Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
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DaMesha McPeters

Dallas–Fort Worth,USA

Summary

Quality-driven claims and compliance professional with cross-industry experience in claims review, reconciliation, audit preparation, and documentation QA across insurance, healthcare, and financial services. Proven ability to identify errors, enforce corrective actions, maintain audit-ready files, and meet strict regulatory timelines. Brings strong judgment, process discipline, and deadline management suited for default claims quality assurance in regulated servicing environments.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Development & Compliance Specialist (Documentation QA & Audit Support)

Dimensions of Life LLC
Forney, TX
01.2014 - Current
  • Reviewed, validated, and maintained audit-ready documentation, ensuring completeness, accuracy, and compliance with internal standards.
  • Organized and verified 100+ files for regulatory and internal audits, identifying deficiencies and supporting corrective actions.
  • Managed confidential records, onboarding documentation, and process tracking while meeting strict internal timelines.

Securities Ops Transition Specialist (Quality Review & Documentation Validation)

Wells Fargo
10.2025 - 01.2026
  • Supported account transfer validation and documentation completeness checks during high-volume financial transitions.
  • Reviewed transactional data for accuracy and alignment with internal controls and compliance standards.
  • Escalated inconsistencies and contributed to audit readiness in a regulated operations environment.

Claims Associate – Property (QA Review & Audit Support)

State Farm
Richardson, TX
05.2024 - 07.2025
  • Reviewed and reconciled insurance claim files against policy coverage, loss details, and supporting documentation.
  • Identified discrepancies, supported appeals, and collaborated with audit teams, contributing to a 15–20% reduction in claim errors.
  • Managed high-volume queues (50+ claims weekly) under deadline pressure with 98% accuracy.

Specialty Pharmacy Technician – Claims, Billing & Reconciliation

CVS Caremark
Woonsocket, RI
08.2023 - 08.2024
  • Performed high-volume claims and documentation review supporting billing and reimbursement accuracy.
  • Reconciled records, resolved deficiencies, and maintained 98% data accuracy across patient accounts.
  • Coordinated with payers and internal teams to meet compliance deadlines and documentation standards.

Client Relationship Associate (Regulated Financial Operations)

The Vanguard Group
Plano, TX
10.2022 - 04.2023
  • Managed regulated client documentation under strict FINRA compliance requirements.
  • Reconciled coded financial transactions and supported internal quality and audit initiatives.
  • Maintained confidentiality and accuracy across multiple reporting platforms.

Education

Bachelor of Applied Science - Accounting & Finance (Audit)

Wells College
New York, NY
01.2027

Skills

  • Claims Quality Assurance (QA/QC)
  • Documentation Review & Reconciliation
  • Error Identification & Corrective Action
  • Audit Preparation & Monthly Reviews
  • Regulatory & Policy Compliance
  • Internal Controls & Risk Awareness
  • Process Tracking & Escalation
  • Microsoft Excel, Word, QuickBooks, CRM Systems

Affiliations

  • Becker CPA Student Ambassador Program (2025–2026)

Certification

  • Microsoft Office Specialist: Associate (Excel, Word, PowerPoint) – 2025
  • FINRA Securities Industry Essentials (SIE) – 2022
  • Bloomberg Finance Fundamentals & Spreadsheet Analysis – 2025

Timeline

Securities Ops Transition Specialist (Quality Review & Documentation Validation)

Wells Fargo
10.2025 - 01.2026

Claims Associate – Property (QA Review & Audit Support)

State Farm
05.2024 - 07.2025

Specialty Pharmacy Technician – Claims, Billing & Reconciliation

CVS Caremark
08.2023 - 08.2024

Client Relationship Associate (Regulated Financial Operations)

The Vanguard Group
10.2022 - 04.2023

Development & Compliance Specialist (Documentation QA & Audit Support)

Dimensions of Life LLC
01.2014 - Current

Bachelor of Applied Science - Accounting & Finance (Audit)

Wells College
DaMesha McPeters