Wendie McMullen
Kansas City
Summary
Experienced Patient Accounting Representative skilled in managing patient accounts, resolving billing inquiries, and ensuring compliance with financial regulations. Proficient in coordinating with insurance companies and study teams to facilitate accurate invoicing and collections. Committed to providing compassionate customer service and effective communication in financial matters.
Overview
18
18
years of professional experience
2004
2004
years of post-secondary education
Work History
Lead Financial Technician GS 503-08
Internal Revenue Service
Kansas City
08.2022 - Current
- Reviewed and monitored assigned cases to ensure timely and accurate processing.
- Identified inconsistencies and implemented improved workflow procedures.
- Provided guidance to team members on complex accounts and billing inquiries.
Lead Financial Technician GS 503-08
Internal Revenue Service
Kansas City
03.2022 - 08.2022
- Conducted case reviews to meet operational deadlines and ensure accuracy.
- Streamlined processes to enhance efficiency and reduce errors.
- Served as a subject matter expert for complex billing and claims issues.
Correspondence Exam Technician GS 503-07
Internal Revenue Service
Kansas City
09.2016 - 03.2022
- Analyzed tax documentation and provided responses to taxpayer inquiries.
- Conducted research to resolve billing questions effectively.
- Prepared correspondence to communicate findings to taxpayers clearly.
On-The-Job Instructor - GS 503-07
Internal Revenue Service
Kansas City
01.2020 - 12.2020
- Instructing employees on Telephone Procedures, Researching the Call, Concluding the Call, and 2020 Tax Law Legislative Changes for KC Exam Departments 3.
- Served as an OJI for three employees recently hired into Exam Department 3.
- Create and maintain desk aids used to transfer calls, contact information for other Exam sites, and disclosure guidelines.
- Developed training materials and computer-based training modules for new employees.
Final Batch/Quality GS 303-04
Internal Revenue Service
Kansas City
02.2008 - 09.2016
- Process 500,000 same in/out receives, records, sorts, batches, associates, controls, stages, collects mail, extracts and distributes incoming outgoing work in three different operations: compliance, accounts management, submission processing.
- Receives cash remittances from service center lobby.
- Performs a variety of administrative tasks using Windows Intranet/Internet, Microsoft Office, batch block tracking system (bbts).
- Daily record of bodies on board and upc reports.
- I have specialized experience in classroom instructor. The work includes activities such as researching; Interpreting taxpayer information; Recognizing indication of tax fraud and abuse, knowledge of various tax forms, tax periods and performed phone duties.
- My role with batch block tracking system is to collect all no signatures separate the priors from current and enter the documents into the system since it is a binding legal document.
- My involvement with daily record of bodies on board is taken role of employees for accountabilities.
- On the Intranet i assisted with On- Line 5081. I help employees with passwords, signing on the internet, email and batch block tracking system, corresponding, maintaining updating and initiating personnel records.
- I have basic knowledge of administrative duties including filing, corrections, collecting time sheets from employees, preparing handouts for meetings, new employee handouts, assisted during team meetings to help implement team goals, creating tickets for issues regarding email passwords, trash dump and standard needs for the unit.
- Knowledge of full range, of basic remittance function in service center.
- Ability to quickly adjust to changing assignments and accurately and rapidly sort and count documents and remittances.
- Training: Trained employees on several routing system, batch block tracking system, cart distribution.
- Assisted manager in keeping area neat, clean, and in order to ensure work is sent out in a timely manner.
- Performs on the job training coach for new employees or retrain employees to comply with new procedures.
- Work Leader Knowledge: Ensure employee’s confidential business stays between you and the manager, complete the beginning of business daily record of bodies on board (BOB), complete the daily inventory and email it to the appropriate managers, resolve simple informal complaints and communicate them to the manager as a result our unit having no union grievances, communicate with other managers if you come across a problem that can't be resolved. always keep manager informed, monitoring workflow, keeping communication open and polite with team members.
- Check and verify 3081's for SETR input, helping manger start up unit by getting folders date stamp for new hires and return to duties.
Education
Associate of Arts - Health Information Management
Metropolitan Community College
Kansas City, Missouri, MO 01.2026 - 12.2025
CPA - Accounting
Wright Career College
Kansas City, MO 01.2009 - 12.2009
Center High School
Kansas City, MOSkills
- Patient billing resolution
- Customer service excellence
- Insurance claims processing
Timeline
Associate of Arts - Health Information Management
Metropolitan Community College
01.2026 - 12.2025
Lead Financial Technician GS 503-08
Internal Revenue Service
08.2022 - Current
Lead Financial Technician GS 503-08
Internal Revenue Service
03.2022 - 08.2022
On-The-Job Instructor - GS 503-07
Internal Revenue Service
01.2020 - 12.2020
Correspondence Exam Technician GS 503-07
Internal Revenue Service
09.2016 - 03.2022
CPA - Accounting
Wright Career College
01.2009 - 12.2009
Final Batch/Quality GS 303-04
Internal Revenue Service
02.2008 - 09.2016
Center High School