Years of experience: 22
Customer ServiceFinanceAdministrative AssistantAssistantData EntryOffice Assistant
Trust Score
Exceptionally trusted; proven professional excellence.
Lisa's Career Path
Aug. 2024 -Present
Southeastern Equipment CompanySales Support Associate (SSA)
• Create and manage detailed sales quotes and warranty options aligned with company pricing and customer needs
• Coordinate logistics for equipment transfer between branch and client sites
• Prepare and process complete sales documentation for invoices and records
• Maintain organized records of purchase orders, bids, and service orders to ensure timely follow-ups
• Collaborate with branch te...
Jun. 2021 -Jul. 2024
Advocate RCMERA Maximation Specialist
• Completed enrollment requests to change paper EOBs to electronic files.
• Monitored payer delays to resolution.
• Manually pulled files that were initially rejected & researched for resolutions.
• Maintained various reporting of tickets & posted payments.
• Assisted Business Support with payment exceptions, formatting, or loading issues.
Nov. 2020 -Mar. 2021
• Incoming & outgoing phone support.
• Generated service tickets & scheduled technicians for quick response.