Traci Whited

512-***-****

ad0j1f@r.postjobfree.com

Education

High School _Crockett High School

1988

Experience

AM CSR IRS

*/****- *******

CSR handle taxpayer contacts by answering tax law/account inquiries and adjusting tax accounts.

In addition, we are also responsible for providing taxpayers with information on the status of their

returns/refunds, and for resolving the majority of issues and questions to settle their accounts. As a CSR we do research using several different software which include IDRS, Account Management and IAT.

Data Transcriber IRS

3/2020-3/2022

Review documents for specific requirements necessary for processing. Processes current year and/or prior year individual and/or business returns and related information. Bring documents into compliance with the required format or initiate action to obtain or clarify information not otherwise available. Identify and properly route correspondence (e.g., letters, powers of attorney, etc) to appropriate function for processing. Interpret taxpayer's intent from available data and complete the document in the required format. Identify and review Forms W-2 attached to Forms 1040EZ and 1040PC for conditions meeting Criminal Investigation criteria and code the returns appropriately. Prepare documents for scanning by detaching Forms W-2, correspondence, unnecessary schedules, etc. from the returns; removes staples and paper clips; and makes necessary repairs to ensure documents are scannable. Perform original entry, character identification, and/or data validation functions.

Back-up lead – Checking Excel spreadsheet everynight to see production and what needs to be worked on (oldest/latest date and quanity). Pulling carts of work to prepare for team to work on, organizing in numeral order and date order. Taking attendance, passing out QC/QA reports to individuals. End of night locating all completed work and KV’ing and releasing it into BBTS. Running reports. Working Serps to release work as well as unlock and purge batches.

Permit Tech

5/2015-1/2020 LCRA

On Site Sewage Facilities working on My Permit Now entering New and Modification applications for septic systems. Researching records in TCAD, BCAD and Llano for owners and history then searching our records to locate a file. Releasing Open Records Request to whomever sent in for history. Entering Maintenance Reports for customers. Taking in payments and entering into system, for walk in customers. A lot of Customer Service helping with applications and processes. Creating records for designers as well as contractors. Reading floor plans and septic design.

Records Management

12/2012-5/2015 LCRA (temp)

Scanning in documents to Safe. Verifying as well has recovering any documents in file.

Running reports for collected data. Saving all files to disk for storage. Pulling files that where requested.

Certificate Specialist

9/2012-11/2012 Marsh and McLennan (temp)

Enter data into a proprietary application that is used to generate Certificates of Insurance. Prepare and sorts source documents, identifies and interprets data to be entered. Burns Certificates of Insurance to CDs or Flash Drives. Files or routes source documents after entry. Verify data entered, coding a variety of recurring items, and for special handling of variations in data. Processing returned mail as per SOP. Create and mail hourly certificate queue update report. Maintain both written and verbal communication with internal Operations.

(Tools used: Excel, Outlook, Word, Siebel, Wincert, Rightfax )

2/2012 – 5/2012 SUPERIOR HEALTHPLAN (temp)

Referral Specialist

Initiate authorization requests for outpatient and inpatient services in accordance with the prior authorization list. Route to appropriate staff when needed. Verify eligibility and benefits.

Answer phone queues and process faxes within established standards.

Data enters authorizations into the system.

(Tools used: Excel, Access, Outlook, CCMS, Amysis, Rightfax)

7/2010 – 7/2011 ACS (TMHP) (reduction in force)

Eligibility/Claims Specialist

Provides administrative support to Electronic Payment Card business operations for EBT Settlements and Reconciliation performing processing tasks such as data entry, scanning, mail sorting or similar activities

Claims processing and fulfillment

Quality analysis of claims of specific EPC programs

Performs data entry of material from source documents to a computer database

Ensures accuracy and completeness data

(Tools used: Excel, Outlook, Oracle, SQL)

8/05 - 11/09 PPD (reduction in force)

Senior Data Processing Technician (Contract)

Performs document management and entry of CRF data following study specific guidelines

Assists in the testing of databases and data entry screens and scanning

Performs quality control activities and assists in the archiving of studies

Lead on several studies one of which was considered a priority

Records mail when received

Also performed OC/QD Admin which is creating accounts in OC/QD and granting access to all studies

Running reports for backlog and completing reconciliation reports

Converting Dos files into PDF files

(Tools used: Excel, Outlook, Oracle Clinical, Access, Accent, SQL, Rightfax)

2/00 – 6/05 BOON CHAPMAN

Medical/Dental Re-pricing Supervisor (Contract)

Managing six people for re-pricing both dental and medical claims

Research for claims such as eligibility issues or class verification for patients

Remote Re-pricing claims for several different PPO’s

Re-priced claims through El Dorado database as well as Electronic claims over the web

Performed all corrections for both manual and electronic claims

Handled Customer Care calls regarding claims

Fax and copy claims for several studies

Performed QC in all aspects

Assisted with ICD9 coding for Dental and Medical claims

(Tools used: Excel, Outlook, Beech Street, El Dorado)

2/97 – 1/00 INTERNAL REVENUE SERVICE (seasonal)

Data Entry Clerk (Contract)

Performed data entry entering information from tax forms into database, as well as performing QC on all forms .When needed assisted in Shipping and Receiving as well as Batching Department. As well as answering phones, faxing and making copies of forms.

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