Health Insurance Management Software

TERESA A. LEE

*** *. ******** ***., #*, BURBANK, CA 91502

CELL: 818-***-****

E-MAIL: ******@***.***

EXPERIENCE

BOOKKEEPING, BURBANK, CA (Contract Bookkeeping)

February 2011 – Current

A/P, A/R

Organizing and filing as well as payroll as needed for private clients.

SATELLITE 2000, WESTLAKE VILLAGE, CA (Sales & Marketing)

October 2009 – February 2011

Update information to present to website designer

Contact vendors for best pricing in order to Quote and Invoice customers

Filing, Light bookkeeping, Deposits to bank weekly

Helped contractors with new building for move-in March 2011

Arrange travel plans for both Domestic and International travel for CEO

EDGE RACING CONVERTERS, SIMI VALLEY, CA (Bookkeeper)

April 2008 – October 2009 (November 2009 – August 2010 As needed)

Restructured accounting using QuickBooks along with organizing office and filing system.

Maintained client contacts, invoiced clients and receive payments through Credit Card Transactions (Authorize.net).

Prepared packages with shipping labels for USPS and UPS (Using Worldship).

CAPITAL 10/PROLINKS INSURANCE SERVICES, INC., BURBANK, CA (Bookkeeper)

January 2007 – April 2008

Reorganized accounting records. Responsible for all A/R & A/P using QuickBooks.

Created and maintained employee files making sure files were in compliance with the state.

Interviewed potential employees, set up new files for newly hired employees, communicated with employees regarding health insurance, along with other benefits. Payroll for 20 employees from downloading time clock information to inputting into ADP software and printing bi-weekly paychecks.

Tracked and paid insurance commissions for brokers and issued 1099’s year end.

FIRST AMERICAN HOME BUYERS PROTECTION CORPORATION, VAN NUYS, CA

August 2004 – December 2006 (Invoice Control Supervisor)

Supervised over 25 employees who performed auditing of over 4000 invoices per day.

Responsible for all employee supervisory functions, such as interviewing, hiring, terminating, training, job performance evaluations, raises and discipline.

Ensured all invoices were researched, audited and sent out to contractors and suppliers in a timely manner.

Communicated with contractors and suppliers regarding any invoice issues.

Rebuilt relationships with critical support departments.

Improved employee productivity and morale by implementing goals and incentives amongst the employees.

Wrote and implemented all new policies and procedures.

Kept timekeeping for payroll as well as record-keeping for attendance issues.

Responsible for problem resolutions and account reconciliations.

SPIEKER COMPANIES, INC., VAN NUYS, CA

October 2001 – April 30, 2004 (May 2004 – October 2005 Part time) (Regional Bookkeeper)

Spieker Companies, Inc. owned 16 apartment properties in the Southern California area. Using the Yardi Property Management Software, input all information regarding new residents as well as all move-outs.

Inputted monthly rent invoices for all residents as well as additional fees owed. Managers brought their green sheets daily and I inputted the collected rents into Yardi. Faxed daily to all resident managers updated due receivables. Updated rent rolls for all properties on a daily basis.

Processed invoices/purchase orders for submission to Northern California for payment.

Audited tenant files to make sure everything was in compliance, from applications to leases.

Ran credit checks for applying individuals looking to rent an apartment using WinCap 2000 software.

Responsible for starting the collection process when needed.

Trained new resident managers in collection procedures.

LFG, INC., PROSPECT MANOR, CIG, INC., GLENDALE, CA – RETIREMENT HOMES

April 1995 – September 2001 (Bookkeeper, On-Call Administrator)

Bookkeeping duties and responsibilities completed for all three facilities congruently all owned by Elie J. Gindi, for whom I’d been employed since 1987 (See below).

Responsible for all of the facilities’ documentation, statements, balancing, reconciling, financial transfers, billing, collections, facility legal document design, marketing through mailing and slide shows.

Responsible for receiving, inputting and paying all payables. Balanced all bank accounts and resident accounts (100+).

Inputted all resident billing information monthly for all three facilities.

Responsible for the preparation, completion and mailing out of all 1099’s for vendors at the end of the fiscal year.

Maintained proper documentation and disbursement of the resident’s P&I (Personal and Incidental) accounts monthly.

Reconciled all accounts, including but not limited to, resident P&I accounts, all general accounts and petty cash accounts.

Processed bi-monthly payroll summation. Approved all budgets for each department.

Created and audited resident and employee files to insured their constant compliance with State and Federal laws.

Interviewed, hired, trained and supervised all office staff employees.

As a Licensed RCFE Administrator, responsible for dealing with any Licensing or other governmental issues in the absence of the Administrator.

Contributed time to marketing and ensuring proper mailing lists, handling inquiries (mail, phone or walk-in), doing tours as needed, and designing and producing advertising material for newspapers and magazines, etc.

LAW OFFICES OF ELIE J. GINDI, BEVERLY HILLS, CA

February 1987 – April 1995 (Legal Secretary)

Typed legal documentation and presented to attorney for signature and then filed with the court.

Processed all A/R and A/P as well as bill clients for time spent by attorney using Timeslips.

Answered phones and set up appointments for attorney.

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