Holly Schmidt Email & Phone Number

Plano, Texas, United States

Dallas, Texas, United States

•Work as a financial advocate representative in the eligibility and enrollment services department with a strong focus on customer service and an emphasis on client and patient care. Work in EPIC in client system• Evaluate documentation to approve or deny charity and indigent care for compliance within company policies. Analyzes and assesses tax returns, income verifications, bank statements, living expenses, etc.• Complete application packets recommending or denying Conifer Charity or Indigent Care including calculation of income/expense and outstanding debt and preparation of summary sheet• Contact patients to obtain required verifications and other financial documentation to evaluate for Conifer Charity and Indigent Care. Handle both inbound and outbound patient calls• Keep accurate logs of accounts approved or denied for financial assistance• Work with current team members, responsible for training new hires and sharing knowledge in processing within the Financial Assistance department• Recognized as a trainer and mentor to new hires

Greater Chicago Area

• Team Lead for office blog to communicate various team building exercises and outings that take place throughout TDA branches across the countryo Work with TD Ameritrade Managers to create and post articles and photos from organized events • Orchestrated and supported company goals to complete the initiatives of organizational goalso o Diversity & Inclusion Committeeo Associate Engagement Committee• • Edited and created various PowerPoint presentations for leadership meetings to be presented to 3,000 employees across the country• Handled company-wide mail services for the Chicago division – 275 employees assisting to manage a $600B+ firm• Oversaw and approved outgoing letters and necessary forms and applications to be sent to clients• Scanned incoming items to comply with regulatory requirements and relays information and documentation to the heads of business units• Prepared priority outgoing mail and overnight shipments to vendors and confirm scheduled pickup times• Tracked daily mail volumes, provided support and handled all legal and certified documentation o Responsible for a monthly mail log report that is distributed to Managing Directors throughout the company• Managed office supplies, monitored inventory and all requests to facilitate operations

Greater Chicago Area

• Managed credentials for 600 sales agents and documentation for new department members• Evaluated qualifications to ensure applicants were compliant with state regulation• Worked with a range of companies including BCBS, United, Aetna, Coventry and Cigna

Greater Chicago Area

Interned for marketing, data management and presentation development initiatives

Greater Chicago Area

Worked as an administrative assistant for two patent and trademark attorneys. Calendar management, client relations, and data warehousing

Greater Chicago Area

Worked on accounts receivable, billing follow-up, and customer relations. Assisted with merger and integration with ClarkHill.

Rochester, New York Area

Maintained the inventory of all equipment including cameras, lenses, tripods, lighting kits; scheduled the assignment of studios, equipment and digital workstations for students use.

Greater Chicago Area

School Of Photographic Arts And Sciences- Bfa, Professional Photographic Illustration

Minor in Communication of Advertising Concentration in Urban Planning & Development

Continuing Education, 4.0

Activities and Societies: o Developmental Psychology o Social Psychology o Anatomy & Physiology

Continuing Education, 4.0

Activities and Societies: o Applied Managerial Statistics

Education record

Activities and Societies: Volleyball Team, Ultimate Frisbee Team, Tennis Team, Crew Team, Choir, 2D Design Art