Theresa Gass

Utilize multiple tools and resources to develop accurate, comprehensive, and friendly responses to clients inquiries regarding payroll practices and tax considerations.

Work in metrics-driven call center environment structured day.

Respond to client questions regarding payroll and benefits products and provide application and product navigation support.

Support data maintenance, set up, configuration changes for multiple options (e.g., Vacation/Paid Time Off, Special Calculations, Time and Attendance schedule, 401k, and more) and new feature set up requests (e.g., Group Term Life, Health Savings Account, direct deposit calculations, Benefit Accruals, etc.)

Assist clients with tax changes for understanding, conduct research, and follow-up.

Ensure timely accurate payroll, tax processing, and communication to correct parties for any updates, changes, or client issues.

Resolve issues with clients that surface in error prevention notices.

Correct and generate details on changes needed for processing additional payroll, reporting and analysis.

Work on complex projects, including calculation updates, special reports, tax amendments, company set up, troubleshooting.

Research historical data, determine adjustments, and use online tools to make corrections.

Escalate issues when necessary and communicate status and resolution to the client.

Share upcoming changes with clients that could impact and address their concerns.

Review time records for [Number] employees to verify accuracy of information.

Research payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.

Document and process all garnishments for bankruptcies, student loans, and child support orders.

Create new hire and termination documents for payroll.

Implement new payroll policies and procedures according to laws and regulations.

Assure accurate and timely completion of all residential clients benefit applications for NYC HRA public assistance and Department of Social Services for all counties.

Interview Social Security recipients for payee representative change while in program.

Process submission of documentation for SSD/SSI determinations.

Maintain NYC HRA STARS tracking for Agency clients that are collecting public assistance.

Enroll clients into Medicaid Managed Care to ensure Medicaid Billing for 820 services provided by the agency.

Handle ongoing facility-related interaction with Directors/Case Managers regarding client benefits and financial status.

Maintain client benefit caseload for the facility and provides up-to-date information in Avatar.

Provide weekly and monthly benefits status reports to the Director.

Post monthly Congregate Care Revenue in Avatar to properly record payments.

Update all benefit statues in Avatar for all cases that has been approved and denied.

Work at residential OASAS sites when needed to process benefit application for newly admitted clients.

Develop and maintained courteous and effective working relationships.

Resolve issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.

Excellent communication skills, both verbal and written.

Maintain strict procedures to maintain data and plan participant confidentiality.

Explained benefits to plan participants in easy-to-understand terms in order to educate each on available options.

Work independently and collaboratively in a team environment.

Collaborate with HRA to develop and maintain up-to-date benefits manual.

Negotiate and managed contracts with health insurance providers to secure cost-effective coverage.

Work flexible hours across night, weekend and holiday shifts.

Support the Director with all daily operations and administrative duties and functions.

Schedule tours for prospective parents-Initial contact for answering questions.

Organize, maintain, and audit student files.

Process Accounts payable and receivable for childcare fees and deposits.

Process Childcare Medicals into CIR and applications for enrollment.

Complete comprehensive assessments of families to identify needs and develop treatment plans.

Develop and maintain ongoing relationships with community and faith-based organizations to share information about the school and identify community resources for students and families.

Enroll children and childcare attendance and fees into the WES and Child Plus Net systems.

Implement research-based interventions and strategies to support positive behavior and social-emotional development.

Attend and supervises after-school, and evening school sponsored events and activities.

Organize regular open houses and other events.

Develop and implemented strategies to reduce and prevent family conflict.

Assist families in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.

Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.

Develop and implement programs to support children's mental health and well-being.

Contribute to court proceedings, advocating for families best interests and recommending balanced solutions.

Arrange medical and psychiatric tests to identify difficulties and indicate potential remedial approaches.

Work with educational team to develop Individual Education Plans (IEPs) for students.

Plan, promote and manage parent workshops on assisting children in attaining academic success.

Intervene in crisis situations and counseled children experiencing emergencies and disruptive incidents.

Investigate and identify, confirm and suspected coronavirus cases, also documenting potentially affected contacts.

Communicate with document COVID-19 patients and other expose persons via phone call, text, e-mail and other platforms.

Provide educational and informational resources regarding isolation policies and quarantine measures.

Perform record keeping by logging client information within secure contact-tracing software.

Notify and interview individuals to ascertain novel coronavirus exposure levels.

Daily assessment of health screen and symptom data.

Transport or accompany clients to schedule health appointments or referral sites.

Provide crisis intervention and supportive counseling services to assist clients facing issues and problems.

Collaborate with local organizations to expand health services and resources.

Target specific community groups with wellness and disease management information.

Manage enrollment, transportation, and paperwork for individuals to take advantage of community resources.

Contact clients in person, by phone or in writing to ascertain compliance with required or recommend actions.

Develop and implemented training classes to educate team members and community residents.

Participate in health promotion campaigns to raise awareness of health issues.

Skill working independently and collaboratively in a team environment.

Extensive knowledge in data entry, analysis and reporting.

Learn and adapt quickly to new technology and software applications.

Support the Director with all daily operations and administrative duties and functions.

Schedule tours for prospective parents-Initial contact for answering questions.

Organize, maintain, and audit student files.

Process Accounts payable and receivable for childcare fees and deposits.

Process childcare medicals into CIR and applications for enrollment.

Develop and maintain ongoing relationships with community and faith-based organizations to share information about the school and identify community resources for students and families.

Enroll children and childcare attendance and fees into the WES and Child Plus Net systems.

Organize regular open houses and other events.

Intervene in crisis situations and counseled children experiencing emergencies and disruptive incidents.

Lead individualize and group counseling sessions with children and families.

Develop and implemented programs to support children's mental health and well-being.

Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.

Plan, promote and manage parent workshops on assisting children in attaining academic success.

Conduct outreach to families and other community partners to identify ways to address social, emotional and behavioral needs.

Assist clients by phone, and email with transaction requests and account inquiries and worked as a liaison with other departments to meet the client's needs.

Initiate courier service for pick-up and deliveries of customer deposits and documents.

Work with Client Service Manager to assist in the processing of specialized transactions.

Assist in the audit of the previous department, new accounts and maintenance changes to ensure compliance with internal operating procedures(Example: loan fees and special business banking capital calls.)

Work with Client Service Managers to confirm and update client information, help expedite any research requests and/or refer them to the appropriate department to meet requests in a timely manner.

Prepare rate re-sets and set rates for Medium Term Notes and confirmed with the Depository Trust Company.

Check figures, postings and documents for correct entry, mathematical accuracy and proper codes.

Operate computers programmed with accounting software to record, store and analyze information.

Self-motivate, with a strong sense of personal responsibility.

Analyze and determine customer identifying documentation for new low and medium risk customers base upon counterparty type and risk level.

Develop strong functional interactions across KYC analysis teams, compliance, front office, client facilitation and other functional stakeholders.

Maintain accurate and up to date tracking of assigned cases and provided updates as needed in a timely and concise manner.

Collect, consolidate, and uploaded client files into local documentation storage repositories (shared file locations).

Maintain a strong working knowledge of the systems required for the user to perform their day-to-day tasks (TETHYS, CAPS, Concordance, etc.)

Perform accurate analysis of multiple types of entities including but not limited to financial institutions, corporate entities, SPVs, and Hedge Funds

Accomplish and work closely with the client service department to address client needs, issues and discrepancies concerning transactions.

Work closely with the referential data department to ensure that all changes were received and updated for a fund in the offering memorandum in a timely manner.

Participate and work closely with senior teammates on client calls for increased knowledge and competency for new business and launching of new funds.

Mentor employees on customer service techniques and explained direct link between revenue growth and customer loyalty.

Confirm confidential budget reports remained up to date for managers.

Evaluate employee performance and coached and trained to improve weak areas.

Enforce rules and regulations outlined in the company manual to set forth expectations comprehensibly and consistently.

Set clear team goals and delegated tasks and set deadlines.

Discover training needs and provided coaching.

Conduct team member meetings and update members on best practices and continuing expectations.