Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Jamie Lloyd

Delaware

Summary

Dynamic Accounts Receivables Specialist with a proven track record at Sunbelt Rentals, excelling in cash application and account reconciliation. Adept at managing payment discrepancies and leading teams to enhance efficiency. Recognized for delivering accurate revenue processing while fostering strong internal collaborations to resolve complex billing issues. Proficient in Microsoft Excel and committed to continuous improvement. Looking to further my experience and education in the accounting field.

Overview

16
16
years of professional experience

Work History

Accounts Receivables Specialist

Sunbelt Rentals
Columbus
08.2019 - Current
  • Handled accounts payable and receivable, including invoicing and payment processing.
  • Responsible for entering customer payments into the accounting software system.
  • Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
  • Processed credit memos and adjustments according to company policy.
  • Performed various accounts receivable functions, handled cash receipts posting, updated cash flow reports and researched chargebacks and write-offs.
  • Worked closely with internal teams to resolve customer billing and payment issues.
  • Processed posting and reconciling payments and addressed aged receivables.
  • Assisted with month-end and year-end closing processes.
  • Reconciled daily cash receipts with bank deposits.
  • Processed monthly payments and researched payment discrepancies.
  • Participated in financial audits related to accounts receivable.

Medical Bill Review Specialist

York Risk Management Group
Dublin
09.2016 - 08.2019
  • Conducted research into complex medical coding issues to ensure proper reimbursement.
  • Processed claims for payment or forwarded to appropriate personnel for further investigation
  • Reviewed claims for accuracy before submitting for billing.
  • Managed workflow tasks according to established timelines and departmental standards.
  • Corresponded with insured or agent to obtain information or inform of account status or changes.
  • Reviewed patient medical records for accuracy and completeness of claims information.
  • Based payment or denials of medical claims upon well-established criteria for claims processing.
  • Conducted quality control reviews of work completed by team members.
  • Checked documentation for appropriate coding, catching errors and making revisions.
  • Trained new staff members on proper claim submission methods, documentation requirements, coding practices.
  • Reviewed administrative guidelines whenever questions arose during processing of claims.
  • Researched and resolved billing discrepancies, coding issues, and other payment problems.
  • Interpreted complex medical policies and procedures to determine coverage eligibility.
  • Adhered to state and federal regulations regarding insurance claims processing.
  • Collaborated with fellow team members to manage large volume of claims.
  • Conducted and documented comprehensive investigations to negotiate settlements or deny claims.
  • Reviewed and processed incoming insurance claims to ensure accuracy and completeness.
  • Verified accuracy of claim submissions against policy details.

Private Caregiver

Self-employeed
Columbus
10.2011 - 09.2017
  • Helped clients maintain a healthy lifestyle through exercise programs tailored to their needs.
  • Provided companionship to elderly clients by engaging in conversation and accompanying them on errands or outings.
  • Coordinated doctor appointments, exercise, recreation, and family visits to maintain schedule.
  • Contacted medical providers on behalf of clients to follow up on appointments.
  • Drove clients to doctors' appointments and social outings.
  • Partnered with registered nurses and physiotherapists to provide care to patients.
  • Accompanied clients on recreational activities such as walks or trips to the park.
  • Reported concerns to nurse supervisor to promote optimal care.
  • Maintained records of client care services provided including changes in condition or treatment plan.
  • Improved patient outlook and daily living through compassionate care.
  • Followed care plan and directions to administer medications.
  • Organized oral medications for clients following dosage and schedule requirements.
  • Maintained daily living standards by assisting clients with personal hygiene needs.
  • Developed individualized care plans for each client based on their needs and preferences.

Teller Supervisor

PNC Bank
Columbus
12.2014 - 09.2016
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Performed special services for customers, ordering bank cards and checks.
  • Conducted regular audits of teller drawers and bank vault to ensure compliance with regulatory requirements.
  • Monitored cash levels in all drawers; balanced cash drawers at the end of each shift.
  • Promoted a culture of teamwork and continuous improvement among teller staff.
  • Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
  • Verified amounts and integrity of every check or funds transfer.
  • Managed daily operations within assigned branch locations; provided support during peak times or absences.
  • Resolved complex customer issues, acting as the first point of escalation for complaints and inquiries.
  • Verified transactions involving cashier's checks, money orders and account transfers.
  • Conducted performance reviews of tellers, providing feedback on areas of strength and opportunities for improvement.
  • Identified transaction errors when debits and credits did not balance.
  • Coordinated scheduling of teller staff to ensure adequate coverage during peak hours and special events.
  • Coordinated staff schedules to ensure adequate coverage during peak hours.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Ensured compliance with all bank policies, procedures, and regulatory requirements through consistent teller training and audits.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Transmitted orders to supply cash to meet daily needs.
  • Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
  • Developed and implemented strategies to reduce teller errors and improve overall accuracy in transactions.
  • Managed daily operations of teller line, ensuring efficient transaction processing and high levels of customer satisfaction.
  • Supplied tellers with coin and currency.
  • Received and counted daily inventories of cash, drafts and checks.
  • Managed and balanced cash vault, audits, and general ledger accounts.
  • Monitored teller performance, providing feedback and coaching to improve efficiency and service quality.
  • Leveraged customer service and sales abilities to consistently meet performance goals.
  • Recruited, interviewed, hired, trained, evaluated, managed disciplinary actions, and terminated employees when needed.

Payroll And Bookkeping

Jim Lewis Window Cleaning
Norwich
01.2009 - 09.2011
  • Prepared end-of-period payroll tax returns.
  • Managed payroll and time and attendance systems.
  • Calculated and processed end-of-year bonuses and adjustments with XX% accuracy.
  • Maintained up-to-date knowledge of relevant laws and regulations regarding wage and hour compliance.
  • Provided timely customer service support to employees regarding questions about their paychecks or other payroll issues.
  • Supported payrolls, driving timely and accurate payment of employee wages.
  • Issued employees' paychecks and statements of earnings and deductions electronically.
  • Reconciled payroll discrepancies by reviewing time sheets, production charts and wage tables.
  • Assisted employees with payroll-related inquiries, providing clear and concise information.
  • Maintained up-to-date payroll records by recording employee exemptions, transfers and resignations.
  • Developed and implemented procedures to ensure accurate entry of payroll data into the system.
  • Processed new employee paperwork and entered information into payroll system.
  • Reviewed timesheets for accuracy and completeness prior to processing payroll.
  • Processed and issued paychecks and earnings statements.
  • Checked figures and postings for correct entry and proper codes.
  • Received and recorded cash, checks and transfers.
  • Processed payroll, calculated wages, deductions, and issued paychecks to employees.
  • Maintained and reconciled general ledger accounts.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Reconciled bank statements to ensure accuracy of financial records.
  • Calculated income and social security tax deductions.
  • Calculated and produced checks for utilities, taxes and other operational payments.
  • Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
  • Assisted with month-end closing activities, including preparation of journal entries.
  • Provided support for external auditors during annual audits.
  • Handled daily cash transactions and maintained petty cash fund.
  • Prepared and processed payroll.

Education

Eastland Fairfield Career Center
Columbus, OH

Skills

  • Adjustment Posting Management
  • Statement issuing
  • Payment management
  • Aging reports analysis
  • Cash application
  • Accurate payment posting
  • Revenue processing and balancing
  • Proficient Information Gathering
  • Experienced in team leading and development
  • Payroll processing
  • Account reconciliation
  • Bill processing
  • Payment posting
  • Microsoft Excel
  • Accounts receivable software
  • Accounts receivable expertise

Timeline

Accounts Receivables Specialist

Sunbelt Rentals
08.2019 - Current

Medical Bill Review Specialist

York Risk Management Group
09.2016 - 08.2019

Teller Supervisor

PNC Bank
12.2014 - 09.2016

Private Caregiver

Self-employeed
10.2011 - 09.2017

Payroll And Bookkeping

Jim Lewis Window Cleaning
01.2009 - 09.2011

Eastland Fairfield Career Center

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Jamie Lloyd