Katie McCay
Cincinnati,OH
Overview
16
16
years of professional experience
Work History
Operations & Billing Administrator
Certus
10.2023 - 03.2025
- Create and send accurate invoices based on sales orders, service agreements, or project completion using NetSuite
- Maintain customer billing information, update account details, and address billing inquiries using NetSuite and Salesforce
- Create customer accounts in portals, such as Ariba, PaymentWorks, Coupa, etc
- Complete any vendor paperwork that has been assigned through Monday Board or email
- Communicate with various companies to obtain Certificates of Insurance
- Correspond to customers by email and Teams
- Monitor many inboxes and Slack for any new projects and communication
Mortgage Processor Assistant
RiverHills Bank
06.2021 - 06.2023
- Review loan applications for accuracy, completeness and compliance
- Communicate with various companies to obtain property survey, flood certificate, title commitment and payoff information
- Identify red flags within a loan application/documentation
- Provide administrative support to the Supervisor or assigned MLO(s), and/or Closers
- Conduct monthly audits on files to determine compliance with company, investor, agency underwriting guidelines and federal requirements per the Quality Control Plan guidance
- Respond to internal and 3rd party audit findings including Quality Control requests for supporting documentation necessary to complete reviews using MDI Sharepoint
- Analyze all AUS findings using Mortgage Bot
- Daily review of pipelines
- Process wires transfers to finalize closings
- Understand FHLMC/FNMA/FHA/VA/GNMA guidelines and State/Federal regulations
Office Manager
All Hands Services, LLC
08.2019 - 06.2021
- Recruit, select, assign, schedule, counsel and discipline employees
- Business analyze a plan and review compensation actions, enforcing policies and procedures
- Contribute operations information and recommendations to strategic plans and reviews; prepare and complete action plans; implement production, productivity, quality and customer-service standards; resolve problems; complete audits
- Project management for job expectations; planning, monitoring, appraising
- Project management for contracts and pricing and ensuring proper maintenance and serving as primary liaison with utilities and local government agencies, such as fire, police, health and safety agencies
- Project management to secure relationships with key operations vendors
- Review and approve all operational invoices and ensure they are submitted for payment
- Work closely with the site manager and team to perform analysis of our inventory and ensure we are utilizing our inventory effectively, purchasing the right equipment, maintaining solid inventory data and reducing sub-rental expenses
Distribution Services Specialist I
Fifth Third Bank
02.2009 - 02.2018
- Analyze, receive, and process customer claims, adding or deleting records to the benefit payment system and performing maintenance changes to existing records in the database
- Use project management skills to research and resolve client and payment recipient issues and communicate the results to the client and/or relationship manager
- Provides Administrative support and ensures a superior level of customer service is provided, by serving as primary person for communication with plan sponsor and Client Service Manager or Client Consultant on all matters related to payment details
- Use project management to review and analyze customer requests from a variety of source documents, ensuring accuracy and compliance to established GAAP, policies, procedures and regulations
- Project management for incomplete or inaccurate forms by reviewing the information provided with clients and receiving corrections as needed
- Responsible for processing customer claims by coding, verifying and posting GAAP financial data to applicable systems from a variety of source documents
- These claims may include receiving or disbursing checks, ACHs, and transfers to/from trusts, checking and savings accounts
- Businesses analyze payment records by entering data received from a variety of source documents into the payment system and checking data controls to assure the quality of input, as required
- Businesses analyze a balancing routine to ensure financial accuracy before issuing payments
- Project management for identifying and resolving exceptions by researching, troubleshooting and business analyzing discrepancies, tracing transactions through previous actions to determine the source of discrepancies and processing correcting entries as required
Education
Bachelor's Degree - Business Management
University of Cincinnati
01.2016
Certificate - Human Resources, Better Business Writer, Excel 1 & 2
Employers Resource Association
01.2007
High School Diploma - Marketing & Business
Georgetown Jr./Sr. High
01.2002
Skills
- Payment tracking
- Professional ethics
- Invoice processing
- Accounts receivable management
- Customer service
- Problem-solving
- Attention to detail
- Billing systems and software
- Claim submission
- Claims processing
- Account reconciliation
- Month-end closing procedures
- Financial reporting
- Invoice generation
- Payment posting
- Accounts receivable expertise
- Monthly billing management
- Organization skills
- Excellent communication
- Bank reconciliation
- Bill payment and recordkeeping
- Accounts receivable
- Microsoft office
- Microsoft Excel
- Cash management
- Financial records and reporting
- Payroll preparation and processing
- Purchase orders
Timeline
Operations & Billing Administrator
Certus
10.2023 - 03.2025
Mortgage Processor Assistant
RiverHills Bank
06.2021 - 06.2023
Office Manager
All Hands Services, LLC
08.2019 - 06.2021
Distribution Services Specialist I
Fifth Third Bank
02.2009 - 02.2018
Certificate - Human Resources, Better Business Writer, Excel 1 & 2
Employers Resource Association
High School Diploma - Marketing & Business
Georgetown Jr./Sr. High
Bachelor's Degree - Business Management
University of Cincinnati