KAREN LONCZYNSKI
Liberty Pain Care
HIGHLANDS,NJ
34
years of professional experience
Work History
Front Desk Lead/Marketing Manager
3 Years 2 Months- Led patient check-in, verifying demographics, insurance details, and visit readiness for pain management appointments.
- Coordinated scheduling, rescheduling, and provider calendars to maintain smooth front desk operations.
- Managed multi-line phones, triaging calls and routing patients to appropriate clinical or administrative contacts.
- Processed patient paperwork, consents, and intake forms with accuracy and confidentiality.
- Reviewed insurance eligibility, copays, and authorizations to support compliant billing workflow.
- Resolved patient concerns at reception, delivering calm support and efficient issue escalation.
- Negotiated partnerships with Surgeons and Doctors, maximizing brand exposure in target markets.
Staff Accountant – Accounting
1 Year- Prepare daily billing invoices for the precious metal purchases.
- Reconcile billing discrepancies
- Developed a monthly excel reconcilment for the precious metal billing distributors.
- Reconcile daily bank statements and resolve any discrepancies.
- Reconcile shipment invoices and purchase orders using the Microsoft NAV system.
Senior Analyst – Data Management
5 Years- Prepare monthly billing invoices on a timely basis.
- Reconcile billing discrepancies
- Developed weekly reconcilment reports using Pivot tables and vLookups which reduced staff by 1 FTE.
- Train new employees.
- Assign daily work to team members.
- Data Management project coordinator for a new billing interface application. Developed test plans and project scope. Reduced inconsistencies by 50 percent.
Control Officer – Operations Control
1 Year- Perform effectiveness testing on all audit points for IB Operations to ensure that the action taken resolves the current audit violation.
- Manage the access reviews for the money transfer and settlement applications used by IB Operations.
- Project leader for IB Operations to develop role-based profiles for system access.
- IB Ops lead for testing the 1099r tax forms.
Assistant Vice President – Operations Control
17 Years- Led the Americas’ Region initiative to develop an automated access request and access removal system for the applications used in Operations, working in collaboration with London-based IT team. This system replaced a higher cost, high-risk paper-based process, and it is now used throughout the global operations of Credit Suisse.
- The Americas leader for Operations to develop standard, role-based profiles for system access to the 38 applications used for trade processing, to prevent unauthorized access and to comply with SOX, OFAC and Anti-Money Laundering regulations - positively impacted 70% of all US Operations. Drafted the procedures for the standard role-based development process.
- Converted all manual system access reviews to the automated review application, which eliminated 2 FTEs.
- Managed the Audit Tracking system for Americas Operations. Developed and performed effectiveness testing procedures for audit points. Manage the vault count audit for $2.5MM in paper securities.
- Member of the Operational Risk Review Committee.
- Managed a staff of 4 analysts: two in the Prospectus Group and two who performed the Security Administration functions for the vendor cash management applications.
- Developed manual quarterly access reviews for 9 vendor applications, the DTC (Depository Trust Corporation) and 5 high-risk internal applications to be sent out to top-level management.
- Developed the System administrator role for DTC and vendor application access (including add/delete/modify user access accounts) across the firm. Wrote the procedures for the new System Administrator role.
- Identify, review and resolve domestic, international and fixed income securities stock record differences. Developed spreadsheet exception report. Outsourced process to lower cost Credit Suisse operations site in Singapore.
- Worked with Internal Audit and IT Risk and Security to risk rate all applications used in Americas Operations.
- Trained 4 new employees in the North Carolina office, the new dual operating site, as a result of 911.
Education
High School Diploma
- Fundamentals of Project Management
- Effective Business Writing / Managing Influence/Mastering Meetings / Creating Effective Presentations / Advanced Excel / Advanced PowerPoint
- M/S Office Proficiencies
Highly competent with Word, Excel and PowerPoint; working proficiency with Access.
Skills
Exceptional communication
Marketing
Problem-solving skills
Customer service
Credit and cash payments
Microsoft office
Administrative skills
Initiative-taking
Billing management
Timeline
Front Desk Lead/Marketing Manager
Liberty Pain Care
05.2023 - 07.2026Read More
Staff Accountant – Accounting
Metallix Refining
01.2019 - 01.2020Read More
Senior Analyst – Data Management
TRAC Intermodal
01.2013 - 01.2018Read More
Control Officer – Operations Control
JP Morgan Chase
01.2012 - 01.2013Read More
Assistant Vice President – Operations Control
Credit Suisse
01.1993 - 01.2010Read More
from M/S Office Proficiencies
Read More
Credit Suisse
from Effective Business Writing / Managing Influence/Mastering Meetings / Creating Effective Presentations / Advanced Excel / Advanced PowerPoint
Read More
Learning Tree Management Institute
from Fundamentals of Project Management
Read More
Port Richmond High School
High School Diploma
Read More