Reconciliation Specialist Data Entry

Linda Pellett

**** ***** ** #***, ** Paul, MN ***08, 612-***-****, ********.**@*****.***

PROFESSIONAL SUMMARY

Enterprising loyal financial professional with proven success in account reconciliations, data entry, and customer services. Offer strengths in multi-tasking, mindfulness, and time management. Adapt quickly to new and changing systems as well as investigating ways to work more efficiently. Reliable and punctual individual who successfully manages fast-paced data entry work. Proven willingness to take on any task to support team and help business succeed. Trained in Microsoft Excel, Word, Power Point and Access.

SKILLS

Data Entry

Microsoft Excel

Application audits

Account Reconciliation

Task prioritization

Time management

Customer relations

EXPERIENCE

Customer Service Representative-billing

Securian St.Paul, MN

Ensure bills are accurate and distributed timely..

Accurately apply premiums within 48 hours.

Process refunds as needed.

Mar 2021 -

Senior Quality Representative

UCare Minneapolis, MN

January 2018 - April 2020

Coordinated and executed internal audits on various billing and enrollment functions.

Evaluated testing processes to verify adherence to user expectations.

Developed, conducted, and evaluated application audits as well as assisting with external government audits.

Assisted with training and evaluating new billing staff.

Developing reports on broker and enrollment usage for assistance in the budgeting process.

Assist with testing and development of new billing system.

Boosted efficiency by keeping on line files organized and updated as well as by evaluating trends in quality scores to identify problem areas.

Reconciliation Specialist

UCare Minneapolis, Minnesota

February 2006 - December 2017

Verified data and resolved discrepancies by collaborating with vendors and internal personnel.

Contributed to strategies to enhance system capacity and efficiency through improved automation and standardization.

Produced weekly and monthly balance sheet account reconciliations.

Mitigated losses by working closely with business staff to detect and correct variances.

Managed accounts at all stages, maintaining balances, processing changes, and reconciling transactions.

Maintained compliance with government and state regulations throughout reconciliation and account management processes.

Developed a database to gather data more efficiently for broker reporting and generation of payments to all the brokers.

Developed macros to pull in data more efficiently for processing of monthly aging and collection letters.

Assist in training and mentoring new billing staff.

Verified data, including signatures and account information, prior to posting payments.

Reconciled financial accounts, comparing bank statements and canceled checks and resolving discrepancies.

Communicated with customers regarding past due balances to avoid insurance being terminated for nonpayment.

Assist enrollment staff with data entry of new member information.

Creating Electronic Funds Transfer file to pull monthly premiums adjusting for any enrollment changes.

Creating new templates for account reconciliations, to ensure the accuracy of government payments. Also working with The Centers for Medicare & Medicaid Services (CMS) on any discrepancies.

Verified customer refunds to ensure accuracy and timely processing of the refund.

Backup for processing daily cash exceptions to ensure they were applied to the correct account.

Cashier and cash office associate

Target Eden Prairie, 55344

January 2004 - June 2011

Processed the daily cash drawers by counting each drawer, encoding and balancing the checks and rolling coin.

Maintained strict financial controls, processing transactions, and preparing bank deposits.

Processed returns and handling customer complaints.

EDUCATION

B.S. Accounting, Minor in Spanish

Mankato State University, Mankato, MN

June 1988

Deloite Haskins Scholarship

Continuing education in Medical coding and billing.

Volunteering at Kinship Greater Twin Cities as a mentor.

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