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Service Agent Office Manager

Baton Rouge, LA, 70802
April 26, 2021

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Thais Monique Pentony



Bachelor of Accounting

Western Governor’s University

April 2018

Masters of Business Administration,

Marketing Concentration

Tulane University

December 1992

Bachelor of Science-Engineering

Tulane University

May 1990

Certified as a Public Accountant, #075902

Certified as a QuickBooks ProAdvisor


Excel, Word, QuickBooks


Revenue Tax Specialist, Department of Revenue, 12/2019-3/25/2021

Baton Rouge, LA

Researched state tax laws concerning corporate and franchise tax returns

Analyzed corporate and franchise state tax returns for accuracy

Approved refunds or deny refunds up to $100,000

Determined if payments are prescribed

Updated Excel spreadsheet formulas and added features

Checked that all documentation has been provided for tax credits or exclusions

Answered client questions on their tax assessments, interest and penalties

VITA Volunteer. 2018 Tax Season

Dallas, Texas

Assisted taxpayer file their taxes. Areas dealt with: Schedule C, EIC, Dependents. Nonresident Aliens, Schedule A, Education Credit,

Customer Service Agent, Globe Life Insurance, 10/2015-6/2019

Life and Part D Agent, McKinney, Texas

Adjusted accounts for misapplied payments

Processed loan payments for policyholders

Collected premium payments and explained billing issues

Computed the amount to reinstate past due policies

Answered customer questions on their insurance plans

Collected payments and explained charges on their bills

Assisted members in understanding their drug benefits

Collected payments from members for overdue premiums

Explained Part D law and policies of the company

Assisted life insurance policyholders understand when their premiums were due and coverage amounts.

Customer Service Representative, 2013-2014

CVS Caremark, Richardson, Texas

Answered 40+ calls per day from doctor’s offices on prior authorizations.

Reviewed ICD-9 Codes for proper diagnosis for prior authorization forms

Escalated calls to pharmacists and senior representatives when necessary.

Excellent customer service skills

Bankruptcy Analyst, 2013 Contract (2/2013-5/2013)

Real Time Resolutions, Dallas, Texas

Collected over $100,000 in loan payments and settlement in a month

Awarded bonuses for most phone calls during the month

Spoke with clients about their options on their mortgage accounts

Office Manager, 2004-2012,

IR Affiliates McKinney, Texas

Analyzed transactions and prepared monthly and annual financial statements

Prepared payroll for 12 employees using QuickBooks

Reconciled bank and credit card statements for several accounts

Prepared W-2s and 1099s, 1040, and 1065 company returns

Medicare Auditor, 2003

Trailblazer Health Enterprises, Dallas, Texas

Audited renal clinics to determine the accuracy of bad debts and Federal reimbursements

Software Analyst, 1996-2002

Research Institute of America, Carrollton, Texas

Developed and tested software for the 1040 and 1120 departments

Researched tax laws and ensured tax software was compliant

Answered client questions about the software or tax compliance

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