Summary
Overview
Work History
Education
Skills
Professional Groups
Timeline
Generic

Debra Hamby

McCordsville,IN

Summary

Dynamic professional with extensive experience at The Michael's Organization, excelling in financial reporting and budget tracking. Proven ability to enhance operational processes and foster strong client relationships. Adept at invoice auditing and team leadership, driving continuous improvement while ensuring compliance and accuracy in all financial transactions.

Overview

25
25
years of professional experience

Work History

Accounting Draw Specialist

Greystone Property Management
McCordsville, IN
06.2020 - Current
  • Process, track, and maintain monthly draw requests
  • Prepare monthly apartment rehab and replacement reserve draw packages for submission to lenders and regulatory agencies
  • Monthly tracking and verification of logs for property appliance purchases
  • Monthly reconciliation of draw data to the general ledger and capital expenditure budgets
  • Work with property managers and rehab department to ensure accurate and timely reporting
  • Review/audit invoices and ensure that they are properly cost coded and approved for payment
  • Track/Update budgets and ensure that funds are available for all project expenses
  • Work closely with project managers to ensure that all project timelines are met
  • Prepare reports on draw activity and provide updates to management as required
  • Maintain Financial Reports, record, and general ledger accounts
  • Reviewed accounts payable
  • Perform monthly balance sheet reconciliation
  • Assist project manager on cost allocations
  • Identify areas for process improvement and work with management to implement changes

Branch Office Administrator

Edward Jones Investments
05.2018 - 06.2020
  • Create deep, trusted client relationships that empower the financial advisor to focus on delivering customized, solutions-based advice to clients with exceptional service
  • Build the business/network for the FA by updating prospect/client records, executing direct-mail programs, planning seminars, making follow-up calls for appointments, recognizing new-business opportunities and facilitating branch business planning
  • Open new client accounts, prepare and process investment documentation, accept and confirm trade orders
  • Maintain account and trade records
  • Convey a welcoming presence while answering the phone, responding to client questions, greeting guests, and carrying out responsibilities that ensure a consistent appointment process
  • Create and meet business plans, oversee appointment-setting/schedules, and expand client relationships
  • Support business and marketing activities to consistently grow the business and the opportunity to work with the FA while continuously improving the client experience and branch processes
  • Mentor new branch office administrators

Benefit Specialist/Manager

Liberty National Insurance
06.2013 - 05.2018
  • Assisted business owners and individuals for worksite-voluntary supplemental benefits. Provided quotes for products to fill gaps in individuals and groups health benefit packages to employees of businesses; Health and life insurance sales
  • Assisted bookkeeper of owner's business with deductions, invoices, and payments
  • HR management: Recruited, trained, and developed new business staff.
  • Oversee workflow of new business team to ensure work is completed and service levels and quality standards are followed
  • Established best practice work processes and procedures and drive continuous process improvements; Managed team activities and resources to ensure service levels are met; provide recommendations to the Agency Director on resource and improvement needs
  • Measured and monitored key performance indicators and reported outcomes to Agency Director; Provided excellent customer service to internal and external partners and clients
  • Developed, organized, and delivered presentation packets to new hires during orientation and training
  • Presented and communicated implementation of benefit package to employers
  • Prospected and tracked current and future client through Salesforce (Epic)
  • Quality Manager duties: Run reports for new business, past due invoice reports and policy lapse reports; Call new clients to assure process of deductions are complete; Call current clients to receive status of past due payment; Notified agent of nearing lapsed policies; Reinstate lapsed policies; Received and processed payments from clients
  • Track and processed payroll for the agency (two office locations)
  • Process payroll, set up new hires, make changes to withholdings/deductions
  • Prepare annual W-2s/1099 forms

Claims Specialist Auto PIP/MED

Safeco Insurance
06.2007 - 08.2013
  • Multi-state experience calculating vehicle values and negotiating settlement
  • Investigate, evaluate, and resolve claims assigned by Claims Team. Evaluate medical necessity, causality and settle claims within authority
  • Communicate with policyholders, agents, and Medical facilities to gather information regarding claims. Respond to various written and telephone inquiries including status reports
  • Analyze medical records and bills to confirm benefits owed
  • Confirm or deny coverage and communicate decision to policyholders, agents, and claimants as to proper course of action
  • Makes effective use of loss management techniques (IMEs, Nurse Review, and Bill Review)
  • Update files and provides comprehensive reports as required
  • Recognize continuous improvement opportunities and develops
  • Contact both insured & claimants whose vehicles have been damaged resulting in a total loss
  • Using compassionate communication and persuasive negotiation to ensure a positive customer experience
  • Worked effectively in a fast-paced, collaborative environment

Owner

Dictation Express Services
03.2000 - 06.2007
  • Transcribed patient reports/medical records for physicians
  • Administered work for employees
  • Developed excel spreadsheet to compute formula of compensation
  • Administered payroll for W2 employees and 1099 independent contractors
  • Reconcile payroll deposits, tax withholdings, wage garnishments, and voluntary deductions.
  • Input insurance deductions, retirement benefits, garnishments, and tracked paid time off
  • Resolved payroll discrepancies by collecting and analyzing information
  • Maintained payroll operations by following policies and procedures
  • Maintained employee confidence and protected payroll operations by keeping information confidential
  • Conducted quality Audits on payroll files

Education

Associates Degree - Accounting Honor's Program

International Business College
Indianapolis, IN

Skills

  • Leadership development
  • Draw request processing
  • Financial reporting
  • Budget tracking
  • Invoice auditing
  • Customer relationship management
  • Office administration
  • Payroll administration
  • Team leadership
  • Process improvement
  • Effective communication
  • Problem solving
  • Attention to detail
  • Data analysis
  • Time management
  • Expert in [software]
  • Team collaboration
  • Operational enhancement
  • Analytical thinking
  • Expert problem solving
  • Technical troubleshooting
  • Compliance monitoring
  • Risk management
  • Documentation management
  • Coaching and mentoring

Professional Groups

  • Accounting and Tax Questions and Answers
  • AccountantExcellence
  • Management of International Accounting, Tax and Payroll (MIATaP)

Timeline

Accounting Draw Specialist

Greystone Property Management
06.2020 - Current

Branch Office Administrator

Edward Jones Investments
05.2018 - 06.2020

Benefit Specialist/Manager

Liberty National Insurance
06.2013 - 05.2018

Claims Specialist Auto PIP/MED

Safeco Insurance
06.2007 - 08.2013

Owner

Dictation Express Services
03.2000 - 06.2007

Associates Degree - Accounting Honor's Program

International Business College

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Debra Hamby