D EBRA E. PHELPS
**** *. ****** **., ******, CO *0015
P hone: 720-***-****
E mail: **********@***.***
OBJECTIVE: To secure a position within a company where my training and organizational
skills will enable growth in my self and the company.
QUALIFICATIO NS:
Clerical skills including: operate basic office equipment including computer, calculator,
scanner, copier, fax and printers, organizational skills, able to work one-on-one, multiple phone
l ine, inbound and outbound calls, micro film, encoder, accounts receivable and payable,
bookkeeping, insurance eligibility, filing, typing 50wpm, data entry, scanning, inventory,
ordering supplies, sort and route and prepare mail for delivery, and cash handling. Pro-
Scheduler, Hasler Mail Machine, Quick Books, Proficient in Microsoft Software, Word and
Excel, Outlook, Windows, Symitar, Internet, and Medical Manager
EDUCATIO N:
Oct 2007 Certificate, Suffolk County Community College, Selden, New York
Fundamental of Insurance Billing, ICD-9-CM & CPT coding.
I CD-9-CM & CPT Coding, Insurances (HMO’s, PPO’s, Etc.)
Medicare Parts A & B, Completion of CMS-1500 forms, Knowledge of Medicaid, Worker’s
Compensation Fault, and UB-92 Billing forms.
Nov 2007 Certificate, Suffolk County Community College, Selden, New York
Computerized Medical Manage
2001-2004 Management Enrichment Training Program, Arvada, Colorado
Complete Courses: Fundamentals of Management, Business Communications, Delegating for
Results, Managing Teamwork, Developing Exceptional Leadership, Workplace Diversity,
Managing Conflict, I nterpersonal Skills, Managing the Problem Employee, Managing Through
Motivation, Handling Consumer Complaints, Handling Sales Objections, Certifications: Credit Union
Management Award, Excelling as a First T ime Supervisor, Conflict Management Skills for Women, Staff
T raining and Recognition Program, Managing Performance and Productivity, The Receptionist’s Guide to
F ront Desk Security.
1991.1992 F ront Range Community College, Westminster, Colorado
Secretarial
E MPLOYMENT:
2008-2010 O nline Funder Analyst & Retail Funder Analyst & Verifier, CUDirect Connect,
Centennial, Colorado
Responsible for verifying all required documents are included & correct in the contract packet,
verifying contract is within approval guidelines,
i nputting contract information into host system, contacting Credit Unions & dealerships on
m issing information or exceptions, completing the initial funding process by funding or
assigning to compliance. Covered receptionist for breaks, lunch and/or vacations - handled
phones, mail, incoming and outgoing funding packets, clerical work. Back up for packaging
clerk – to ensure all loan documents are completed and sent to proper CU.
Jan-July 2008 Receptionist, Soloway Agency, Port Jefferson Station, New York
Overseeing front office, efficiently making appointments for 4,000 clients, efficiently processed
payments for personal & corporate clients, pulling files for next business day & filing, collating
tax returns & processing mail incoming & outgoing.
2004-2007 Lead Call Center Agent, Gateway CU, Aurora, Colorado
Supervised over 5 employees in Call Center. Ensuring efficient member service from incoming
& outgoing calls. Accurately performing member transactions on accounts, handled incoming &
outgoing wires, opened savings & checking accounts for new & current members. Efficiently
ordered Visa Debt Cards & ATM cards, handled CD’s & IRA’s, received & processed ACH
payments. Processed month end reports for management. Performed a variety of
m iscellaneous tasks including typing, filing, data entry, faxing & microfilm & scheduling
classes for members.
2001-2004 Teller Supervisor, CU Service Center, Centennial, Colorado
Supervised the teller line & ensured its efficient operation. Balanced cash drawer, cash
d ispenser, vault, & ATM. Coached & monitored the work of other tellers, assisted with
performance reviews, coordinated teller activities, scheduled breaks & lunches. Received &
accurately processed member financial transactions. Performed a variety of miscellaneous tasks
i ncluding typing, filing, computer input, filming, encoding, faxing & answering telephones.
1999-2001 Keyer Support Clerk & Data Entry Operator, D.E.I.S, Centennial, Colorado
Support group for keyers at home/data entry, assistant for supervisor, direct incoming &
outgoing calls, filing, data entry for keyers volumes, shift, leave of absence & vacations in
computer base. Worked in my home providing accurate, timely data entry services for a variety
of product lines in Health Insurance.