Kristen Swank
Sacramento,CA
Summary
Administrative and accounting specialist with extensive experience in financial analysis, billing, and compliance. Skilled in resolving discrepancies and enhancing communication with stakeholders to support leadership decisions. Proven ability to conduct root cause analysis and produce detailed reports, contributing to efficient and compliant operations.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Regional Warranty Claims Specialist
TRANE TECHNOLOGIES
Rocklin, CA
02.2025 - Current
- Resolved multi-variable warranty claims and billing discrepancies through research, analysis, and policy-based recommendations, supporting accurate and compliant claim outcomes.
- Supported leadership as a subject matter resource on warranty, billing, and General Ledger-related financial processes, contributing to timely issue investigation and resolution.
- Developed guidelines that standardized claims handling, ensuring efficiency and consistency across processes.
- Maintained communication with internal stakeholders to enhance documentation quality and facilitate timely task completion and uniform issue resolution.
- Documented detailed claim activities, including comprehensive notes from multi-department stakeholder consultations.
- Trained new staff on claims processing procedures and best practices.
- Strengthened staff awareness of procedural changes by participating in corporate training calls, reviewing updated requirements, and sharing relevant guidance with teams.
- Consolidated data from multiple sources to produce recurring Tech lead/quote summaries and submitted accurate commission payroll documentation to Human Resources.
- Coordinated with regional leadership, supply departments, and finance to ensure accuracy and timeliness in financial processing.
Service Project Administrator
TRANE TECHNOLOGIES
Rocklin, CA
02.2021 - 02.2025
- Trained new team members on project administration best practices to enhance team competency and streamline project workflows.
- Supported month-end billing and reconciliation activities by monitoring invoice status and helping ensure accurate financial posting.
- Resolved complex billing, credit, and posting issues by analyzing financial data, system transactions, and supporting documentation to determine appropriate corrective action.
- Increased processing efficiency by applying consistent review methods to reduce billing errors and rework.
- Standardized review procedures and strengthened front-end quality checks to improve process consistency and billing accuracy.
- Conducted root cause analysis on disputed invoices and partnered with finance, operations, and service fulfillment teams to document issues and implement corrective action.
- Processed and reviewed claims in the Warranty Management System (WMS), helping ensure compliance with policy requirements, system rules, and submission deadlines.
- Reconciled and reported monthly technician incentive data and prepared audit-ready support for quarterly commission payouts.
- Created data-driven reports for upper management using advanced Excel formulas, tables, and charts to facilitate regional revenue analysis and inform business decisions.
Bid Coordinator
TRANE TECHNOLOGIES
Rocklin, CA
04.2019 - 02.2021
- Coordinated proposal and bid submissions by gathering documentation, ensuring compliance with client requirements, and maintaining a centralized database for efficient future submissions.
- Planned and executed office events, negotiating with hotels, caterers, and vendors for cost-effective and coordinated outcomes.
- Improved cross-department communication by serving as a liaison for issue resolution, collaboration, and workflow coordination.
- Managed office financial operations, including budgeting, procurement, utilities, and expense tracking, to maintain accurate records and operational continuity.
- Supported onboarding, personnel recordkeeping, and policy adherence while assisting with Human Resources administrative functions.
Accounts Payable Specialist
JOHN STEWART CO.
Sacramento, CA
12.2018 - 03.2019
- Managed the full accounts payable cycle for housing, development, rehabilitation, construction, and financial services vendors, supporting accurate and timely payment processing.
- Prepared check runs and wire transfers for numerous properties and vendors, helping maintain continuity of vendor payments and financial operations.
- Managed 60+ bank accounts while ensuring utilities and vendors were paid on time.
- Reconciled multiple bank accounts weekly to support financial accuracy and confidence in payment obligations.
- Assisted site staff with General Ledger coding guidance and accounts payable system navigation to support accurate transaction processing.
- Identified and proposed process improvements to enhance accounts payable operations.
- Collaborated with site staff, regional managers, and accountants to resolve payment issues, ensuring timely support for property and vendor needs.
- Addressed audit inquiries, resolving incorrect vendor invoices and payment delays through thorough research and follow-up.
- (Accounting Principals contract)
EEO Coordinator/Accounting Assistant
CALVA PRODUCTS
Acampo, CA
05.2017 - 09.2018
- Executed full-cycle accounts payable activities, including purchase order creation, vendor check processing, and documentation review to support accurate financial records.
- Managed accounts receivable processes from order coordination through invoicing, payment tracking, collections, dispute resolution, and payment processing.
- Reviewed and analyzed aging reports to monitor outstanding balances and facilitate follow-up on unpaid invoices.
- Administered payroll, attendance tracking, and personnel record maintenance to support day-to-day Human Resources operations.
- Coordinated benefits enrollment and onboarding activities for new hires.
- Evaluated applicant materials and interview feedback to provide management with informed hiring recommendations.
- Processed and documented employee terminations while analyzing turnover-related information to ensure compliance and inform management decisions.
- Enhanced financial and Human Resources operations through analytical review and accurate documentation.
- (Land O’Lakes subsidiary)
Accounting & Human Resources Assistant
SACRAMENTO CONTAINER CORPORATION
Sacramento, CA
11.2013 - 04.2017
- Streamlined accounts payable operations by monitoring payroll in ADP, processing commission reports, issuing checks, and reviewing business expenses.
- Managed accounts receivable tasks including temporary labor billing reconciliation, cash deposits, and financial adjustments.
- Coordinated recruitment and applicant screening processes to enhance candidate selection efficiency.
- Ensured accurate financial reporting and improved administrative support through detailed analysis, effective organization, and cross-functional communication.
- Prepared waste assessment reporting to identify waste types, quantities, and sources, supporting operational review and cost-awareness efforts.
- Supported operations by providing administrative and logistical assistance.
New Business Coordinator
MISSION LINEN & UNIFORM SERVICES
Sacramento, CA
09.2008 - 10.2013
- Managed service and account support for high-volume customer portfolios, including accounts with 20+ employees, within a multi-state operation spanning 43 facilities.
- Oversaw end-to-end customer account activity, helping maintain invoicing accuracy, payment tracking, order fulfillment, and issue resolution.
- Supervised web store financial transactions, supporting accurate processing of invoices, payments, shipment tracking, and deliverable reconciliation.
- Coordinated vendor and supplier communications to ensure operational alignment and facilitate timely issue resolution.
- Led quarterly and annual sizing events as primary company representative, enhancing coordination, forecasting, and cost planning.
- Supported sales teams with budgeting, cost analysis, and personnel coordination for large customer orders and events.
- Analyzed weekly operational and customer service reports to identify trends in quality, response time, and resolution effectiveness and presented recommendations to management.
- Recommended policy updates and conducted root cause investigations to enhance customer satisfaction and improve operational efficiency.
- Applied critical thinking and data analysis to strengthen customer account performance and problem resolution.
Assistant Customer Service Representative
WELLS FARGO OF CA INSURANCE SERVICES
Rancho Cordova, CA
01.2004 - 05.2008
- Responded to policyholder and carrier inquiries regarding billing, policy corrections, coverage statements, endorsements, and cancellations with accuracy and professionalism.
- Assessed policyholder needs and provided service support that strengthened customer relationships.
- Utilized problem-solving and data interpretation skills to enhance workflow efficiency and elevate customer service quality.
- Maintained policy and customer data in the Agency Management System, supporting accurate processing of additions, cancellations, renewals, and claims activity.
- Verified coverage details and documentation to support compliance and timely policy processing.
- Facilitated policy administration and customer account operations during transition following acquisition by Wells Fargo, ensuring continuity of service.
- Logged customer interactions, complaints, and resolutions to identify trends, enabling management to make informed process improvement recommendations.
Education
Associate of Arts - General Studies/Social Sciences
Cosumnes River College and Sacramento City College
Sacramento, California01-2008
High School Diploma -
Sheldon High School
Sacramento, California01-2003
Skills
- Financial Data Analysis
- Billing and Claims Analysis
- Reconciliations and Variance Research
- Training and Mentoring
- Adaptability and Flexibility
Certification
SQL for Data Science, University of California, Davis, 05/01/26, 659RRDRG6AKG
Programs
- Warranty Management System (WMS)
- Oracle E-Business Suite
- WorkSight
- Oracle Business Intelligence
- Tableau
- Salesforce
- Workday
- JD Edwards
- ADP
- Nexus
- Yardi
- Falcon
- TAP
- Vision
- SAP
- Worksight
- Microsoft Office: Excel, Word, Sharepoint, Outlook, Teams
Timeline
Regional Warranty Claims Specialist
TRANE TECHNOLOGIES
02.2025 - Current
Service Project Administrator
TRANE TECHNOLOGIES
02.2021 - 02.2025
Bid Coordinator
TRANE TECHNOLOGIES
04.2019 - 02.2021
Accounts Payable Specialist
JOHN STEWART CO.
12.2018 - 03.2019
EEO Coordinator/Accounting Assistant
CALVA PRODUCTS
05.2017 - 09.2018
Accounting & Human Resources Assistant
SACRAMENTO CONTAINER CORPORATION
11.2013 - 04.2017
New Business Coordinator
MISSION LINEN & UNIFORM SERVICES
09.2008 - 10.2013
Assistant Customer Service Representative
WELLS FARGO OF CA INSURANCE SERVICES
01.2004 - 05.2008
Associate of Arts - General Studies/Social Sciences
Cosumnes River College and Sacramento City College
High School Diploma -
Sheldon High School