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Lindsay Steele

# Income Maintenance Trainer

Actively looking · Member since 5 Sep 2023 [Message](https://jobicy.com/dashboard-page.md)

ShareLocationUnited StatesDesired salaryfrom 28 USD/hourlyWork preferenceFull TimeExperience levelNot set
* [Overview](#overview)
* [Portfolio 0](#portfolio)
* [Services 0](#services)

## About

Professional summarySuperior problem-solving and time-management abilities; adept at identifying the root cause of issues and implementing creative, targeted solutions. Team spirited with effective communication.

## Skills

20 capabilities[Account Management](https://jobicy.com/talent/account-management.md)[Accounting](https://jobicy.com/talent/accounting.md)[Active Listening](https://jobicy.com/talent/active-listening.md)[Analytical Skills](https://jobicy.com/talent/analytical-skills.md)[Billing](https://jobicy.com/talent/billing.md)[Coaching](https://jobicy.com/talent/coaching.md)[Compliance](https://jobicy.com/talent/compliance.md)[Content Creation](https://jobicy.com/talent/content-creation.md)[Critical Thinking](https://jobicy.com/talent/critical-thinking.md)[Customer Service](https://jobicy.com/talent/customer-service.md)[Data Entry](https://jobicy.com/talent/data-entry.md)[Employee Engagement](https://jobicy.com/talent/employee-engagement.md)[Flexibility](https://jobicy.com/talent/flexibility.md)[HR](https://jobicy.com/talent/hr.md)[Knowledge Management](https://jobicy.com/talent/knowledge-management.md)[Moodle](https://jobicy.com/talent/moodle.md)[Office Management](https://jobicy.com/talent/office-management.md)[People Management](https://jobicy.com/talent/people-management.md)[Planning](https://jobicy.com/talent/planning.md)[Training](https://jobicy.com/talent/training.md)

## Experience

Career history

### IM5 · Iowa Health and Human Services

2020/Current~Apply essential elements of management and administration remotely.
~The ability to recognize and define a problem, gather facts using problem-solving tools, develop possible solutions, analyze each potential solution, compare the outcome of each solution and select the best solution to solve the problem.
~Effectively communicate both orally and in writing by expressing ideas and facts to individuals or groups; makes clear and convincing presentations (free of grammatical and factual errors) ; and maintain partnerships at a variety of levels.
~Actively listen to facilitate the exchange of information in order to provide positive and professional customer service both within the agency and in the community.
~Interact in a team environment to manage group processes and facilitate trainings.
~Create training programs to address skill gaps.
~Operate office equipment and maintain files including those in the following formats Word, Excel, PDF and the Internet; Type and perform data input and retrieval on a computer. Maintains and troubleshoots computer equipment with the assistance of IT.
~Perform mathematical calculations and gathers data accurately in the process of completing assigned duties.
~Troubleshoot problematic situations to find innovative solutions to present to administration and the supervisor. Confront crisis situations and high stress situations in a calm and orderly manner maintaining confidential information as required by the agency and assuring safety is a top priority for all in the office.
~Prepare learning materials for programs. Develop onboarding programs for new employees.

### Office Manager · The Path Center for Healing

2018/2018~Answering the phone, patient scheduling and coordination, insurance calls to check patient benefits, and insurance billing.
~Managing accounts receivables including timely and accurate insurance claim processing and patient billing.
~Compare prior billing rates and adjust per the market schedule.
~Collect payments, enter charges, payments and balance transactions.
~Liaison between the doctor and patients and other doctor’s offices - send and receive medical records.
~Monthly bank reconciliation and payment posting.
~Inventory management and ordering of supplies.
~Payroll, AP and AR with advanced knowledge of QuickBooks.
~Office tidying, cleaning and maintenance.

### Billing & Insurance Specialist · Great River Physicians and Clinics

2016/2018~Accurately files insurance claims for the purpose of settling claims with insurance carrier.
~Handles all electronic billing functions.
~Verifies accuracy of billing data and revises any errors.
~Operates typing, adding, calculating, and billing software.
~Prepares itemized statements, bills, or invoices; and records amounts due for services rendered.
~Performs data entry work, including posting charges and keeping other records concerning patient charges.
~Keeps records of supporting documents. Resolves discrepancies in accounting records.
~Types billing documents, processes credits using computers.
~Contacts patients in order to obtain or relay account information.
~Computes rates for services in order to complete billing documents.
~Electronic claim filing. Maintains electronic filing system.
~Process new insurance policies, modifications to existing policies, and claims forms.
~Obtain information from policyholders to verify the accuracy and completeness of information on claims forms, applications and related documents, and company records.
~Update existing policies and company records to reflect changes requested by policyholders and insurance company representatives.
~The ability to work fluently and accurately in NextGen, Citrix, Ryan, Revenue Cycle, and Cerner (live).

### Deposit Compliance and Member Services Rep · BANK

2014/2016~Develop, initiate, maintain, and revise policies and procedures for the general operation of deposit compliance.
~Collaborate with other departments to investigate and resolve compliance issues.
~Respond to alleged violations of rules, regulations, policies, and procedures.
~Ensure proper reporting as required by the FDIC.
~Provide excellent account services and customer service to members.
~Reconcile case drawers, vaults, and ATMs.
~Complete special requests by closing accounts, check orders, and ascertaining all customer needs.

### Smart Office Professional · NFCU

2013/2014~Accomplish Credit Union mission by providing excellent customer service by providing and maintaining confidential information.
~Evaluate loan applications and documentation by confirming credit worthiness as well as approve and reject loans.
~Offer credit insight and breakdown to potential loan applicants. ~Documented daily and monthly reports and analyzed the data to make logical loan decisions.
~Complete loan contracts by explaining provisions to applicant; obtaining signatures and notarization; collecting fees.
~Update job knowledge by participating in professional organizations.

## Education

Learning history

### Iowa Wesleyan College

2004/2006BA Accounting

### SNHU

2020/CurrentBA Psychology

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