An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Management Technician
G2IS
Austin, TX
06.2022 - Current
Knowledge of policies, precedents, goals, objectives, regulations, and vendor file maintenance processes guidelines: Extensive knowledge of Financial Management System Vendor File.
Process vendor inquiries to include tracer action and assert internal controls for accurate and timely processing.
Provide Tier One support for a variety of applications/systems.
Respond to customer inquiries clearly and concisely to explain proper vendor file setup.
Review vendor documents and financial transactions to ensure a proper audit trail is maintained.
Responsible for creating help desk tickets for internal and external customers.
Examines, evaluates, and, as necessary, approves vendor file transactions and data pertaining to nationwide vendor files that are generally established with specific guidelines or standard operating procedures.
Review the accuracy of transaction entries and control documents, or other relevant documentation, to support the proper creation or modification of a vendor record.
Performs system of record (financial management system) entry for new vendor setup and changes to existing vendor information, following processes to avoid errors, duplication, and account takeover.
Uses knowledge of legal compliance rules and regulations, and associated systems such as US Treasury Do Not Pay and Internal Revenue Service 1099/Tax Identification Number (TIN) matching, to avoid improper payments and protect from fraudulent payments.
Examines problems that may be complex within associated systems to validate transactions and troubleshoot and resolve issues that support a full range of commercial, VA employee, and Veteran vendors.
Claims Specialist
Omni Interactions
Austin, TX
10.2021 - 06.2022
Reviewed and analyzed insurance claims to determine validity, completeness, accuracy, and eligibility for payment.
Investigated complex or high-value claims to identify discrepancies and fraud indicators.
Researched medical records to evaluate claim validity and verify the existence of pre-existing conditions.
Trained new employees.
Managed Attendance.
Contractor Self-Employed
Working Solutions
Austin, TX
03.2021 - 10.2021
Received incoming calls from customers to book reservations and responded to inquiries regarding availability, rates, and policies.
Provided accurate information about hotel amenities, services, room availability, and rates.
Processed payments for guests by credit card or cash upon check-in and checkout.
Ensured that all customer details were accurately recorded in the reservation system.
Canceled or modified existing reservations as requested by customers.
Resolved customer complaints promptly, while maintaining a professional demeanor.
Answered customer inquiries via telephone or email promptly and courteously.
Performed regular audits of reservation data for accuracy and completeness.
Financial Account Technician
Sierra7
Austin, TX
03.2020 - 12.2020
Provide troubleshooting, researching payments, and directing to the proper department using various Financial Systems.
Knowledge of policies and procedures best practices: Knowledgeable of guidelines consistent with VA policy, Prompt Pay Act, United States Code, Federal plans, National Archives Records Administration (NARA) guidelines, legislation, technical objectives, and comparable guidance often requiring interpretation and definition.
Subject matter expert for all financial systems (FMS, CEP, CRM Portal, BOC, DMS, eCAMS, IPPS, Tungsten, VenCheck, PCIS).
Assist callers regarding payment inquiries for TDY travel and PCS travel; if they need a deeper dive, I forward them to the unit that processes the payments.
Handle conflicts and problems in dealing with individuals constructively and appropriately.
Customer Service Care Specialist
WPS Health Solutions
Marion, IL
06.2018 - 03.2020
Assisted clients in understanding their healthcare benefits and options.
Guided on how to access medical services, community resources, and support networks.
Advised on the most cost-effective healthcare plans for individual needs.
Performed data entry (using ten-key touch skills) in a production-oriented environment and is subject to applicable rates per hour.
Analyze and research transactions to resolve incorrect payments or claims that are incomplete or have not been processed.
Answer customer service calls daily, and receive a high volume of phone inquiries related to medical claims and benefits.
Ensured documents were processed within the required timeframes.
Provide exceptional customer service to internal and external customers.
DSP
Villa House
Johnson City, IL
02.2018 - 06.2018
Worked successfully with a diverse group of coworkers to accomplish goals and address issues related to our products and services.
Assisted in developing individual service plans for each resident and client based on their needs and interests.
Worked closely with medical staff to coordinate services for residents and clients as needed.
Provided crisis intervention services when needed to address challenging behaviors exhibited by residents and clients.
Participated in weekly team meetings with other supervisors to discuss resident and client progress and plan interventions when necessary.