Jose Villa
CPA Candidate & Recent Magna Cum Laude Graduate in Accountancy | CSULB & COOP Alumni | SQL, Excel, Tableau, Power BI Expert | Accounting, Tax, & Data Insights | Passionate About Community Engagement & Diversity Advocacy
- Role
- Customer Service Associate at The Mcs Group, Inc
- Location
- Lakewood, CA, US
- LinkedIn followers
- 500 followers
About Jose Villa
Aspiring CPA with a passion for data analytics and taxation, bringing a dynamic and…
Experience
Customer Service Associate
Dec 2024 — Present · Santa Ana, CA, US
Handle highly sensitive information, including HIV/AIDS, mental health, and drug abuse records, ensuring strict confidentiality and compliance with HIPAA regulations.• Accurately update case statuses using correct codes in the MCS portal for attorney review.• Process and reissue HIPAA-compliant authorizations and subpoenas to healthcare providers via fax, email, or mail.• Manage daily correspondence and production orders, ensuring timely processing and documentation.• Prioritize and reduce backlog calls by addressing the oldest requests first with a proactive and strategic approach.• Consistently meet or exceed quotas for phone calls and production orders by following structured call sheets in planned and issue date order.• Create production orders for subpoenas older than 90 days, ensuring legal compliance and case progression.• Send follow-up memos every seven days for authorization requests, closing cases after three unanswered attempts.
Education
California State University, Long Beach
Accounting, Business Administration and Management, General
2019 — 2023
Cerritos College
Associate in Science in Business Administration and Economics , AA in International Business, Business Administration and Economics
2013 — 2019
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