Andrea Mills - Blake
West Palm Beach,FL
Summary
Accounts Receivable Clerk specializes in recording financial transactions of generated revenue from products or services rendered. Displays strong analysis and organizational skills. Demonstrated experience calculating, posting and managing accounting figures and financial records. Logical Accounting Clerk successful at completing accurate work under tight deadlines. Knowledgeable about generating invoices, processing payments and updating digital records. Proficient in Salesforce, Intergy, Aria, and Owan.
Overview
25
25
years of professional experience
Work History
Accounts Receivable Clerk
Metro One Loss Prevention
06.2023 - 12.2023
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Used accounting software to reconcile accounts, track income, and generate invoices.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
- Responded to inbound inquiries regarding accounts and payments.
- Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
- Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
- Facilitated dispute resolution between company and clients, fostering positive working relationships while protecting company interests.
- Supported cash forecasting initiatives by providing accurate data on outstanding receivables and expected payments from clients.
- Assisted in annual audit preparation, ensuring accurate representation of accounts receivable records and compliance with accounting standards.
- Collaborated with sales team to resolve billing discrepancies, resulting in improved customer relationships and increased client satisfaction.
- Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
- Optimized workflow processes within the department, enhancing overall productivity levels among team members.
- Increased efficiency of collections efforts through development of targeted strategies for contacting delinquent accounts.
- Expedited revenue collection by consistently meeting deadlines for generating accurate monthly statements and timely invoice submissions.
- Implemented automated reminder emails to clients regarding upcoming due dates for payments, resulting in timelier remittance processing.
- Developed a comprehensive understanding of industry-specific billing practices and regulations in order to effectively manage customer accounts.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Generated monthly accounts receivable reports to submit developments for management review.
- Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
- Monitored accounts to verify compliance with payment terms and schedules.
- Developed and maintained positive relationships with clients to maximize collections.
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Prepared financial statements to provide results of operations, financial position and cash flow.
- Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
- Developed and implemented strategies to improve collection processes and reduce overdue payments.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Entered figures using 10-key calculator to compute data quickly.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Input financial data and produced reports using [Software].
- Inspected account books and recorded transactions.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
Financial Advisor
GenesisCare Radiation Oncology
05.2014 - 06.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for patients to achieve short-term and long-term goals.
- Worked with patients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated patients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Assisted patients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Collaborated with team members to streamline processes and improve overall client experience.
- Maintained open lines of communication with patients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Delivered strategic investment advice for individual and corporate clients.
- Provided specialized financial planning support for patients with diverse portfolios and individual needs.
- Facilitated presentation and recommendation of services by optimizing patients relationships.
- Cultivated and strengthened relationships with new patients and educated patients on account services and capabilities.
- Increased patients satisfaction by providing personalized financial advice and investment strategies.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Implemented tax-efficient strategies for patients, maximizing returns while minimizing tax liabilities.
- Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Negotiated favorable terms on behalf of patients when coordinating lending solutions such as insurance costs or personal loans.
- Helped patients make informed decisions about financial future.
- Analyzed financial needs of patients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for patients to achieve short and long-term financial goals.
- Submit for referrals and authorization for patient treatment when needed.
- Scheduled patient's CT, PET, & MRI scans at Imaging facilities for patients diagnosis.
- Meet with patients on a daily basis to discuss their treatment cost.
- Responsible for monitoring and collecting payments for patient treatments received.
- Provide options for financial hardship for patients that are financially challenged.
Accounts Payable Clerk
Crossmatch Technologies
03.2013 - 05.2014
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Prepared vendor invoices and processed incoming payments.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Maintained good working relationships with vendors and resolved disputes.
- Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
- Improved vendor relationships through diligent communication and prompt issue resolution.
- Reduced late payment penalties by closely monitoring due dates and managing timely payments.
- Maintained high level of data integrity by consistently updating vendor information in the system accurately.
- Streamlined invoice processing by implementing efficient filing and tracking systems.
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
- Documented petty cash transactions in petty cash journal to summarize payments rendered, maintaining accurate records.
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Evaluated financial records to detect errors and discrepancies.
- Prepared comprehensive monthly reports detailing outstanding payables, providing valuable insights for decision-making processes.
- Registered transactions and data on accounting database to track history and safeguard information.
- Studied past records to detect duplicate statements and fraud, avoiding penalties for non-compliance.
- Reconciled bank accounts to verify accuracy of cash records.
- Stored office and client records on secured server to prevent data losses, conducting regular backups.
- Enhanced department efficiency with the implementation of digital document management tools for faster invoice retrieval.
- Increased accuracy in expense reporting by thoroughly reviewing submitted claims and verifying supporting documentation.
- Supported cash flow management initiatives by scheduling strategic payment batches according to priority levels.
- Assisted manager in formulating year-end financial reports to determine financial performance of companies.
- Assisted in software migration projects, contributing to seamless transitions for Accounts Payable operations.
- Streamlined interdepartmental communication through clear presentation of accounting data relating to supplier payments.
- Aided manager in examining company finances to develop strategies in reducing costs and maximizing revenues.
- Saved company resources by negotiating favorable terms and discounts with vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Handled day-to-day accounting processes to drive financial accuracy.
- Entered figures using 10-key calculator to compute data quickly.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Input financial data and produced reports using [Software].
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Inspected account books and recorded transactions.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
- Implemented new accounting processes to decrease spending and work flow downtime.
Accounting Clerk
Jay Steven & Levine Law Group
03.2012 - 04.2013
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Maintained accounting records utilizing in-house and client systems.
- Input high volume of monthly invoices with consistent accuracy.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Managed accounts payable and receivables and payroll.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Collaborated with other accounting clerks to maintain a cohesive and supportive work environment, fostering knowledge sharing and continuous improvement efforts.
- Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
- Enhanced financial reporting accuracy by conducting thorough account reconciliations and resolving discrepancies promptly.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Generated comprehensive reports for senior management, covering key financial metrics.
- Tracked expenses to comply with budgets.
- Streamlined accounts payable processes by implementing efficient invoice management and payment tracking systems.
- Demonstrated adaptability by learning new software tools and accounting practices, ensuring continued professional development and growth.
- Monitored guest ledger, advance deposit ledger and related ledgers to deliver proper internal control.
- Completed financial reports, providing insight into performance, operations, and cash flow.
- Participated in system upgrades and process improvements aimed at increasing the efficiency of accounting operations overall.
- Increased processing efficiency by managing vendor relationships, negotiating favorable terms, and resolving disputes promptly.
- Reduced manual data entry errors by leveraging automation tools for efficient record-keeping and reporting.
- Strengthened internal controls with regular reviews of financial policies, procedures, and adherence to company guidelines.
- Collaborated effectively with cross-functional teams on projects involving financial data analysis and budgetary considerations.
- Achieved prompt expense reimbursements for staff members by accurately verifying receipts against policy requirements before submission.
- Contributed to cost reduction initiatives by identifying areas of overspending and recommending expense control measures.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Used accounting software to prepare weekly and monthly financial reports.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Transferred data and documents to facilitate system migration and software updates.
- Assisted management with annual expense plans to strategically track income or revenue.
- Coordinated office supply ordering to avail materials for streamlined operations.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
Career Consultant
Workforce Alliance | Ctworks
08.2009 - 03.2013
- Delivered engaging presentations on resume writing, interviewing techniques, and salary negotiation at local community events and organizations.
- Conducted comprehensive assessments to identify client strengths, weaknesses, and career goals for optimal guidance.
- Provided support in navigating online job boards and application systems to streamline the job search process for clients.
- Stayed up-to-date with industry trends and job market fluctuations, providing clients with relevant advice and resources.
- Monitored client progress towards achieving their short-term and long-term career objectives, making necessary adjustments as needed.
- Collaborated with clients to clarify their professional objectives, resulting in targeted job applications with higher success rates.
- Managed a diverse caseload of clients from various industries, effectively addressing individual needs and career aspirations.
- Developed strategic marketing tools such as resumes, cover letters, and LinkedIn profiles for effective job search results.
- Maintained detailed records of client interactions and progress toward achieving their career goals.
- Evaluated client performance during mock interviews, offering constructive feedback for improvement and increased confidence levels.
- Implemented innovative workshops on job search strategies, networking techniques, and personal branding to empower clients in their career journey.
- Created a supportive environment that fostered open communication and encouraged honest self-reflection regarding career aspirations.
- Coached clients on developing strong professional networks through social media platforms like LinkedIn, leading to increased visibility within desired industries or companies.
- Established strong relationships with local employers to facilitate successful job placements for clients.
- Improved overall client outcomes through consistent follow-up sessions to track progress and adjust strategies as needed.
- Assisted clients in identifying transferrable skills for successful career transitions into new industries or roles.
- Enhanced client career progression by providing personalized consultations and tailored action plans.
- Boosted client satisfaction by offering customized resume revisions and interview coaching sessions.
- Facilitated group coaching sessions focused on skill-building activities designed to improve job search success and career advancement.
- Served as a trusted resource for clients by providing unbiased advice and guidance throughout the entire job search process.
- Developed career and education plans based on individual needs.
- Counseled clients one-on-one regarding current situation, desires, aptitudes, education, and employment history.
- Maintained knowledge of market and diverse career opportunities.
- Enhanced community outreach to bring in new candidates, highlight programs and meet targets.
- Led workshops for job seekers to provide information on job searching, application completion, and resume building.
- Assisted clients in building successful job search strategies.
- Attended job fairs and visited classrooms to provide wide range of information to prospective job seekers.
- Helped determine possible vocations and build application documents.
- Established and oversaw clear guidelines about procedures and success metrics.
- Equipped students with job search skills to increase success chances.
- Developed and deepened connections with mentees, influencing career, and life choices of each potential program participant.
- Collaborated with faculty to develop after-school tutoring program for struggling students.
- Introduced special outreach programs to department chair in effort to increase institution's interest in community service.
- Helped students evaluate course choices and select relevant classes.
- Developed program to work with students and increase interest in higher learning.
- Established and maintained quality control standards.
- Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
- Analyzed and evaluated training effectiveness and program outcomes.
- Developed job-specific competencies and performance standards.
- Facilitated virtual, in-person and blended learning sessions.
- Utilized variety of instructional design methodologies to create effective learning experiences.
- Developed and implemented successful onboarding program.
- Built and maintained professional relationships with vendors and suppliers.
- Developed and executed performance management programs to increase employee engagement and productivity.
- Designed and delivered web-based, self-directed learning materials.
- Worked with vendors to customize courseware to accommodate business needs.
Accounts Payable Clerk
Clerk & Comptroller
08.2007 - 12.2009
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Prepared vendor invoices and processed incoming payments.
- Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
- Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
- Maintained good working relationships with vendors and resolved disputes.
- Improved vendor relationships through diligent communication and prompt issue resolution.
- Demonstrated adaptability during peak workload periods while maintaining high-quality results and meeting tight deadlines.
- Maintained high level of data integrity by consistently updating vendor information in the system accurately.
- Streamlined invoice processing by implementing efficient filing and tracking systems.
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
- Updated accounting ledgers and journals to balance statements and maintain consistent records.
- Evaluated financial records to detect errors and discrepancies.
- Prepared comprehensive monthly reports detailing outstanding payables, providing valuable insights for decision-making processes.
- Assisted manager in conducting internal audits to analyze findings.
- Aided audit preparation efforts by maintaining organized records and promptly addressing auditor inquiries.
- Registered transactions and data on accounting database to track history and safeguard information.
- Studied past records to detect duplicate statements and fraud, avoiding penalties for non-compliance.
- Reconciled bank accounts to verify accuracy of cash records.
- Stored office and client records on secured server to prevent data losses, conducting regular backups.
- Enhanced department efficiency with the implementation of digital document management tools for faster invoice retrieval.
- Increased accuracy in expense reporting by thoroughly reviewing submitted claims and verifying supporting documentation.
- Assisted manager in formulating year-end financial reports to determine financial performance of companies.
- Contributed to producing and interpreting improved finance related methods to establish consistency with accounts payable prerequisites.
- Assisted in software migration projects, contributing to seamless transitions for Accounts Payable operations.
- Streamlined interdepartmental communication through clear presentation of accounting data relating to supplier payments.
- Ensured regulatory compliance regarding tax withholding requirements for non-resident suppliers, avoiding potential fines.
- Aided manager in examining company finances to develop strategies in reducing costs and maximizing revenues.
- Saved company resources by negotiating favorable terms and discounts with vendors.
- Contributed to annual budget planning with detailed analysis of past expenses and anticipated costs.
- Matched purchase orders with invoices and recorded necessary information.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Handled day-to-day accounting processes to drive financial accuracy.
- Entered figures using 10-key calculator to compute data quickly.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Inspected account books and recorded transactions.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
Medical Staff Credentialing Coordinator
ResCare HomeCare Health Agency
08.2007 - 11.2009
- Collaborated with medical staff leadership to facilitate timely credentialing decisions, improving overall hospital operations.
- Managed the reappointment process for medical staff members, ensuring continuity of care for patients.
- Prepared comprehensive reports for presentation at Medical Staff Committee meetings, demonstrating detailed knowledge of current credentialing matters.
- Contributed to a positive work environment by fostering open communication between team members and other departments involved in the credentialing process.
- Maintained confidentiality of sensitive information while handling large volumes of physician applications and records.
- Stayed current with industry trends and regulations through regular participation in relevant workshops and webinars, enhancing overall competency as a Medical Staff Credentialing Coordinator.
- Monitored expiration dates on licenses, certifications, and insurance policies, proactively preventing lapses in coverage or compliance issues.
- Reduced turnaround time for medical staff applications through effective communication with applicants and thorough document reviews.
- Provided exceptional customer service to physicians during the application process, addressing concerns promptly and professionally.
- Participated in internal audits to ensure adherence to established credentialing standards and practices within the organization.
- Ensured compliance with regulatory standards by regularly updating and maintaining physician credentials files.
- Successfully managed high volume of workload while maintaining attention to detail and accuracy in all tasks performed as Credentialing Coordinator.
- Conducted thorough primary source verifications, ensuring accuracy and validity of physician qualifications.
- Assisted in the training of new team members on credentialing processes and procedures, ensuring a smooth transition for incoming personnel.
- Streamlined credentialing process by implementing an efficient database management system.
- Developed constructive relationships with medical staff members, promoting a supportive and collaborative environment.
- Utilized strong problem-solving skills when faced with complex situations or challenges during the course of daily operations as a Medical Staff Credentialing Coordinator.
- Assisted in the development of policies and procedures related to medical staff credentialing, enhancing organizational efficiency.
- Coordinated with various departments to obtain necessary documentation for credentialing processes, promoting seamless collaboration.
- Received and evaluated applications to look for missing and inaccurate information.
- Conducted primary source verifications such as background checks and board certifications.
- Obtained NPI numbers for providers and facilities and updated existing profiles.
- Prepared records for site visits and file audits.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
- Developed and implemented onboarding and orientation programs for new employees.
- Collaborated with managers to identify and address employee relations issues.
- Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.
- Improved organizational filing systems for confidential employee records, resulting in improved accessibility and efficiency.
- Advocated for staff members, helping to identify and resolve conflicts.
- Completed human resource operational requirements by scheduling and assigning employees.
- Administered employee benefits programs and assisted with open enrollment.
- Created and delivered HR training sessions to staff, managers and executives.
- Developed and monitored employee recognition programs.
- Generated and analyzed reports to monitor employee engagement and attrition trends.
- Coordinated implementation of people-related services, policies and programs through departmental staff.
- Planned, monitored and appraised employee work results by training managers to coach and discipline employees.
- Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
- Worked alongside global business leader to deploy new training strategies.
- Reduced expenses by analyzing compensation policies and implementing competitive programs while ensuring adherence to legal requirements.
Eligibility Technician
Department Of Children And Family Services
10.1998 - 10.2006
- Established relationships with external partners such as social service agencies to facilitate seamless referrals between programs when appropriate.
- Collaborated with team members to resolve complex cases, utilizing expertise in regulations and policies to make informed decisions.
- Developed comprehensive case files for each client, documenting all relevant information needed for eligibility determinations and audits.
- Aided in the development of training materials and resources for new hires, ensuring a comprehensive understanding of eligibility processes and requirements.
- Maintained high levels of confidentiality while handling sensitive personal information, following strict protocols for data security and privacy.
- Conducted regular audits of case files to ensure compliance with program requirements and verify accuracy of benefit calculations.
- Promoted a customer-centric approach within the team, emphasizing empathy and understanding when assisting clients with complex eligibility challenges.
- Streamlined application processing time for faster results, optimizing workflow management and prioritization strategies.
- Enhanced customer satisfaction with timely and accurate eligibility assessments, providing clear communication of requirements and expectations.
- Supported agency efforts to minimize fraud risks by diligently verifying applicant identity and reviewing supporting documentation for authenticity.
- Improved eligibility determination accuracy by implementing efficient data verification processes.
- Increased efficiency in record-keeping through diligent maintenance of digital databases, maximizing data accessibility for team members when needed.
- Participated in professional development opportunities to stay current on changes in state and federal regulations affecting program administration.
- Adhered to all established timelines for case processing, consistently meeting or exceeding performance targets set by management.
- Reduced errors in benefit calculations by conducting thorough reviews of applicant financial information, ensuring consistency with program guidelines.
- Served as a subject matter expert in internal meetings regarding policy changes or procedural updates impacting client eligibility determinations.
- Contributed positively to a collaborative work environment by sharing knowledge, best practices, and insights into improving overall team performance.
- Addressed escalated client concerns professionally and efficiently, working to find solutions that maintained program integrity while meeting client needs.
- Assisted applicants with navigating the online application process, offering guidance on required documentation and submission procedures.
- Provided ongoing support to clients throughout the eligibility review process, maintaining open lines of communication for updates and inquiries.
- Resolved discrepancies with client applications to verify eligibility.
- Processed and certified documents for accuracy and compliance with government regulations.
- Assisted clients with accurate eligibility form, application and document completion.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Collaborated with interdisciplinary teams to develop comprehensive care plans tailored to individual needs.
- Reviewed and developed intake and discharge planning strategies to encourage client engagement and retention.
- Collaborated with multidisciplinary teams to facilitate client care and reduce case management barriers.
- Streamlined, standardized and implemented case management processes and techniques to maximize revenue cycle.
- Created care plans that addressed clinical and financial challenges, family requirements and facilitated patient quality of life.
- Fostered professional networks and relationships with service and resource providers to promote continuity and quality of care for clients.
- Served as corporate resource for compliance and audits to facilitate legal process and appeals.
- Managed and monitored program activities and evaluated quality for improvement recommendations.
- Leveraged case management tools and conflict management techniques to help interdisciplinary teams achieve optimal outcomes.
- Developed and administered budgets, authorized expenditures and monitored financial indicators to improve profitability.
- Structured standardized case management processes to comply with regulatory agency statutes and standards.
- Provided education on available resources and support services to empower patients in managing their own health goals.
- Served as a liaison between patients, families, providers, and community resources to facilitate seamless transitions throughout the continuum of care.
- Facilitated multidisciplinary team meetings, promoting open dialogue among various healthcare professionals involved in each patient''s case.
- Monitored patient progress, regularly updating documentation and communicating relevant information to all pertinent stakeholders.
- Enhanced patient care by coordinating services and resources for optimal case management outcomes.
- Conducted ongoing assessments of patients'' needs, adjusting care plans as necessary to address changing circumstances or conditions.
- Advocated for patients'' rights, addressing concerns or grievances through effective communication and conflict resolution techniques.
- Managed high caseloads, prioritizing tasks and maintaining organized records for timely follow-ups and accurate reporting.
- Developed strong relationships with healthcare providers to ensure patient-centered care was consistently provided.
- Improved patient outcomes with timely interventions and proactive case management solutions.
- Evaluated program effectiveness using data-driven metrics; presented findings at organizational meetings to inform continuous improvement efforts.
- Streamlined case management processes for improved efficiency and patient satisfaction.
- Provided safety planning, crisis intervention and case management to clients.
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs.
- Monitored program performance and outcomes for successful delivery of services.
- Collaborated with community members to develop and implement service initiatives.
- Advocated for social and community service programs to increase awareness and funding.
- Conducted community workshops to promote different programs and educate public on available services.
- Coordinated with community stakeholders for successful implementation of social and community service initiatives.
- Created and managed budgets, efficiently allocating resources for social and community service projects.
- Conducted outreach activities to engage local stakeholders in programs.
- Implemented strategies to increase public awareness of social and community service programs.
- Coordinated individual referrals to obtain community services, advocate for client needs and resolve roadblocks.
- Managed volunteer programs focused on providing community services to underserved populations.
Education
Accounting And Business Management
Northwood University
Midland, MI05.2025
High School Diploma -
High Point High School
Beltsville, MD05.1991
Skills
- Invoice Processing
- Financial Reporting
- Financial records and reporting
- SAP Knowledge
- Accounts Receivable Software
- Cash application
- Customer Relations
- Generally Accepted Accounting Principles
- Payment Coordination
- Audit Support
- Credit management
- Insurance Verification
- GL Entries
- Payment Negotiations
- Financial software
- Database updates
- Oracle Expertise
- Statutory Reporting
- Collections understanding
- Mail Routing
- Accounts Receivable
- Collections
- Customer service support
- Payment management
- Account Reconciliation
- Aging reports analysis
- Credit and collections
- Invoicing proficiency
- Microsoft Excel
- Statement preparation
- Data inputting
- Dispute Resolution
- Strong client relations skills
- Month-end closing procedures
- Audit Procedures
- General Ledger
- Financial Management
- Invoice Preparation
- Bookkeeping
- Fiscal reporting
- Department Oversight
- Finance
- Data Entry
- Microsoft Office
- Critical Thinking
- Time Management
- Handling Confidential Materials
- Attention to Detail
- Precision and Accuracy
- Bank Statement Reconciliation
- Financial Recordkeeping
- Financial research
- Inventory Management
- Vendor relationships
- Complaint resolution
- General Ledger Management
- Accounts Payable
- Record Reconciliation
- Data Entry and 10-Key
- Loan and Account Monitoring
- Cost accounting
- Word Processing
- Purchase Orders
- Fund Accounting Software
- Quickbooks
- SAP Crystal Reports
- Bill Payment and Recordkeeping
Timeline
Accounts Receivable Clerk
Metro One Loss Prevention
06.2023 - 12.2023
Financial Advisor
GenesisCare Radiation Oncology
05.2014 - 06.2023
Accounts Payable Clerk
Crossmatch Technologies
03.2013 - 05.2014
Accounting Clerk
Jay Steven & Levine Law Group
03.2012 - 04.2013
Career Consultant
Workforce Alliance | Ctworks
08.2009 - 03.2013
Accounts Payable Clerk
Clerk & Comptroller
08.2007 - 12.2009
Medical Staff Credentialing Coordinator
ResCare HomeCare Health Agency
08.2007 - 11.2009
Eligibility Technician
Department Of Children And Family Services
10.1998 - 10.2006
Accounting And Business Management
Northwood University
High School Diploma -
High Point High School