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
Online09-2023
High School Diploma -
Wetmore High School
Wetmore, KS05-1982
Some College (No Degree) - Computer And Information Systems
Highland Community College
Highland, KSSkills
- 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