Brandi Kelso
Temple,TX
Summary
Experienced and compassionate Foster Care Provider, home school and sunday school teacher with 25 years of expertise in emotional support, crisis management, and behavioral intervention techniques. Demonstrated ability to build strong connections with students, staff, families, and administrators. Proficient in handling emergencies calmly while fostering children. Looking for a challenging career change working with children.
Overview
23
23
years of professional experience
Work History
Financial Counselor
Baylor Scott & White Health-Temple
Temple , Texas
02.2023 - Current
- Provides estimates of procedures and services, calculates payment requirements, and negotiates pre-service payments according to financial clearance requirements
- Excellent data entry, numeric, typing and computer navigational skills
- Perform financial related activities such as registering patients and verifying eligibility for assistance
- Daily use of Microsoft Office software, such as Excel, Word, and Access
Account Assistant II
Baylor Scott & White Health-Temple
Temple , Texas
10.2016 - 02.2023
- Distribute and Research Patient Refunds
- Auditing payments from Check Processors
- Prepares Voids and Quadex lists and monthly reconciliation
- Accounts payable- audit for patient refunds/ unclaimed properties
- Data Entry
- Ensure proper payment of invoices based on authorization
- Process checks through accounts payable system
- Daily use of Microsoft Office software, such as Excel, Word, and Access
- Maintained customer accounts by recording account transactions.
- Prepared financial statements and invoices for customers.
- Monitored customer account details for non-payments, delayed payments and other irregularities.
Legal/Financial Associate
McCormick Ambulance-Mariposa
Mariposa , California
09.2014 - 10.2016
- Worked with Attorneys in Los Angeles County to meet HIPPA
- Processed Requirements and Records Request/Subpoenas for court proceedings
- Worked with Victims of Crime to resolve billing and Attorney request
- Filed Unclaimed Property for all 50 states
- Processed patient billing invoices to insurance companies
- Issued patient refund payments
- Verified Insurance and charges, invoiced records request and took payments for fees and balances
- Processed deposits for payments
- Reviewed financial statements and reports to ensure accuracy and compliance with applicable laws and regulations.
- Analyzed budgets, expenses, accounts receivable and payable, and other financial records to identify discrepancies or misstatements.
- Developed strategies for managing investments and minimizing risk exposure.
Bookkeeper
Action Tax & Bookkeeping-Mariposa
Mariposa , California
11.2011 - 08.2015
- Generated invoices upon receipt of billing information and tracked collection progress
- Reconciled company bank accounts, credit card, and line of credit accounts
- Developed monthly, quarterly, and annual profit and loss statements and balance sheets
- Accumulated and analyzed financial payment information to guarantee employees and vendors were paid accurately and on time
- Reconciled book to tax depreciation yearly
- Responded to questions from internal departments, as well as external and internal auditors
- Reviewed errors and pricing issues in order to resolve and release payments
- Prepared monthly journal entries for end-of-month closing
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Processed accounts payable and receivable transactions.
Property Manager
The Rental Network-Mariposa
Mariposa , California
08.2007 - 12.2012
- Processed 180 tenant monthly rent payments, to include paying each owner through direct deposit
- Coordinated all payments for the company bills and all vendor invoices for properties
- Negotiated with property owners for new properties to lease on the market
- Maintained company and client image at all times when dealing with tenants and owners
- Reconciled company bank accounts, credit card, and line of credit accounts
- Supervised a team in a small environment, in order to reach and exceed our daily, weekly, and monthly goals
- Screened applicant resume's and coordinated all phone and in-person interviews
- Wrote compliance manuals for residential and business leases
- Trained new staff, supervised post training activity, and provided performance and goal related feedback
- Prepared and corrected asset schedules for internal and external auditors, as well as tangible personal property tax reporting
Customer Finance
Nextel Communications-Temple
Temple , Texas
04.2002 - 04.2007
- Provided billing research assistance in restructuring cost-effective solutions for corporations
- Maintained a staff of 14, met or surpassed goals and quotas
- Effectively managed a high volume of inbound and outbound customer calls
- Prepared reports and communication for senior management and clients
- Conducted performance reviews for all customer service representatives to reduce resolution time and improve customer satisfaction rates
- Proven to professionally and patiently process and address negative customer feedback
- Addressed and resolved customer product complaints empathetically and professionally
Education
Associate in Applied Science -
Tarleton State University Central Texas
08.2003
Skills
- Financial advice
- Budget Planning
- Telephone Etiquette
- Estate Planning
- Insurance Verification
- Financial Counseling
References
- Thera, Rhodes, BSWH Financial Systems Analyst II, (254)760-1230
- Kathleen, Vasek, BSWH Accountant II, (254) 913-5578
Affiliations
- Foster Care Mother for over 17 years working with adolescents struggling from addiction, behavior and mental health issues and handicaps.
Timeline
Financial Counselor
Baylor Scott & White Health-Temple
02.2023 - Current
Account Assistant II
Baylor Scott & White Health-Temple
10.2016 - 02.2023
Legal/Financial Associate
McCormick Ambulance-Mariposa
09.2014 - 10.2016
Bookkeeper
Action Tax & Bookkeeping-Mariposa
11.2011 - 08.2015
Property Manager
The Rental Network-Mariposa
08.2007 - 12.2012
Customer Finance
Nextel Communications-Temple
04.2002 - 04.2007
Associate in Applied Science -
Tarleton State University Central Texas
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