MARY J. GERDING

*** ***** ****, ********, ** ****2

859-***-**** ady3sq@r.postjobfree.com

Professional Summary

Employ diverse education and military and professional experience to serve in several industries and roles. Diverse positions include military experience, reporting potential national threats, serving as the first computer system administrator for an insurance company, insurance sales and underwriting, securing individual private retirement and health benefits, and collecting past due taxes and tax returns. Research, analyze, and resolve delinquent taxes, report findings of breaches to private benefits, and determine eligibility for life insurance policies. Competent and use sound judgment to determine casework and benefit entitlements. Training provided for underwriters, sales agents, and USAF personnel. Provide exceptional service and build trusting relationships.

Core Qualifications

Part time contract (1099) work: Symmetry Financial & Assurance IQ (Jan 2023 to June 2023)

Share excellent rapport with others and build trusting relationships

Professional demeanor and strong administrative and communication skills

Properly manage confidential matters and priorities, ensuring compliance with procedures

Excellent time management, organization, research, administrative, and analysis skills

Manage priorities and several tasks simultaneously

Employ excellent decision-making skills and use sound judgment to research and analyze information

Compile documentation for all assignments for future reference and training purposes

Department of Labor, home-based, 0991-9/3 2/24/2023-present (FT-40) Workers’ Compensation Claims Examiner

Utilize procedures and techniques suited with changing daily operating conditions and workloads, exercising sound judgment in decisions, and using tact and discretion in dealing with the public.

Review, examine, develop, and adjudicate disability and death claims.

Examine and develop reports of disability and death, and obtain supporting documents, compiling and collecting all the information and evidence for the proper disposition of a claim.

Verify benefit payments and review and process contested cases.

Complete work involving the examination, development, and adjudication of claims for compensation under the Coal Mine Health and Safety Act.

Maintain verbal and written liaison with members of the outside public, such as attorneys and union officials on individual case problems.

Express information to individuals and groups effectively.

Internal Revenue Service, Criminal Investigations-Cincinnati, OH, 1805-7/8 4/24/2022-present (FT-40)

Investigative Analyst

Identified tax law noncompliance and perform research to support ongoing criminal investigations.

Evaluated financial, criminal, and tax return histories to compile reports for the Special Agents.

Queried, reviewed, and analyzed investigative data from databases and systems to isolate pertinent material to be incorporated into technical reports.

Employed analytical and research techniques to collect and evaluate relevant data and perform computations and analyses to present to management and Special Agents.

Utilized excellent communication skills to concisely summarize data and convey findings.

Evaluated and discussed requests for information from Special Agents to clarify requirements.

Internal Revenue Service-Covington, KY, 962-8 1/19/2021-4/24/2022 (FT-40)

Tax Examining Technician – Collection Due Process Associate & Innocent Spouse

Reviewed cases for required documents, statutes, development of issues and completeness.

Analyzed and determined appropriate case action based on financial data.

Presented taxpayers/representatives with courses of action and consequences of non-compliance.

Explained issues, citing applicable tax laws/resolution alternatives, and customer actions needed.

Analyzed all relevant data including IRC, IRM, Policy Statements, and master file records.

Issued notices of levy or recording of Notice of Federal Tax Lien.

Analyzed innocent spouse claims to determine if relief from joint liability should be granted.

Made determinations concerning whether the individual understood their responsibilities.

Routed claims to the correct department for processing or corrections.

Utilized IDRS, IAT, AMS and other internal systems to screen and build eligible claims.

Researched IRM guidelines and Job Aids to determine established procedures.

Internal Revenue Service-Lexington, KY, 1169-9 8/19/2019-1/19/2021 (FT-40)

Revenue Officer

Investigated delinquent taxes and returns, by utilizing IDRS, ICS, IAT, and other internal systems to create case files and devise the best plan of action for taxpayer contact and case resolution.

Collected delinquent accounts, secured delinquent tax returns, analyzed taxpayer accounts, and counseled taxpayers on their filing and paying obligations.

Protected taxpayer rights while providing responsive service according to regulations.

Communicated with taxpayers, their representatives, third-parties, and Internal Revenue Service employees to clarify, educate, and resolve tax matters.

Interviewed taxpayers through field cold calls or by phone if unavailable during a field visit.

Analyzed internal systems, IRMs, Secretary of State, web searches, Accurint, and other resources to establish a taxpayer’s history of compliance, tax payments, and filing of returns.

Corresponded by phone, mail, and fax to discuss additional case details and resolve issues.

Internal Revenue Service-Covington, KY, 962-5 (Temporary) 2/4/2019–5/11/2019 (FT-40)

Tax Examining Technician

Determined reasons for transactions not posting to Master File.

Utilized and navigated IDRS, IAT, IRM references, and other software to update unpostable transactions or document and route corrections to the proper department.

Analyzed and researched taxpayer forms and information to accurately complete casework by correcting EIN numbers, Name Control, posting payments to the correct account and tax period, and other necessary corrective procedures to update accounts.

Internal Revenue Service-Covington, KY, 962-5 12/11/2017–10/12/2018 (FT-40)

Tax Examining Technician

Conducted compliance check on applicants to determine eligibility to e-file.

Resolved inquiries regarding the status of filer accounts for purposes of suitability.

Analyzed and researched taxpayer information to accurately complete casework.

Identified and followed through on ineligible, incomplete, or questionable information submitted for processing and routed inquiries and forms to the appropriate responsible parties.

Utilized and navigated IDRS computer software, SERP, BMF Portals, EQWIP resources, IAT EIN tool to issue new EINs, and IAT letter tool for outgoing correspondence.

Department of Labor, EBSA-Ft. Wright, KY (Pathways), 1801-7 6/29/2015–9/7/2017 (FT-40)

Benefits Advisor Assistant / VFCP (Voluntary Fiduciary Correction Program) Coordinator Intern

Provided consultative advice and direct technical assistance to plan participants, beneficiaries, administrators, fiduciaries, and service providers regarding their rights and obligations under ERISA, and referred noncompliance to the enforcement team.

Analyzed documents for authenticity and assisted employees applying for retirement benefits.

Interpreted and applied federal laws, policies, and procedures for healthcare/retirement benefits.

Granted or denied applications for self-correcting ERISA law violations.

Used electronic systems to update information and adjudicative decisions.

Investigated and resolved fiduciary compliance breaches and completed administrative work pertaining to securing individual healthcare and retirement benefits.

Assisted employers with lost earnings calculations and explained compliance procedures.

Counseled employees regarding their rights to healthcare and retirement benefits and assisted with contacting previous employers to determine possible benefit entitlement.

Received awards for number of VFC applications processed, high marks for Gallup Scores, providing exceptional service, assisting callers with COBRA, ACA, and retirement benefits, and locating previous employers to determine possible retirement benefit entitlement.

Western and Southern Financial Group-Cincinnati, OH 10/21/2009–10/20/2014 (FT-45)

Columbus Life Illustration & Product Specialist / W&S Life Insurance Underwriter & Sales Agent

Obtained Health & Life license through self-study and examination. Completed several insurance and financial designations through self-study. Compiled documentation for each role with the company.

Illustration & Product Specialist: (4/2013 – 10/2014)

Liaison between independent agents and the software vendor to apply software changes.

Ensured all insurance laws and regulations were adhered to, receiving approval from Legal and Compliance departments prior to the issuance or revision of products or riders.

Underwriter: (4/2011 – 4/2013)

Attended comprehensive training programs to learn medical terminology, anatomy and physiology, and disease processes with staff physicians.

Reviewed and analyzed medical records (diagnostic tests, office and operative reports, etc. to determine the degree of risk to the insurance company.

Requested sensitive information from labs, medical facilities, criminal databases, etc. to assess information and determine eligibility for life insurance coverage.

Researched, interpreted and applied company and state mandated laws, policies, and procedures.

Granted or denied policy applications based on medical, financial, and criminal histories.

Provided several suggestions for ways to save money and expedite work, including changes to the lab ordering process to avoid delays and changes to third-party criminal background searches.

Service/Sales Agent: (10/2009 – 4/2011)

Corresponded with agents and clients by phone and email to resolve issues, accept payments, review insurance coverage, and educate clients to make informed decisions.

Wrote correspondence in clear, concise language to assist agents with face-to-face interviews.

Elicited information from hostile clients, employing a calm tone and intent listening, providing issue resolution and minimizing escalation to management.

Managed client interactions, correspondence with agents, and visits from agents to discuss policies issued or problems to be resolved.

Assisted clients with product decisions through a “Needs Analysis” approach to determine the appropriate amount of insurance coverage for their individual situation.

Received an award for outstanding customer service to clients and field agents.

Mercy Health, Commonwealth Orthopaedics/Health Alliance 6/15/2001-10/21/2009 (FT-40)

Medical Transcriptionist - Excellent transcription skills and ensured confidentiality laws were followed.

After completing an 18-month Medical Transcription Certificate independently in 9 months, worked independently to complete office notes, reports, and operative notes for a large group of physicians and physician assistants, including several with strong dialects and/or challenging speech rates and patterns.

Internal Revenue Service, Covington, KY, 5/1 3/9/2000–8/31/2000 (PT-20)

Tax Examining Technician – Interpreted the law as it related to the issues and the effects on the performance and efficiency of the Internal Revenue Service. Ensured compliance with tax filings.

Fidelity Investment Company-Blue Ash, OH 5/15/1999–5/30/2000 (PT-25)

Financial Services Representative - Educated clients on company and NASD policies, procedures, laws, fee and commission rates, while managing time and resources to provide excellent client interaction.

St. Elizabeth Medical Center, Edgewood, KY 5/20/1997–5/15/1999 (PT-25)

Chart Management Technician/Registration Clerk - Completed registration procedures, always cognizant of the confidential nature and interviewed patients for scheduling and provided additional instructions.

Community Mutual Insurance Company-Cincinnati, OH 2/20/1991–7/25/1994 (FT-40)

Information Systems Administrator/Computer Programmer - Served as the first Computer Administrator, compiled documentation, arranged meetings to discuss system integrity, and trained a replacement. Received management recognition for independently learning the AS/400 Administrator responsibilities, gaining knowledge of system functionality and monitoring the system for upgrades and updates.

United States Air Force - RAF Chicksands, England and Ft. Meade, MD 5/29/1984 – 5/28/1988 (FT-40)

Radio Communications Analyst (20250) (Top Secret Clearance) - Collected intelligence information to identify potential threats to national security and concurred with management regarding potential risks.

Forwarded sensitive information in proper report formats to the National Security Agency. Received a 3-day pass and formal recognition for working additional hours during low staffing levels.

Education & Certifications

Certificate, Recovery Coach (Gateway Community & Technical College) – Aug 2022 (3.7 GPA)

Master of Business Administration (Thomas More College - May 2017) (3.54 GPA)

Bachelor of Science, IS Management (University of Maryland) (3.1 GPA)

Associate of Science, Data Processing (Northern Kentucky University)

Associate of Science, Communication Processing Management (USAF)

Kentucky Life & Health and Kentucky Property & Casualty licenses

LOMA/Industry (Insurance/Financial) Education (FLMI, AFSI, ACS, AIRC, AIAA, ALU)

Diploma, Medical Transcription (M-TEC – Premier Tier I)

Certificate of Training, Radio Communications Analysis (USAF)

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