Mark White Email & Phone Number

Atlanta, Georgia, United States

Alpharetta, Georgia, United States

Provided highest level of service by quickly and accurately identifying client needs and articulating the appropriate solution to their questions and/or account related issues.Cultivated and enhanced new and existing client relationships through active communication.Onboarded and maintained client accounts through the collection of customer information and required documentation.Proactively matched client's investment needs with the firm's services to attract new business.Engaged in available training and education programs, professional development, and staying current on policies, procedures, and new platforms.Achieved and exceeded department matrix for six consecutive months by 30%

Greater Atlanta Area

Provided client support by answering incoming calls, resolving billing issues and collecting outstanding balances.Reported on past and/or due bills, claims submission, payment processing, and customer services revolving around the revenue cycle process.Collaborated with patients, guarantors, and insurance companies regarding payments, deductibles, co-payments, coinsurance, and other payer responsibilities.Resolved payor denials through appropriate appeal processes, corrected/voided claims, or other payor-specific methods.Resolved 90% of accounts with outstanding balances by effectively coordinating with both clients and insurance carriers.

Greater Atlanta Area

Supported trust administrators and clients by processing documentation, maintaining files, data entry, and resolved problems with trust accounts.Prepared, verified, and posted securities transactions in accordance with regulatory requirements on client's accounts.Monitored securities transactions to ensure that the department remained in compliance with the policies, procedures and industry regulations.Processed cost basis requests including tax lot adjustments and acquisition date changes.Executed free receives and deliveries requests for charges against client accounts.Independently researched discrepancies and collaborated with appropriate parties to achieve successful resolutions.Generated reports, graphs, and charts detailing valuation of securities within trust accounts, providing necessary information for client review and approval.

Greater Atlanta Area

Supported lines of business by diligently balancing cash batches of depository and non-depository assets.Calculated and reviewed adjustments for tax cost and value of assets within trust accounts.Analyzed and processed cash transaction reversals with offsets that effectively balanced trust accounts.Balanced all cash batches for operations department with consistent 100% accuracy.