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Customer Service Accounts Receivable

Location:
Lexington, KY
Posted:
September 28, 2023

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Resume:

MARGARET “MAGGIE” ESPOSITO **** Town Branch Rd., Lexington, KY 40511 I 859-***-**** I adz018@r.postjobfree.com

Professional

Experience

Sept. 2020- Kentucky Housing Program-State Grant Program

Healthy at Home Eviction Relief Fund Program- Tenant Assistant Program

Present Team Lead-Final Approval Processing Department. Remote work only.

Coach and train team members.

Assign work to team members and review work.

Answered all questions from landlords and tenants through email, phone or Adobe Professional.

Facilitate between landlords and tenants to obtain the Settlement Contract documents.

Review approved claims for accuracy and finalize.

Process, reformat and load final approval documents required for payments.

Maintain contact with landlords and tenants to receive required Final documents needed.

Assist Customer Service, finance Department and management as needed.

Run reports and send out follow up request for documentation as needed.

Sept. 2014 - Office Manager / Executive Administrative Assistant, Bowser-Morner, Inc./synTerra Corporation

May 19, 2020

Producing and Publishing Engineer Reports, Laboratory testing reports, Payroll preparation, Accounts receivable, accounts payable with purchase order system (POS). Expense Reports

Invoicing, binding reports, mail processing and Shipping and receiving. Accounting reports work in process (WIP) and quarterly reports. Processing expense reports and purchase orders, ordering office and field supplies.

Office Functions, copies, faxing, and scanning, and binding machine.

Entering employee work units and work hours in Data Basics; also trained in Deltek accounting programs Ajera and Vantagepoint. Client reports, Maintaining Client accounting and work folders.

Sept. 2012 – June Resolve Application Specialist, Chamberlin Edmonds, Lexington, KY

2014

Identify and take appropriate actions to complete and submit required financial, medical and personal information forms to support the client application for obtaining Medicare or Medicaid. Problem solving and client solutions were displayed on every call.

July 1999 – Nov. Senior Customer Service Specialist, Liberty Mutual Insurance, New Castle, PA

2011

Received calls regarding automobile and homeowner insurance; any miscellaneous regulations for vehicles, such as motorcycle, 4-wheelers, all-terrain vehicles, golf carts, and boats; as well as concerns on coverage and accounts receivable.

Corresponded with customers through phone, e-mail, and fax; authorized to arrange client payments, including cancelling and reinstating policies as well as setting up billing accounts on EFT etc. Problem solving and client solutions were displayed on every call.

Licensed in every state to make policy changes and supply first call resolution. Also, I was authorized to make an accounting payment arrangement and completed account receivable transactions.

EDUCATION

MAY 2010 Associate of Arts with concentration in Business, University of Phoenix.

PROFESSIONAL DEVELOPMENT

Workplace Safety and Company information Protection Importance

Time Management Training and Windows Operating System

Billing Training (Accounts Receivable and Payable, and Payroll with different programs)

Kynect training obtaining Kynector certification.

COMMUNITY INVOLVMENT

United Way program, New Castle, PA

Salvation Army and Women’s Shelter of New Castle, PA

Adopt a child Christmas, New Castle, Pa. and Lexington, KY

Thanksgiving Fundraisers for Local Families of New Castle PA

National Red Cross, New Castle PA

ADA Diabetes fundraiser, Lexington KY

Raised funds for Back to school program in Lexington KY

Susan Komen Cancer Run, New Castle PA

COMPUTER SKILLS

Microsoft Office 2007, 2010, 2011, 2013,365 including Word, Excel, PowerPoint, Outlook, QuickBooks, including Quicken, Payroll, multi-line Phone systems. Internet platforms such as Facebook, Twitter, Instagram and YouTube. Deltek Accounting Programs: Ajera and Vantagepoint.

Proficient in various internal corporate systems, working with multi systems at one time: including Health system, PACE and insurance systems for policy changes and billing systems.

Adobe Professional, Kentucky State Website-Portal

REFERENCES

Cathy Gardner – adz018@r.postjobfree.com – 724-***-**** – Liberty Mutual Ins. Co.

Amy Lutton – adz018@r.postjobfree.com- 513-***-**** – The Castle

Edward Hodges – adz018@r.postjobfree.com- 606-***-****- SynTerra Corporation



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