
Mike Newman
Your Budget Friendly Virtual Assistant for Daily Admin Tasks
Competenze

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Esperienza lavorativa
Eligibility and Financial Determination Specialist
Innovage Consulting • Full time
Apr 2025 - Present • 1 yr 2 mos
As an Eligibility and Financial Determination Specialist at InnovAge, I manage the critical enrollment pipeline by auditing financial documentation and determining Medicaid eligibility for prospective participants. I serve as the primary liaison between families, case managers, and state agencies to secure funding, resolve coverage discrepancies, and ensure full compliance with PACE regulatory guidelines. I review financial data to assess Medicaid and PACE program eligibility. I guide prospective families through the complex state assistance application process. I coordinate with state agencies to expedite application approvals and resolve issues. I audit participant files regularly to ensure continuous enrollment and compliance. I minimize financial risk by preventing coverage lapses and identifying billing sources.
IRS Collections Contact Representative
United States • Full time
Jun 2024 - Apr 2025 • 10 mos
As an IRS Contact Representative specializing in collections, I served as a frontline financial resolver, working directly with taxpayers who had past-due tax liabilities to establish viable resolution plans. I evaluated complex financial statements, interpreted tax laws, and negotiated structured installment agreements or hardship statuses to secure government revenue while keeping taxpayer financial stability in mind. I interviewed taxpayers to analyze their income, assets, and overall financial health. I established payment plans including installment agreements and Offer in Compromise solutions. I resolved past-due accounts by advising taxpayers on legal obligations and collection alternatives. I interpreted tax codes to accurately explain penalties, interest fees, and compliance actions. I de-escalated stressful calls using empathetic, clear communication to guide taxpayers toward compliance.