Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
Generic

Sheri Riley

Hammonton,NJ

Summary

  • Seeking a position to utilize strong decision making, analyzing and communication skills to assist in strengthening the Business Office.
  • Proficiently coordinate all office equipment for scheduled maintenance, software updates and comfortable troubleshooting such equipment prior to requesting a service call
  • Thrive in work environment where I'm stretched outside comfort zone performing tasks and technical knowledge along with projects, forms, proposals, budgets and analyzing data.
  • Strong Organizational skills and the ability to prepare and make presentations to individuals or groups.
  • Experienced Senior Loan Analyst with more than ten years experience in representing mortgage corporations and originating residential real estate, mortgage loans, and home equity loans; including obtaining applications as well as coordinating, assisting in the processing and closing of loans. Analyzing income and other parameters for eligibility.
  • Analyzing and reconciling data prior to entering information into systems for Administration monthly and quarterly reporting. Gathering data from multiple spreadsheets and presenting final report. Providing eligibility requirements to staff/clients in assisting an individual qualify for state/county/municipality administered programs in their area.
  • Twenty plus years of customer service care in preparation for applications, proposals, budgets and system updates within unit and or department.
  • Twenty years of experience as Administrative Assistant performing administrative duties for the Executive Vice President; providing technical support and prioritizing pertinent directives and managing/scheduling appointments through Outlook calendar
  • Multiple years of experience of Survey Readiness within the state agency Joint Commission and CMS
  • Multiple years of experience within the Quality Assurance Performance Improvement Department.
  • Preparing Administration and counter parts with the Triennial Survey Joint Commission
  • Proficient in Office Computer Programs (Microsoft Office and Excel)
  • Acknowledgement and distribution of administrative policies, bulletins, methods and procedures and coordinating any changes to those policies, bulletins etc. within the unit and counterparts.
  • Able to maintain high performance levels while adapting to changes.
  • A team player with excellent management, coaching, teaching and communication skills necessary to promote services or concepts regarding staff operational policies.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

25
25
years of professional experience

Work History

Senior Income Maintenance Technician

Ancora Psychiatric Hospital
11.2023 - Current
  • Coordination of special projects within departments
  • Analyzing and reconciling data provided prior to submitting final reports
  • Preparedness, submitting, and reviewing minutes for departmental meetings and unit meetings
  • Scheduling and managing multiple calendars through TEAMS and Outlook
  • Provide assistance in reconciling purchase orders
  • Tracking Room and Board vouchers to ensure payments are received in timely matter
  • Customer Service liaison with Boarding Homes/Vendors/APH
  • Post PNA, Room and Board payments and track in IAP ledger book
  • Ensure Room & Board payment request vouchers are current
  • Open and stamp incoming vouchers verifying completeness of information and accuracy before entry into automated systems and files
  • Data enter and coordinate timely review of all information with signatures and financial questions answered before inputting voucher request into system for payment
  • Prepare written materials such as letters, reports, correspondence and other documents related to program function and patient balances
  • Provide billing statements for collection of monies owed for IAP discharged patients and ledger book reflects accurate data
  • Track and log all active and inactive IAP patients on designated Excel sheet
  • Prepares information for Medicaid billing for eligible patients timely and accurately
  • Determines and calculates programs and services received in order to submit claims electronically to Gainwell Technologies, Medicaid billing agent
  • Records revenue received from Medicaid in Excel spread sheet
  • Using MJMMIS website to research patient insurance coverage and benefits
  • Gathers data from insurance companies to submit claims for billing
  • Verifies patients PNA
  • Reviewing patients address and contact information using Client Banking System
  • Receiving and logging all incoming revenue for different areas within Business Office
  • Identify and diagnose problems, determine and implement appropriate effective solutions.
  • Maintain, track and data entry all service calls for office equipment
  • Proper distribution and time stamping of mail.
  • Managed high caseloads effectively, ensuring all deadlines were met while maintaining quality service delivery.
  • Operated computer and imaging equipment to retrieve and enter data into electronic case records.
  • Developed strong working relationships with community partners to better serve clients'' needs.
  • Streamlined workflow for increased efficiency through effective communication with team members and clients.
  • Facilitated successful client outcomes by addressing their specific needs and providing tailored support.
  • Determined if applicants met eligibility for public assistance programs.
  • Assisted clients in understanding complex policies and procedures related to income maintenance benefits, helping them make informed decisions about their eligibility options.
  • Reduced errors in case processing by maintaining meticulous attention to detail and thorough documentation.
  • Improved client satisfaction by providing timely and accurate assistance in income maintenance tasks.
  • Maintained strict confidentiality regarding sensitive client information according to established guidelines and regulations.
  • Gathered information via telephone, mail, or in person from clients applying for assistance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Resolved problems, improved operations and provided exceptional service.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Self-motivated, with strong sense of personal responsibility.

Technical Assistant

Ancora Psychiatric Hospital
11.2022 - 11.2023
  • Coordination of special projects within departments
  • Analyzing and reconciling data provided prior to submitting final reports.
  • Preparedness, submitting, and reviewing minutes for departmental meetings and unit meetings.
  • Scheduling and managing multiple calendars through TEAMS and Outlook
  • Provide assistance in reconciling purchase orders.
  • Tracking Room and Board vouchers to ensure payments are received in timely matter.
  • Customer Service liaison with Boarding Homes/Vendors/APH
  • Post PNA, Room and Board payments and track in IAP ledger book.
  • Ensure Room & Board payment request vouchers are current.
  • Open and stamp incoming vouchers verifying completeness of information and accuracy before entry into automated systems and files.
  • Data enter and coordinate timely review of all information with signatures and financial questions answered before inputting voucher request into system for payment.
  • Prepare written materials such as letters, reports, correspondence and other documents related to program function and patient balances.
  • Provide billing statements for collection of monies owed for IAP discharged patients and ledger book reflects accurate data.
  • Track and log all active and inactive IAP patients on designated Excel sheet.
  • Prepares information for Medicaid billing for eligible patients timely and accurately.
  • Determines and calculates programs and services received in order to submit claims electronically to Gainwell Technologies, Medicaid billing agent.
  • Records revenue received from Medicaid in Excel spread sheet.
  • Using MJMMIS website to research patient insurance coverage and benefits
  • Gathers data from insurance companies to submit claims for billing.
  • Verifies patients PNA.
  • Reviewing patients address and contact information using Client Banking System
  • Receiving and logging all incoming revenue for different areas within Business Office
  • Identify and diagnose problems, determine and implement appropriate effective solutions.
  • Maintain, track and data entry all service calls for office equipment.
  • Proper distribution and time stamping of mail.
  • Completed daily logs for management review.
  • Increased customer service success rates by quickly resolving issues.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Provided technical guidance and support to team members.

Technical Assistant

Ancora Psychiatric Hospital
04.2021 - 11.2022
  • Technical Assistant providing support to Quality Improvement Department with monthly dashboard reporting, analysis, departmental meetings, unit meetings and research for various projects
  • Verify completeness of information in files, reports and forms for accuracy prior to inputting data into Unit’s Dashboard
  • Updates tracking systems after data is reviewed for completeness and accuracy
  • General clerical duties with office methods such as telephone, scanning, copying and filing
  • Actively participating in training of procedural changes and/or system updates
  • Expanding, creating, and supporting ongoing projects and operational policies and forms harmoniously with team members
  • Compile research data for monthly reporting along with maintaining file of decisions and/or opinions on ongoing issues to ensure uniformity.
  • Organize and prepare for CMS and or Joint Commission visits with survey readiness.
  • Monthly/Weekly Scribe for Quality Assurance Performance Improvement Departmental meetings along with Administration Meetings
  • Confers with many departments to gather reporting information along with supporting documentation for presentations and/or meetings
  • Acknowledgement and distribution of administrative policies, bulletins, methods and procedures within unit and counterparts
  • Maintain confidentially in handling of client records.

Nursing Services Clerk

Ancora Psychiatric Hospital
03.2020 - 04.2021
  • Nursing Services Clerk supporting direct care team of patient well-being, activities and programs with all units in assigned buildings.
  • Preparing court packets and case summaries weekly with requested chart documentation for scheduled court appearances/clients appeals within multiple units for Court Coordinator’s Office
  • Ability to file and maintain paperwork for patients.
  • Ensure charts and case summaries are current with appropriate paperwork.
  • Monitoring reports
  • Distribute mail to patients.
  • Using designated programs for monitoring within unit (Patient tracking/Tickler Tracking etc.)
  • Clerical support person for medical staff and social workers when on unit by maintaining current forms that are applicable.
  • Monitored office supplies and made arrangements for restocking of low-stock items.
  • Increased efficiency by streamlining filing systems and organizing important documents.
  • Supported administrative staff with timely completion of daily tasks, ensuring smooth office operations.
  • Maintained filing system and organized customer documents for easy retrieval of information.

Agency Services Representative 1 (permanent)

Department of Human Services / Division of Aging Services
05.2016 - 03.2020
  • Coordinate daily workflow with Regional Office Manager and Clinical Manager of Field Office which includes, but not limited to, unit research, weekly itineraries, updated forms/materials necessary for RN (Registered Nurse) to perform job duties.
  • Prepare for Unit monthly staff meetings and communication between Regional Office Manager/Clinical Manger and staff for upcoming meetings/events.
  • Research county and state programs available to elderly/disabled.
  • Providing eligibility requirements to Field Office Staff and clients in assisting individual qualifies for state/county/municipality administered programs in their area via telephone or in-office/home visits with designated nursing staff.
  • If specified client is denied assistance, prepare case summary and consult with Field Office Clinical Supervisor to ensure all local and state agency programs available are exhausted.
  • Caseload Monitoring – Maintaining every Monday by pulling assessors caseloads and adjust accordingly if one assessor has higher workload then another and follow up accordingly.
  • Distribute work once analyzing caseloads.
  • MANAGED CARE ORGANIZATION N/A Tracking Report – Log daily MANAGED CARE ORGANIZATION N/A cases that are data entered by Support Staff and update monthly with assessor contact information.
  • Track 14 business days for completion and analyze state/county/town administered programs offered to ensure accuracy and fulfillment for specified client.
  • Paperwork Pending Report – pulled monthly to advise assessors if paperwork is outstanding.
  • Late Cases- pulled monthly to advise if any cases are out of time frame.
  • Monthly Statistical Report – Enter RN’s monthly activity/hours into share drive to be reviewed by Clinical Manager
  • Monthly Travel Expense - Review and submit RNs’ monthly travel expenses to Regional Office Manager and Clinical Manager for signature.
  • Liaison with IT Department coordinating system upgrades and tracking help desk tickets along with technical support for unit.
  • Also trained staff with upgrades to programs and system updates.
  • Balanced multiple priorities simultaneously, managing diverse range of customer inquiries without compromising service quality.
  • Documented problems and corrective actions to maintain records.
  • Maintained accurate records of customer interactions, capturing essential data for analysis and improvement purposes.
  • Guided new team members through onboarding procedures, acting as mentor and resource for questions or concerns.
  • Followed up with customers to offer additional support and check resolution satisfaction.
  • Reported issues to property manager so effective resolutions could be put into place.

Agency Services Representative 1 (temporary Staff)

FOURANS/Department of Human Services / Division of Aging Services
02.2015 - 05.2016
  • Administrative Duties which consist of updating Quality Assurance report, preparing client eligibility files for Quality Assurance Manager
  • Prepare Monthly Statistical Report and Weekly Caseload Report for Field Office Clinical Manager
  • Support Staff also performs general office duties such as filing and copying.
  • Provided problem solving for inquires of state outreach programs.

Administrative Assistant

Key Properties Real Estate Office
10.2013 - 02.2015
  • Administrative Assistant for owner/broker or record
  • Troubleshooting office equipment prior to scheduling service call; maintaining log which designates placement of equipment.
  • Scheduling of appointments for business/personal affairs
  • Managing personal/business affairs; reconciling outstanding invoices; processing payments in timely manner
  • Reviewing and approving vendor proposals
  • Typing sales contracts/listing agreements and proposals
  • Data entry for TREND MLS
  • Corresponding with Zillow.com/HubList.com/GoDaddy.com for advertising
  • Managing rental properties/scheduling repairs
  • Collecting of monthly rents and ensuring timely payments
  • Scheduling/working with home improvement contractors and vendors
  • Customer service between real estate offices, title companies, vendors and contractors
  • Receptionist duties.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Promoted positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
  • Managed filing system, entered data and completed other clerical tasks.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into team.

Home Loan Specialist II

Aerotek Incorporated/Bank of America
11.2010 - 12.2012
  • Home Loan Specialist II with Bank of America processing mortgage applications
  • Verifying credit worthiness
  • Working closely with Underwriter to ensure proper mortgage approval and eligibility requirements are met for specified state programs.
  • Excellent customer service skills ensuring borrowers are comfortable with process from beginning stages until final approval and closing.
  • Developed and maintained relationships with customers, lenders and other third parties.
  • Increased customer satisfaction by providing expert guidance on home loan products and processes.
  • Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Processed loan applications and monitored progress from start to finish.
  • Consistently met or exceeded monthly sales targets through effective pipeline management and proactive client outreach.
  • Collaborated with underwriters to expedite loan processing, ensuring timely closings.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Worked closely with title companies to ensure all necessary documentation was obtained for successful closings.
  • Checked loan documents for accuracy prior to closing.
  • Explained different types of loans pertaining to client situations.
  • Assessed loan portfolios for compliance with underwriting policies.

Responsible for Age Group of 2 Years of Age – 4 Years of Age

READ Preschool
09.2009 - 11.2010
  • Responsible for age group of 2 years of age – 4 years of age
  • Offering support and encouragement for each child to grow
  • Assisted in teaching Language Arts, Mathematics and Gym
  • Responsible for bulletin boards
  • Submitting plans for Friday's teaching children different counties, coordinating with holidays and supporting school calendar activities through art projects, activities and snacks.

Handled All Administrative Duties for Executive Vice President

Windsor Financial/Agency Mortgage
08.1999 - 08.2009
  • Handled all administrative duties for Executive Vice President
  • Reviewed borrowers’ loan applications to ensure completeness of data; verified income information listed on applications and obtained chronological employment and residential history and additional documents required for sale of loans to secondary market. Caseload would vary between 50-100 applications
  • Analyzed financial/income strength and credit worthiness of borrowers and coordinated closings with Attorneys and Title companies.
  • Streamlined operations for increased efficiency by identifying areas for improvement and implementing process changes.
  • Developed comprehensive sales training programs that improved team performance and contributed to revenue growth over time.
  • Promoted a culture of accountability through regular performance evaluations, constructive feedback, and rewards for exceptional contributions towards company goals.
  • Achieved company growth by implementing strategic initiatives and fostering collaboration across departments.
  • Oversaw business-wide changes to modernize procedures and organization.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Worked well in team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.

Education

Certificate/License - Real Estate

New Jersey Real Estate School
Runnemede, NJ 08078
06.2014

High School Diploma -

Overbrook Regional High School
Pine Hill, NJ
06.1989

Skills

  • Compliance standards
  • Appointment Scheduling
  • Data Archiving
  • Policy Interpretation
  • Verbal Communication
  • Clerical knowledge
  • Customer Service
  • Customer service experience
  • Sound mathematical reasoning
  • Effective communication skills
  • Telephone Etiquette
  • Relationship Building
  • Documentation and paperwork
  • HIPAA Compliance
  • Data Compilation
  • Eligibility Determination
  • Multitasking Abilities

Volunteer Experience

Hammonton Youth Soccer Association, Active Member, Recording Secretary, 2010, Current

Timeline

Senior Income Maintenance Technician

Ancora Psychiatric Hospital
11.2023 - Current

Technical Assistant

Ancora Psychiatric Hospital
11.2022 - 11.2023

Technical Assistant

Ancora Psychiatric Hospital
04.2021 - 11.2022

Nursing Services Clerk

Ancora Psychiatric Hospital
03.2020 - 04.2021

Agency Services Representative 1 (permanent)

Department of Human Services / Division of Aging Services
05.2016 - 03.2020

Agency Services Representative 1 (temporary Staff)

FOURANS/Department of Human Services / Division of Aging Services
02.2015 - 05.2016

Administrative Assistant

Key Properties Real Estate Office
10.2013 - 02.2015

Home Loan Specialist II

Aerotek Incorporated/Bank of America
11.2010 - 12.2012

Responsible for Age Group of 2 Years of Age – 4 Years of Age

READ Preschool
09.2009 - 11.2010

Handled All Administrative Duties for Executive Vice President

Windsor Financial/Agency Mortgage
08.1999 - 08.2009

Certificate/License - Real Estate

New Jersey Real Estate School

High School Diploma -

Overbrook Regional High School
Sheri Riley