Experience

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  Wells fargo

  Feb 2007 - Aug 2010

  •Responsible for credit and risk management for $10 Million commercial loan portfolio. •Produced renewal and annual review credit approval documents for all loans > $1 Million including analysis of balance sheet, income statement and statement of cash flows. •Assessed sources of repayment such as cash flow from operations, liquidity, liquidation of collateral and strength of guarantors. •Evaluated company trends, ratio analysis and pro-forma financials. •Reviewed Credit Reports, Dun & Bradstreet Reports and Credit Investigations. •Emphasis on compliance and risk management. Show less

  • Client Manager

    Jan 2009 - Aug 2010

  • Business Associate

    Feb 2007 - Jan 2009
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  Healthhelp

  Aug 2012 - Jan 2022

  Client manager regional and government plans

  • Implemented and supported HealthHelp’s utilization benefit management programs for Medicare, Medicaid and Commercial Health Plan clients.• Managed implementation process and project timeline for HealthHelp’s Diagnostic High Tech Imaging, Cardiology, Radiation Therapy and Medical Oncology programs and add-on products for new and existing accounts. • Worked in collaboration with Corporate Development during sales and contracting cycle to define scope of projects and ensure optimum implementation timeline and support. • Main point of contact between HealthHelp and client.• Reviewed account data and prepared quarterly and semiannual performance reports for clients, including consult and claim based analysis. Show less

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  Shearwater health

  Dec 2021 - now

  Director/account manager- payer