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Customer Service Team Member

Location:
Vista, CA
Posted:
October 30, 2023

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Resume:

PamelaTrotter

*** ******** ******* **** ** Vista, CA. 92084 · 760-***-****

ad0qcy@r.postjobfree.com

Objective: Seeking an Accounting\Bookkeeping positionto best utilize my analytical skills and education.

Summary of Qualifications:

● Experience with the entire Accounting cycle, journals, bookkeeping and recordkeeping.

● Creation of Financial Statements using various accounts of a firm.

● Participated in decision making, planning, controlling and costing with accounting information.

● Knowledge of computer and mathematical Excel applications used in business.

● Proficient in Financial Analysis of assets, business and company information.

● Effective, strong and outstanding communication skills. Skills

● Administrative Skills- Utilization of QuickBooksand Microsoft Office and other computer applications such as Excel, Word, PowerPoint, Word Perfect and Access. Excellent customer service, business, computer skills including Excel and excel spreadsheets.

● Communication –Excellent oral and written communicationincluding; detail oriented, highly acknowledged for quickly establishing and maintaining effective business relationships.

● Leadership –Served as department liaison by attendingbillings meetings, member of various committees and work related seminars. Regarded as a key resource and problem solver with the ability to implement new methods and procedures. Known for being a\an team player with peer to peer team member building skills.

Education / Certificates / Degrees Held

● Quickbooks Intuit ProAdvisor Certificate 2023

● AA Liberal Arts For Business 2023

● AA Accounting 2023

● AA Bookkeeping 2023

● Certificate of Achievement Accounting 2022

● Certificate of Achievement Book-Keeping 2020

● Certificate of Completion Payroll 2019

● Tax Associate IRS (Annually) 2019

● Business Legal Environment 2019

● Computer Applications and Microsoft Excel for Business 2017 & 2019

● Certificate of Completion Accounting 2020

● Financial, Managerial, and Computer Accounting(QuickBooks)2018

● Certificate of Completion Tax Preparer 2017 & 2020

● Business Essentials – Bookkeeping \ Accounting 1-2 Certificate of Completion 2014

● Certified Nurse Assistant 1993-2005

Experience

Reese Law Group AccountingClerk 2022-present

Carlsbad, CA.

● Assist with Month End financial reports, and billing cycle

● Accounts receivables and Accounts Payable

● Posting Payments

● Processing Checks

● Bank Reconciliations

● Remittance Reports

Experience

Tri-City Primary Care Referral\OfficeCoordinator 2015-2022 Vista, CA.

● Assist with Month End financial reports, billing cycle, coding reconciliations

● Responsible foraccounts receivables, purchasing andInventory

● Responsible forrequesting and processing insurancereferrals and coordinating care

● Responsible for handling insurance inquiries, questions, issues and problems

● Responsible for services and transactions performed on customers’ insurance

● Responsible for outstanding client relations and maintaining excellent customer service Experience

Palomar Medical Billing/Radiology Clerk 2006- 2014 Escondido, Ca.

● Responsible for monthly billing reconciliations, maintained patient records in compliance with HIPPA, heavy phones, customer service, Hospital Subpoena, Analyzing\Processing Invoices, PowerPoint presentations and additional administrative duties.

● Responsible for outstanding client relations and maintaining excellent customer service

● Responsible for administrative and office work for business.

● Responsible for services and transactions performed on customers’ insurance

● Responsible for written documents, papers, advertising or marketing documents, information and paperwork

Experience

Accountemps Billing/Data Entry Clerk 2006

● Responsible for entering daily charges

● Responsible for generating end of month financial reports

● Responsible for written documents, papers, advertising or marketing documents, information and paperwork

References Available Upon Request



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