Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

JOA LINCOLN

Dunnellon,FL

Summary

Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Thorough Billing Specialist offers account management, account reconciliation and invoicing expertise coupled with outstanding time management and data entry capabilities. Focused and meticulous professional developing and paying bills to companies for services. Solid grasp of MS Office Excel software. Seasoned Account Clerk focused on keeping finances in line with local, state and federal guidelines. Methodical, hardworking and dedicated with strong communication, planning and problem solving abilities.

Overview

10
10
years of professional experience

Work History

Account Clerk

Marion County Public Schools
Ocala, FL
08.2023 - Current
  • Worked closely with third-party administrators when managing flexible spending accounts.
  • Explained plan provisions, options, requirements, and costs associated with various types of benefits programs including medical, dental, vision, life insurance, long-term disability insurance and flexible spending accounts.
  • Maintained accurate client files and updated customer information as needed.
  • Researched discrepancies and performed corrective action as necessary.
  • Conducted audits to identify errors or inconsistencies in financial records.
  • Reduced financial discrepancies by accurately managing accounting documentation.

FRAUD INVESTIGATOR

PayPal Inc
Timonium, MD
07.2014 - 06.2022
  • Recognized changing patterns and techniques used by fraud perpetrators to achieve overall fraud management goals
  • Blocked usage of cards and placed account holds to limit potential losses
  • Monitored and investigated suspicious activity on new and existing customer accounts
  • Analyzed account transactions thoroughly to trace activity and determine action to be taken
  • Reviewed reports of possible fraud to identify need for investigation and potential action scope.

Education

Certificate - MSPlans

Eberls
01.2023

Certificate - Property Claims Adjusting

PilotCAT
Mobile, AL
12.2022

LICENSE W916877 - ALL LINES ADJUSTER -

10.2022

CERTIFICATE - REAL ESTATE -

Husson College
11.2007

HIGH SCHOOL DIPLOMA -

Weld Central Jr/Sr High School
05.1989

Skills

  • Pattern detection
  • Account Information Review
  • Critical Thinking
  • Organizational Skills
  • Friendly, Positive Attitude
  • Computer Skills
  • Reliable & Trustworthy
  • Problem Resolution
  • Active Listening
  • Supervision & Leadership
  • Microsoft Office
  • Good Work Ethic
  • Customer Service
  • Payroll coordination
  • Reconciling accounts
  • Research and analysis
  • Invoice Processing
  • Financial Forecasting
  • Spreadsheets proficiency

Additional Information

  • AWARDS , Employee of the Month, PayPal
  • Skilled team player with strong background in Call Center and remote environments. Works well independently to handle assignments and always ready to go beyond basics assignments. Quick learner with good computer abilities and able to adapt to fast- paced work and changing daily needs. Serves customers effectively with attention to detail and hardworking approach. Seeks out opportunities to go beyond basics, improve processes and increase customer satisfaction.

Timeline

Account Clerk

Marion County Public Schools
08.2023 - Current

FRAUD INVESTIGATOR

PayPal Inc
07.2014 - 06.2022

Certificate - MSPlans

Eberls

Certificate - Property Claims Adjusting

PilotCAT

LICENSE W916877 - ALL LINES ADJUSTER -

CERTIFICATE - REAL ESTATE -

Husson College

HIGH SCHOOL DIPLOMA -

Weld Central Jr/Sr High School
JOA LINCOLN