Cassidee Rawson Email & Phone Number

AutoOps integrates into your pre-existing marketing strategy and websites for automotive companies. Offering intelligent scheduling to customers, converting better marketing dollars and gives insight into which ad campaigns lead to schedule appointments. I manage a team of 4 Customer Success agents within a start-up company. I take escalated calls to mutual resolutions and handled B2B VIP accounts. Developed agents with 1-1 coaching, daily questions and weekly pipeline reviews.Work closely with product and engineering on joint initiatives Build workflows to enhance performance & streamline processes and new hire trainings.Build team unity to ensure best-in-class customer service

SamaCare helps pharmaceutical & medical practices implement our CRM system to expedite prior authorizations. We review documentation for approval/denials of prior authorizations and communicate directly with insurance companies for the clients acting as a liaison. I am an experienced Customer Experience and Relationship Manager. Building team unity and moral to enhance business productivity. Coaching and mentoring teammates performance, offering feedback and demonstrating the desired skills and expected work ethic. Organize team initiatives, and collect data for WBR,MBR & ensuring KPI's are met. Interviewing, hiring and training

⦁ Oversee 50+ BPO customer service agents & their satisfaction surveys to identify the areas of opportunity to improve customer experience within a start-up company⦁ Manage partnerships to execute joint initiatives & further business development of the product⦁ Create & manage reports, tracking business partners performance & adding growth of 100+ agents⦁ Conduct meetings with leadership & agents to gather potential areas of knowledge for trainings & WFM⦁ Monitor service levels to ensure best-in-class customer service providing feedback to all levels of management

United States

Identify the needs of the patients. Scheduling appointment, assists patients with medication refills, messages to Providers and automated medical record access. Knowledge of EMR/EHR systems. Complete the patient admission and registration process by reviewing accounts and other compliance-related documents for completeness and accuracy. Verify patient benefits and eligibility when needed. Resolve billing or charge disputes or forward problem accounts to the appropriate individual for resolution. Monitor patient flow, adjusts workflows, and notifies the clinical staff of any pertinent information and changes. Act as a liaison between patients, guests, back office staff and providers.

Greater Salt Lake City Area

⦁ Senior agent, resolving escalated situations & customer complaints for SoFi Money/Invest within a start-up company to improve satisfaction & retain customers. Designated floor walker⦁ Managed the business partnership (BPO) as a traveling trainer onboarding new hires, ensuring consistency across all centers⦁ Underwrite applications & documents for approval⦁ Product expert, answering 50+ agents questions on accounts

Underwrite student and personal loan applications & documents for approval. Respond to SoFi Members across multiple communication channels - primarily phone, chat, and email. Meet and exceed performance levels. FINRA knowledge and compliant. Adaptability to change in a fast paced start up.environment. Worked all shifts including overnights.

Greater Salt Lake City Area

⦁ Business-related borrowing & sales to mid-market companies, seeing multiple deals through to success partnering with the company's CFO⦁ Built a pipeline of companies to follow up on fiscal year-end needs of capital financing⦁ Process write ups & E.B.I.T.D.A.R to analyze financial performance

Greater Salt Lake City Area

Start up company helping gathered all appropriate documents to evaluate debt and budget. Put together REST reports. Communicate with mortgage vendors to help save a persons home that may be very delinquent or in a foreclosure. Reviewed income, taxes, and personal situations to make the client qualify for HAMP

⦁ Detailed credit analyst granting credit based on the review of the applications & documents, providing exceptional service⦁ Analyzed applications for fraudulent activities & credit worthiness⦁ Created tracking spreadsheets for account follow-ups & potential cross-sell

West Valley City, Utah, United States

Take inbound and outbound calls to assist member with the application process. Reviewed document and credit reports for discrepancies. Made judgements to approve and deny lines of credit

Personal banking representative. Helped clients with daily transactions. Balanced cash drawer and did after hour key punching deposit slips. Assisted clients with new accounts. I was in charge of ordering cash and supplies.

Business

Education record

Phlebotomy Technician/Phlebotomist