February 2007 to January 2012
Responsibilities include an inventory of Medical A/R of over $80 million and a staff of 20. Initial goals were to upgrade call center staff, increase monthly collections and improve customer service. In the first 7 months monthly collections increased over 100% and are now averaging $12-$14 million a year. Implemented staff training sessions, monthly collection goals, automated dialer and monthly incentives. Introduced a "flat rate" Quote System (Web Based) and a Bank Loan Programs for patients.
Senior Business Consultant
February 2005 to February 2007
My practice is focused on small to medium sized companies needing seasoned business acumen but not able to afford it full time. I provide business planning services: this includes, but not limited to, long range planning, annual operating plans. In addition, I offer services in these areas: operational improvements, human resource reengineering, cost reduction and control, sales and marketing. In some cases I will assume functional responsibility (for a short time) in areas such as accounting, human resources, sales and operational management up to chief operating officer.
July 2002 to September 2004
Managed a call center group of 35 with an outstanding inventory of patient responsibility receivables (related to medical services) of $55 Million. Operating environment consists of two call center utilizing ACD system for incoming calls, predictive dialer for call campaigns and Unattended messages to generate incoming call activity. Restructured and invigorated the function by implementation of a bonus incentive plan, holding weekly training sessions, and developing department and individual monthly productivity goals. As a result, productivity has increased by 40% and gross collections by 25% averaging over $15 million per year.
August 2000 to March 2001
Lead business evaluation team, which determined viability of business model for serving financial institutions nationwide. Performed market study, developed financials for three scenarios: reviving and building the business, maintaining the business at its current levels and the third was closing/selling the business.
Project Manager for functional testing team for Unified Communication and Messaging Internet Application. Developed test strategies, functional test scripts and "use case" scripts for both Graphic (GUI) and Telephone (TUI) user interfaces.
Project Manager for selecting vendor(s) to perform Load/Stress Testing of the Unified Communications and Messaging Application. Prepared RFI and successfully concluded negotiations for performance test services. Contract totaled $250,000. Testing was to be performed on sites in California and Georgia.
Training & Development Mgr./Registered Rep
April 1998 to December 2000
My primary role was Training and Development Manager. I conduct training classes and instructed associates in the areas of the sales cycle, life and disability products, mutual funds, annuities and basic securities products. Heavy emphasis was placed on "needs based" selling, understanding "suitability" and maintaining a strong compliance ethic.
I also had responsibilities as Securities/Compliance and Seminar Coordinator. In these positions, I reviewed the "daily blotter"; production reports audited associate's client files and held compliance meetings. I assisted and advised associates regarding the marketing, presentation and follow up required in the seminar process.
Registered Representative/Special Agent
October 1996 to December 1997
As a producer, my experience was focused on pre and post retirement planning, cash accumulation and survivor strategies for individuals and small businesses. As part of the services provided, I evaluated a client's current return on assets, asset allocation against their intended goal. My recommendations were supported by a comprehensive financial plan.
September 1990 to June 1996
Budget Legal Centers-Paralegal Services Company, which provided assistance to clients in preparation of, documents for family law and bankruptcy proceedings.
Physician Insurance Services-Provided medical billing, patient billings, marketing and administrative services to medical professionals.
Senior Vice President
May 1978 to January 1990
Held management positions in the areas of Product Development, Internal Consulting and Lending during my tenure with the bank. Established the Product Development group which included all depository products and electronic banking. Established the Internal Consulting group which achieved over $12 millions over 3.5 years.
Certificate for Community College Teaching in Teaching
None in Business Administration
Project Management, Operational Specialist, Business Analyst, Staff Development
Skill Name Skill Level Last Used/Experience
Access Intermediate 1 year ago / 5 years
Excel Intermediate Currently used / 12 years
MS Project Intermediate Currently used / 5 years
Outlook/Express Intermediate Currently used / 9 years
PowerPoint Intermediate Currently used / 8 years
Visio Intermediate Currently used / 2 years
Windows Intermediate Currently used / 14 years
Word Intermediate Currently used / 14 years
Visio Intermediate Currently used/3 years