Rick Rickard Email & Phone Number

Phoenix, Arizona Area

Phoenix, Az

Gathering information from insurance issuers pertaining to consumer 1095-A disputes and a working understanding of health programs such as Medicaid, Medicare and Health Insurance Marketplace. Ability to meet deadlines, while providing support by processing requests received from Case Analysts, determine the needed information, andarticulate a request to the issuer through both phone and email communication. Organization and prioritization skills are extremely important in this position. A high amount of proficiency was required in Excel and Microsoft Office. . Analyzing incoming cases to build a comprehensive workbook to relay the request to the issuer.. Provide exemplary customer service through phone and email.. Validate issuer responses against the original request and articulate any deficiencies back to the issuer to ensure all requested information is gathered.. Understand and follow escalation criteria to forward issues where the requests are not resolved promptly.. Manage and prioritize extremely high caseloads during surge periods.. Troubleshoot and resolve errors identified during processing of casework.

Phoenix, Arizona Area

Provided support and assistance for potential and existing students in selecting academic programs and courses according to their individual academic goals. Advised students on available courses and programs, highlighting key aspects to promote interest and aid them in selecting a focus. Coordinated academic plans and programs for students, ensuring all coursework aligned with program goals. Partnered with other departments, including financial aid and admissions to verify student eligibility. Developed and fostered strong student relationships that lasted throughout the duration of academic program; monitored attendance and enrollment progress. Functioned in a leadership role and as a key resource for existing and potential students, providing relevant information regarding available courses, degree programs and school information. Coordinated and facilitated training for team members; developed training goals and monitored team performance to ensure all goals and objectives were met.

Mesa, Az

Oversaw the entire process of residential mortgage loans, ensuring full compliance with federal lending regulations and bank underwriting policies. Directly accountable for reviewing loan applications, prospecting new clients, preparing loan documentation and facilitating refinancing procedures. Conducted client interviews to determine eligibility/approval rate based on their current financial standing. Provided information regarding processing times, interest rates and closing date, addressing client questions and concerns effectively and efficiently to ensure satisfaction and retention. Originated purchase loans and home equity lines of credit. Generated ~$1.5M in loans annually by prospecting and securing new clients.

Scottsdale, Az

Guided the professional efforts of 4 departments with accountability for ~100 team members. Coordinated and managed all sales support activities for company with $10M+ in annual revenue/sales. Held direct responsibility for overseeing all general operations, including recruiting, hiring and training personnel, processing payroll, coordinating schedule, developing strategies/goals and building strong inter-departmental relationships to support the continuous growth and success of the company. Instrumental in supporting the company’s growth from a small, local retailer to a nationwide retailer. Provided sales and operations support during the implementation of kiosks in all national retailers, including Kmart, Sam’s Club and Wal-Mart. Oversaw all sales activities, including processing orders and other pertinent documentation, depositing funds, documenting all client information in systems and ensuring the timely activation of all devices. Monitored staffing requirements and recruited/onboarded new full-time and seasonal staff as required to meet workforce demands. Worked closely with Apple One and other local hiring agencies to onboard new employees as needed. Conducted ongoing coaching/mentoring to ensure employee development; facilitated regular performance evaluations, identifying potential issues and implementing additional training/coaching as needed. Directed the roll-out of new, nationwide POS system; created rough design/solution requirements and hired programmers to write the system based on operational needs. Partnered with senior leadership in developing strategies, initiatives and goals to support continuous improvement. Worked closely with all business units, recommending new solutions, systems and strategies as needed.

Scottsdale, Az

Provided collection services on high risk delinquent business accounts for large financial institution. Managed a portfolio consisting of $150K+ business accounts, providing quality customer service and support to effectively resolve all account delinquencies and prevent losses. Ensured overall compliance with established policies and procedures as well as related state and federal regulations. Initiated contact with delinquent business account holders and informed them of pending payments; negotiated payment and resolution plans to restore positive account status. Provided assistance in problem resolution for all customers to ensure satisfaction through collection operations. Served in a leadership role, providing assistance on customer escalations to ensure high productivity levels. Conducted training and coaching for personnel on all loss prevention/collections activities, including skip tracing, account settlement and resolution/solutions development.

Master’S Degree, Higher Education Leadership, Maed

Graduated.

Bachelor’S Degree, Criminal Justice/Law Enforcement Administration

Graduated.

Associate’S Degree, Psychology

Graduated.