Kenzie Mayer Email & Phone Number

Charlotte, Nc, Us

-Ongoing QA monitoring following the development and initiation of a QA Process across newly launched customer portfolio, managing over 140 unique configurations for over 80 customers-Execute preliminary troubleshooting and debugging procedures to investigate and escalate any discrepancies or irregularities in claim submissions and processing to relevant internal and external stakeholders for resolution, owning over 90 unique issues from end to end-Detect inconsistencies in billing… Show more -Ongoing QA monitoring following the development and initiation of a QA Process across newly launched customer portfolio, managing over 140 unique configurations for over 80 customers-Execute preliminary troubleshooting and debugging procedures to investigate and escalate any discrepancies or irregularities in claim submissions and processing to relevant internal and external stakeholders for resolution, owning over 90 unique issues from end to end-Detect inconsistencies in billing processes and establish standardized cross-departmental SOPs-Recommend and implement solutions across all Health Plan Operations processes by learning processes related to eligibility, failed claims, denials, reconciliation, cost collections, billing requirements, electronic submission of claims, and claim data processing-Serve as the primary POC for internal teams’ inquiries, assisting where applicable and triaging where appropriate Show less

-Ensured providers bill according to internal policies and procedures, seeking out education opportunities and escalating pain points-Lead implementation and monitoring of fraud, waste, and abuse dashboards-Audited customer configurations to ensure billing and client experience is consistent with existing contracts-Revamped client charge dispute process, including streamlining & documenting workflows, and training team members -Developed internal resources to improve onboarding… Show more -Ensured providers bill according to internal policies and procedures, seeking out education opportunities and escalating pain points-Lead implementation and monitoring of fraud, waste, and abuse dashboards-Audited customer configurations to ensure billing and client experience is consistent with existing contracts-Revamped client charge dispute process, including streamlining & documenting workflows, and training team members -Developed internal resources to improve onboarding efficiencies and team success-Coordinated daily communication to providers & clients, troubleshooting any billing concerns or errors they were experiencing Show less

Palo Alto, California, United States

-Maintain responsibilities of Financial Analyst role, with increasing complexity of relationships and a higher number of prospects

Palo Alto, California

-Coordinated annual reviews, documentation, financial analysis, and risk rating for a portfolio with over $250M in credit exposure-Collaborated with credit, sales, compliance, and advisory teams to carry a deal from prospect stage through post-booking-Analyzed financial and operational performance to proactively identify credit issues or challenges in order to mitigate risk-Partnered with relationship teams to structure new credit deals, including $27M in investor real estate, and… Show more -Coordinated annual reviews, documentation, financial analysis, and risk rating for a portfolio with over $250M in credit exposure-Collaborated with credit, sales, compliance, and advisory teams to carry a deal from prospect stage through post-booking-Analyzed financial and operational performance to proactively identify credit issues or challenges in order to mitigate risk-Partnered with relationship teams to structure new credit deals, including $27M in investor real estate, and coordinated due diligence, documentation, and loan closing processes-Composed 4 underwriting memos per month focusing on key risks, repayment capacity, and ability to service debt on an annual and quarterly basis-Managed weekly and monthly administrative tasks to support sales and credit teams while troubleshooting issues and improving processes, including collecting reporting requirements, testing covenant compliance, and managing documentation Show less

Charlotte, North Carolina Area

-Completed the 6-month Financial Analyst training program in the Development Hub, focusing on credit fundamentals, risk identification and mitigation, and financial analysis-Conducted due diligence, provided credit recommendations, and finalized 12 underwriting reports for a wide portfolio of customers, including Real Estate deals-Actively participated in classroom based training sessions to strengthen borrower, industry, cash flow, and collateral analysis in the context of repayment… Show more -Completed the 6-month Financial Analyst training program in the Development Hub, focusing on credit fundamentals, risk identification and mitigation, and financial analysis-Conducted due diligence, provided credit recommendations, and finalized 12 underwriting reports for a wide portfolio of customers, including Real Estate deals-Actively participated in classroom based training sessions to strengthen borrower, industry, cash flow, and collateral analysis in the context of repayment capacity Show less

Santa Clara University

-Responsible for overseeing 45,000 square foot facility, the campus program, other staff, and campus security during early morning, late night, and weekend hours-Enforce facility policies and guidelines through hourly rounds -Resolve patron disputes and provide detailed facility information-Increasing leadership skills and effective communication with fellow employees and facility patrons

Palo Alto, California

-Spearheaded prospecting efforts of over 250 prospects and orchestrated presentation and training collateral with remote team, providing guidelines for future efforts-Developed lease analysis for top real estate client with $60MM in loans over 7 properties-Balanced sales, analytical, and technical projects to assist all team members in the Middle Market Banking group-Participated in company tours and client meetings to gain holistic business understanding

-Coordinated with a small group on projects and website feedback in early stages of company to determine strategic goals and website organization-Contributed over 300 mental health providers across 5 databases-Developed and furthered knowledge within the psychology field

Santa Clara University

-Provided members and guests with access to the facilities and equipment-Served as the face and information center for the Recreation Center-Enhanced interpersonal skills by communicating with peer staff members and patrons

Santa Clara, California

-Mentored a group of 15 first-year business students with topics such as business and university core requirements, course registration, campus resources, and other academic questions-Selected through competitive process to represente Leavey School of Business at campus events

Santa Clara University Chapter

-Wrote 3-4 articles per month on WordPress for the Santa Clara chapter of the national food blog-Actively participated in weekly brainstorming meetings, on-campus Spoon events, and promotion of the chapter on social media

San Francisco Bay Area

-Customized customer interactions due to niche market-Demonstrated responsibility with opening and closing store as well as assisting in training of new employees-Operated transactions, product orders, inventory lists, and shipment details-Identified different skill sets to work both during summer hours and the holiday rush

San Francisco Bay Area

-Established a master Excel list for 15 marketing projects and collateral-Proofread, revised, wrote, and collaborated on website content, company brochures, and blog posts to create uniformity in style and composition-Gained communication and teamwork skills through interviews of the department heads of the practice groups

San Francisco Bay Area

-Assisted customers with book suggestions, inventory checks, and special orders-Maintained organized and tidy store front

Bachelor Of Science - Bs, Finance, Psychology

Activities and Societies: SEEDS (Students Employees Engaging in Discussions on Sustainability), The Freedom Project, National Alliance.

High School Diploma, 4.02

Activities and Societies: Varsity Lacrosse, STEM Club, Open House Ambassador, Strength Training