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Jeremy Taylor is a seasoned professional with experience in customer service, medical billing, financial services, and retail banking. He has worked in various roles, including Membership Representative at PacificSource Health Plans and Quality Assurance Specialist at Lonza. Jeremy holds a Diploma from Oakridge High School and a degree from University of Phoenix.

Experience

  • PacificSource Health Plans
    • Springfield, Oregon
    • Membership Representative
      • Mar 2019 - Present
      • Springfield, Oregon

  • Lonza
    • Bend, Oregon Area
    • Quality Assurance Specialist
      • Jun 2018 - Present
      • Bend, Oregon Area

    • United States
    • Banking
    • 100 - 200 Employee
    • AVP, Sr. Quality Control Risk Supervisor
      • Mar 2017 - Present

    • Quality Control Analyst
      • Jul 2016 - Present

      Review 100% of new business relationships opened within my team for accuracy, completeness, and for possible issues that could result in unnecessary risk for the bank. In addition I am responsible for assisting BSA with addressing questions and/or concerns with current clients regarding principles of the entities, transactions, or obtaining any missing entity documentation.

    • Sr. Client Relationship Supervisor
      • Feb 2016 - Present

    • Sr. Client Svs. Representitive
      • Dec 2014 - Present

      Working in Commercial Depository Services department.

    • Sr. Client Relationship Representative
      • Jul 2015 - Jun 2018

    • Sales & Service Specialist
      • Mar 2013 - Present

      Seller experience (Opening/closing Accounts/IRA's/CD's, processed mortgage/auto loan applications while focusing on customer loyalty and satisfaction. Finding the best solutions for each customers unique situation. Cross-selling, active listening, and building value in products/services.

    • Bank Teller
      • 2012 - 2014

      Patiently and professionally helped customers with financial issues or errors with banking, processed bank transactions (deposits, withdrawals, monetary instruments, bond redemption), exceeded numerous goals on a monthly and quarterly basis.

    • Medical Billing Specialist
      • Jul 2010 - Nov 2011
      • Bend Oregon

      Converted charges from therapists to claims to forward to insurance companies or to patients. Posted payments from both patients and insurance companies.

  • ODS Companies
    • Portland, Oregon Area
    • Medical Customer Service Specialist
      • Apr 2008 - Mar 2010
      • Portland, Oregon Area

      Incoming phone calls from customers/professional offices. Calls were pertaining to claim denials/status, prior authorization status, medical benefits, and helping with enrollment questions.

Education

  • 2000 - 2014
    Oakridge High School
    Diploma, General Studies
  • 2010 - 2011
    University of Phoenix
    none, Information Technology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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