KAREN ROBINSON
Rochester
Summary
Vigorously searching for a position where my skills, experience, and education can be applied to a meaningful purpose. I am a dedicated, productive team member with leadership experience looking forward to challenging work. In addition to finance, I look forward to experience more project managing in the near future. Being equipped with a strong willingness and ability to learn makes tackling new challenges to advance organizational objectives possible!
Overview
29
29
years of professional experience
1
1
Certification
Work History
Income Tax Preparer
Self Employed
01.2000 - Current
- Built customer base for personal and business income tax
- Completed and filed returns with Federal and State tax departments
- Stayed current on changing tax laws and regulations
- Built strong relationships with clients through excellent communication
- Maximized client savings by identifying deductions and tax credits
- Conducted thorough research on unfamiliar tax situations
Head Billing Specialist
Private Mental Health Facility
04.2023 - 02.2024
- Generated 1000 insurance claims weekly, corrected denials/rejects, account reconciliation, payment processing, generated reports, customer care, insurance liaison
- Ensured compliance with all relevant regulations, including HIPAA
- Conducted periodic audits of billing data
- Streamlined billing processes by implementing new tools and procedures
- Trained and mentored junior team members on best practices for billing
- Identified software issues, created and implemented a plan to have the system work effectively to reconcile $30,000
Assistant
Stogner's Construction
01.2017 - 01.2022
- Assisted owners in decision-making processes for project management based on thorough research and analysis of available data
- Expedited project completion times due to the ability to multitask effectively under tight deadlines
- Supervising site and crews
- Volunteered to help with special projects of varying degrees of complexity
- Project bidding to secure contract
- Read blueprints
Lead Income Tax Preparer/Office Management Assistant
Jackson Hewitt Tax Service
01.2005 - 01.2012
- Prepared Federal/State tax returns for high volume office
- Office/Bank Reconciliation
- Assisted coworkers and staff members with special tasks on daily basis
- Handled sensitive documents with confidentiality, ensuring data privacy was upheld consistently.
- Streamlined office processes by implementing efficient filing systems
- Created office policies and procedures handbooks, contributing to a more organized work environment.
- Enhanced team productivity by coordinating schedules, meetings, and appointments for staff member
Loan Consultant
Citibank Student Loan Corporation
01.1996 - 09.1998
- Educated customers about loan products empowering them to make informed decisions
- Responded expeditiously at high volume, inbound call center
- Handled all account origination, inquiries, requests and problem accounts
- Processed payments, deferments and forbearances
- Established plans and payoffs for customers' loans, prioritizing control of overall costs
- Increased client retention rates by offering exceptional service and fostering strong relationships
- Adopt a family (Citicorp initiative)Coordinated fundraising, Initiated employee incentive program
Education
Master of Public Administration -
Brockport State College
Brockport, N.Y.05.2030
Bachelor of Science - Criminal Justice
Rochester Institute of Technology
Rochester, N.Y.05-1994
Skills
- Project planning
- Research and due diligence
- Teamwork and collaboration
- Microsoft/Google literacy and software use
- Dependability and flexibility
- Analytical and Critical thinking
- Creative problem solving
- Effective communication
- Resourceful
- Organization skills
- Self motivation/ self awareness
- Training and development
- Resource negotiations and coordination
- Continuous improvement
- Team leadership
- Managing operations and efficiency
- Ethics and integrity
Accomplishments
- K.A.T.S (Kids Adjusting through Support)- Facilitated a weekly group for foster children ages 9-11
- Mooresville Christian Mission- Designed a system for intake, sorting and organizing all donations
- The Cove- Secured and delivered beds for community members in need by soliciting local business' and private donations.
- Created and implemented a plan for tracking all purchases to assure accuracy for future planning, for a charity holiday store
- At a big chain garden center, reorganized the handling process for vegetation shipments. This new process saved money by prolonging plant life and improved customer service.
Certification
Completed Gale online courses:
- Computer skills for the workplace- Microsoft office programs
- Blogging and Podcasts- Set up, software, editing, styling and privacy
- Speed Spanish-converse in Spanish with simple words
Timeline
Head Billing Specialist
Private Mental Health Facility
04.2023 - 02.2024
Assistant
Stogner's Construction
01.2017 - 01.2022
Lead Income Tax Preparer/Office Management Assistant
Jackson Hewitt Tax Service
01.2005 - 01.2012
Income Tax Preparer
Self Employed
01.2000 - Current
Loan Consultant
Citibank Student Loan Corporation
01.1996 - 09.1998
Master of Public Administration -
Brockport State College
Bachelor of Science - Criminal Justice
Rochester Institute of Technology
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