ISIDORO C. ROMERO JR
Email address: ********@*****.***
Cellphone: 562-***-****
**** ***** ***** #**, ****** CA 90242
BACKGROUND:
EDUCATION: Bachelors Degree in Agriculture
University of the Philippines at Los Banos
CERTIFICATIONS/ LICENSES
Certificate Course in Accounting and Quickbooks
Current Licensed Resident Insurance Producer (Life & Health and Annuity)- California Department of Insurance
SKILLS:
Proficient in MS Software, Nextech (medical billing); Life insurance softwares,
Customer skills- great flexibility to adapt to different types of work environment and interacting with Clients, Vendors and all levels of management.
Verbal/ written communication: Bilingual in English/ Tagalog
Data Entry/Payment Posting -Employment History
Office Manager –Atia Group LLC (a property development company)
(February 2018 to February 2019)
Responsible for all bank and credit card transactions, including entries in Quickbooks and Excel
Bank reconciliation and Monthly Financial Reports
Responsible for weekly and monthly budget and fund sourcing (using excel)
A trusted confidential officer solely responsible for handling all business and personal Accounts Payable/Receivable and their timely payment/collection
( to construction vendors, government agencies, credit cards and banks)
Account Receivables (Data Entry/Payment Posting) –West Medical Center
(January 01, 2016 to January 2018)
Responsible for the accurate posting of all modes of payments in Patient Ledgers with Nextech Software
Responsible for Accounts Receivable from Health Insurance Companies and Patients
Generate Reconciliation Reports and Patient Billing Statements -Daily
Analyze payment collection against claims and insurance benefits from EOB’s
Trusted to prepare confidential collection and financial reports
Posting Supervisor (Billing Department)- Forward Business Solutions LLC and
Augustus Health Services Inc.( a Medical Billing Company)
(June 2011 to December 31, 2015)
Managed three (3) payment posters
Accurately posted all modes of payments in Patient Ledgers with Nextech Software
Prepared reports and analyzed data on collections, deposits and receivables
In close coordination with accounting department and owner –reconciled collections, deposits and receivables posted and unapplied/ unidentified
Performed audit of Insurance and Patient payments and Patient Billing ; EOB
Statements done by third party billers, posters and collectors
Took initiative in designing and implementation of protocols in payment posting and audit and training others
Current Employment History
Home Depot- Downey Store (Part-time Associate for MET Team)
(August 2019 to date)
Assists the Team in the set up of Home Depot Store Seasonal Displays for marketing and promotion
Packdown and restocking of all product lines on shelves to generate sales
CA Independent Licensed Insurance Agent (Silverstar Financial Group)
(Active since 2014 to date)
Use company softwares for policy illustration and electronic application
Provide customized Financial Solutions and Protection to individuals, families and retirees
Other Employment / Career History -available upon request.
References:
Fely Calangi- (NVP-SSFG/ Mars Financial-Insurance Business):
Cell# (818-****-***; email add: **************@*****.***
Ara Salazar-(Supervisor -West Medical Center); Office #323-***-****
Meris Hernandez- Life Insurance Agent ; Cell: 818-***-****