans and deposits.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Gathered, reviewed and sent loan documents to customers by working closely with loan staff.
Teller
US Bank
01.1999 - 01.2001
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to appropriate branch personnel.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Delivered exceptional service to customers in person or over telephone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Assisted customers by phone and in person by answering banking questions and recommending solutions.
- Kept teller window areas clean, organized and fully stocked.
- Reconciled cash and checks against computer records at end of shift.
- Explained bank services, financial products and applicable fees to customers.
- Promoted and sold banking products and financial services.
- Performed currency transaction reports for foreign currency.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
Teller
Wells Fargo
01.1997 - 01.1999
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Directed specific questions to appropriate branch personnel.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Delivered exceptional service to customers in person or over telephone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Kept teller window areas clean, organized and fully stocked.
- Reconciled cash and checks against computer records at end of shift.
- Entered transactions into computer and issued customer receipts.
- Greeted and assisted customers with professional, knowledgeable support for diverse banking needs.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Education
Some College (No Degree) - Tourism And Travel Management
Mesa State College
High School Diploma -
Olathe High School
Olathe, CO05.1997
Skills
- Production monitoring
- Training
- Workplace safety
- Issue resolution
- Team Supervision
- Experience in leadership
- Team management
Timeline
Team Lead
SMG-Primary Care
10.2007 - Current
Billing Representative
Womens Healthcare of Western CO
07.2004 - 07.2007
Teller & Loan Officer
Credit Union of Colorado
01.2001 - 01.2007
Teller
US Bank
01.1999 - 01.2001
Teller
Wells Fargo
01.1997 - 01.1999
High School Diploma -
Olathe High School
Some College (No Degree) - Tourism And Travel Management
Mesa State College
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