Essence Green
Fort Worth,TX
Summary
Detail-oriented operations and client support professional with experience managing financial accounts, processing payments, and ensuring accurate documentation in compliance with regulatory guidelines, including Medicaid and SSI programs. Skilled in account reconciliation, discrepancy resolution, and reviewing financial records to support accurate and timely processing. Proven ability to work in fast-paced environments, manage multiple systems, and communicate effectively with clients and internal teams. Able to work independently while maintaining accuracy, confidentiality, and strong attention to detail.
Overview
8
8
years of professional experience
Work History
Finance Operations Specialist/ Rep Payee
Caregiver Inc.
Fort Worth
04.2024 - Current
- Managed and disbursed client funds for approximately 300 active client accounts in accordance with federal, state, and organizational compliance requirements.
- Review, verify, and approve financial authorization documentation prior to processing transactions.
- Maintain accurate financial records and reconcile account balances to ensure audit readiness.
- Investigated and resolved discrepancies in client accounts by reviewing transaction history and coordinating corrections.
- Communicate with guardians, internal teams, and leadership regarding account status, fund availability, and compliance requirements.
- Utilize Excel to track transactions, balances, and recurring expenses with a high level of accuracy.
Customer Service Representative
PLS Check Cashers
Fort Worth, TX
08.2022 - 03.2024
- Processed high-volume financial transactions, including check cashing, bill payments, refunds, and prepaid card services with strong accuracy.
- Researched customer account history to verify transactions, resolve discrepancies, and document account activity.
- Handled returned checks and payment issues by reviewing records and adjusting customer account balances accordingly.
- Assisted with daily balancing and reconciliation of cash drawers and transaction records to ensure accuracy.
- Generated and maintained transaction reports to support end-of-day closing procedures.
- Facilitated Western Union transactions while verifying customer identity and ensuring compliance with financial regulations.
- Provided customer support by resolving account concerns and explaining financial services and account activity.
Accounts Receivable Clerk
Copart
Dallas, TX
04.2018 - 08.2022
- Managed account inquiries by reviewing, researching, and resolving service tickets in a timely and accurate manner.
- Processed payments, adjustments, and refunds in compliance with company policies and financial procedures.
- Maintained accurate account records and documentation for financial transactions and customer interactions.
- Analyzed account data and reports to identify discrepancies and support timely resolution.
- Utilized internal systems to investigate account issues and provide clear, accurate information to stakeholders.
- Collaborated with cross-functional teams to resolve account-related requests and improve workflow efficiency.
- Delivered high-quality customer service by addressing inquiries professionally and ensuring positive client experiences.
Education
Associate of Science - Accounting
Tarrant County College
Fort Worth, TX05.2028
Skills
- Account Reconciliation
- Payment Processing & Refunds
- Documentation Review & Record Management
- Discrepancy Resolution & Account Research
- Regulatory Compliance (Medicaid, SSI)
- Microsoft Excel & Data Tracking
- Customer Account Support
- Multi-System Navigation
- Time Management & Deadline Prioritization
- Attention to Detail
Timeline
Finance Operations Specialist/ Rep Payee
Caregiver Inc.
04.2024 - Current
Customer Service Representative
PLS Check Cashers
08.2022 - 03.2024
Accounts Receivable Clerk
Copart
04.2018 - 08.2022
Associate of Science - Accounting
Tarrant County College