KATHERINE CARTER
Austin
Summary
Results-driven administrative professional with 6+ years of experience in account research, compliance review, records processing, documentation verification, customer service, and case resolution. Demonstrated ability to analyze information from multiple sources, identify discrepancies, maintain accurate records, and apply established policies and procedures to resolve issues. Experienced in high-volume processing environments requiring accuracy, attention to detail, confidentiality, and strong organizational skills. Currently supporting healthcare operations for UnitedHealth Group/Optum since January 2022.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Patient Care Coordinator
UnitedHealth Group / Optum
Remote Austin, TX
01.2022 - Current
- 40 hrs/Week Salary $45,000. Reviews accounts, verifies eligibility, processes authorizations, resolves discrepancies, uses IRIS/DOMS, trains staff.
- Coordinated patient care activities to enhance service delivery and patient satisfaction.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Verified patient insurance eligibility and entered patient information into system.
- Coordinated delivery schedules to ensure timely and accurate fulfillment of customer orders.
Customer Service/Sales
AmeriSave
12.2020 - 01.2021
- 40 hrs Week / Salary $30,000. Processed accounts and resolved discrepancies.
- Worked effectively in fast-paced environments.
- Worked well in a team setting, providing support and guidance.
- Learned and adapted quickly to new technology and software applications.
- Excellent communication skills, both verbal and written.
- Self-motivated, with a strong sense of personal responsibility.
Post Closer
United Shore
03.2020 - 05.2020
- 40 hrs Week / Salary $30,000. Reviewed mortgage docs, compliance, financial records.
- Reviewed and verified closing documents for completeness and adherence to company standards.
- Coordinated communication between departments to expedite the closing process and minimize delays.
- Conducted thorough reviews of closed loan files for accuracy and completeness.
- Prepared loan packages and closing instructions for bank employees.
Tax Preparer
Jackson Hewitt
12.2019 - 04.2020
- 30 hrs Week / Salary $20,000. Prepared federal/state returns, reviewed EITC/CTC eligibility, analyzed tax documents.
- Analyzed client financial documents to identify deductions and credits maximizing tax benefits.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
- Offered guidance on state and federal tax regulations to clients, ensuring they understood their obligations and opportunities.
Mail Handler
USPS
03.2017 - 02.2020
- 40hrs /Week Salary $31,000. Processed high-volume mail, reviewed routing records.
- Sorted and distributed incoming mail efficiently to ensure timely delivery across multiple routes.
- Collaborated with team members to maintain accurate tracking of parcels and packages throughout the processing workflow.
- Inspected mail for damages and took appropriate action to deliver in good condition.
- Adhered to all relevant federal, state and organizational regulations concerning mail handling procedures, ensuring compliance at all times.
Education
High School Diploma -
Bethune Alternative Education
Pontiac, MI06-2002
Skills
- Tax Preparation, Federal Tax Documentation, Records Examination, Compliance Verification, Account Research, Insurance Verification, Claims Processing, Microsoft Office, Document Review, Problem Solving
- HIPAA compliance
- Organizational skills
- Attention to detail
- Verbal and written communication
- Payment collection
- New hire training
- Critical thinking skills
- Appointment scheduling
Accomplishments
- Increased departmental transparency and opened up communication channels to improve team collaboration.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Mocrosoft Excel Training - May 15, 2015
Languages
English
Native or Bilingual
Timeline
Patient Care Coordinator
UnitedHealth Group / Optum
01.2022 - Current
Customer Service/Sales
AmeriSave
12.2020 - 01.2021
Post Closer
United Shore
03.2020 - 05.2020
Tax Preparer
Jackson Hewitt
12.2019 - 04.2020
Mail Handler
USPS
03.2017 - 02.2020
High School Diploma -
Bethune Alternative Education