Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Timeline
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DaMesha McPeters

Dallas,TX

Summary

  • Detail-oriented Account Assistant knowledgeable about auditing practices and clerical support needs.
  • Proofreads and updates spreadsheets with precision and demonstrates broad expertise in diverse accounting software programs.
  • Detail-oriented, organized and dependable, successful at managing multiple priorities with a positive attitude.
  • Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals.

Overview

11
11
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work History

Account Assistant

Ser-National
Irving, TX
07.2012 - 07.2013
  • Filing and shredding documents, as well as organizing and entering and outputting data using internal software systems
  • Excel, PowerPoint
  • Auditing documentation for revenue cycle compliance, also faxing, printing and typing records.
  • Managed invoices, payments and deposits, maintaining accurate expenditure records.
  • Implemented orderly, organized filing systems for easy record retrieval.
  • Presented monthly, quarterly and annual statements to support financial planning.
  • Input data into accounting system and maintained integrity of system information to alleviate potential breaches.

Senior Retention Specialist/Sales

Terminix
Lewisville, TX
01.2018 - 09.2018
  • Client billing/coding/scheduling
  • Disputes/ delinquencies/payment arrangements
  • Implemented employee incentive programs to promote positive work culture and increase retention.
  • Assisted product development to build exciting customer offerings, increasing repeat business.
  • Developed new strategies for customer retention activities.
  • Established customer retention programs to improve loyalty and increase lifetime value.
  • Identified changing customer needs and adapted service strategies to meet them.
  • Built constructive customer relationships to improve loyalty and recommendations.
  • Analyzed customer behavior and data to identify trends and develop customer retention strategies.

S-Voice Tester/Data Engineering (contract)

Samsung
Richardson, TX
01.2017 - 06.2017
  • SQL/ V-Lookup/ Excel, voice control/recognition
  • Supported, implemented and helped shape test approach by identifying solutions to recurring issues.
  • Read, interpreted and followed written test instructions and procedures to accurately test products.
  • Checked software beyond testing scripts for interconnected problems not covered by established specifications.
  • Utilized quality control software to track and analyze product data.
  • Investigated customer complaints to take necessary corrective actions.
  • Monitored product quality at all stages of production process.
  • Updated quality control records and reports.
  • Sampled products to verify compliance with standards
  • Recorded inspection and test results on data sheets.
  • Followed standard operating procedures for inspections and tests.
  • Operated and maintained testing equipment.

Assistant Benefit Administrator

Health And Human Services Commission
Grand Prairie, TX
01.2013 - 01.2014
  • Patient benefits management/verification
  • Clerical assistance, filing data, shredding documents/portfolios, shipping and receiving mail, packages, and other mail clerk services.
  • Audited benefit programs and agreements to optimize service delivery.
  • Maintained database systems to track and analyze operational data.
  • Gathered, organized and input information into digital database.

Client Relationship Associate

Vanguard Group
Plano, United States
10.2022 - 04.2023
  • Account maintenance and follow up on securities transactions, transfers/rollovers, periodic payment plans and all other account operations.
  • Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
  • Calculated correct order totals, updated accounts, and maintained detailed records for inventory management.
  • Consulted with outside parties to resolve discrepancies and create expert solutions.
  • Logged call information and solutions provided into internal database.
  • Verified transactions, product orders and monetary transfers / rollover dates and entered information into databases and reports.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Maintained up-to-date knowledge of product and service changes.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

Specialty Pharmacist

Caremark Pharmaceuticals
Remote, TX
08.2021 - 08.2022
  • Interpreted prescription orders, dispensed medications, and counseled patients on drugs.
  • Maintained appropriate drug records and completed reports as necessary.
  • Remained knowledgeable about health insurance and other third-party payment programs to facilitate purchases.
  • Complied with pharmacy regulations to increase quality of health care and inhibit criminal abuse of drugs.
  • Worked with automated dispensing systems to securely store medication and track narcotics and other controlled drugs.
  • Reported adverse drug events to comply with regulatory policies and procedures.
  • Reviewed and evaluated orders for non-formulary to identify generic alternatives.
  • Reviewed prescription to confirm appropriate selection of drug, dose and check for interactions with other medications.
  • Evaluated drug therapy to drive appropriate medicine use.
  • Educated patients on medication, tools and equipment to promote patient-centered care and increase adherence to treatment.

Enrollment Specialist

Teladoc Health
Lewisville, Tx
09.2018 - 03.2020
  • Communicated effectively via telephone, email and in person with prospective customers.
  • Understood and thoroughly explained services provided to customers and potential customers.
  • Updated, entered and reviewed customer data.
  • Collected premiums on or before effective date of coverage.
  • Educated clients on insurance policies and procedures.

Education

Bachelor Of Applied Arts - Education

Jarvis Christian University
Hawkins, TX
01.2014 - 08.2016

Skills

Project coordination

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Accomplishments

  • Used Microsoft Excel to develop inventory tracking, data management, and analytics.
  • Band- S3 flute player.
  • MS. Black & Gold Pageant

Affiliations

Nonprofit Organization outreach specialist- Texas organizing project, Dallas Tx.

Certification

Securities Industry Essentials

Timeline

Securities Industry Essentials

12-2022

Client Relationship Associate

Vanguard Group
10.2022 - 04.2023

Specialty Pharmacist

Caremark Pharmaceuticals
08.2021 - 08.2022

Enrollment Specialist

Teladoc Health
09.2018 - 03.2020

Senior Retention Specialist/Sales

Terminix
01.2018 - 09.2018

S-Voice Tester/Data Engineering (contract)

Samsung
01.2017 - 06.2017

Bachelor Of Applied Arts - Education

Jarvis Christian University
01.2014 - 08.2016

Assistant Benefit Administrator

Health And Human Services Commission
01.2013 - 01.2014

Account Assistant

Ser-National
07.2012 - 07.2013

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DaMesha McPeters