CARL H. JULIUS **** CRESHEIM ROAD

215-***-**** APT. C-7

accju7@r.postjobfree.com PHILADELPHIA, PA 19119

SUMMARY OF QUALIFICATIONS:

Diversified experience with increased responsibilities in the following areas:

BILLING

INSURANCE VERIFICATION

PATIENT/CLIENT SERVICES

Background included CMS-1500, ICD, CPT, EOB, HIPAA requirements and

insurance terminology.

Researched, organized, examined and prepared confidential data.

Excellent communication and interpersonal skills dealing with clients, patients,

insurance companies and management.

WORK AND PROFESSIONAL EMPLOYMENT

LESLIE GLASS AND ASSOCIATES 12/2011-PRESENT

BILLING SPECIALIST

Establish protocol for processing claims within office.

Initial point of contact for past due collection accounts.

Process healthcare claim form, CMS-1500 and submit to insurance co.

Verify status and parameters of client insurance.

Post payments to invoices. Reconcile electronic payments with invoices.

Identified issues or problems with claims previously processed.

Confirm client appointments and reschedule if necessary.

Complete and track list of client receipts.

AARP FOUNDATION TAX SEASONS: 2012-13

TAX COUNSELOR/PREPARER

Review taxpayer information and prepare forms and schedules.

Provide tax advice related to filing status, deductions, exemptions,

adjustments and credits.

WILMINGTON FINANCE 7/2004-1/2007

LOAN DOCUMENT REVIEW SPECIALIST

Assisted in the training of other specialists and worked closely with

Corporate Custodian staff to ensure loans were ready for sale by

Secondary Marketing Department.

Communicate with staff and management in order to track, record and

resolve errors with payments, insurance and taxes.

Implemented the necessary corrections to HUD-1 and recorded loan

documents.

CARL H. JULIUS 7302 CRESHEIM ROAD

215-***-**** APT. C-7

accju7@r.postjobfree.com PHILADELPHIA, PA 19119

WORK AND PROFESSIONAL EMPLOYMENT (continued)

CRUSADER BANK/ROYAL BANK 8/1994-12/2003

CLOSER/POST-CLOSER/LOAN SERVICER

Responsible for preparing payoff statements, satisfactions, releases, and

assignments. Able to provide the Documentation Department with a

detailed database showing the status of each loan.

Oversaw the training of junior level personnel within department.

Audit of disclosures, certifications and title insurance binders.

Consulted with underwriters to clear outstanding conditions.

Researched customer profiles in order to generate refunds

Ordered property searches.

RECENT BUSINESS TRAINING:

CAPITAL MARKETS (2011)

www.uci.edu

FUNDAMENTALS OF FINANCIAL PLANNING (2011)

www.uci.edu

INTRODUCTION TO ACCOUNTING (2010-11)

www.txsbdc.org

TECHNICAL SKILLS:

MS-WORD THERAPYNOTES

MS-EXCEL TAXWISE

MS-OUTLOOK DATA TRAC

MS-POWERPOINT FISERV

NAVINET

EDUCATION:

B.A., Economics, La Salle University, Philadelphia, PA

A.G.S., General Studies, Community College of Philadelphia, Philadelphia, PA

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