Overview
Work History
Education
Skills
References
Timeline
Generic

Barbara Winkler

Corning,KS

Overview

25
25
years of professional experience

Work History

Assistant Vice President - Transfers

CNB Custody
Seneca, KS
07.2013 - Current
  • Monitored IRA accounts to ensure compliance with Federal regulations.
  • Conducted research as needed to resolve customer inquiries related to IRAs.
  • Generated reports for management review on a regular basis.
  • Analyzed complex financial data to identify potential errors or discrepancies within accounts.
  • Reviewed IRA documents such as beneficiary designations, distribution requests. for accuracy.
  • Provided guidance and support on tax-related issues associated with IRAs.
  • Resolved customer complaints regarding their individual retirement accounts.
  • Ensured that all transactions were processed accurately and in a timely manner according to established guidelines.
  • Maintained records of client transactions and account balances in database system.

Hotel Co-Manager

Settle Inn & Suites
Senaca, KS
06.2010 - 07.2013
  • Handled guest complaints professionally and efficiently.
  • Managed budgeting processes including forecasting revenues and expenses for the hotel.
  • Monitored customer feedback surveys and took appropriate action based on results.
  • Negotiated contracts with vendors for services such as food supply or maintenance services.
  • Oversaw daily housekeeping operations to ensure cleanliness of guest rooms and public areas.
  • Provided training to staff in customer service, safety, and other topics related to hospitality industry.
  • Monitored inventory levels of supplies such as linen, amenities to ensure adequate availability of items at all times.
  • Ensured that guests received prompt, courteous attention throughout their stay.
  • Ensured compliance with safety regulations in accordance with local laws.
  • Resolved conflicts between staff members or guests when necessary.
  • Created a positive work environment for staff by providing guidance, support, recognition and motivation.
  • Prepared reports on occupancy rates, revenue management and profitability metrics for senior management review.
  • Assigned duties and monitored performance of all employees in the hotel.
  • Mentored new employees, demonstrating best methods for servicing clients and guests.
  • Coordinated with the sales team to develop strategies for attracting new business.
  • Oversaw reservations received from direct calls and provided room availability information.
  • Managed room allocations and bookings, optimizing occupancy and revenue.

Account Receivable/Medical Insurance Specialist

Nemaha Valley Community Hospital
Seneca , KS
10.2000 - 06.2010
  • Reconciled daily cash receipts with bank deposits.
  • Maintained accurate records of accounts receivable and payable transactions.
  • Created detailed reports summarizing accounts receivable activity within specified time periods.
  • Worked closely with internal teams to resolve customer billing and payment issues.
  • Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Received and recorded cash, checks and transfers.
  • Resolved customer complaints related to insurance claim processing.
  • Reviewed customer insurance claims to ensure accuracy and completeness of information.
  • Reviewed denied claims for errors or omissions before finalizing decision notices.
  • Supported efficient handling of complex claims and followed up on open, denied, or suspended claims to complete required line items.
  • Monitored reports to identify claims issues and worked with adjusters to resolve problems.
  • Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.

Education

Certificate of Achievement - Self Directed IRA Administration & Investments

Retirement Industry Trust Association
Online
09-2023

High School Diploma -

Wetmore High School
Wetmore, KS
05-1982

Some College (No Degree) - Computer And Information Systems

Highland Community College
Highland, KS

Skills

  • Cross-functional team leadership
  • Coordination of administrative activities
  • Data reporting
  • Conflict resolution
  • Customer service
  • Performance monitoring
  • Effective relationship building
  • Negotiation
  • Recruiting and hiring
  • Policy compliance
  • Issue resolution skills
  • Hiring and coaching

References

References available upon request.

Timeline

Assistant Vice President - Transfers

CNB Custody
07.2013 - Current

Hotel Co-Manager

Settle Inn & Suites
06.2010 - 07.2013

Account Receivable/Medical Insurance Specialist

Nemaha Valley Community Hospital
10.2000 - 06.2010

Certificate of Achievement - Self Directed IRA Administration & Investments

Retirement Industry Trust Association

High School Diploma -

Wetmore High School

Some College (No Degree) - Computer And Information Systems

Highland Community College

Similar Profiles

CREATE PROFILE
Barbara Winkler