Summary
Overview
Work History
Education
Skills
Timeline
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Belinda V. Calloway

San Antonio

Summary

Administrative Assistant with a proven track record at Texas Biomedical Research Institute, skilled in Raiser’s Edge and adept at organizing complex data. Recognized for enhancing donor relations and streamlining processes, leveraging strong organizational skills to improve efficiency and accuracy in documentation and correspondence management.

Overview

30
30
years of professional experience

Work History

Administrative Assistant

Texas BioMedical Research Institute
10.2024 - Current
  • Company Overview: Non-Profit Organization.
  • Manage and update donor information in the Raiser’s Edge database, ensuring accuracy in contact details and donation records.
  • Coordinate the coding and preparation of donor acknowledgment letters by pulling relevant queries, merging data, and ensuring compliance with IRS guidelines.
  • Organize and maintain department files, records, and documentation, ensuring easy access and proper filing procedures.
  • Handle the purchasing requisition process for the department, including managing and reconciling bills, subscriptions, and contracts.
  • Provide ongoing administrative support, including document preparation, filing, maintaining office supplies, and managing mail, and other office tasks.
  • Manage incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.

Administrative Assistant

Helotes Humane Society
02.2024 - 06.2024
  • Company Overview: Non-Profit Organization
  • Responded to incoming phone and email correspondence to direct clients to the appropriate department, cash reconciliation, maintained medical records, data entry and employees/volunteer records.
  • Worked as a liaison between fosters and staff for animal placement.

Enterprise Money Movement Specialist

United Services Automobile Association – Federal Savings Bank
San Antonio
05.2001 - 10.2021
  • Audited ATM deposits. Posted correct deposit amounts to customers’ accounts. Tracked ATM disputes. Processed incoming FED Ex. Printed and processed IRD checks.
  • Provided administrative support for the Enterprise Collections units' special projects and programs, as well as took charge of special events for USAA Federal Savings Bank, both on and offsite.
  • Actively involved in organizing and managing Bank Call meetings, creating presentation material and facilitating employee recognition functions.
  • Obtained or negotiated immediate payments or payment arrangements for Property and Casualty, Investment Management and Alliance Services products via domestic and international inbound and outbound calls.
  • Maintained special collections, reporting and analysis spreadsheets for the Investment Management, Alliance Services and Mutual Funds departments.
  • Educated members about the many products and services that USAA offers.
  • Reviewed member delinquent account files to ensure accuracy and completeness within standard operating procedures.
  • Member account reconciliation.
  • I listened to Property and Casualty members as they discussed their insurance needs, reviewed product options, and choices to make certain each member was completely comfortable with, and understood, the different products.
  • Issued or combined policies to ensure appropriate insurance coverage for each member.
  • Initiated payments and adjustments for insurance products.
  • Established the appropriate policy premiums by determining and analyzing all relevant risk factors.

Account Representative II \ Legal

University Health System
San Antonio
09.1995 - 03.2001
  • Performed administrative functions for the attorneys, including gathering and analyzing confidential patient financial data for ongoing and potential casework. Summarized and supplied critical documents, and other appropriate information, for legal cases. Built and maintained presentations for the legal department.
  • Managed the telephones, email, and daily calendars for the legal department. Coordinated and organized individual and departmental meetings, events and travel planning.
  • Served as the point of contact between the hospital’s attorneys and outside counsel concerning the exchange of information.
  • Handled the attorneys’ legal correspondence by obtaining billing records, payment history, and negotiating settlement amounts regarding subpoenas, depositions, and affidavits.
  • Oversaw subrogation collection activities through a third party.
  • Reviewed and posted third-party checks to the appropriate accounts for individuals involved in accidents.
  • Built payment reports for collection agencies detailing the appropriate amount of patient responsibility with regard to hospital services, which were subsequently used in negotiation and settlement.
  • Researched, and when necessary, adjusted patient account information in IDX (Patient Billing Database) to reflect changes in patient account status regarding Chapters 7, 11, and 13 bankruptcy.

Education

Notary Public Commission -

State of Texas
San Antonio, Texas
10-2023

Some College (No Degree) -

San Antonio College
San Antonio, Texas

Skills

  • Microsoft 365
  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Typing
  • DropBox
  • Slack
  • Shelterluv
  • Raisers Edge
  • 10-key
  • Office appropriate equipment
  • Multi phone system
  • Skype
  • Instant messaging
  • Organization
  • Presentation
  • Transcription

Timeline

Administrative Assistant

Texas BioMedical Research Institute
10.2024 - Current

Administrative Assistant

Helotes Humane Society
02.2024 - 06.2024

Enterprise Money Movement Specialist

United Services Automobile Association – Federal Savings Bank
05.2001 - 10.2021

Account Representative II \ Legal

University Health System
09.1995 - 03.2001

Notary Public Commission -

State of Texas

Some College (No Degree) -

San Antonio College

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Belinda V. Calloway