Dynamic professional with extensive experience at the Internal Revenue Service, excelling in data entry and processing accuracy. Achieved a notable 14.5% increase in productivity through a strong attention to detail and exceptional customer service skills. Proficient in Microsoft Office and database management, effectively enhancing operational efficiency and supporting organizational goals.
Overview
22
22
years of professional experience
Work History
Data Entry Clerk
Internal Revenue Service, IRS
Austin, TX
07.2022 - Current
Reviewing tax returns and other documents for specific requirements necessary for processing.
Identifying and reviewing Forms W-2 attached to Forms 1040EZ and 1040PC for conditions that meet Criminal Investigation criteria, and coding the returns appropriately.
Reviewing filed material in light of ongoing programs or special projects, and determining if such material should be consolidated, have new classifications, be retired, etc.
Preparing and maintaining regular production, inventory reports, and attendance records using established formats and sources of data applicable to the program, functional, or organizational reporting requirements.
Assigning, maintaining, monitoring, or updating work status and inventory records.
Maintaining, updating, and initiating personnel records, timekeeping, and performing other support activities.
Reviewing documents for detailed requirements necessary for processing. Process the current year and/or prior year individual and/or business returns, and other related documents.
Identify and review remittance for specific requirements necessary for processing. Processing prior and current year returns for any missing, incorrect, and unrecognizable data, and taking steps to resolve errors. Records on document transmittals and uploads on the Accounting SharePoint.
In completing the Inventory Program, I reviewed, sorted, and logged inventory of W/7s, 1040s, CP566s, undeliverables, correspondences, and various other forms of returns into the Real Time System (RTS) for further processing. I have a 14.5% increase from the previous week, and batching increased by 30% in the previous week.
After the Tax Examiner (TE) completes the certification of the taxpayer’s Personally Identifiable Information (PII). I would verify the envelopes of the original CCIA documents to ensure that they were properly validated and matched to the taxpayer, to ensure the safety and privacy of the taxpayer’s PII. Properly sealed all documents to mail back to the taxpayer.
Strip down the completed carts, and break them into detailed sorts for different departments. Correcting errors that are found by the clerks, making sure that work is being moved for the TEs and QRs, and sorting the carts in the proper order for ease of retrieval. Filling or performing other duties and specialties that need to be covered. Make sure the TE correction and mail are routed to the correct mailbox, and ensure the count is accurate.
In completing the Cycle Control Unit (CCU), the received carts are broken down and prepared for the File Department or the ITIN Suspense Wall. I was responsible for sorting and organizing all the work received in the CCU in a timely manner. Recording the volume in the CCU Volume Log as each cart is being sent out to the warehouse.
Customer Service Representative
Ascension Texas Cardiovascular
Austin, TX
12.2017 - Current
Handles customer service inquiries and problems
Perform registration and basic insurance verification, ensuring collection of 7 critical data elements necessary for proper patient identification and billing
Identify and update patient demographic information in Athena system
Identify non-participating Insurances or Out of Networks plans; takes necessary steps to inform patients and physicians regarding options
Including but not limited to canceling appointment
Obtain Insurance and Photo I.D
Copies or validate insurance information via electronic medical record, transfer information, or insurance eligibility tool
Prepare documents for imaging/scanning into electronic patient
Explains processes and forms to patient prior to securing signatures and ensures that all documents are properly signed and witnessed as required
Copying and or faxing documents to ancillary areas or physician offices
Maintain inventory control of forms and paper supplies needed in area
Perform all other duties and projects as assigned.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Developed strong customer relationships to encourage repeat business.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Answered inbound calls, chats and emails to facilitate customer service.
Informed customers about billing procedures, processed payments and provided payment option setup assistance.
EMPI TECH II
SETON HOSPITAL
Austin, TX
04.2015 - 12.2017
The EMPI Team serves 11 hospitals, and 20 + clinics in the Seton Healthcare Family, part of the Ascension Health Network
Red Flag (Fraud, Identity Theft, Multiple Alias, etc.) Investigation Response Team Lead
Health Information Exchange EMPI Project Management utilizing IBM Initiate Inspector
My Seton Health Patient Portal External/ Internal Client Solutions Team
SUPPORT FUNCTIONALITIES:
Network ROI (afterhours) for continue care
Transcription (afterhours) Physician/ Clinical Team
Coding Support Team
Revenue Integrity/ DNFC Support
Medical Record/ Data Integrity Network Solutions
Health Informatics/ Data Analytics
Transaction Processor
ACS
Austin, TX
03.2006 - 04.2015
Handle multifaceted clerical tasks (e.g., data entry, filing, records management and billing) Perform data entry of material from source documents to a computer database
Ensure accuracy and completeness data.
Proofread and edited documents to correct errors.
Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
Exceeded quality goals to support team productivity.
Identified errors in data entry and related issues by mentioning to supervisors for resolution.
Reviewed database entries to verify regulatory compliance.
Processed confidential tax form information with care and precision.
Reviewed and updated account information in company computer system.
Compiled data from source documents prior to data entry.
Technical Support Representative
Harte-Hanks CRM Services
Austin, TX
04.2004 - 03.2006
Resolved record-breaking backlog of support tickets following major system malfunction.
Identified opportunities to upsell technical products and services, boosting revenues to existing accounts.
Served as first point of contact for incoming technical service calls and emails.
Assisted customers with various types of technical issues via email, live chat and telephone.
Supported customers with online billing, access and account issues.
Reviewed support cases for technical and troubleshooting accuracy and identified needed process improvements.
Used remote login tools to assist clients with technical and product questions.
Handled customer service issues by providing guidance or escalating for advanced support.
Documented customer complaints and inquiries for use in technical documentation and bug tracking.
Walked customers through common phone hardware and software configurations to maximize service functionality.
Assisted customer in understanding products, components and systems using technical demonstration.
Troubleshot hardware issues and worked with service providers to facilitate repairs for end users.
Customer Service Associate
Seton Medical Center Austin
Austin , TX
02.2003 - 04.2004
Performed needs analysis and presented options based on findings to help customers make decisions.
Organized and prioritized tasks and activities and worked within strict timeframes and deadlines.
Trained new hires on products and services, best practices and protocols to reduce process gaps.
Organized client contracts, records and reports to strengthen traceability.
Followed policies and procedures to meet or exceed established performance requirements.
Executed on-time and under budget project management to resolve complex issues.
Upheld quality control policies and procedures to increase customer satisfaction.
Process Improvement Consultant
ACQUITED TECHNICAL SKILLS
Working knowledge of 3M HDM Coding Software, Healthware Utilities, Surginet, Powerchart, Emon, IBM Initiate Inspector, E-Web Charting, TPX
Rumba, and Kronos.
Education
Associates of Arts - Business
University of Phoenix
Austin, TX
05.2010
Skills
Comprehensive knowledge of administrative and clerical tasks
Extensive knowledge of processing information according to the requirements of the organization
Good communication and interpersonal skills
Attention to detail with good time management skills
Advance knowledge of providing information technology solutions, and business process outsourcing, to different clients
Knowledge of major computer applications like
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Office, Lotus Notes, AS/400, SAP, STNET, ADAPT, K8 Kerridge, Exchequer
Attention to detail, with good typing speed
Good organizational skills and the ability to handle multiple tasks simultaneously
Exceptional customer service, organization, and prioritizing skills
Expeditious and precise keyboard and data entry skills
Highlights:
Earned excellent marks on performance reviews, with citations for excellence in areas including work volume, accuracy, and quality; ability to learn and master new concepts; positive work ethic; and commitment to providing unsurpassed service
Tax Law Specialist at Internal Revenue Service (IRS), Office of Chief CounselTax Law Specialist at Internal Revenue Service (IRS), Office of Chief Counsel