Marla Carter

• Performs a variety of tasks related to verification, preparation, recording and reconciliation of financial information.
• Trained in using the new YARDI software (Voyager and P2P)
• Process accounts payable/receivable, maintains complete record through posting in general ledger and prepares monthly reports.
• Process invoices, to include verifying PO’s and requisitions. Creates purchase orders from purchase order request from different departments. Compares purchase orders to invoices and verifies accuracy of extensions and totals.
• Prepares vouchers authorizing payments, assembles supporting documentation and processes for distribution.
• Prepares checks to pay invoices, records payments in check register and in appropriate vendor accounts. Schedules payments to meet due dates and receives vendor discounts.
• Prepares deposits for transactions for Section 8, payroll, and modernization, etc. Prorates costs and handles program accounting per instructions/all programs.
• Reconciles occupancy from current accounting software to data in HUD PIH Information Center. Maintains contracts/agreement files. Logs in utility consumption costs and prepares utility allowance reports for housing developments.
• Gathers and analyzes information of Section 8 lease-up and payments to report to HUD in the Voucher Management System. Process petty cash requests and performs reconciliation of petty cash funds, balances cash and receipts.
• Process daily bank deposits for various bank accounts. Provides assistance to vendors, auditors, and other employees regarding accounts payable questions.
• Converts financial statements to PDF files for board reports. Maintains paid invoice files, logs, and coding manuals.

• Responsible for overseeing a team of 3 to 4 counselors to ensure accuracy of their work and duties performed as a section 8 counselor
• Responsible for training new employees on all aspects of their position in Section 8 Task include but are not limited to:
• Implementing special assignments,
• Completing statistical data and preparing reports related to the section 8 program
• Auditing monthly rental calculations for check runs to caseworkers numbers
• Acting as a hearing officer for tenant requested appeals of caseworker determinations
• Reconciles portability billing to and from Waco Housing Authority to other HUD agencies
• Performs a variety of tasks related to Section 8 acting as a section 8 caseworker when positions are vacant and those specific duties included:
• Interviews applicants, obtains, verifies and calculates all sources of income and Resources to determine financial eligibility of applicants.
• Conducts yearly reviews of residents’ family income and make-up of household Members to determine continued eligibility and benefit level and processes Adjustments when warranted.
• Issues Voucher from waiting lists or transfers.
• Receives and reconcile funds owed to the agency by repayment agreement.
• Maintain resident and landlord files and documents historical log for each resident.
• Answers resident and landlord inquiry and provide information on status of rent, damage claims, property corrections, etc.
• Pulls files for re-examinations, makes revisions, calculates rent adjustments, notifies resident and landlord orally and/or in writing of changes and schedules appointment for re-exam conferences, etc.

Strategic planning associate responsible for training employees the most effective way to process claims and billing. Responsible for handling incoming calls from hospitals, private doctors and clinics to verify patients insurance and coverage eligibility in the absence of cal center employees; Also responsible for processing claims to ensure the physicians payment.

Responsible for training classes of new hires coming on board with southwestern bell and converting existing employees to the new AT&T systems after AT&T bought out the company. Duties included but were not limited to teaching all new and existing employees the customer service representative position in its entirety. Taught classes which consisted of 15 to 30 people. Taught customer service phone skills, company policies, computer systems, and terminology.

Prior to being offered the training position I excelled as a Southwestern Bell customer service agent and duties included but were not limited to being responsible for inbound calls, star quality customer service customer retentions, meeting sales quotas month to month, set up of new service, transferring service, technical support, repair and equipment. This position required being able to navigate to at least 9 different computer programs as needed while handling all customer issues and providing support.