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Customer Service Balance Sheet

Location:
Albuquerque, NM
Salary:
18
Posted:
January 15, 2024

Contact this candidate

Resume:

Rose Smith

***** ******** ** **

Albuquerque, NM 87114

512-***-**** (cell)

ad2sqd@r.postjobfree.com

Career Objectives

To continue to grow and develop accounting knowledge to include a solid understanding of various balance sheet accounts and the processes for ensuring such accounts are accurately reconciled. To fully understand and contribute to an organization’s ongoing development and monitoring of its finance operating policies and procedures. To accurately prepare and analyze various financial records and data and to be able to investigate and resolve identified issues and to provide a high level of service to customers, co-workers, and colleagues in whatever capacity is needed.

Education

July 2011 Bachelors Degree, Business Management – University of Phoenix

May 2005 Associates Degree, General Studies – New Mexico State University

Skills Summary

Customer focused accounting and administrative professional with over 30 years of experience maintaining employee payroll accounts and accounts’ receivable, payable and other ledgers. Effective problem solver with the ability to identify and correct problems in a timely and cost effective manner. Detail-oriented with strong analytical, verbal and written communication skills and the ability to produce quality work under strict deadlines and demanding circumstances. Fluent in both the English and Spanish languages.

Computer Skills

Proficient in the use of the following:

·Microsoft Excel, Word, PowerPoint and Outlook

·QuickBooks

·Peachtree

·Various other accounting and reporting systems

·CPS Citrix

·Macess

·CareOne

·IAR Adjustments

·HRP

·FACETS

·MAGELLAN

Work Experience

04/21 - Current Presbyterian Health Plan

Bilingual Member Services Associate

Answer telephone calls from members and providers

Verify eligibility, benefits, and accumulators

Assist with medical and behavioral health claim inquiries

Send claims back to claims adjustment for review and adjustments

Assist with status of prior authorizations

02/16 – 03/21 United HealthCare

Claims Representative Associate

·Process New York Medicaid & Medicare claims

·Process New Mexico Medicaid & Medicare claims

·Process IAR submissions for claim adjustment

·Review CareOne for appropriate authorizations

·Process NM &NY Dual claims (Medi/Care)

2/15 – 1/16 Xerox, Federal Health Insurance Exchange/BeWell NM

Bilingual Customer Service Representative

·Assist customers with insurance questions

·Walked customers through the Health.gov website

·Route calls to appropriate departments/contacts

·Assisted customers with enrollment questions

·Assisted customers with qualifying Medicaid/Medicare eligibility criteria

03/15 – 11/15 Just Sprinklers, Inc.

Accounting Assistant/Dispatcher

·Schedule appointments

·Dispatch technicians to customers’ homes

·Responsible for Accounts Receivables collections

·Assist in Administrative staff support

·Greet and receive the public

·Process and post payments received

·Balance money collected from Just Sprinklers sales

·Prepare and deliver deposits to bank

07/12 – 03/2015 UNM Medical Group

Accounting Operations Coordinator/Receipting Technician

·Assistant to the Financial Controller

·Greet and receive the public

·Answer telephone, direct calls, take and relay accurate messages

·Assist in administrative staff support

·Prepare department statistics and reports as requested

·Assist Receipting department in processing claims (familiar with Medicaid, Medicare, and Commercial insurance claims)

·Post payments from EOBs

·Issue credit refunds to patients and commercial insurance companies

·Maintain accountability for financial records and electronic files

·Write and prepare correspondence

·Create, compile, retrieve, and disseminate information using computer and paper files

·Verify payment collections from clinics and prepare for bank deposit

·Administration and clerical support to Customer Support staff

·Schedule appointments, maintain calendars, coordinate meetings, and events

·Assist with employment searches, prepare necessary documentation packets for interviews and new hires

·Order office supplies

01/12 – 05/12 Travis County District Attorney’s Office

Administrative Specialist

·Greet and receive the public

·Refer individuals to appropriate person, departments, or agencies

·Assist in administrative staff support

·Translate for Spanish speaking clients

·Answer telephone, direct calls, take and relay accurate messages

·Maintain accountability for paper and electronic files

·Distribute incoming mail, prepare mail outs, and maintain mailing lists

·Provide direction and information to the public on department and County procedures, regulations, and policies

·Write and prepare correspondence

·Create, compile, retrieve, and disseminate information using computer and paper files

03/07- 04/11 University of New Mexico Hospitals

Department Secretary

·Accept and screen telephone calls and route calls appropriately

·Engage in a variety of contacts outside the department

·Establish and maintain good rapport

·Operate and maintain a variety of office equipment

·Deliver quality service and act in a positive way with all customers to complete assigned functions; identify, recommend and implement opportunities for continuous office procedure improvement

·Establish, maintain and revise recordkeeping and filing systems

·Answer inquiries concerning activities and operations of department by referring to and interpreting policies and procedures

·Assist in completion of projects

·Schedule appointments, maintain calendars, coordinate meetings, and events

·Assist with employment searches, preparing necessary documentation packets for interviews and new hires

·Assist with entering applications and references information into hiring system

·Research information and compile data for monthly reports due at end of each month

11/02-03/07 Dona Ana Community College Student Services

Records Specialist

·Review financial aid applications for completeness

·Verify and process admission applications

·Process various documentation requests from the Department of Education

·Provide front desk support by addressing student needs, answering telephones, and processing incoming and outgoing mail

·Perform procedures to confirm student enrollment, grades, registration, and withdrawal information

07/00-11/02 New Mexico State University Cooperative Extension Services Records Specialist/Secretary

·Chief operator of Extension Management Information System (EMIS)

·Assisted other CES employees from the 33 New Mexico Counties with a wide range of questions

·Research information, compile statistics, gather data for monthly reports

·Supervised student employees, took minutes at staff board meetings, organized, coordinated, and delegated various office projects and tasks

·Organized meetings, orientations, and conference schedules

·Performed various audit procedures over CES data entered on-line

·Assist with employment searches, coordinate interview appointments, prepare interview packets

·Prepare new hire packets

·Prepare and process payroll

·Balance annual and sick leave records

·Maintain and update files monthly

·Maintain departments inventory

·Order office supplies

·Prepare and process travel requisitions, travel reimbursement vouchers, and purchase orders

07/00-07/02 Excel Agent Services

Customer Service Representative/Bilingual Service Manager

·Provided directory assistance to customers

·Handled a complex variety of customer service complaint issues in both English and Spanish that could not be resolved by the initial customer service representative

09/99-07/00 New Mexico State University Financial Aid Office

Records Technician I

·Assisted students throughout the financial aid process

·Provide front desk support by addressing student needs, answering telephones, and processing incoming and outgoing mail

·Perform procedures to confirm student enrollment, grades, registration and withdrawal information

11/98-08/99 County of Dona Ana Indigent Claims Office

Billing Clerk

·Processed medical claims for numerous health care agencies

·Assisted public with application submissions

·Performed all general office duties

·Audited claims for accuracy and completeness

03/95-09/98 Compting Research Laboratory at New Mexico State University

Records Clerk Typist I

·Prepared travel requisitions

·Assisted in preparation of various proposals to federal government agencies

·Updated and maintained electronic and manual office files

·Typed and proofread various documents for accuracy

·Supervised student employees

07/89-02/93 Computing Research Laboratory at New Mexico State University

Accounting Technician/Data Terminal Operator

·Prepared and processed accounts payable

·Maintained accountability over the petty cash fund

·Maintained employee leave records, prepared travel reimbursement vouchers, and purchase orders

·Assisted Financial manager with EOM and EOY closing process

·Assisted with budget preparation

·Supervised student employees

07/85-07/89 Tresco, Incorporated

Accounting Clerk

·Prepared and processed accounts payable and receivables

·Prepared and processed payroll

·Made payroll and payroll tax deposits

·Balanced the cash receipts journal and made daily deposits

·Processed workers compensation and health claims

·Assisted Controller with EOM and EOY post closing entries

05/75-03/82 Physical Science Laboratory at New Mexico State University

Accounting Clerk/Records Clerk I

·Prepared and processed accounts payable and receivables

·Prepared travel requisitions

·Maintained employee leave records, prepared travel reimbursement vouchers and purchase orders

·Assisted Controller with EOM and EOY post closing entries

·Audited various general ledger reports for accuracy

·Supervised office staff



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