Case Manager Accounts Payable
Resume:
Gray Guillen
Santa Ana, CA
********@*******.***
Confident and efficient in fast paced environments. Experience supporting top-level executives utilizing excellent judgment, problem solving skills and maintaining the highest levels of confidentiality and integrity. Ability to foresee future needs and act proactively. Skills include advanced knowledge of Microsoft Office (Word, Excel, PowerPoint and Outlook). Accounts payable and receivables experience.
Work Experience:
25 Degrees Restaurant, Huntington Beach, CA May 2023 – Present Bookkeeper and Accounting:
• Accounting Manager
• Created Ledger for restaurant and update daily.
• Created and maintain weekly budgets.
• Created and log all recurring bills.
• Process weekly, monthly, quarter and yearly outstanding bills.
• Process payroll using Toast Payroll
• Separate tips (weekly, bi-weekly, and monthly)
• Oversee all constructions for the restaurant in and outside.
• Provide owners multiple reports: cash flow, spending reporting, breakdown, and debts.
• Assist with hosting and vendor events to keep labor at a certain percentage.
• Assist marketing with multiple tasks: posters, flyers, menus / special menus. Alpha Omega Services, Fountain Valley, CA May 2022 – Present Office Manager and Accounting:
• Oversee all Pre-lit and Litigation cases / Criminal Case and Worker Compensation at times
• In-charge of a team 6 and assist multiple Attorneys in multiple locations
• Audit all pre-lit and direct case manager(s) and case manager assistant(s) to bring cases to a close
• Train all new personal
• Process closings on all files
• Control all fund transactions, example: settlement advancements and loan approvals
• Manage lien reductions, final fees and costs
• Draft disbursement letters for all cases
• Review disbursement with attorney for final approval
• Closing with medical providers, health insurance and clients Sweet James, LLP Accident Attorneys, Newport Beach, CA June 2021 – May 2022 Case Manager:
• In-charge of managing case load from start to finish
• Utilize my negotiation skills to create best settlement offers
• Negotiated cases & prepared demand letters for all cases
• Responsible for managing client’s medical treatment plan according to injuries sustained
• Weekly phone calls to update client on status
• Responsible for obtaining all medical and billing records for cases being handled Gray Guillen
Santa Ana, CA
********@*******.***
Sub-out Lead:
• Manage and negotiate all sub-out liens
• Prepare files to transfer to new counsel
• Prepare cost/atty fees and present to new counsel for payment/negotiations
• Follow up on monies owed and ensure cost/fees are accounted for accordingly
• Coordinate with accounting on how monies should be deposited/closing out files
• Prepare and send drop letters with liens/no liens to insurance/medical providers/clients The Ledger Law Firm, Newport Beach, CA February 2020 – May 2021 Case Manager Assistant / Office Manager:
Intake Specialist / all Spanish calls for CA and WA office
Heavy inbound and outbound calls for CA and WA office
Introduction calls on new cases/Sending out letter of representation to all parties
Open insurance claims with defendant’s insurance
Assist 4 Attorneys and 2 Case Managers with over 100 clients each
Assist all remote personal (5) with tasks and mailings
Set clients on liens with providers//schedule doctor appointments and follow up for clients
Request medical records, billing, ambulance report and police reports
Prepare demands, mail and fax
Weekly Client communication - Updating client every 2 weeks
Log every task, call and request to client’s case
Expense all invoices
DocuSign on all documents required from start to finish
Salesforce, DocuSign, eDocs, word, excel, Gmail and Google GEICO Insurance, Costa Mesa, CA October 2019 - February 2020 Insurance Agent:
Sale Auto, Homeowner, Renters and motorcycle policies
Heavy inbound and outbound calls daily//Complete 100 dials daily
Quality Control on each incoming and outgoing calls
Email / Print insurance cards on any and all policies
Made changes to active policies per policy holder’s request
Review property profiles to prepare homeowner quotes//Process monthly payments
Upload any and all requested documents for all types of policies
Stay on top of leads//Complete 10 daily required task Freeway Insurance, Santa Ana, CA January 2019 - September 2019 License Broker Agent – Insurance Agent:
Heavy inbound and outbound calls - 50 outbound calls daily
Sale 40 to 50 policies per month
Communicate to customers on the importance of auto insurance
Explain different auto coverages to customers//Process funds transactions
Upload photo(s) for all vehicle(s) with full coverage Gray Guillen
Santa Ana, CA
********@*******.***
Obtain all required documents for an auto policy - driver license / ID, marriage certificate, bank statement / void check and vehicle registration
Process policies through eSign and ezBuy / DocuSign
Make office coffee for our customers//Responsible for opening and closing office
Provide customer service to customers//Keep policies in date order up to 30 days before discarding
Contact carrier to resolve customer’s conflict
Social Services Agency, Child Services – Orange, CA October 2016 – January 2019 Information Processing Technician:
Process 5 to 10 different type of referrals (Information Only, evaluate out, Duplicate, Immediate, 10 Day, See By, C to C, Priority, NRN and Path 1)
Create Control Desk scheduled//Run Emergency Control Desk
Cross trained individuals to run control desk and how to process all referrals
Log in our daily referrals and scan our daily referrals processed
Locate any missing referrals for the Officers of the Day
Communicate with all Officers of the Day regarding any referrals that they have approved
Contact Emergency Social Worker with an Immediate referral has been generated
Email or fax referrals to Emergency Social Worker to begin their investigation
Keep an organize environment for both IPT and the Officer of the Day
Generate Police Reports//Mail out Mandatory Letters
Locate any and all missing referrals//Re-disposition referrals for all personal Rushmore Loan Management Services – Irvine, CA July 2015 – October 2016 REO Specialist:
Activate / Close REO workstations
Complied with federal, state and company policies, procedures and regulations
Monitor high volume of request(s) for REO files
Follow up with internal and external parties for recorded foreclosure deeds
Process cash, wires and invoices
Funnel requests from REO vendor to appropriate departments
Review and complete daily exception reports
Track status of each file and provide monthly excel reports to VP on each category
Order inspection(s) on property after vacating dates to be broom swept condition Education:
High School Diploma
Saddleback High School - Santa Ana, CA September 2000 to June 2004 References Available Upon Request
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