Experienced with financial record management, data entry, and reconciliation in accounting environments. Utilizes accounting software and tools to enhance efficiency and accuracy. Knowledge of regulatory compliance and reporting standards, ensuring precise and timely financial documentation.
Work History
Accounting Assistant
4 Years 7 Months
Ed Bernstein Injury Lawyers | 03.2022 - Current
Reviewed incoming BI, UIM, and MedPay checks to ensure alignment with settlement agreement amounts
Review incoming BI, UIM and MedPay checks for correct settlement agreement amounts
Checked client disbursal packets for accuracy of client funds, provider amounts, insurance settlement amounts, and settlement dates against signed retainer
Processed disbursement of checks from Trust/IOLTA bank account. from Trust/IOLTA bank account.
Imported settled cases into QuickBooks for accurate financial record-keeping
Open Blocked Trust Accounts for Minor's Compensation
Assist with the signing of Insurance Releases
Obtain authorizations to deposit settlement checks into Trust/IOLTA account
Litigation Legal Assistant to Managing Partner
4 Years 7 Months
Ed Bernstein and Associates | 03.2022 - Current
Prepared pleadings, discovery requests, and correspondence with precise legal formatting.
Coordinated attorneys, clients, and court personnel to support smooth case progression.
Reviewed case files and organized supporting documentation for depositions and hearings.
Managed litigation calendars, deadlines, and court filings to maintain case readiness.
Arranged Arbitration Hearings between Arbitrator and Attorney's
Prepared Arbitration Judgments, Bills and Notices
Managed deadlines effectively ensuring timely submission of all required filings and correspondence.
Prepared Minor's Compensation pleadings
Claims Specialist in Worker’s Compensation
5 Years 7 Months
Ed Bernstein and Associates | 03.2021 - Current
Liaison between client, medical providers, employees’ and legal professionals.
Filed documents related to hearings and appeals to ensure proper case management.
Scheduling clients for further medical evaluations.
Documenting phone conversations between client and attorney.
Documented phone conversations between clients and attorneys to maintain accurate records and facilitate communication.
Filing hearing and appeals.
Processed payment of invoices for services rendered to manage financial transactions.
Interacted with injured workers to provide support and information regarding their claims process.
Assistant to the Senior Legal Assistant.
Medical Report Summarizer
15 Years 4 Months
Self Employed | 06.2011 - Current
Summarized critical medical information from records for patients pursuing permanent partial disability.
Make sure doctors have their medical summary in a timely manner to review before the examinee’s appointment.
Make sure doctors have their medical summary in a timely manner to review before the examinee’s appointment.
Receive and deliver medical records to doctors efficiently.
Processed invoices for timely payment.
Home Health Aid/PCA
6 Months
Giving Home Health Care | 09.2021 - 03.2022
Monitored and reported vital signs to ensure patient health and safety.
Provided medication reminders to clients to ensure adherence to prescribed schedules.
Prepared nutritious meals to promote dietary needs and enhance patient well-being.
Medication reminders.
Assisted clients with ambulation and transfers to enhance mobility and independence.
Administrative Assistant
4 Years 11 Months
Retina Consultants of Nevada | 07.2006 - 06.2011
Coached new employees on administrative procedures, company policies and performance standards.
Executed record filing system, enhancing document organization and management.
Supported efficient meeting by organizing spaces and materials, documenting discussions and distributing meeting notes.
Organized weekly staff meetings and logged minutes for corporate records.
Executed record filing system to improve document organization and management.
Handles client correspondence and tracked records to foster office efficiency.
Managed the credentialing process for doctors, ensuring compliance with hospital standards.
Scheduled and authorized out of town appointments for patients needing further evaluation and treatment.
Assisted doctors in completing FMLA and disability paperwork, facilitating timely patient support.
Medical Records Supervisor
6 Years 1 Month
West Valley Imaging | 03.1999 - 04.2005
Maintained accuracy, completeness and security for medical records and health information.
Secured medical records to prevent loss and unauthorized access, ensuring patient confidentiality.
Compiled electronic patient records covering conditions, treatments and diagnosis.
Managed high-volume data entry of demographics, disease etiology, and associated procedures, enhancing data integrity.
Handled high-volume data entry of demographics, disease etiology and extent and associated procedures and treatments.
Input data into computer programs and filing systems.
Kept accurate log of all requests for medical information and records.
Followed exact procedures for handling transfers and other releases of medical records.
Reviewed medical records for completeness and systematically filed in alphabetic and numeric order to streamline retrieval.