Bobbie Jo Cotter
Albion
Summary
I have several years experience using Invoice management, Tempo and BKFS while both processing claims and also doing loss analysis on submitted claims.
Overview
24
24
years of professional experience
4
4
years of post-secondary education
Work History
Intake Screener
Community Action Of Orleans & Genesee
Batavia
02.2026 - Current
- Conducted thorough assessments of client needs and services available.
- Collaborated with community partners to streamline service referrals.
- Maintained accurate client records in the agency's database system.
- Provided compassionate support to clients during intake interviews.
- Educated clients on available programs and resources for assistance.
- Reviewed applications for completeness and eligibility criteria adherence.
- Assessed client eligibility for services by evaluating information on the intake form.
- Greeted clients and provided them with necessary forms to complete intake process.
- Interviewed clients in order to obtain more detailed information about their needs.
USDA VA FNM Loss Analyst Specialist
ServiceLink
07.2023 - 08.2024
- Responsible for reviewing processed claims that could results in potential adjustments.
- Presented with Kudos and Awards for Quality Work, Maintained smooth daily operations.
- Communicated professionally, directly, and productively with clients.
- Processed Completed high demand claims with time restrictions, at or before deadline.
- Shared feedback that assisted with updates on current processes and procedures.
- Familiar with reviewing invoices to determine eligibility for recoverable and non-recoverable costs.
- Mentored new Specialists at start, and on a daily basis.
CWCOT PFS Claims Processor
Claims Recovery Financial Services
08.2014 - 02.2023
- CWCOT Prep Analyst - Promoted to CWCOT PFS Part B Claims Processor.
- Responsible for multiple clients.
- Presented with Kudos and Awards for Quality Work, Maintained smooth daily operations.
- Communicated professionally, directly, and productively with clients.
- Processed Completed high demand claims with time restrictions, at or before deadline.
- Mentored new Specialist
Operations Manager
RAC for Women
09.2012 - 07.2013
- Recruited for positions needed by reviewing applications, interviewed candidates, and hired candidates.
- Engaged in staff training and feedback sessions.
- Handled and assigned daily operations.
- Conducted staff performance evaluations Responsible for meeting New York State and RAC codes.
- Managed annual permits maintenance for the facility Interacted with customers, while fielding complaints and offering options to satisfy customers.
Hotel Desk Clerk
Comfort Inn West
03.2012 - 09.2012
- Kept records of room availability and guest accounts manually and using computers.
- Provided information about hotel services, features, and amenities.
- Computed bills and collected payments Posted charges for rooms and amenities.
- Oversaw all check-ins, checkouts, room reservations, cancellations, requests, and changes.
- Resolved overbooking situations, customer complaints and answered guest inquiries.
Retail Sales
Walmart
10.2007 - 07.2008
- Showed customers how to use and care for merchandise.
- Rang up bills, using cash registers and POS machines.
- Worked in stock room and front end Inventoried stock.
- Found out of stock items at other stores.
Customer Service Quality Assurance
Washington Mutual
11.2001 - 05.2006
- Received and processed incoming phone calls from customers or client base.
- Effectively identified customer concerns over the phone and resolved issues.
- Referred unresolved customer grievances for further investigation.
- Maintained effective working relationships with customers, internal departments, and stores.
- Trained new team members and assisted with any questions they had after training.
Education
Diploma -
Albion Central School
Albion, NY 09.1997 - 06.2001
Skills
- Claim Processing
- Loss Analysis
- Communication
- Quality Management
- Client assessment
- Database management
- Claim processing
- Problem solving
- Data input
- Using County websites to locate public documents
- Foreclosure claims
Languages
English, Native/Bilingual
About Me - Management Experience Years
1
Timeline
Intake Screener
Community Action Of Orleans & Genesee
02.2026 - Current
USDA VA FNM Loss Analyst Specialist
ServiceLink
07.2023 - 08.2024
CWCOT PFS Claims Processor
Claims Recovery Financial Services
08.2014 - 02.2023
Operations Manager
RAC for Women
09.2012 - 07.2013
Hotel Desk Clerk
Comfort Inn West
03.2012 - 09.2012
Retail Sales
Walmart
10.2007 - 07.2008
Customer Service Quality Assurance
Washington Mutual
11.2001 - 05.2006
Diploma -
Albion Central School
09.1997 - 06.2001