Knowledgeable Insurance Adjuster with strong background in program analysis, consistently delivering valuable insights and recommendations. Proven track record in optimizing processes and enhancing program efficiency. Demonstrated expertise in data analysis and project management.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Program Analyst/QC File Reviewer
Department of Homeland Security/FEMA
04.2024 - Current
Provide excellent customer service to the claimants requesting disaster relief
Conduct interviews with claimants to gather information needed to process claim
Ensure accurate processing of information needed to affirm claim
Process property claims, residential and commercial
Upload all documents provided by claimants to claim
Collect and update demographic information as needed
Address eligibility issues and provide solutions
Process new claims for disaster relief
Conduct site visits as needed
Participate in community events to make the public aware of assistance offered
Review overpayment issues
Issue proper notifications when issues arise on individual records
Keep in constant contact with the claimant throughout the claim process
Verify information provided with county, city and state entities
Provide management with daily reports
Data entry daily
Train new staff as needed
Independent Desk Adjuster
Independent Adjuster
04.2024 - Current
Experience conducting thorough investigations, as outlined in the claim handling guidelines and best practices
Deny, settle, or authorizes payments to property claims based on coverage, field reports, and verifiable damage
Interviews, telephones, or corresponds with insureds, claimants, vendors, carriers, witnesses, public adjusters, attorneys, etc
To gather important information to support the claims, including proofs of loss
Experienced in setting proper reserves
Takes recorded statements as needed
Reviews and evaluates property claims for coverage and further claim handling procedures to conclude within required statutory time frame
Interpret policy language and evaluate coverage issues of multiple different policies and endorsements
Addresses diaries, emails and voicemails
Experience preparing technical claim documents and correspondence
Experience preparing report of findings of an investigation
Contributes to department efforts with an emphasis on team collaboration
Other Duties as assigned
Claims Specialist
Social Security Administration
01.2023 - 10.2023
Provide excellent customer service to the public
Conduct retirement, Medicare, disability and death claims Interviews/applications
Ensure accurate processing of monthly benefits during application process
Assist spouses and children receive benefits as entitled under certain programs
Update demographic and direct deposit as needed
Address entitlement issues
Process new applications for social security numbers
Update immigration status for individuals
Process applications for replacement social security cards
Address Medicare billing and card replacement issues
Review overpayment issues
Issue proper notifications when issues arise on individual records
Enter work earnings as required/needed
Process representative payee applications
Start/stop benefits when required
Data entry as needed
Scanning and processing of documents into system
Tax Examiner
State of New Mexico Taxation & Revenue Dept
08.2022 - 01.2023
Technical phone and email support to taxpayers to resolve inquiries and concerns
Identifying, testing and implementing changes to the system of record or business rule
Also, conducts tax collection, assessments, abatements, refunds, adjustments, and other tax-related activities to include specialized tax program accounting
Working with internal and external customers to achieve desired work results and maintains positive relationships while achieving consistency, thoroughness and accuracy on assigned work and projects
Analyzing complex returns and taxpayer documentation, refund adjustments, special projects and participate in form feedback and meetings, analyzes and researches complex documents to ensure NM statutes, regulations and policy requirements are satisfied
Ensuring and involving more technical knowledge, analysis and understanding in the accuracy of computations, tax collections, assessments, abatements, refunds, adjustments and other tax related activities
Providing highly proficient in customer service in communicating verbally and/or in written form to resolve complex issues and communicate findings
Evaluating various tax returns by reviewing the returns by line item
Examining tax returns to ensure all required schedules, documents, and certificates are attached to support deductions and/or exemptions
Routinely prepare and issue standard notices to taxpayers or letters of additional information required or of adjustments made to returns
Responding to taxpayer phone calls, e-mails and correspondence with clarity and efficiency
Assisting with statistical data and reports, employee training, and assist and advise lower level employees
PSE Mail Processing Clerk
United States Postal Service
11.2020 - 10.2021
Make one or more sortation’s of outgoing and/or outgoing mail using the appropriate sort program or manual distribution scheme
On a rotation basis, perform all of the following duties: load mail onto automated equipment, culling out non-processable items; enters sort plan and starts equipment; monitors flow of mail to ensure continuous feed; sweeps separated mail from the bins, stackers; and stops equipment when distribution run or operation is complete
Runs machine reports, clear jams and contacts maintenance for assistance when required
Prepares work area ensuring all necessary support equipment and materials including, labels, trays, and other containers are in place
Sort packages for mail carriers
Sort mail and flats for mail carriers
Box mail in post office boxes for customers
Provide excellent customer service to customers while working the lobby
Perform basic cashier functions while assisting customers
Balance cash drawer at the end of shift
Balance all credit card, debit card, check and other transactions at the end of shift
Provide the best shipping options to meet customers needs
Track packages per customer request
IBML Business Operations Specialist Supervisor
State of New Mexico Taxation & Revenue Dept.
09.2019 - 11.2020
Provide leadership that supports a team environment that fosters morale, passion, quality, and respect the Imaging Unit
Serve as a critical part of the Returns Processing pipeline
Responsible for Imaging Machines LLC (IBML) paper document scanning into GenKFI and GenTax
Serve as the divisions liaison with the Information Technology Group to ensure all interactive systems are functioning correctly
Responsible for managing daily scanning operations
Monitoring structured query language database
Creating and emailing daily scanned batch image report and other specialized reports as required
Maintaining the divisions imaging programs through design, development, reporting and testing of jobs to ensure accurate processing of returns
Collaborating with information technology developers to accomplish testing and solutions to issues that may arise
Manage staff and monitoring workload
Ensure images scanned and captured meet standards of the department
Release batch information to the database and image servers
Perform daily maintenance and cleaning of equipment
Timekeeping of all employees within assigned unit
Complete employee evaluations as needed
Assist with hiring of new staff for department
Analyze data and make adjustments to meet facility, budget, and compliance goals
Execute, maintain, and monitor quality control systems and budgets
Collaborate with department, facility, and company leadership to achieve goals
Drive compliance with health, safety, and industry regulatory agencies
Property Manager
Monarch Properties Inc.
02.2019 - 09.2019
Fair housing certified
Resident monitoring and other duties associated with the HUD
Screen and review residents and applicants to determine eligibility for section 8 housing voucher in accordance to HUD guidelines
Perform rent calculations, tenant eligibility determinations and dwelling inspections for new rental agreements
Experienced with EIV, a web-based computer system used by HUD rental assistance programs
Ensure that all lease agreements are compliant per HUD or Tax Credit compliance standards
Complete all re-certifications in a timely manner
Develop, write, and implement a sales and marketing plan which effectively maximizes rental income and results in high occupancy and competitive pricing through the leasing staff and personal efforts
Willingness to understand, analyze, and evaluate financial statements and write reports in a clear, concise form
Oversee, approve and prepare all lease related paperwork in an accurate and timely manner
Maintain thorough product knowledge of property and that of major competition through site tours/visits and telephone surveys
Prepare marketing reports as required
Clearly and effectively communicate with residents, other employees, vendors, and supervisors in written and verbal form
Achieve the highest possible net operating income through the implementation of effective cost control, revenue maximization and delinquency management program
Take reasonable efforts to see that property complies with all state, federal, and local laws, rules, and regulations applicable to the business
Maintain a high customer service standards
Analyze data and make adjustments to meet facility, budget, and compliance goals
Execute, maintain, and monitor quality control systems and budgets
Collaborate with department, facility, and company leadership to achieve goals
Drive compliance with health, safety, and industry regulatory agencies
Compliance Assistant Manager
Santa Fe County Adult Detention Facility
04.2018 - 11.2018
Maintain ACA files for the entire facility
Conduct internal audits in accordance with each standard and guidelines
Assist with inspections and reviews of all documentation of the facility in accordance with policy and procedure
Review all agreements and contracts for compliance
Put in place a filing system for the disciplinary and grievance department
Prepared written audit report findings
Assist staff in development and implementation of auditing tools
Answer and direct incoming calls to the proper person/department
Take meeting minutes
Assist staff with maintaining files
Assist staff with knowledge of each standard and how to implement it while on duty at the facility
Ensure that staff is using proper documentation for their departments
Compose, type and print correspondence, reports, forms and other material as needed
Review individual department files for compliance
Daily data entry
Maintain the department calendar
Track and document staff projects in accordance with the compliance standards of the facility
Analyze data and make adjustments to meet facility, budget, and compliance goals
Execute, maintain, and monitor quality control systems and budgets
Collaborate with department, facility, and company leadership to achieve goals
Drive compliance with health, safety, and industry regulatory agencies
Judicial Specialist II
Santa Fe Magistrate Court
06.2017 - 09.2017
Process, maintain, and distribute documents, files, and case materials
Accurately disburse bond payments
Prepare and maintain bond reports
Use electronic filing to review incoming filings for format, signatures, event code, and filing fees
Prepare, proofread, edit and mail out documents such as notices and final orders
Execute on case hearings, which may include: orders to show cause, bench warrants, recusals, excusals and pleadings
Provide public case information to parties, attorneys, law enforcement agencies, and other outside agencies
Order, review, sort, and organize jury summons
Organize case files for microfilming, archiving and destruction
Data entry of all court findings into the Court Computer System
Ensure judicial calendars and schedules are maintained
Serve as court monitor
Activity Director
El Castillo Life Care Community
02.2016 - 09.2016
Plans, schedules and directs development of activities program to meet the social, and psycho-social needs of Nursing Home residents
Performs administrative and personnel functions pertaining to the operations of the Activities Department
Evaluates the effectiveness of the Department's operating procedures and modifies procedures accordingly
Is able to carry out any and all duties described in Activity Assistant and Assistant Activity Coordinator job descriptions as necessary
Completes all MDS's, RAPS & IDT planning
Attends all IDT meetings
Attends Care Plan Meetings and prepares 50% of Activity Care Plans
Assesses new residents
Charts quarterly progress notes
Is responsible for writing and posting of monthly Resident Council minutes and writing and distributing of the Residents Monthly Newsletter
Responsible for the planning and implementing of activities to meet resident’s specific needs, to include large group, small group, and individual participation
Performs other duties as assigned Helps in developing, coordinating and implementing restorative programs that enhance the residents’ lives and allows them to reach their highest practical level of physical and psycho-social well-being
Responsible for input on the Minimum Data Set, and participation in plan of care, and other assessments and updates
Coordinated recruitment, retention, and involvement of volunteers with residents
Coordinated community involvement in the facility
PSE Mail Processing Clerk
United States Postal Service
10.2014 - 12.2015
Make one or more sortation’s of outgoing and/or outgoing mail using the appropriate sort program or manual distribution scheme
On a rotation basis, perform all of the following duties: load mail onto automated equipment, culling out non-processable items; enters sort plan and starts equipment; monitors flow of mail to ensure continuous feed; sweeps separated mail from the bins, stackers; and stops equipment when distribution run or operation is complete
Runs machine reports, clear jams and contacts maintenance for assistance when required
Prepares work area ensuring all necessary support equipment and materials including, labels, trays, and other containers are in place
Sort packages for mail carriers
Sort mail and flats for mail carriers
Box mail in post office boxes for customers
Provide excellent customer service to customers while working the lobby
Perform basic cashier functions while assisting customers
Balance cash drawer at the end of shift
Balance all credit card, debit card, check and other transactions at the end of shift
Provide the best shipping options to meet customers needs
Track packages per customer request
Food Service Director
Santa Fe County Adult Detention Center/Trinity Services
07.2012 - 04.2014
Plan, direct and coordinate the activities associated with running a single kitchen in a facility with 500-1000 beds
Supervise, train, and instruct team members in general food service practices
Coordinate the work flow and assign work to team members who in turn instruct and train inmate trustees on work techniques and procedures in safe, sanitary, and efficient operations of food preparation and service
Direct team members to ensure job-related rules, policies, procedures, and security guidelines are enforced
Maintain product service quality standards by conducting ongoing evaluations and investigating complaints
Monitor kitchen for cleanliness, sanitation, safety and order
Maintain contract compliance and cost control
Conduct weekly inventory of supplies needed to run an efficient kitchen
Daily data entry of invoices and daily meal count numbers
Legal Secretary
State of New Mexico CSED
04.2011 - 07.2012
Performs a full range of duties in determining and authorizing child support services
Independently manage a caseload
Interact with clients to facilitate their transition to self-sufficiency
Interview clients and assess income potential based on language and vocational skills, education level, training needs and employment history
Identifies and responds to client needs, and provides timely and appropriate customer service
Interview clients to determine eligibility for services in accordance with federal and state law
Authorizes distribution of program benefits and coordinates referrals to appropriate medical, social, educational, and vocational resources
Perform periodic reviews of benefits authorization and recertification’s in accordance with federal and state regulations
Provide guidance to clients of available job training programs
Unit Secretary
Christus St. Vincent Hospital
12.2007 - 07.2011
Transcription of all physician orders
Entering all patient information into the hospital computer system
Ordering of lab, radiology, or any other tests as ordered by physicians
Faxing all orders to the pharmacy for medications ordered for patients
Filing of all documents into the patient hard file
Entering charges to patient accounts as necessary
Answering and directing phone calls to the proper person or department as necessary
Keeping all charts stuffed with the documents used by the physicians to order treatments and tests on the patients
Transferring patient information to the proper persons or department as necessary
Keeping all patient information private per HIPPA regulations
Ordering supplies for the unit as needed
Making copies of forms used on the floor as needed
Providing friendly and caring customer service to patients and their families
Stocking of all supplies used by the nurses and nurse aides
Schedule follow-up appointments for patients upon discharge
Arrange transportation for patients being transferred to other facilities
Contact other physicians as requested for patient consults
Education
BBA - Business Administration And Management
University of New Mexico
Albuquerque, NM
05-2025
Skills
Guidewire Proficiency
Skilled in Assessing Loss Risks
Xactimate and XACT Analysis Skills
Skilled in Supplement Reconciliation
Experienced in Negotiating Agreements
Proficient Written Communication
Proficient in Decision Processes
Independent Work Skills
Proficient in Task Prioritization
Proficient Claim Evaluation
Effective Claim Management
Proficient in Customer Relations
Strong Written Communication Skills
Strong Technical Skills
Advanced Typing Proficiency
Skilled in Document and Data Management with MS Office
IT Specialist, Cloud Policy and Governance at Department of Homeland Security- FEMAIT Specialist, Cloud Policy and Governance at Department of Homeland Security- FEMA