Joel Perez Email & Phone Number

Brandon, Florida

• Workflow and implementation analysis for billing best practices at the client level
• Oversee and streamline billing and collections processes
• Month-end closing of the billing group information
• Plan and implement quality assurance for all processes
• Special program/billing planning and implementation
• Personnel development; staff meetings

Elmwood Park, NJ

• Develop digital and print educational material (e.g. videos and manuals)
• Organize classroom-style seminars about product features and sales techniques
• Conduct role-playing activities to develop interpersonal skills (e.g. negotiation, teamwork and conflict management)
• Identify individual and team skills gaps
• Schedule regular training sessions (e.g. monthly or quarterly)
• Ensure new hires take on basic sales training courses, including communication and troubleshooting skills

Elmwood Park, NJ

• Proficient in providing accurate and appropriate information in response to client inquiries.
• Knowledgeable in both Clinical Technical & Billing process & procedures
• Collaborated with co-workers in different projects, improving service and processes

Nutley, NJ

• Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit.
• Research and resolve customer problems, acting as the customer liaison between other bank departments when necessary.
• Cross-sell bank products and services based on customer needs in accordance with the banks’ program standards.