Shannon Mateo

SHANNON MATEO Maspeth, NY; Remote | - |-Summary Detail-oriented accounts receivable professional with expertise in invoice processing, billing, collections, and proactive issue resolution. Dedicated to maintaining positive customer relations through exceptional communication and customer service, aiming to contribute efficiency and accuracy to the financial operations of the organization. Experience ACCOUNTS receivable CLERK | optum (formerly change healthcare) | remote JULY 2022-PRESENT Claims Management: Investigate and resolve pending, rejected, and denied claims for anesthesia providers by reviewing Explanation of Benefits (EOBs) and Electronic Remittance Advices (ERAs). Make outbound calls to insurance carriers, including Medicare Part B, Medicaid, Aetna, and Humana, among others, to address issues. Submit claims electronically and by paper. System Utilization: Leverage systems such as EPIC, Meditech, and Putty (MDIV) to perform critical functions like verifying insurance information, gathering medical records, updating patient demographics, and submitting medical claims or appeals within timely filing limits. Billing Issue Resolution: Identify and address current and potential billing issues with outstanding balances. Provide insights and solutions during team meetings, collaborating cross-functionally with internal teams and external stakeholders to improve efficiency and resolve disputes. Portal Navigation: Use payor portals such as Availity to confirm patient eligibility and insurance coverage details. Patient Communication: Manage inquiries from patients through Per Your Health regarding account balances and claim denials, ensuring clarity and resolution of their concerns. Reporting and Analysis: Complete ad hoc special reports for the Revenue Cycle Manager, including aging reports and write-offs. Provide detailed analysis and insights regarding issues to support financial decision-making processes. Integration and Transition: Contributed to the seamless integration of Change Healthcare with UnitedHealth Group/Optum, adapting to new processes and systems to maintain continuity in operations. Customer Service Associate-Contractor | the Execu Search Group | remote may 2021 – dec 2021 User Support: Supported AI Insight/iCapital Network platform users by handling high volumes of requests via phone and email, including password resets, site navigation, and account inquiries. Ensured quick and efficient resolution of issues to enhance user experience. Follow-Up Communication: Conducted outgoing calls to follow up with customers on unresolved issues, ensuring complete satisfaction and maintaining a positive customer relationship. Billing and Invoices: Collaborated with the internal accounting department to resolve invoice requests and billing discrepancies, ensuring timely and accurate resolution. CRM Management: Recorded all client interactions in Salesforce CRM, ensuring accurate and up-to-date records of activities and communications. Entered, updated, and verified account information in the system. ACCOUNTING AND ADMINISTRATIVE CONTRACTOR | VARIOUS EMPLOYERS | NYC JAN 2019 – MAY 2019 Accounts Payable Associate, Vice Media (Jan-Feb 2019): Processed vendor invoices and payments, managed AP inbox, ensured accurate coding of expenses, and assisted in month-end closing activities. Accounts Assistant, Goldcrest Productions (April 2019): Supported the accounting team with reconciliations, data entry, and preparation of financial reports. Receptionist and Administrative Assistant, Career Group (May 2019): Managed front desk operations, greeted visitors, answered phones, and assisted with various administrative tasks. finance administrative assistant | full picture | NYC dec 2017 – nov 2018 Invoice and Payment Processing: Generated and processed invoices, monthly billing, and posted payments via check, credit card, ACH, and wire. Utilized QuickBooks for data entry and report generation. Account Analysis: Analyzed accounts to resolve invoice and payment discrepancies with external vendors. Maintained effective communication with vendors to address issues promptly. Vendor Management: Established, maintained, and updated over 80 vendor files, including requesting W-9 forms for new vendors to ensure compliance and accuracy. Reconciliation: Reconciled bank and AMEX statements to ensure records in QuickBooks were correct for the month-end process. Expense Reporting: Reviewed and submitted expense reports for employees in NYC and LA offices, ensuring accuracy and timely processing for reimbursements. receptionist AND ACCOUNTING CLERK | function(X) inc | NYC mar 2016 – Sept 2017 Front Desk Management: Served as the first point of contact for visitors, answering inquiries and directing them appropriately. Managed the reception area and ensured a professional environment. Invoice Management: Entered invoices into NetSuite for ACH and check payments, ensuring accuracy and timely processing. Sent invoices and other documents through DocuSign for approval by executives and managers. Document Organization: Organized and maintained financial documents for reference and audit purposes, ensuring easy access and proper documentation for financial reviews. Education Bachelor of Arts in Media Studies - May 2014 Queens College, Flushing, NY Skills: Financial Operations: Invoicing, Billing, Medical Billing, Claim filing (HCFA/CMS 1500), Revenue cycle operations. Systems & Software: MDIV, Image Now (Perceptive Content), EPIC, Availity, Meditech, ERP (QuickBooks, NetSuite). Office & Productivity: Microsoft Office (Word, Excel, Outlook, Teams), Google Suite (Docs, Sheets, Gmail), Slack. Core Competencies: Customer service, Communication, Data entry, Attention to detail, Time management, Team collaboration, Organization.