VALERIE DACOSTA

** ******* **. *********, *********** 06614 Tel: 203-***-**** Email: adw4zl@r.postjobfree.com

Education

ALBERTUS MAGNUS COLLEGE New Haven, CT

Bachelor of Science Business Management, concentration in Finance

Magna cum Laude/Deans List 3.8 GPA

Professional Experience

NORCOM MORTGAGE Monroe, CT

Loan Officer Assistant June 2022 – April 2023

Managed all Spanish speaking clientele; specializing in ITIN loans and the Non-citizen loan applicant population

Responsible for assembling, administering and processing loan application paperwork for Loan Officers and Underwriters

Scheduled appointments with credit unions, clients and upper management for several licensed loan officers

Calculated income, tax documents and verifications of employment for complicated borrowers in order to get preapprovals

Secured all documents and signatures as a key role in pushing loan requests through to the final close-funding

Streamlined all customer requests by ensuring a consistent and pleasant client process through the completion of the loan

Served as bookkeeper for monthly office expenses, as well as coordinator for Realtor and Credit union partner events

EDGERTON INC./SIPPIN ENERGY PRODUCTS Monroe, CT

Customer Service/Custom Contracts specialist November 2018 – May 2022

Managed renewals and retention of high dollar commercial and residential HVAC service contracts

Appointed main contact for irate customer service issues; obtaining a high retention success rate

Assisted in production planning meetings for commercial and residential installations providing detailed reporting/data

Processed the monthly, biannual and quarterly billing of over 500 of our Custom Client contracts

Assisted A/R in outstanding collections of contract payments through invoice research and billing disputes

Provided exceptional customer service by building strong client relationships; coordinating services and upgrading contracts to hit sales goals, successfully raising bottom line of company

Ad hoc dispatcher responsible for daily technician schedules and bridging communication with clients

Scheduled and coordinated employee trainings, sales meetings, and company-wide events

UNITED HEALTHCARE Shelton, CT

Billing Analyst August 2016 – November 2018

Promoted off the phone queue within 3 months to conduct billing-analytical duties such as detailed account reconciliations and premium audits for top-billing accounts on a larger scale

Assisted in managing the State of CT group coverage: one of Oxfords largest accounts with 350+ subgroups. Reviewed, processed, and tracked each subgroup payment

Analyzed fundamental monthly reports from enrollment data, A/R subscriber premiums payments, and aged debt write offs; edited and organized data to present to upper management for monthly meetings

Collaborated with multiple internal departments to reconcile high level/complex billing issues

Monitored subscriber-billing accuracy for NY, NJ and CT groups in Microsoft Access databases

Continuously met monthly collection goals for group and individual health coverage accounts

Assisted Director of North-East Finance Operations by taking on additional roles and ad hoc projects as assigned for professional development in complex health care market

Billing Representative May 2016 – August 2016

Assessed calls from health plan account managers providing caller’s case to final resolution

Enforced company A/R policy in order to meet quotas and deadlines for monthly cash goals

Managed preparation of invoices and completed reconciliations of billing with Accounts Receivable

Resolved billing discrepancies by collaborating with cross-functional departments including Member/Group Enrollment, Broker commissions and premium compliance department

NEXT LEVELMARKETING/TEAM ENTERPRISES Westport, CT/ Fort Lauderdale, FL

Event Manager 2011 – 2018

Executed marketing and sampling events for 20+ different beverage brands across CT and NY market. Presented and communicated required brand facts to all consumer interfaces

Represented each liquor brand to target customers in order to increase awareness, create target image, generate sales opportunities and collect vital data on customer preference

Recorded field sales data per event and assisted brand manager with brand growth PowerPoint presentations

OPERATIONSINC. Norwalk, CT

Accounting Associate June 2015 – May 2016

Assistant to the Director of Finance in Accounts Payable and Receivables

Maintained Excel spreadsheets managing company expenses, department budgets, and financial records

Updated all sales and expense data in QuickBooks according to in-house, company activity and consultant records

Assisted in company payroll by collecting internal consultant hours and reviewing work-description entries

Supported consultants to gather and process confidential timesheet data for new Payroll client contracts

Advised clients in the accurate completion of 1094 forms for Affordable Care Act compliance

YALE UNIVERSITY New Haven, CT

Senior Administrative Assistant – Astronomy Department 2011 – 2014

Planned and coordinated all major department events including vital tasks of such as booking facilities, catering logistics, pricing, audio-visual set up, invitations, and final execution

Managed logistics and budget for Faculty-led International Scientific Conferences; serving on the local organizing committee. Compiled and organized conference registration website & reconciled fees

Provided administrative support to 12 faculty members including the Operations Manager. Scheduled meetings, resolved scheduling conflicts, screened calls, and assisted in booking travel and tracking expenses

Scheduled and Managed all on and off campus Graduate Student Events including: Prospective Student Admissions program, Post-doctoral fellow/Speaker visits, career-information sessions and final thesis presentations

Keyboarded, proofread, and made final edits to faculty meeting minutes, fellowship endorsement letters, grant applications/submissions, and managed the Faculty tenure promotions process according to strict committee guidelines

Managed the department website for the accurate listing of new Graduate students, faculty & programs

YALE LAW SCHOOL BUSINESS OFFICE

Financial Assistant 2008 – 2011

Front line contact person in Business Office: Greeted and provided assistance to faculty, staff, and students

Assisted with completion and processing of forms for all expenditures.

Generated budget reports for monthly distribution to Faculty assistants, department and program managers. Identified, researched, and corrected any errors in the allocation of funds for audit accuracy

Enforced Yale financial policies and procedures when processing all transactions and General Ledger journal entries during Fiscal year end reporting

Managed the organization of a complex file room during transition of the Fiscal Year including creating labels and folders for all files that were vital to the record-keeping system

Prepared and verified all deposits and handled petty cash transactions in accordance to Yale policy

Ordered and maintained inventory of Business office supplies. Tracked the ordering of new facility computer systems

Managed department’s internal website by maintaining up to date forms, policies and procedures for Yale Law School

AVALONBAY COMMUNITIES Hamden, CT

Property Administrator 2007 – 2008

Performed general Accounting functions for the Avalon Walk Property. Responsible for resident accounts in an 800 apartment-home community

Functioned as primary tenant liaison in charge of keeping track of apartment-home work orders, assuring service requests were tracked, logged and completed

Marketed property space to prospective tenants and managed tenant lease negotiations/renewals

Drafted, edited and submitted eviction notices in accordance with the CT State Marshall’s legalities

WELLS FARGO/BANK OF AMERICA Meriden/Wallingford, CT

Teller/Teller Manager 2005 – 2007

Processed general banking transactions in a high traffic environment

Served in multiple capacities including Drive-up Teller, ATM Coordinator and Vault Custodian

During the major bank-software platform conversion I was assigned to be the main contact for front-line customer trouble shooting due to my ability to quickly learn and master new software

Gathered weekly sales data and created reports with summarized findings to present to higher management

The transition from Wells Fargo to Bank of America included a Teller manager position requiring relocation

Additional Skills

Microsoft Office Suite: Excel, Word, PowerPoint, Outlook and Access databases; Adobe Suite

Bilingual/bi-cultural – Spanish (Fluent, native)

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