Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
19
19
years of professional experience
Work History
Fiscal Technician
El Dorado County
09.2023 - Current
Maintain precise records of all financial transactions, allowing for easy reference and analysis when needed.
Provide timely and accurate payroll processing for employees, ensuring compliance with tax regulations and County policies.
Examine financial statements and records to collect important details and verify calculations.
Perform technical, complex, and specialized accounting or financial duties in support of assigned departments.
Audit, verify, and reconcile various information, including source data as well as manual and computer-produced reports to assist in monitoring budgets and contract balances.
Research, interpret, and ensure compliance with laws, codes, rules, and regulations, and County program guidelines, policies, and procedures.
Process invoices and purchase order requests from numerous departments.
Enter information with precision and efficiency into the financial software system, FENIX.
Fiscal Assistant II
County Of El Dorado
06.2023 - 09.2023
Maintained clean and organized files by keeping accounts payable records up-to-date.
Processed payments and documents such as invoices, employee reimbursements, and statements.
Maintained accurate and complete documentation to facilitate accounting and filing functions.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Processed credit card payments for accuracy in accounting process.
Verified items billed against items ordered.
Completed assigned payroll functions to facilitate accurate and prompt staff payments.
Coordinated office supply orders for multiple departments to procure materials for streamlined operations.
Office Technician
CDCR-Mule Creek State Prison
04.2023 - 08.2023
Provided clerical support to employees by copying, faxing, and filing documents.
Restocked supplies and submitted purchase orders to maintain stock levels.
Routed business correspondence, documents, and messages to correct departments and staff members.
Screened visitors and issued badges to maintain safety and security.
Processed LiveScan Tests for potential new employees and volunteers.
Verified timekeeping records and handled any discrepancies with employees.
Responded to employee questions and requests for information in timely and knowledgeable fashion.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Tracked employee vacation, sick and personal time.
Child Support Specialist
Central Sierra Child Support Specialist
12.2021 - 03.2023
Performed case management tasks to enforce court-ordered child support obligations.
Processed legal documents such as summons, wage attachments, and liens to prepare materials for trials.
Enhanced child support enforcement by conducting thorough case investigations and analysis.
Researched legal, financial and other records to obtain data needed to secure and enforce child support cases.
Provided genetic testing to determine paternity needs.
Interviewed involved parties to confirm facts, verify data and locate persons and financial assets.
Calculated child support obligations and debts.
Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.
Documented data and completes accurate updates to case records.
Collaborated with legal professionals to prepare court documents and present evidence supporting child support orders during hearings.
Advised clients on available services such as parenting classes, employment assistance programs, and healthcare resources to promote self-sufficiency among non-custodial parents.
Established efficient tracking systems that led to successful collection efforts on delinquent accounts, improving overall agency performance metrics.
Insurance Specialist
Anne Lintz State Farm
08.2019 - 12.2021
Follow up on late payments, extensions and other special circumstances.
Reviewed outstanding requests and redirected workloads to complete projects on time.
Communicated effectively with staff, including members of operations, finance and clinical departments.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Obtained underwriting approval by completing application for coverage.
Built relationships with clients through active listening to provide excellent service.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Responded to customer calls to swiftly resolve issues and answer questions.
Provided primary customer support to internal and external customers in fast-paced environment.
Initiated outbound customer calls to review policy reviews and late payments to avoid lapse in coverage.
Directed incoming calls to internal personnel and departments, routing to best-qualified department.
Documented customer contact in ECRM to maintain record of customer interactions and elevate quality of service.
Maintained current product knowledge to meet customer needs and increase sales.
Answered calls, emails and faxes daily, addressing customer inquiries, solving problems and providing product information.
Clinical Services Manager, CPOA
Sierra Eye Care Associates
08.2005 - 08.2019
Coordinated patient scheduling, monitored patient flow throughout office and properly communicated delays.
Input patient information and exam findings into electronic medical records system to facilitate accurate record-keeping.
Collaborated with optometry staff to reach individual and team goals.
Assisted with insurance questions, eligibility and prior authorizations of medications and glasses.
Conducted pretest procedures to gather data before exam and make eye appointments more efficient and productive.
Promoted positive and smooth patient flow throughout facility, encouraging more efficient operations and boosting patient satisfaction.
Worked well with patients, staff and manufacturer representatives to carry out successful office- and patient-related work each day.
Directed patients to exam rooms for initial evaluations and intake, including history, medication and symptom documentation, to aide physicians with carrying out efficient appointments.
Implemented new technologies within the clinic to enhance service delivery, improve record-keeping accuracy, and increase staff productivity.
Oversaw the acquisition of necessary equipment and supplies for clinical services by researching options, negotiating pricing agreements, and managing inventory levels effectively.
Mentored junior team members by providing guidance on best practices in their roles while fostering professional growth opportunities within the organization.
Scheduled surgeries, managed pre-certifications and verified insurance coverage.
Managed and negotiated contracts with vendors to maintain cost-effective clinical services while maintaining high-quality care standards.
Education
No Degree - Early Childhood Education
Woodland Community College
Woodland, CA
High School Diploma -
Knoxville High School
Knoxville, IA
05.2000
Skills
Client needs analysis
Payment Processing
Customer Accounts Management
Customer Complaint Resolution
Patient Information Verification
Reporting skills
Sales expertise
Money handling abilities
Electronic data management
Multi-line phone talent
Well versed in POS systems
Professional telephone demeanor
Case Documentation
Explaining Policies
Customer Inquiries
Locating Individuals
Payment Arrangements
Scheduling Tests
Customer Satisfaction
Credit Card Transaction Processing
Child Support Orders
Court Preparation
Clerical Support
Timeline
Fiscal Technician
El Dorado County
09.2023 - Current
Fiscal Assistant II
County Of El Dorado
06.2023 - 09.2023
Office Technician
CDCR-Mule Creek State Prison
04.2023 - 08.2023
Child Support Specialist
Central Sierra Child Support Specialist
12.2021 - 03.2023
Insurance Specialist
Anne Lintz State Farm
08.2019 - 12.2021
Clinical Services Manager, CPOA
Sierra Eye Care Associates
08.2005 - 08.2019
No Degree - Early Childhood Education
Woodland Community College
High School Diploma -
Knoxville High School
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