Personable and highly organized, bringing a solid foundation in accounting principles and administrative tasks. Equipped with a strong understanding of financial record-keeping and proficiency in data entry and software applications. Dedicated to ensuring accuracy and efficiency in financial operations, aiming to contribute to the overall success of the team.
Overview
20
20
years of professional experience
Work History
Warehouse Associate
Summit Racing Equipment
05.2023 - Current
Prepared orders for shipment by picking, packing, and labeling merchandise.
Collaborated with team members to achieve daily targets and complete tasks efficiently.
Maintained clean, orderly work environment free of hazards.
Performed inventory control, such as counting, and stocking merchandise.
Consistently lifted materials weighing as much as 50 pounds.
Consistently met or exceeded productivity targets of packing 25 -30 orders per hour while maintaining high standards for quality and safety.
Accelerated Tax Associate
H&R Block
11.2023 - 03.2024
Conducts face to face tax interviews and inspire confidence in clients
Generates business growth, increases client retention, and offers additional products and services
Supports office priorities through teamwork and collaboration
Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Mail Handler
United States Postal Service
02.2018 - 06.2022
Separated all mail received from trucks and conveyors for dispatch to other units as well as separated and distributed mail for delivery to local and surrounding distribution areas
Occasionally made simple distributions of parcel post mail that required no scheme knowledge; operated electric forklifts, picked up sacks, and separated outgoing bulk mail for dispatch
Utilized physical strength to move mail and packages of varying sizes and weights.
Operated mail processing machine to sort and package incoming and outgoing mail.
Balanced workload effectively during peak seasons to ensure consistent service levels despite increased volume demands.
Proved successful working within tight deadlines and a fast-paced environment.
Medical Lien Specialist
Las Vegas Radiology
05.2014 - 12.2015
Communicated, corresponded, and followed up with attorneys to determine the status of our patients’ cases and settlement payments
Maintained an organized and effective system for collecting outstanding accounts receivable, as well as handling patient billing concerns via phone, email, and U.S Mail
Followed all company policies and procedures to deliver quality work.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Medical Billing Specialist
KE Medical Group
08.2013 - 02.2014
Processed a high volume of medical claims electronically, including filing paper primary and secondary claims, as well as mailing patient statements
Corresponded and followed up with insurance companies to problem-solve patient billing and claims issues
Communicated effectively and extensively with other departments to resolve claims issues.
Posted and adjusted payments from insurance companies.
Located errors and promptly refiled rejected claims.
Identified and resolved patient billing and payment issues.
Customer Service Agent
Working Solutions
10.2009 - 08.2013
Assessed customer needs and built quick customer rapport to determine the best product to fit their needs
Used computerized systems to complete enrollment, process debit and credit card payments, and to verify customer identity
Demonstrated empathy in handling difficult situations, fostering trust and loyalty among customers.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Accounting Clerk
Evolution Financial Technologies, LLC
06.2005 - 06.2008
Handled day-to-day accounting processes to drive financial accuracy.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Matched purchase orders with invoices and recorded necessary information.
Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Managed accounts payable and receivables.
Supported management by processing invoices and documents with consistent on-time delivery.
Maintained accounting records utilizing in-house and client systems.
Input high volume of monthly invoices with consistent accuracy.
Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
Managed and responded to correspondence and inquiries from vendors.