Tralise Terry

Okay to contact this Supervisor - State of Alabama Medicaid

Montgomery, AL 36117

adz064@r.postjobfree.com

+1-334-***-****

Authorized to work in the US for any employer

Work Experience

Tax Preparer

Money Tax Service - Montgomery, AL

December 2020 to Present

• Setting up meetings with clients.

• Advising clients about the tax preparation process.

• Preparing and submitting tax returns for clients.

• Handling communication from clients and tax authorities.

• Auditing all tax forms for completeness and accuracy.

• Providing future tax planning to clients.

• Securing repeat business and expanding the client base.

• Analyzing tax data submitted by the client to maximize the outcome for the client.

• Signing income tax returns on behalf of individual and business clients. Okay to contact this Supervisor

State of Alabama Medicaid - Montgomery, AL

July 2010 to April 2015

501 Dexter Ave Montgomery, AL 36104 United States 07/2010 - Present Hours per week: 40 MCBS I

Supervisor: Gladys Osborne 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Determine eligibility for plan first women without children by awarding or denying the cases once all information or verification is received so that all awards and denials are made and the Agency compliance with all applicable rules and regulations is ensured. Completing at least 300 applications a month with no more than 10 errors. Re-determines eligibility for continuations in the Plan 1st program by completing annual reviews once all information or verification is received. Maintains case files by ensuring but not limited to making copies, responding and sending faxes, preparing file folders, recording appropriate documentation in applicant files and ensure that all applicable information is current. Communicate in a positive professional manner but oral and written in order to ensure that claimants have a clear understanding of the program. Provide required reports or statistical information within established time frames in order to ensure timely accurate and complete information is provided. Manages all aspects of Plan First case load, to include interpretation of Agency policy to individuals, institutions, and groups by phone, direct contact or written communication representing the agency at fair hearing attend meeting and assist supervisor in any activities. Performs other duties as required travel as need, answering incoming calls, archiving and filing case files of recipients. Receives, open, date stamp, and sort mail. Logs all incoming application on spreadsheet, assign applications to appropriate worker, and performs inquires.

Okay to contact this Supervisor

State of Alabama ADPH - Montgomery, AL

June 2009 to July 2010

201 Monroe Street Montgomery, AL 36104 United States 06/2009 - 07/2010 Salary: 1,058.00 USD Bi- weekly Hours per week: 40

ASA II

Supervisor: Janice Smiley 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Maintains appointment calendar, schedule meetings and secures meeting sites, prepare meeting documents, takes and prepares meeting notes, to include office communication and correspondences, maintains perinatal website, makes travel arrangements, conference registration, travel expense vouchers, orders and maintains office supplies, prepares orders for printing for the program, maintains files and other necessary clerical duties in a timely manner and professional manner. Types, formats, and proofs reports, letters, meeting minutes, general correspondence, statistical tables, graphs, and computer generate presentation, annual reports and provide clerical support for program staff so that documents are completed accurately within established time limits and easily located as monitored by the supervisor. Communicates effectively with supervisor, perinatal staff, other employees and the public so that all work is performed by the program and accurate information is released, Input data into ACDRS databases so that information is entered accurately and in a timely manner. Provides support for state team meeting, conference and training events conducted by ACDRS Okay to contact this Supervisor

State of Alabama ADPH - Montgomery, AL

November 2006 to June 2009

201 Monroe Street Montgomery, AL 36104 United States 11/2006 - 06/2009 Salary: 900.00 USD Bi-weekly Hours per week: 40

ASA II

Supervisor: Carol Adair 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Provides clerical assistance to the BHCS by preparing, filing, faxing, mailing, and delivering. Documents, including registers and correspondence related to registers, health insurance related items, and travel checks, preparing bulk mail outs, and assembling manuals and meeting packets, in an accurate and timely manner to facilitate smooth work flow. Assist with managing supplies by reviewing BHCS request forms; placing, checking, and distributing orders, and adequate maintaining a supply cabinet, daily to ensure that the best prices are obtained, staff use appropriate vendors, usage is accounted for, and supplies are

maintained. Prepares and submits spreadsheets to the supervisor each month for tracking performance appraisal and required policies, memos, training, in an accurate manner and by dated deadlines to provide the supervisor with information needed to verify that staff are complying with departmental policies, rules and regulations. Provides backup to the front desk receptionist assisting with greeting and directing visitors to the appropriate person or location within the Bureau, answering the telephone, transferring calls, recording and delivering messages, obtaining, sorting, date stamping, and delivering mail or other documents, in a timely manner and in compliance with ADPH and HIPAA rules and regulations to facilitate smooth work flow. Assists the Bureau Leave Clerk by collecting and sorting the Employee Weekly Leave Documentation forms and the monthly ECATS in alphabetical order by dated deadlines, using a checklist to account for all documents, so that documents can be reconciled and maintained in accordance with State and departmental policies and procedures.

Okay to contact this Supervisor

State of Alabama Medicaid - Montgomery, AL

November 2005 to November 2006

501 Dexter Ave Montgomery, AL 36104 United States 11/2005 - 11/2006 Salary: 900.00 USD Per Year Hours per week: 40

MCBS I

Supervisor: Dennis Lee 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Analyzes computer diagnostics to determine action necessary to eliminate erroneous answers request, and solves recipient /provider records problems. Research eligibility records to identify duplication records and services, and corrects discrepancies in eligibility files. Communicates orally and in writing to recipient regarding validation of records after benefits entitlement under the medical assistance program. Performs detailed reviews of computer data to determine payment errors, systems problems, detection of fraud, and abuse. Independently analyzes, discuss and resolves complex claims reimbursement problems recipients and transporter. Answers a high volume of telephone calls and provides assistance to recipients in assessing appropriate level of transportation to meet individuals needs. Responsible for all requests for transportation services including ensuring accessibility for by providing local and toll free telephone numbers to be used to request assistance. Screens recipient to verify Medicaid eligibility and availability of benefits on the specific need for Medicaid covered services. Determine whether recipient has an alternative means transportation to locations where Medicaid covered services are provides that can be used instead of Medicaid reimbursed transportation services. Assists in ensuring that all recipients denied transportation services are notified of the denial and informed of their right of appeal. Performs reconciliation of rewarded transportation requests/vouchers to determine if voucher requested and utilized appropriately and identify cases for referral for case management. Provides assistance with the instruction and training of temporary employees hired to 1-800 line for non-emergency transportation. Inputs information that initiates the issuance of vouchers to recipient and transporter

Okay to contact this Supervisor

State of Alabama ADPH - Montgomery, AL

January 2003 to November 2005

201 Monroe Street Montgomery, AL 36104 United States 01/2003 - 11/2005 Salary: 546.00 USD Bi-weekly Hours per week: 40

ASA I

Supervisor: Carol Adair 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Receptionist. Answer telephone, mail-outs, and back-up leave clerk. Assist with filing, coping, faxing, and pick and delivery mail. Retrieve E/D Waiver Medical application upon request in order to assist medical personnel waiver representative on question they may have in reference to medical start financial eligibility. maintains reports for Director of Waiver Services, type labels and memo as required by supervisor, and answer telephone to solve problems. Open and sort daily mail. Back-up coordinator, assisting set up training, arranging travel and expenses. Back-up security officers, help assist with computer, telephone, and copier problems. Back-up procurement officer or property officer; maintain all property in the Bureau. Contact employees for audit of property, key in property card for old and new property, keep accuracy records and cards on property; get employees to sign for property, and order property.

Okay to contact this Supervisor

State of Alabama ADPH - Montgomery, AL

March 2002 to January 2003

201 Monroe Street Montgomery, AL 36104 United States 03/2002 - 01/2003 Salary: 546.00 USD Bi-weekly Hours per week: 40

ASA I

Supervisor: Veronica Whitfield 334-***-****)

Okay to contact this Supervisor: Yes

Description of work: Answer phones request, type and correspondence to customer's orders, distributes mail and open mail. Data entry and maintain a daily log of work performance daily. Education

BA in Business Administration

Capella University - Montgomery, AL

2014 to 2015

BS in Business Admin

Liberty University Lynchburg - Montgomery, AL

May 1997

BS in Business Admin

Ambridge University Montgomery - Montgomery, AL

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