Customer Service High School
Resume:
MARGARET MARIE SAMPSON
Summary
Over 10 years finance experience in automated bank related functions. Consistently met or exceeded
organizational goals and deadlines through effective and fundamental work skills, habits, techniques and
solid customer service. Expertly processed multiple transactions. Reconciled cash and resolved customer
inquiries. Recommended claim adjustments and maintained detailed documentation for audit control.
Worked within a team environment yet made significant recommendations for process improvements as
an individual contributor.
Work Experience
Independence Blue Cross Philadelphia, PA 2011-2013
Lead Cash Application Analyst
• Secondary support to the Supervisor of Cash Application.
• Retrieve, distribute and document Cash team daily assignments.
• Ensure that core department functionalities are completed daily in an effective and timely manner.
• Monitor workload and report increase/decrease in volume.
• Trend all daily functions to report progress, production and errors.
• Perform daily cash reconciliations.
• Process ACH and wire transactions.
• Assist with monthly preparation of statistics.
• Initiate departmental changes.
• Prepare standard operating procedures.
• Facilitate departmental and one on one meetings.
• Research and resolve internal/external customer inquiries via telephone, email and corporate databases.
• Submit adjustment requests for billing updates to customer accounts.
• Enforce compliance with corporate and departmental policies and procedures.
• Develop appropriate responses to both standard and non-standard sceneries as they impact the operation of
the department and service of our customers.
• Deploy associate talent as needed to meet client requirements, especially as it pertains to cyclical and peak
periods of volume.
• Train associates to perform departmental tasks on corporate databases.
• Assist co-workers with departmental duties as needed.
Independence Blue Cross Philadelphia, PA 1998-2011
Treasury Specialist I
• Examined payments for completeness and acceptability to update member/group accounts.
• Prepared spreadsheets to record all cash transactions.
• Reconciled bank transmissions to internal system reports and report any discrepancies.
• Scanned checks for bank deposit through Remote Deposit Capture.
• Identified and updated group and member accounts for processing through various corporate databases.
• Researched payments received from banks.
• Responded to general premium payment inquiries from internal/external departments and customers.
• Prepared inter-company fund adjustments for multi-company payments.
• Implement policies and procedures to new and existing associates.
• Petty cash transactions.
• Prepared Brink’s bags containing cash/checks for armored carrier pickup.
• Secondary support for settlement of Walk-In-Service cash tellers.
• Resolved and documented payment issues via the Customer Information System.
Pep Boys Store Support Center Philadelphia, PA 1997-1998
Fleet Clerk-Temp
• Reviewed, investigated, reconciled and adjusted Fleet accounts invoice discrepancies on a daily basis.
• Recorded data and generated reports in the Accounts Receivable Accounting system.
• Contacted Pep Boys Stores implementing policies and procedures pertaining to billing.
• Assisted Customer Service Representatives with billing, collections and dispute resolutions.
Independence Blue Cross Philadelphia, PA 1997-1997
Special Group Reporting Clerk-Temp
• Analyzed Self-Funded expenses such as capitation, retention and claims to verify correct billing rates.
• Distributed claims to various financial analysts.
• Prepared spreadsheets for the financial analysts.
• Maintained group billing data.
Clover-Strawbridge & Clothier Philadelphia, PA 1989-1996
Purchase Journal/Mailroom/Accounts Payable Clerk
• Updated vendor account payments.
• Processed and reviewed invoices with/without claims for departmental purchase records.
• Verified retail totals on the corporate system.
• Sorted and distributed purchase journals, invoices and claims.
• Processed incoming and outgoing mail for all Clover stores, buyers and employees.
• Responded to telephone inquiries from vendors and buyers regarding lost packages.
• Reported retail corrections.
• Maintained vendor account information.
• Provided training to mailroom associates.
Education
West Philadelphia High School Philadelphia, PA Graduated 1986
References
Provided upon request
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