Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Mitchell Truax

Austin

Summary

Dedicated and personable professional with over seven years of diverse financial experience. Proven track record of delivering exceptional results in dynamic envioronments.

Overview

8
8
years of professional experience

Work History

Financial Counselor

Mayo Clinic Health System - MN
01.2023 - Current
  • Promptly assist patients with financial clearance prior to, during, and after billable services are performed.
  • Obtain and update insurance, financial, and demographic information.
  • Assist patients and/or their families understand and assist with options including but not limited to: co-pays, deductibles, and co-insurance, in addition to assisting patients apply for Medicaid.
  • Charity Care applications and processing.
  • Establishing payment plans and collecting self-pay balance payments.
  • Assist patients with financial issues as needed, routing patient issues to appropriate departments/teams when necessary.

Financial Services Lead - Underwriter

Accentra Credit Union
09.2020 - 12.2022
  • Lead a team of 4-6 Financial Services Representatives in our Austin, MN branch while also working as a consumer loan Underwriter.
  • Provided guidance and instruction to my team pertaining to member services and consumer lending.
  • Communicated credit union goals and performance expectations.
  • Used a high level of discretion and good judgment in the underwriting of consumer loan applications up to $65,000.

Financial Services Representative

Accentra Credit Union
09.2017 - 09.2020
  • Assisted credit union members in all aspects of account maintenance and consumer lending requests.
  • Account administration including but not limited to: savings, checking, CD's, IRA's, safe deposit boxes, etc.
  • Worked with members to establish financial planning and budgeting strategies.
  • Originated and funded consumer loan applications.

Education

A.A. - Liberal Arts

Riverland Community College
Austin, MN
01.2017

Skills

  • Teamwork and Proven Leadership
  • Interpersonal Communication
  • Critical Thinking
  • Decision Making
  • Adaptability
  • Highly Observational
  • Attention to Detail
  • Time Management
  • Risk Management
  • Financial concepts
  • Computer Software Proficiency
  • Organization

Accomplishments

    Recipient of Patient Access+ Employee Recognition Award

  • December 2024
  • Nominated by direct supervisor, Ashley Urevig

Timeline

Financial Counselor

Mayo Clinic Health System - MN
01.2023 - Current

Financial Services Lead - Underwriter

Accentra Credit Union
09.2020 - 12.2022

Financial Services Representative

Accentra Credit Union
09.2017 - 09.2020

A.A. - Liberal Arts

Riverland Community College

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Mitchell Truax