JULIE THOMAS
Port Washington,NY
Summary
Experienced Project Manager and Class Action Claims Administrator specializing in banking operations, customer support, and client communications. Proven ability to manage complex claims while ensuring full compliance with fiduciary regulations. Skilled in managing financial data and ensuring timely transactions. Recognized for precision, dependability, and strong client-focused operations.
Overview
27
27
years of professional experience
Work History
Project Manager – Claims & Banking Operations
Arden Claims Service LLC
Port Washington, NY
03.2019 - Current
- Process daily claims with accuracy, ensuring eligibility verification, fraud prevention, and timely payments per court-approved settlement terms.
- Provide direct claimant support via phone and email, resolving high volumes of inquiries on claim status, check reissuance, tax documentation, and eligibility.
- Oversee financial administration including bank account setup, daily reconciliations, and disbursement of settlement funds through checks.
- Coordinate with banks and outside counsel to maintain secure and compliant handling of settlement funds.
Bookkeeper/Administrative Assistant
KLINGER EDUCATIONAL PRODUCTS
Roslyn Heights, NY
12.2016 - 03.2019
- Managed Accounts Payable and Receivable, maintaining accurate financial records.
- Processed customer Purchase Orders and issued invoices via QuickBooks to ensure prompt billing.
- Communicated with customers to arrange payments and support cash flow.
- Ensured timely bill payments and reviewed credit card statements for accuracy.
- Tracked monthly sales data to aid strategic decision-making.
- Reconciled bank statements for precise financial reporting.
- Delivered customer support for wireless system users.
Cash-Out Manager
DEPOSITAGIFT.COM
New York, NY
05.2014 - 08.2016
- Processed daily money redemptions for customer fundraisers and registries via online banking transactions.
- Monitored bank statements and maintained QuickBooks for accurate financial reporting.
- Conducted diligent research to enhance fraud protection measures.
- Supported customer relations through effective email and telephone communication.
Account Manager
MYPOINTS.COM, INC.
San Francisco, CA
06.2008 - 02.2009
- Managed daily campaign operations, client communication, and performance reporting.
- Supported Director of Sales Operations in managing the MyPoints Rewards Visa Card account.
- Collaborated with graphic design team to develop new email marketing strategies.
- Coordinated planning and presentation efforts for various marketing initiatives.
Account Coordinator
MYPOINTS.COM, INC.
San Francisco, CA
05.2005 - 06.2008
- Supported senior sales leadership with reporting, operational support, and team engagement initiatives.
- Managed Salesforce data quality, ensuring accuracy and enabling effective collaboration.
- Planned and executed two annual national sales meetings and team events.
Sales Assistant
RR DONNELLEY FINANCIAL
San Francisco, CA
06.2002 - 08.2004
- Provided comprehensive administrative support to the Director of Sales and prioritized workload for four Sales Representatives.
- Created quotes, proposals, and contracts; coordinated travel and prepared presentations.
- Maintained and supported relationships with key clients including Wells Fargo, Barclays Global Investors, and Charles Schwab.
Market Research Manager
ASKFORFREE.COM, INC.
San Francisco, CA
11.2000 - 01.2001
- Directed service operations within AskForFree.com’s technology infrastructure.
- Performed comprehensive research on leading categories in various online sectors.
- Administered question filters to provide appropriate responses and enhance user experience.
Account Coordinator - Sports Marketing
FOOTE, CONE & BELDING
San Francisco, CA
10.1998 - 11.2000
- Designed and formatted PowerPoint presentations for clients and new business pitches.
- Prepared graphs, memos, client correspondence, and expense reports.
- Supported clients including AT&T Wireless, Oakland A’s, Dockers Golf, and Fox Sports.
- Acted as liaison between SVP/Director of Sports Marketing and clients.
- Coordinated meetings and travel arrangements.
- Conducted internet research to support marketing initiatives.
- Proofread athlete endorsement contracts for accuracy.
- Maintained department references to improve efficiency.
Education
Bachelor of Science - Consumer Studies
University of Vermont
Burlington, VTSkills
- Class action settlement administration
- Claims processing and review
- Customer service and call center management
- Banking and treasury operations
- Financial reconciliation
- Regulatory compliance and audit support
- Fraud detection strategies
- QuickBooks
- Excel
- Kintone
- Microsoft Office suite
- Adobe Acrobat
- Secure banking portals management
- Salesforce proficiency
Timeline
Project Manager – Claims & Banking Operations
Arden Claims Service LLC
03.2019 - Current
Bookkeeper/Administrative Assistant
KLINGER EDUCATIONAL PRODUCTS
12.2016 - 03.2019
Cash-Out Manager
DEPOSITAGIFT.COM
05.2014 - 08.2016
Account Manager
MYPOINTS.COM, INC.
06.2008 - 02.2009
Account Coordinator
MYPOINTS.COM, INC.
05.2005 - 06.2008
Sales Assistant
RR DONNELLEY FINANCIAL
06.2002 - 08.2004
Market Research Manager
ASKFORFREE.COM, INC.
11.2000 - 01.2001
Account Coordinator - Sports Marketing
FOOTE, CONE & BELDING
10.1998 - 11.2000
Bachelor of Science - Consumer Studies
University of Vermont
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