Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
Work History
Deduction Analyst (Contract)
Eaton
10.2022 - 10.2023
Assess the validity of customer claims through investigation and analysis
Complete analysis of root cause issues
Responsible for the collection of customer claims that are deemed to be invalid and for communicating with GFSS department
Also reporting client policies regarding pricing, rebates, and returns
Support special project initiatives as determined by management.
Collected, arranged, and input information into database system.
Collected and sort financial related documents and supporting information; verifies correct accounting transaction and/or vendor information
Performed various accounting functions, including reconciliations; monitoring delinquent accounts; depositing daily receipts; processing invoices (upward of 150 invoices per day) via SAP and initiating vendor payments; assisted with the calculation of various overhead rates; and monitored records for consumable inventories and capital/fixed assets
Processed payroll transactions and payroll adjustments
Assisted in the maintenance, interpretation and reporting of accidents, injuries and/or property loss data
Received fleet vehicle liability, general liability, property damage, compensation claims
Reviewed documents, forms, and reports to determine if payroll coding, transactions, and adjustments are correct; verified accuracy of timesheet coding; made payroll corrections; prepared reimbursements
Maintained accounting records and prepared financial statements in accordance with GAAP principles and Governmental Accounting Standards Board statements for the department, medical and life insurance plan, and self-insurance plan
Created documents for federally funded projects; monitored categories of cost for federal reimbursement; prepared Federal Highway Administration billing and final vouchers; submitted documentation and maintains records for letters of credit.
Investor Services Representative (Contract)
TD AMERITRADE
11.2018 - 04.2019
Provided exceptional customer service to clients, addressing inquiries, resolving issues, and offering guidance on investment products and services offered by TD Ameritrade
Executed trade orders accurately and efficiently, ensuring timely execution and settlement of transactions
Maintained and updated client accounts, including processing account applications, documenting client interactions, and verifying client information
Collaborated with internal departments to coordinate and facilitate client requests, including transfers, rollovers, and account maintenance
Educated clients on investment tools and resources, including trading platforms, research tools, and educational materials, to enhance their understanding of the investment process and optimize their trading experience.
Debt Collector
PARALLON MEDICAL
10.2013 - 06.2016
Communicated with patients in a professional and respectful manner to collect outstanding medical debts owed to Parallon Medical
Utilized effective negotiation and persuasion skills to reach mutually beneficial payment arrangements and secure timely debt resolution
Conducted thorough research and analysis of patient accounts, verifying billing information, insurance coverage, and payment history to ensure accurate debt collection
Documented all interactions and activities in the designated systems, maintaining clear and organized records of debt collection efforts
Collaborated with internal teams, including billing, coding, and customer service, to address patient inquiries, resolve billing discrepancies, and facilitate prompt debt resolution.
Senior Consultant
AT&T
04.2000 - 11.2012
Provided client support by answering inbound phone calls and emails regarding accounts, policies, services and available financial products
Engaged clients in meaningful dialog and identify unstated needs and financial goals that may be achieved by further utilizing company products, services, and tools
Contacted customers regarding past due invoices
Provided them with information regarding their services
Provided excellent customer service and handled high volume sales.
Developed custom solutions based upon clients' strict requirements.
Analyzed problematic areas to provide recommendations and solutions.