An analysis operations professional with **+ years of work experience in his career. His experience includes coordinating financial operations, checking and processing claims, checking remittance, data analysis. Detail oriented with accurate data entry skills; familiar with working with spreadsheets and various database systems and systems related to financial reports. Proficient with excel and visual basic in designing, developing and maintaining custom multi-functional spread sheets and databases for storing data and generating reports.

Microsoft: Excel, Visual Basic, Word, Outlook, PowerPoint, Access, General working knowledge of computers, Windows and Microsoft applications, QNXT, Amisys, US Scripts, AS400, Photo Shop, 10-key by touch, data entry.

Hibbing High School – Hibbing, MN Sep 1972 – Jun 1976

Graduate Diploma

DeVry Institute of Technology – Phoenix, AZ Oct 1979 – Oct 1980

No Degree

The Art Institute of Phoenix – Phoenix, AZ Aug 2014 – Oct 2014

No Degree

Epiq Global

3255 East Elwood Street Suites 110 & 100

Phoenix, AZ 85034

April 12, 2021 to January 26, 2022

Claims Analyst

Process legal claims using Epiq’s software, Claims Matrix, Clear (for looking up claimant information), Epiq’s data base (for retrieving the claims). Research claimant information, compare the information to what is in the Claims Matrix and make corrections as needed. Make sure information is correct and meets the specified criteria. Follow the steps in the SOPs for processing the claims, contact the leads, supervisors, or managers for any questions concerning the instructions in the SOPs. Communicate with leads, supervisors, managers and teammates concerning questions on claimant’s information. Use Microsoft Teams to communicate with the team and team leads and to attend weekly meetings.

FIS (Fidelity Information Services)

4313 E Cotton Center Blvd Ste 120

Phoenix, Az 85040

June 2nd, 2020 to December 2nd, 2020

Technology Business Consultant I

Use the Database (TED) to search assigned NSRs (New Service Requests), open and review the attached documents as required, determine from the documents what kind of service is being requested, use information from the request form and from the location database to enter into the system (TED), build quotes according to the kind of request, export the quotes into an excel file, add verbiage, Visio Drawings/schematics and make adjustments as necessary, present the final file for review by a peer group to be presented to a committee for review to be approved for forwarding to the next steps of completion.

Reporting Analyst Duties:

Design and develop reporting tools used for gathering, inputting, managing, and securing data used for reporting specified statistics in the Managed Solutions Department. Use Excel with VBA code including user forms to create reports making gathering data and data entry more accurate maintaining data integrity. Work with management to make reports user friendly and precise. Train managers and employees on the use of the reports.

Shamrock Foods

2702 W Encanto

Phoenix, Az. 85009

January 20 – January 31 2020 (Short Term Assignment by Rose International)

Admin/Clerical – Route Settlement Clerk

Take in driver package paperwork, separate the manifests from the invoices, scan the invoices and prepare them for closing, scan the manifests and deposit them in the shred bins, use the company applications for looking up the routes and closing them. Set aside any errors or routes with problems.

Aetna

4500 E Cotton Center Blvd

Phoenix, Az 85040

September 16, 2019 to October 25, 2019

Provider Data Services Analyst

Updating provider demographic data using tools provided with a focus on accurate data entry and content. Looking up claims and verifying that all information is correct. If any providers are not in the database, they are added via QNXT portal. If any providers are not linked to the groups, links are created via QNXT. Any claims that do not have accurate information or missing/invalid information/TIN and NPI numbers are voided through the system.

TTEC

8123 S Hardy Drive

Tempe, Az 85284

August 5, 2019 to September 5, 2019

Licensing Administrative Assistant – Temporary

Assist Licensing Manager in maintaining records, compiling information, and submitting forms to client and state agencies to initially license/appoint and keep insurance agents licensed/appointed. Licensing Administrators perform routine clerical duties, such as filing forms and other records from licensed agents and applicants. Input data or correspondence from files as requested within an appropriate time frame. Assist in finger printing and collecting other forms of ID for the agents. Upload forms and copies of ID to the company shared drive. Keep spreadsheet of agents up to date and valid.

TriWest

20002 N 19th Avenue

Phoenix, Az 85027

Axis – Contract Company

15810 N 28th Ave

Phoenix, Az 85053

January 28, 2019 to June 21, 2019

Provider Data Specialist Temp

Ensure accurate, timely maintenance and synchronization of critical provider data across all provider databases, and systems. Access and utilizes multiple software applications. Apply business rules and knowledge of Provider contract language, pricing and reimbursement methodologies to each database/system to validate Provider information across systems. Communicate with internal and external clients by phone and email to clarify data and follow-up on issues, while working under timeline, accuracy and production targets. Requires the ability to manage a large amount of complex information and must be able to communicate clearly and draw sound conclusions. Support the maintenance of accurate, up-to-date provider data to include updates, changes, additions and terminations for assigned files.

Cognizant

Reqroute – Contract Company

2512 W Dunlap

Phoenix, Az 85021

September 4, 2018 to January 25, 2019

Claims Analyst

Adjudicating claims via Access database. Utilizing other software to do research.

MML – Marketplace Member Liaison

Processed member’s grievance cases by looking up policy information utilizing other applications to research member information to resolve the case.

The following software/sites were used:

Softheon, CVS/Caremark, UMV, Omni, Prime, Amisys, US Scripts

WageWorks

1850 W Rio Salado Parkway Suite 101

Tempe, Az. 85281

June 15, 2016 to June 7, 2018

Financial Operations Coordinator

1.Department Electronic Handbook

I was on the committee that created the e-handbook for the department that would be implemented into the company web site. The handbook was created not only to inform the new employee but also allow other departments to see what we do and how we impacted the company. It was to be a model, example and inspiration for other departments to create their own handbooks. I was instrumental in creating the front cover and collecting the information from the others on the committee and putting it together. I took the photo for the front cover, used a designed template that was in Microsoft Word, and rearranged it to fit the design we created.

2.Online Repayments

Open the spreadsheet of online repayments and filter it for the bounced payments or failed transactions. Do a returned-by-bank in the system and create a CRM noting the reason for the failed transaction. I had created a macro that would filter the spreadsheet automatically and one that would put together the sentence for the CRM with the click of a button.

3.HSA Term Letters

I received the link for the HSA termination letters in an email and printed them out. They were 3 pages each. I would bring them to the mail room and run the machine for folding and stuffing them into envelopes. I would then run the machine for stamping and sealing them. There were anywhere from 1000 to 9000 letters. They were run once a week and once I received the link I had one week to get them completed. I usually finished them in 1 to 2 days. One week I ran 2 weeks’ worth of letters equal to approximately 3000 letters.

4.Claims Denial

Open up the claim denial letter batches. They will be in pdf format. Count the number of letters per batch and enter the number into a spreadsheet. Make enough copies of the letter template for each page counted. Make copies of the second page template. Print all pages of the letters, pull out the multi-page letters, replace the second sheet with the new second sheet printed. Fold the multi-page letters and put them in envelopes. Take the rest of the letters and bring them to the mail room. Set up the machine by loading the letters and envelopes and selecting the proper department. Run the machine, make sure all letters are folded and inserted into envelopes. Run the letters through a stamper to get them ready for delivery.

5.Check Remittance

Receive participant checks from Xerox sent in by UPS. Count the checks against a database downloaded to an Excel spreadsheet. Receive a daily spreadsheet from the manager, set up the spreadsheet for check verification. Separate the checks not being sent to the bank. Verify the checks against the spreadsheets, confirm any discrepancies. Prepare the checks to be sent to the bank including the deposit slip and excel list of all the checks. Prepare checks to be mailed to any other recipient and bring them to the mail room, run them through the machine for stamping and sealing and place them in the bin for delivery. Report any discrepancies in the check numbers, report via email daily the number of checks and total amount that was received.

I have created macros that set up the spreadsheets in a matter of seconds that would normally take 5 minutes to do. I have created a macro to look up check information and display it in a more legible format.

6.Prefunding Employers Benefits

Prefund employers for their benefits through portals using excel spreadsheets to hold and save the information. Use the portal to access information and then export it to an excel spreadsheet to save it and send it to the appropriate departments. This is done throughout each week.

On an ongoing basis, manages and analyzes data; accurately enters data into one or more company applications / systems, compares data sets for completeness and redundancies, monitors and verifies file movement, prepares variance reports, tracks Positive Pay / ACH files, and monitors job movement and notifications. In addition, identifies potential issues, investigates data variances and discrepancies, and reports job failures.

Provides applications support and processing; conducts employer and participant account research by navigating and retrieving information from company applications, extracts and prints standard reports, understands requirements for submitting and reviewing product support queries (PSQ’s), generates orders, tracks distribution activity, generates payments, voids and reissues payments and processes reimbursement request, prints check copies, and tracks Return Pass resolutions.

WageWorks Short Term/Temporary Assignment – Randstad

1850 W Rio Salado Parkway Suite 101

Tempe, Az. 85281

January 11, 2016 to June 15, 2016

Financial Operations Analyst

Transfer Of Assets:

Open and sort mail (financial statements), use data base for research to look up missing information, daily enter the information from the forms into a spreadsheet.

Enter data from health insurance application forms into an excel spreadsheet. Sort Transfer Of Assets forms to prepare them for shipping. Scan and email all forms, rename the documents and store them on a specified shared drive for later retrieval.

Assisted in the project of scanning every document Wage Works receives.

Wage Works Short Term/Temporary Assignment – Randstad

1850 W Rio Salado Parkway Suite 101

Tempe, Az. 85281

November 9th to 27th, 2015

Data Entry Specialist

Enter data from health insurance application forms into an excel spreadsheet. Keep track of the number of applicants entered and reported them daily. Created macros using visual basic code in order to speed up and make more efficient the data entry into the excel spreadsheet.

Shamrock Foods Short Term/Temporary Assignment – Robert Half

3900 E. Camelback Suite 300

Phoenix, Az. 85018

October 29, 2015 to November 6, 2015

Data Entry Clerk

Entered data from client email into the system database.

Cable ONE Short Term/Temporary Assignment – Robert Half

210 E. Earl Drive

Phoenix, Az. 85012

June 8, 2015 to October 23, 2015

Technical Care Analyst

Worked with the deflection phone calls. The data from the calls was received into a spreadsheet, I looked up the account and sent hits to the customers' cable box. The results were recorded in the spreadsheet. I wrote macros for the spreadsheet using Visual Basic to automate the recording of the results.

Responded to customer's support emails using the response templates created and the system's applications to help determine what the customer needed to do to fix the issues they were having with their cable connections.

I was asked to create a reporting spreadsheet that would automatically copy data into one sheet and use pie charts and bar graphs to show incoming chats, the area they came from, the time they came in and the reason for the chats. I used Visual Basic code to make the automation. All of the reports are completed in about 10 seconds with the click of one button.

Cable ONE Short Term/Temporary Assignment – Robert Half

210 E. Earl Drive

Phoenix, Az. 85012

January 28, 2015 to June 5, 2015

Operations Assistant

Update codes in the database to prepare for data conversion to a new system, update and correct modem discrepancies from a list made from a report, use an overage report to upgrade or disconnect customers as needed. Created a letter using Excel to automate much of the process of formatting and emailing the upgrade letter to the customer. Created macros in excel to assist with making a list of modem discrepancies that could not be corrected in the system.

Gallagher Bassett Services, Inc. Short Term/Temporary Assignment – Randstad

4110 N. Scottsdale Rd. #240

Scottsdale, Az. 85251

January 13th to 26th, 2015

Data Entry Clerk

Insurance Claims data entry, typed and printed letters, made copies, scanned letters, prepared letters for mailing, electronically attached letters to claims using Outlook.

Department of Revenue Short Term/Temporary Assignment – Randstad

East Washington Street (53rd street)

5301 East Washington St

Phoenix, Az. 85034

October 6th to 24th, 2014

Payments Processor

Processed tax payments.

Waste Management Short Term/Temporary Assignment

1580 E Elwood Street

Phoenix, Az. 85040

June through August 2014

Accounts Processor

Processed accounts that were in 3 categories either new, on vacation hold or closed.

State Farm Short Term/Temporary Assignment – Randstad

4121 E. Cotton Center

Phoenix, Az. 85040

Mail Room Distributor

November 2013 to January 2014

Sorted the mail into the proper bins for distribution and made mail runs through out the building for the different departments.

State Farm Bank Short Term/Temporary Assignment – Randstad

1230 W. Washington Street

Tempe, Az. 85281

September 2013 to October 2013

Sales Clerk

Worked in the call center and made calls to customers to sell automobile loans.

Caremark

10001 N 92nd Street

Scottsdale, Az. 85258

March 2006 to August 2013

Claims Processor

Set up Medforce (software) and retrieve claims into personal Queue for processing.

Process medical claims using Medforce and AS400.

Processed medical claims for one of the specialty carriers. Make sure the claims are processed accurately and according to TAT (turn-around time) procedures.

Processed claims that are set up on a spreadsheet using a macro to process hundreds of claims in a short amount of time. The data would be copied from an excel spreadsheet to an AS400 screen, then the results of the adjudication displayed on the AS400 screen would be copied back into the spreadsheet.

Create various macros to use in conjunction with AS400 to make processing more accurate and efficient.

Created FEP (Federal Employee Program) letter using Excel which saved the company hundreds of dollars.

Created TAT reporting with Excel that enabled the analysts to easily enter data and view and/or print reports. It also enabled the analysts to locate and solve any problems with turn around time.

Create spreadsheets and macros that would enable data to go from AS400 to an Excel spreadsheet.

Fire Materials Group

Tempe, Az.

January 2004 to December 2005

Data Entry Clerk

Entered data for the repair job coordinators.

Shamrock Foods

2540 N. 29th Avenue

Phoenix, Az. 85009

January 1995 to June 2003

Transportation Administrative Assistant

Collect drivers’ logs, enter information into the computer data base, write up any errors or oversights,

keep driver log files and driver files in compliance with DOT regulations.

Track any late trucks using Excel with created macros to formulate reports for daily, monthly and yearly usage. Created macros and reports for others upon request.

Pacific Rim Administrative Assistant

Check inventory and quality on specific items in the dry warehouse and the cooler warehouse.

Report findings using Excel and created macros to generate a daily report.

Use company database to access all locations of the products.

Check the dates and products to make sure the products are within limits to maintain freshness and customer satisfaction. Check the temperature in the cooler and report any spoiled products and make sure it gets disposed of properly.

Make will call deliveries to the customers in the valley area and surrounding areas. Return signed invoices with any collected money or checks if applicable. Maintain the company bobtail truck by making routine overall visual checks.

Project: Create a macro to set up a banking/verification spreadsheet.

Completion Results: Cut down spreadsheet set up time by 5 to 10 minutes saving time and money. It made the setup process more efficient.

Project: Update the SOP for check remittance to exclude putting the checks in order first.

Completion Results: Saved time by doing one less process. The result was the same – the checks were in order.

Project: Create a macro to put a check mark in the validation column of the spreadsheet.

Completion Results: Saved time by validating on screen and not manually on paper.

Project: Create a spreadsheet to keep track of the numbers of claim denial letters.

Completion Results: Saved time and paper by not doing it manually. It made the process more efficient.

Project: Create a macro that would find errors in a spreadsheet used for prefunding audit purposes. Once the errors are marked, they could be fixed and the numbers could be put in the proper places.

Completion Results: Corrected months of errors and allowed the FinOps department to pass the audit.

Project: Rewrite the SOP for checks remittance and deposit.

Completion Results: Streamlined the process to save time and effort in making the deposits on a daily basis.

Project: Create a spreadsheet to list and track every check that was held in house.

Completion Results: Knowledge of where every check was and why it was in house was made readily available. That information was shared with the department supervisor so that he was also aware of every check in house.

Project: Create a way for everyone that uses a weekly shared spreadsheet to see that checks were seen, handled, and set aside on a spreadsheet specified as the unprocessed checks sheet. Put an X next to the check information on a weekly shared spreadsheet when I handled the check that was unprocessed.

Completion Results: An X was entered next to the check information on the weekly shared spreadsheet and everyone who used that spreadsheet could see that the checks had been seen, handled and set aside on the spreadsheet designated as the unprocessed checks sheet. It enabled the team to be on the same page.

Project: Reorganize the remittance process and order an envelope holder and used it to separate the different kinds of checks.

Completion Results: A cleaner and more efficient work area.

Project: Create a macro that would filter a spreadsheet for failed transactions automatically and a macro that would put together an explanation for the failed transactions using data from another spreadsheet. The macro would put the explanation into the clipboard for pasting.

Completion Results: Very little typing was necessary, saving time and energy and lowering the possibility for typing errors.

Steven Penn

2343 W Claremont Street

Phoenix, Az 85015

602-***-**** (cell) / ad3j01@r.postjobfree.com

PROFESSIONAL SUMMARY

TECHNICAL EXPERIENCE

EDUCATION

PROFFESIONAL EXPERIENCE

ACCOMPLISHMENTS

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