Strategic Fulfillment Analyst

Support registration and scheduling for at least 60 patients per day, ensuring 98–100% data accuracy rates by ensuring precise demographic and insurance capture in Epic Hyperspace. Utilize Epic Cheers to manage patient communication workflows, improving appointment adherence and reducing missed appointments. Maintain strict compliance with HIPAA and organizational privacy standards while documenting patient interactions and updating electronic health records.

Analyzed complex claim documentations and processed case instructions to ensure accurate equity sorting and reimbursement compliance based on reimbursement policies while maintaining 100% adherence to PHI and HIPAA standards and minimizing regulatory risk. Managed a self-directed caseload of complex, less-structured investigations, prioritizing risk-based claims and exercising analytical judgment with minimal oversight. Oversaw data handling for hundreds of sensitive transactions while adhering to PHI and HIPAA, ensuring meticulous data integrity and confidentiality.

Maintained full compliance with FINRA and SEC regulations, ensuring accurate documentation of client interactions and financial transactions. Conducted financial assessments and supported development of personalized investment strategies aligned with client risk profiles and goals. Supported client onboarding and account setup using Salesforce CRM, improving onboarding efficiency and documentation accuracy. Assisted senior advisors with portfolio reviews and preparation of planning materials, contributing to improved client service delivery.

Operating cash registers and self-check systems.
Scanning items and processing payments.
Handling returns, exchanges and refunds according to store policy.
Balancing cash drawers and reporting discrepancies.
Assisting with stocking nearby merchandise or front-end tasks when needed.
Promoting loyalty programs, redcard applications, or store promotions.