Dulce Santibanez
St. Cloud,MN
Summary
Employee of the month at Tri-County Action Program August 2024
Overview
4
4
years of professional experience
Work History
Accounting Specialist
Tri-County Action Program
Waite Park, MN
03.2024 - Current
- Creating Purchase Orders and receiving them. Ensuring 3 match process, ensuring back up documentation is received, signed and matches, as well as receipts. I review all Purchase Orders prior to Tuesdays at 1:30, voucher in the system and send out payment accordingly to the vendor. Payment is sent out via check or DDP.
- Input financial data and produced reports using T.H.O Orion.
- Supported month-end closing process by preparing journal entries, account reconciliations, and variance analysis reports.
- Assisted auditors during annual audits, providing necessary documentation and addressing inquiries promptly.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Established effective communication channels with vendors and customers to resolve outstanding issues timely manner.
- Conducted regular reviews of fixed asset records, ensuring proper depreciation calculations and accurate recordkeeping.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Prepared working papers, reports and supporting documentation for audit findings.
- Tracked funds, prepared deposits and reconciled accounts.
- Cross trained in payroll, and bank transfers.
- Every Thursday I work on bank deposit and that is when accounts receivable duties are completed and recorded.
Agent
Farmers Insurance
St. Cloud, MN, USA
10.2022 - Current
- As an Insurance agent for Farmers, my daily duties consist of reaching out to customers, obtaining the necessary information to quote for auto, home, renters, business, etc
- This includes many follow-ups with clients, processing payments, assisting with claims
- Ensuring renewals are an easy process for clients and making sure I am meeting all their needs
- Another part of being an agent is attending monthly training sessions and ensuring policies and procedures are up to date
Account Processor
North Risk Partners
St. Cloud, MN, USA
03.2022 - 02.2023
- As an Account Processor in the Employee Benefits Department, my responsibilities consisted of assisting all of the Account Managers with their clients
- Examples would be assisting our clients with new employee hires and enrolling them for their requested benefits, so sending their application for health to Medica, dental to Delta, and life to Metlife
- And ensuring all applications have been processed and keeping the client updated if anything additional is being requested
- Every month, I had to request clients renewals 60-90 days ahead of time
- This would usually be 70-100 renewals being requested a month due to the big book of business the 7 account managers I worked under
Accounts Payable
Regional Diagnostic Radiology
St. Cloud, MN, USA
05.2021 - 01.2022
- As an account payable and receivable, my main responsibilities were posting payments that our customer service representatives took over the phone or in the office, and ensuring they were posted to correct patients or date of service per patient's request
- In order for me to post payments, I would have to run multiple daily reports in different softwares, due to our company assisting 4 different clinics with billing
- I would also process insurance payments received, checks that came by mail or dropped off, any legal payments or payments made by a 3rd party, etc
Education
Medical Coding - Pharmacology, Medical Terminology, Legal Aspects of Health Information
St.Cloud Tech Community College
St.Cloud05.2019
Human Services - Behavioral Science, Case Management, Introduction to Social Work
Minneapolis Community Tech College
Minneapolis05.2018
Skills
- Attention to detail
- Customer service
- Accounts payable
- Accounts receivable
- Invoicing
- Data entry
- Outlook
- Microsoft Excel
- Microsoft Word
Awards
- Employee Of The Month, 10/01/21, Recognized for taking the initiative as a new employee at Regional Diagnostic.
- Employee Of The Month, 12/01/19, Recognized as being a great asset to the billing department at Tricap.
- Positive Academic Performance, 10/01/18, In Administrative Pharmacology course and Legal Aspects of Health Information course at MTCC.
Timeline
Accounting Specialist
Tri-County Action Program
03.2024 - Current
Agent
Farmers Insurance
10.2022 - Current
Account Processor
North Risk Partners
03.2022 - 02.2023
Accounts Payable
Regional Diagnostic Radiology
05.2021 - 01.2022
Medical Coding - Pharmacology, Medical Terminology, Legal Aspects of Health Information
St.Cloud Tech Community College
Human Services - Behavioral Science, Case Management, Introduction to Social Work
Minneapolis Community Tech College