Claims Technical Expert specializing in case management, with in-depth mastery of Microsoft software and strong capabilities in policy compliance and staff training. Known for clear communication of complex information and a proven ability to deliver accurate results. Demonstrated leadership in managing teams and enhancing customer services outcomes.
Overview
32
32
years of professional experience
Work History
Claims Technical Expert
Social Security Administration (SSA)
09.2000 - Current
Coordinated with cross-functional teams to verify audit findings and develop comprehensive reports.
Developed and delivered advanced training materials utilizing both PowerPoint and Word, improving policy compliance and staff proficiency on the complex subject of Supplemental Security Income Overpayments.
Served as primary timekeeper utilizing paper timekeeping records and as backup after the process transitioned online.
Served as a third-party cashier issuing payments to customers, employees, and vendors.
Enhanced customer service by resolving complex issues and tailoring communication to individual needs.
Managed a caseload of over 500 Supplemental Security Income recipients.
Oversaw pending Supplemental Security Income Overpayment listings and led the team that decreased pending cases in the Dallas Region by over 25%.
Demonstrated the ability to reconcile wages and other numeric data from multiple sources to ensure accuracy of payments.
Developed and maintained Excel spreadsheets of specific types of caseload data to track pending tasks and ensure timely processing.
Researched cases and prepared responses to Congressional inquiries made on behalf of customers.
Identified and resolved technical issues related to complex policy and processing restrictions.
Maintained composure and patience in difficult customer situations, applying de-escalation techniques and positive customer support.
Trained, mentored, and performed quality reviews for a group of 14 trainees.
Provided bi-weekly reports to trainee's supervisors updating them on progress, struggles, and recommending on-the-job training activities that coincided with the material being taught.
Utilized available Microsoft technology including Teams, OneNote, and OneDrive to share information across components.
Managed a high volume of claims effectively by prioritizing tasks and maintaining excellent organizational skills.
Election Judge
Clay County Texas
11.2023 - Current
Preside over all elections held in Clay County TX, Precinct 32.
Plan and secure staffing and location of polling place, receive equipment and set up site prior to election day.
Lead a team successfully managing election day operations, ensuring a smooth voting process.
Oversee deliver of ballots on election night and equipment pick up from polling place.
As a part-time bookkeeper, reconciled daily sales and verified payments received were equal to recorded sales.
Made bank deposits daily, and obtained the change needed to maintain registers throughout business hours.
Managed seasonal merchandising, optimizing store operations and sales outcomes.
Supervised 20-30 employees, conducted store opening and closing procedures, trained new employees, coordinated new merchandise layouts to meet a time schedule, led the store safety committee, answered customer inquiries, and resolved complaints.
Education
Bachelor's degree - Accounting
Midwestern State University
Wichita Falls, TX
05.2000
Skills
Reliability
Accountability
Verbal and written communication
Information security
Technical documentation
Customer service
Problem solving
Time management
Attention to detail
Data management
Activities
Technical Director, Dallas Regional Chapter of the National Advisory Council for Employees with Disabilities
Recognition of Contribution Award for sustained exemplary job performance, yearly 2005-2012, and 2014-2024
Regional Commissioner Honor Award in recognition of superior team accomplishments 2016, 2018, 2024
Sub-cabinet Head of Communications: St. Mary's Parish Capital Campaign 09/01/24-Present
Additional Professional Development
Graduate: Leadership Wichita Falls Class of 2025
Completed Career Enhancement Workshop's on Human Capital Management, Flexibility, and Soft Skills
Currently enrolled through Midwestern State University in Courses on Creating Web Pages and Introduction to Quick Books both expected to be completed by 09/15/25