Casey Brennan

Audited accounts to ensure accurate transactions, statements, and refunds.

Insurance billing/coding: verified codes for and submitted dental claims to insurance companies for patients Front end trainer: Trained new employees, conducted working interviews, taught working policies and procedures Scheduled appointments to allow for smooth flow of day for providers while allowing the most possible patients seen and treated daily

Wellness Advocate/Administrative Assistant at Centreville Family Dentistry (2021-11 – 2026-04)

• Audited accounts to ensure accurate transactions, statements, and refunds. Insurance billing/coding: verified codes for and submitted dental claims to insurance companies for patients
• Front end trainer: Trained new employees, conducted working interviews, taught working policies and procedures
• Scheduled appointments to allow for smooth flow of day for providers while allowing the most possible patients seen and treated daily
• Sold treatment plans and set up financial assistance
• Patient advocate: Worked with patients, providers, and insurance companies to ensure payment, account accuracy, quality of care, and correct documentation

Loan Administration at Sturgis Bank & Trust Co (2012-02 – 2021-10)

• HMDA compliance: Ensured adherence to Home Mortgage Disclosure Act regulations ensuring compliance and adherence to regulatory standards.
• Scanning/Trained scanning department: Scanned all mortgage documents ensuring clean copies were correctly labeled and electronically available. Trained new employees on document types, organization, and technology.
• Escrow and Insurance case manager: ensured up to date insurance information on loans by working with customers and insurance companies. Tracked and paid out escrow accounts for mortgages.

– East Kentwood High School (2007)