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Tonya Morgan

Tonya Morgan

Financial Assistant

Talent
ColumbusMember since June 21, 2026
Microsoft WordExcelOutlookPowerPointSharePointSAPPeopleSoftQNXTUltiProAvaTaxRICSLotus NotesData EntryReportingCustomer ServiceRecords ManagementSchedulingFinancial ProcessingAdministrative Support
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About

Detail-oriented administrative and customer service professional with 20+ years of experience supporting healthcare, human resources, financial operations, utility coordination, and customer service environments. Proven ability to manage high-volume workflows, maintain confidential information, coordinate multiple priorities, and provide exceptional customer support. Skilled in Microsoft Office Suite, SAP, PeopleSoft, SharePoint, QNXT, UltiPro, reporting systems, and multi-system data management.

Recognized for strong organizational skills, professionalism, adaptability, and accuracy in fast-paced environments.

Experience

Financial Assistant - Columbus, Ohio

(2026-04)

  • Assist with financial processing, documentation, and account support functions
  • Maintain accurate records and ensure timely processing of financial information
  • Communicate with internal departments and customers regarding account or payment-related inquiries
  • Utilize spreadsheets and computer systems to organize financial data
  • Support administrative operations while maintaining confidentiality and accuracy
  • Provide excellent customer service in a fast-paced environment

Work Coordinator (Contractor) - Columbia Gas of Ohio - Columbus, Ohio

(2026-02)

  • Coordinate work orders, scheduling, and communication between departments and field personnel
  • Monitor workflow status and ensure assignments are completed accurately and efficiently
  • Utilize multiple systems to document, update, and track customer and operational information
  • Communicate with customers, contractors, and internal staff regarding service requests and scheduling
  • Assist with reporting, administrative support, and problem resolution in a fast-paced environment
  • Maintain detailed records while ensuring compliance with company procedures and timelines

Social Security Income/Social Security Disability Benefits Specialist - Southeast Healthcare

(2023-02 - 2026-02)

  • Assisted clients with completing SSI/SSDI applications and obtaining medical documentation
  • Communicated with adjudicators and clients to ensure accurate and timely processing
  • Utilized strong documentation and customer service skills while supporting individuals with mental health concerns
  • Maintained detailed records and coordinated communication between multiple parties
  • Faxed, scanned, and documented information to support disability determinations

Customer Service Advocate – Remote - Verizon Wireless

(2018-04 - 2023-02)

  • Provided customer support regarding billing, account services, promotions, activations, and transfers
  • Troubleshot device activation and cellular service concerns
  • Processed escalations and collaborated with leadership to resolve customer issues
  • Delivered high-quality customer service in a fast-paced call center environment

Human Resource Analyst - Discover Financial Services (Aroteck Contractor)

(2017-05 - 2018-03)

  • Processed employee FMLA and disability requests utilizing multiple HR systems
  • Maintained electronic records and documented communications with employees and management
  • Assisted employees regarding leave eligibility, benefits, and return-to-work processes
  • Generated reports and tracked leave status using Excel spreadsheets
  • Processed terminations and assisted with payroll-related inquiries

Care Review Processor - Molina Healthcare

(2015-11 - 2017-05)

  • Processed authorization requests and provider inquiries
  • Reviewed coding and waiver approvals for accuracy and compliance
  • Created approval and denial letters for members and providers
  • Tracked workflow activity and communicated updates with team members
  • Utilized QNXT and SharePoint systems for documentation and processing

Provider Data Specialist (Temporary Contract) - Molina Healthcare

(2015-08 - 2015-11)

  • Contacted physician offices to verify tax identification information
  • Maintained reports, spreadsheets, and provider data records
  • Met productivity requirements while ensuring data accuracy
  • Provided customer service internally and externally

Employment Coordinator - National Church Residences

(2014-10 - 2015-06)

  • Coordinated onboarding for new hires nationwide utilizing UltiPro
  • Processed background checks and drug screenings
  • Managed onboarding paperwork and payroll-related documentation
  • Maintained personnel files and tracked onboarding progress
  • Participated in new employee orientation and reporting processes

Coordinator, Tax Department - Cardinal Health

(2012-04 - 2014-10)

  • Assisted with tax audit research and vendor invoice management utilizing SAP
  • Processed W-9 requests and maintained vendor tax records
  • Scheduled executive travel, managed calendars, and prepared expense reports
  • Supported onboarding and administrative functions for the department

Administrative Assistant (Case Management) - APS Healthcare

(2011-12 - 2012-04)

  • Communicated with members, providers, insurance companies, and facilities
  • Verified eligibility for services and documented customer interactions
  • Assisted with member education and service coordination
  • Maintained high customer satisfaction through timely issue resolution

Administrative Assistant - Rehoboth Temple Church of Christ

(2009-02 - 2011-12)

  • Managed scheduling, correspondence, vendor billing, and church records
  • Coordinated meetings, programs, and church activities
  • Maintained member database and office supply inventory
  • Assisted with budget coordination for the Summer Food Program

Administrative Assistant, Human Resources - Grant/Riverside Methodist Hospital

(2005-03 - 2008-03)

  • Supported executives and managers through scheduling, meeting coordination, and reporting
  • Maintained confidential HR files and performance evaluations in PeopleSoft
  • Prepared agendas, reports, forms, and presentations utilizing Microsoft Office applications
  • Coordinated expense reimbursements, special projects, and departmental communications

Human Resources Assistant - Grant/Riverside Methodist Hospital

(2001-05 - 2005-03)

  • Provided HR support regarding policies, procedures, and employee relations matters
  • Scheduled interviews and maintained departmental calendars
  • Processed hiring information in PeopleSoft and maintained confidential records
  • Coordinated meetings, reports, fingerprinting, and special events
  • Maintained ACD system and answered high-volume calls for OhioHealth

Supply Tech Coordinator, Material Management - Grant/Riverside Methodist Hospital

(1990-04 - 2001-05)

  • Coordinated scheduling and workflow assignments
  • Assisted departments with supply orders and inventory management
  • Researched backorders and communicated with vendors regarding supplies
  • Trained employees on system procedures and inventory processes

Education

Associate of Science - Business Administration - Ohio Dominican University

Certificate - Administrative Specialist - United States Army Reserve

Skills

Financial Assistant

Reviews

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