Corey Lee Jr
Milwaukee,WI
Summary
Motivated professional offering Associate's Degree in Business Management. Adds value to any organization in need of great collaboration, interpersonal and multitasking abilities. Strong work ethic coupled with dynamic team collaboration skills used to meet tight deadlines.
Overview
11
11
years of professional experience
Work History
Legal Billing Specialist
Crivello Carlson, S.C.
Milwaukee, WI
12.2022 - 06.2024
- Streamlined operations through the review and correction of Task Codes and Activity Codes.
- Assisted with entry of time slips to ensure proper wording and adherence to client guidelines
- Prepared and submitted appeals for clients who have written off time when required
- Researched and resolved billing inconsistencies and errors through individual and collaborative analysis.
- Processed and sent invoices, adjustments and credit memos to customers
- Managed numerous client accounts to track and collect money owed
- Creation and continued maintenance of timekeepers and rates
- Assisted attorneys/staff with billing questions and issues related to guideline compliance
Accounts Receivable Analyst
Brookdale Senior Living
Milwaukee, WI
09.2017 - 11.2022
- Processed county, state, and Medicaid billing and payments.
- Reviewed payments for accuracy; corresponded with vendors, communities, residents, and field personnel when necessary to correct or modify payments received.
- Checked postings and documents for correctness, accuracy and proper coding.
- Monitored monthly activities and managed vendor invoicing to prepare appropriate financial reports.
- Reconciled monthly statements and transactions to keep records accurate and current.
- Produced reports for month-end, quarter-end, and year-end processing to ensure accurate accounting of all payments.
- Reviewed accounts with credit balances to determine accuracy of refunds.
- Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
- Assisted with filing and other clerical duties as needed.
Financial Planning Associate (Temporary Position)
Northwestern Mutual
Milwaukee, WI
05.2017 - 08.2017
- Data Entry.
- Reviewed retirement plan documents from field representatives such as Pensions, 401k, 403b, 529 Plans, Inheritances, Insurances, etc.
- Utilized keyboarding skills to accurately input data into multiple software programs and systems.
- Used critical thinking skills to make logical decisions on unclear or missing data.
- Attention to detail.
Fraud Support Specialist
FIS Global
Milwaukee, WI
04.2016 - 05.2017
- Answered inbound calls for customers from various financial institutions to help resolve inquiries about fraud.
- Blocked/unblocked customers' bank cards based on posted transactions being legit or not.
- Handled email requests.
- Provided world class customer service.
Limitations Specialist
PayPal
Chandler, AZ
08.2015 - 03.2016
- Interacted with customers via telephone and e-mail.
- Worked independently while making sound business decisions on case information.
- Added, removed, and/or reviewed limitations that were placed on accounts.
- Displayed the ability to learn and adapt to new software technologies.
Mortgage Servicing Specialist
Wells Fargo Home Mortgage
Milwaukee, WI
05.2013 - 07.2015
- Effectively resolved inbound and escalated calls while efficiently providing one call resolutions.
- Identified cross sell opportunities by matching the most compatible Wells Fargo products & services to each customer.
- Continuously met or exceeded key metrics including post contact survey results, quality, average handle time, and repeat call percentage.
- Ensured all regulatory and compliance standards were maintained during each interaction.
Education
Associate's Degree - Business Management
Milwaukee Area Technical College
12.2021
Skills
- Proactive and Self-Motivated
- Time Management
- Precision and Accuracy
- Accounting
- Bill Payment and Recordkeeping
- Accounts Receivable
- State Regulation Compliance
- Federal Regulation Compliance
- Data Analysis
- Critical Thinking
- General Ledger Reconciliation
- Account Reconciliation
- Attention to Detail
- Customer Relations
- Creative Problem Solving
- Banking
- Handling Confidential Materials
- Data Entry and 10-Key
- Financial Calculation and Analysis
- Account Auditing
- Bookkeeping
- Upselling Techniques
- Integrity Maintenance
Timeline
Legal Billing Specialist
Crivello Carlson, S.C.
12.2022 - 06.2024
Accounts Receivable Analyst
Brookdale Senior Living
09.2017 - 11.2022
Financial Planning Associate (Temporary Position)
Northwestern Mutual
05.2017 - 08.2017
Fraud Support Specialist
FIS Global
04.2016 - 05.2017
Limitations Specialist
PayPal
08.2015 - 03.2016
Mortgage Servicing Specialist
Wells Fargo Home Mortgage
05.2013 - 07.2015
Associate's Degree - Business Management
Milwaukee Area Technical College
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