Summary
Overview
Work History
Education
Timeline
Generic

KELLI MICHALKO

5 Harris Drive, Valatie

Summary

Dedicated Clerk Typist professional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for any type of professionals. Personable and communicative with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Eager to take on new assignments and tasks.

Overview

38
38
years of professional experience

Work History

Clerk Typist

Columbia County Department of Mental Health
325 Columbia Street, Hudson
08.2020 - Current



  • Answer phones in a professional and friendly manner.
  • Verify insurances for clients who are seeking services with CCMHC.
  • Register new clients using EcR software.
  • Notifying the Billing Department of new clients coming to CCMHC.
  • Schedule and reschedule appointments for clients and therapists.
  • Coordinate "7 Day" appointments for clients who will be discharging (Psych) from Hospitals, Treatment Centers and Correctional Facilities. Responsible to track these appointments for attendance. If they are not attended, the Clinic will reach out to the client.
  • Scan and attach paperwork into the charts.
  • Enter billing notes in the clients chart when necessary.
  • Accept and process co-pays from clients, whether in person or over the phone.
  • Process end of day payment report to send to the Billing Department.

Clerk Typist

Columbia County Department of Social Services
25 Railroad Avenue, Hudson
10.2016 - 08.2020
  • Answer phones in a professional and friendly manner.
  • Direct clients (either in person or on the phone) to the appropriate personnel to address concerns, resolve complaints or answer account-related questions.
  • Meet incoming clients and visitors with a professional approach to provide friendly and knowledgeable assistance.
  • Screen visitors when there are meetings between outside Agencies and CCDSS. This is to maintain security of personnel and office environment.
  • Assign applications to the appropriate Social Worker.
  • Finger Image clients when applicable.
  • Take pictures of clients and upload to send to NYS when applicable.
  • Process Food Stamp benefit cards for clients when necessary.
  • Sort and distribute business correspondence to correct department or staff member.

Ward Clerk

Pine Haven Operating,
Philmont
07.2016 - 09.2016
  • Scheduled routine/STAT laboratory tests for residents.
  •  Scheduled and confirmed appointments for the  South Wing on a daily basis.  
  • Scheduled the transportation and transportation aides for the doctor appointments.
  • Entered each doctor appointment on the community Ward Clerk calendar.
  • Entered each doctor appointment and/or lab draws on the South Wing desk calendar to notify the Nurse in charge.
  • Prepared all the paperwork necessary for the doctor appointment.
  • Notified the resident and their family of the up-coming doctor appointment.
  • Contact insurance providers to verify correct insurance information and get authorization for any up-coming procedures for the residents.
  • Met incoming residents and family members with professional approach and provided friendly, knowledgeable assistance.
  • Update the Census on a daily basis.
  • Kept an updated spreadsheet for Bed/Chair alarms in which the residents were assigned.
  • Gave all residents ID bracelets when they were admitted to Pine Haven Nursing Home.
  • Take pictures of the incoming residents and then upload them into the computer.
  • Completed charts, staffing sheets and other documentation.
  • Located and filed physical permanent records.
  • Other related duties assigned.

Ward Clerk

Pine Haven Nursing and Rehabilitation Center
Phimont
02.2008 - 06.2016
  • Scheduled routine/STAT laboratory tests for residents.
  • Scheduled and confirmed appointments for the South Wing on a daily basis.
  • Entered each doctor appointment on the community Ward Clerk calendar.
  • Entered each doctor appointment and/or lab draws on the South Wing desk calendar to notify the Nurse in charge.
  • Scheduled the transportation and transportation aide for the doctor appointments.
  • Prepared all the paperwork necessary for the doctor appointment.
  • Notified the resident and their family of the up-coming doctor appointment.
  • Contact insurance providers to verify correct insurance information and get authorization for any up-coming procedures for the resident.
  • Met incoming residents and family members with professional approach and provided friendly knowledgeable assistance.
  • Update the Census on a daily basis.
  • Kept an updated spreadsheet for bed/Chair alarm in which the residents were assigned.
  • Gave all residents ID bracelets when admitted to Pine Haven Nursing Home.
  • Take pictures of  incoming residents and upload them into the computer.
  • Completed charts, staffing sheets and other documentation.
  • Located and filed physical  permanent records.
  • Other related duties assigned.

Payroll Processor

Pattison, Koskey, Howe & Bucci, CPA's
Hudson
01.2006 - 02.2008
  • Processed payroll for approx. 50 payrolls.  To process these, I would use 3 different software.  They were a DOS program, QuickBooks and Creative Solutions.  I enrolled the clients in EFTPS, NYS Prompt Tax and NYS Unemployment.  Processed Federal and State deposits when necessary and any other related checks associated with the processed payroll.  As each quarter ended, I would process the clients quarterly.   
  • Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
  • Onboard new employees in the time reporting and payroll systems.
  • Processed rehire's, transfers, terminations, garnishment's and withholdings.

Accounts Payable

BAC Sales, Inc.
Hudson
12.2004 - 01.2006
  • Processed the weekly payroll for approx. 54 people.  
  • Projected and paid all bills weekly. 
  •  Once the new employees were hired, I completed the necessary paperwork for   NYS and the IRS.
  •   Enrolled the new employees in the Health Insurance and the 401(K) plan that was offered.  
  • Processed the Monthly and Quarterly Sales Taxes and the Quarterly Fuel Tax. 
  •   Other related duties assigned.

Loan Processor

Hudson River Bank & Trust Co.
Hudson
06.2004 - 11.2004
  • Processed closed loans after the completion at the branch.  
  • Checked to see if all the necessary paperwork was in the file and checked to see if there were any errors.
  •  Make the appropriate changes to correct the loan.  I dealt with Auto, Home Improvement and Home Equity Loans.  
  • Other related duties as assigned.

Loan Processor

Hudson River Bank & Trust Co.
Hudson
06.2001 - 04.2003
  • Processed closed loans after they were completed at the branches.  
  • Checked to see if all the necessary paperwork was in the file and to check for errors
  • Make the appropriate changes to correct the loan.  I dealt with Auto, Home Improvement and Home Equity loans. 
  •  Other related duties assigned.

Accounts Payable

Catharon Productions, Inc.
Ghent
04.1996 - 04.2001
  • Projected all incoming invoices(including scanning of each one), paid all bills when due.  
  • Handled collection calls. 
  •  Made bank deposits, sorted and distributed incoming mail. 
  •  Other related duties as assigned.

Teller

Hudson City Savings Inst.
Hudson
01.1993 - 02.1996
  • I handled all customer account inquiries. 
  •  Handled cash on a daily basis.  Balanced cash drawer daily.  
  • Other related duties assigned. 

Cashier/Office Clerk

Price Chopper
Hudson
03.1988 - 08.1991
  • Dealt with customers on a daily basis. 
  • Waiting and checking out each customer with their groceries. 
  •  At the Customer Service counter, cashed checks, sent and received Western Union, dealt with over-charges, etc, with the customers. 
  •  Other related job duties.

Education

High School Diploma - undefined

Taconic Hills High school
1988

Timeline

Clerk Typist

Columbia County Department of Mental Health
08.2020 - Current

Clerk Typist

Columbia County Department of Social Services
10.2016 - 08.2020

Ward Clerk

Pine Haven Operating,
07.2016 - 09.2016

Ward Clerk

Pine Haven Nursing and Rehabilitation Center
02.2008 - 06.2016

Payroll Processor

Pattison, Koskey, Howe & Bucci, CPA's
01.2006 - 02.2008

Accounts Payable

BAC Sales, Inc.
12.2004 - 01.2006

Loan Processor

Hudson River Bank & Trust Co.
06.2004 - 11.2004

Loan Processor

Hudson River Bank & Trust Co.
06.2001 - 04.2003

Accounts Payable

Catharon Productions, Inc.
04.1996 - 04.2001

Teller

Hudson City Savings Inst.
01.1993 - 02.1996

Cashier/Office Clerk

Price Chopper
03.1988 - 08.1991

High School Diploma - undefined

Taconic Hills High school
KELLI MICHALKO