Heather Mccloskey Email and Phone Number

• Obtained my SIE, Series 07, and Series 63 licensing to perform my duties.• Maintaining call readiness to take inbound calls from clients to assist in various account situations.• Contributing to the company’s growth and success by providing exceptional client service and building lasting relationships with Fidelity’s clients

• Acting first line supervisor for upwards of 15 soldiers, managing deployment readiness, training activities, personnel files, and mentorship to lower enlisted.• Completed reclass training as distinguished honor graduate.• Graduated Basic Leadership Course (BLC) 5th in class out of 300 soldiers.• Acting Public Affairs Representative set to planning and executing a commander's communication strategy through corporate communication, media and stakeholder engagements, and community outreach activities directed toward external and internal publics with interest in the Department of Defense.• Consistently staying up to date on training and regulations beneficial to my unit and the Army as a whole

• Analyzed hospital cost reports in casework issued to me and their accompanying bad debt logs to update pass-through payment amounts and determine lump-sum adjustments for interim rate accuracy.• Generated and customized all required internal and external correspondence and checklists to facilitate implementation and evidence of the completion of the desk reviews.• Coordinated with the Senior auditor in performing hospital audits. Perform post audit activities including follow-up with provider representatives and preparing the final cost report package.• Attended entrance and exit conferences and advised healthcare providers on Medicare policy questions as needed.

• Performed routine transactional tasks, such as taking inbound and outbound calls by utilizing either an auto dialer or direct dial.• Communicated with borrowers to determine their financial situation and ability to pay their mortgage payments and taking those payments over the phone when available.• Received direction from supervisors and worked to deescalate calls to better assist clients, escalating to management only when requested.• Professionally handled upwards of 50 calls per workday, taking detailed notes on accounts within several systems to better help the next representatives.