Katrina Smith
Orem
Summary
Dynamic professional with extensive experience RCM excelling in accounts receivable and customer service. Proven track record in project management and financial tracking, enhancing operational efficiency. Adept at utilizing software for streamlined processes, ensuring compliance, and maximizing client satisfaction. Committed to delivering exceptional results in fast-paced environments.
Overview
24
24
years of professional experience
Work History
RCM Payment Processor AR Follow Up
Active Life Medical Supplies
Sacramento
05.2024 - 10.2025
- Processed carrier and patient payments, ensuring timely revenue flow.
- Resubmitted claims to carriers, facilitating prompt follow-up on unpaid submissions.
- Performed eligibility checks to verify patient coverage, supporting accurate billing.
- Performed CRM follow-ups to enhance communication.
- Utilized Brightree RCM/DME software for streamlined payment, accounts receivable and CRM management.
Tax Preparer, Accounting Clerk, Office Coordinator
Wright Business Alliance
01.2022 - 05.2024
- Processed individual and corporate tax returns, ensuring regulatory compliance and maximizing client deductions.
- Guided clients in understanding tax obligations and available deductions.
- Reviewed financial documents for accuracy, maintaining adherence to regulations.
- Prepared profit/loss statements and balance sheets for diverse clients.
- Conducted monthly bookkeeping to support client financial health.
Admin, Bookkeeper, Scheduler
Swihart Electrical Group
01.2017 - 01.2022
- Managed office operations including financial recordkeeping, AP/AR tasks, client relations, municipal permit and inspection coordination, appointment scheduling, and HR functions.
- Managed accounts payable and receivable for Swihart Electrical Group.
- Maintained accurate financial records and ledgers daily.
Tax Preparer, Accounting Clerk, Office Coordinator
Wright Business Alliance
01.2013 - 01.2017
- Processed individual and corporate tax returns, ensuring regulatory compliance and maximizing client deductions.
- Guided clients in understanding tax obligations and available deductions.
- Reviewed financial documents for accuracy to ensure compliance with regulations.
- Prepared profit/loss statements and balance sheets to provide clients with clear financial insights.
- Conducted monthly bookkeeping to ensure accurate financial records and support client financial health.
Office Manager, Accounts Receivables
Advent Medical Billing
01.2008 - 01.2013
- Streamlined public relations efforts for clients, enhancing communication strategies and engagement.
- Executed data entry for accounts receivable and collections, ensuring high accuracy with AdvancedMD software.
- Managed daily office operations and administrative tasks within medical billing service.
- Coordinated communication between clients and billing team to maintain clarity throughout processes.
- Oversaw scheduling of appointments and meetings for staff and clients, optimizing time management.
Office Manager / Closing Coordinator
Bigg Homes, Tuscany Homes, Hubble Homes
01.2002 - 01.2008
- Reviewed and processed home sales contracts, ensuring compliance for timely closings.
- Collaborated with sales, production teams, lenders, appraisers, and title companies to prepare closing documents.
- Streamlined office operations and procedures, enhancing overall service efficiency.
- Prepared inventory and ordered office supplies to ensure adequate stock levels.
- Designed filing systems, reviewed supply requisitions, and monitored clerical functions.
- Managed shipping, mail services, and answered phones while greeting customers.
- Set up new vendors and coordinated building maintenance and equipment repair schedules.
- Coordinated conference room scheduling and managed employee birthday celebrations to foster workplace engagement.
Education
GED -
Fallbrook High School
Fallbrook Ca01-1988
Skills
- Accounts receivable and collections
- Claims processing
- Bookkeeping and financial tracking
- Microsoft Office proficiency
- Report preparation and presentation
- Office administration
- Front office operations management
- Project management and scheduling
- Human resources coordination
- Purchasing assistance
- Customer service excellence
Business References
- Paul Wright, Owner of Wright Business Alliance, 916-660-6366
- Viggo Madsen, Owner of Advent Medical Billing, 801-368-3138
- Roberto Alarcon, Bigg Homes Controller, 801-674-5651
Software And Programs
- QuickBooks
- Quickbooks Online
- Peachtree Accounting
- Quattro Pro
- Microsoft Office
- ATX Tax software
- Advancemd Medical Billing Software
- Brightree Software
Timeline
RCM Payment Processor AR Follow Up
Active Life Medical Supplies
05.2024 - 10.2025
Tax Preparer, Accounting Clerk, Office Coordinator
Wright Business Alliance
01.2022 - 05.2024
Admin, Bookkeeper, Scheduler
Swihart Electrical Group
01.2017 - 01.2022
Tax Preparer, Accounting Clerk, Office Coordinator
Wright Business Alliance
01.2013 - 01.2017
Office Manager, Accounts Receivables
Advent Medical Billing
01.2008 - 01.2013
Office Manager / Closing Coordinator
Bigg Homes, Tuscany Homes, Hubble Homes
01.2002 - 01.2008
GED -
Fallbrook High School