Personable and dependable, displays the utmost level of professionalism and confidentiality, follows directives and employs all necessary steps to excel in high-pressure situations.
Accounting operations professional
Microsoft Office proficiency
Advanced MS Office Suite knowledge
Westlaw and LexisNexis
11/2008 to 06/2016
Benefit Authorizer (Legal Administrative Specialist)Social Security Administration － Kansas City, MO
Makes final determinations on the full range of post-adjudicative actions, entitlement and non-entitlement to benefits, continuing entitlement to benefits, and the payment amounts thereof.
Adjusts established benefits and makes payments through the system or Single Payment System (SPS).
Initiates and responds to telephone contacts, including the 800 number, to resolve issues or discrepancies and/or explain or obtain information.
Examines incoming messages, determinations of awards, supporting documents, annual earnings reports, work notices, death notices, student forms, and a variety of other incoming information in a folder-less and paperless environment; In many cases, the correspondence and forms often require more than one action be taken.
Determines whether additional information is needed from SSA records systems (e.g., online databases, the claims record, etc.) and other sources to complete the necessary action and acts to retrieve that information based on contents and accessibility of such systems.
Identifies the need for and makes determinations to re-entitle and continue entitlement for previously entitled beneficiaries, such as life to survivor benefits, student benefits, disability to retirement benefits, young spouse to aged spouse benefits, and disabled widows to widows' benefits.
Makes final determinations to adjust, resume, reinstate, suspend, withhold and/or terminate benefits and computes the benefit payment rates in accordance with provisions of the Social Security Act considering such factors as: type of benefit, age, family maximum, changes in family composition, prior or simultaneous entitlement to other types of benefits, and periods of non-entitlement.
Recognizes factors involving the Railroad Retirement Board (RRB), workers' compensation or disability entitlement, SSI windfall offset, health and medical insurance entitlement, alien taxation, attorney fees, school attendance, prisoner status, voluntary tax withholding and government pension offset.
Takes appropriate action and notifies beneficiary in writing of any action taken that affects the benefit rate, payment and/or entitlement and non-entitlement to benefits including an explanation of due process and reconsideration rights.
Examines award screens in Modernized Claims System (MCS) Automated SSA-101's for accuracy and, as appropriate, makes corrections or refers to Claims Authorizer.
Effectuates payment or nonpayment of benefits based on a review and analysis of the facts of the claim in initial and subsequent award situations.
Initiates Single Payment System (SPS) payments when Master Beneficiary Record (MBR) payment is prohibited.
Identifies impact of SPS payment on other systems, records and programs.
As appropriate, adjusts SPS payments and notifies the beneficiary/recipient, in writing, of actions taken.
Adjusts record for Critical Payment System (CPS) actions.
Makes determinations of overpayment, procedurally required waivers, and method of recovery.
Provides the beneficiary, in writing, with an explanation of the overpayment, their rights to reconsideration, waiver and/or appeal (due process), and their options regarding possible methods of recovery.
Makes determination of underpayments, determines and/or develops for qualified recipient and makes payments.
Recognizes circumstances requiring referral and refers to the appropriate resource.
Determines and effectuates suspensions and/or deductions, benefit reinstatements or recomputations, based on reports of work and earnings; readjusts benefit payments; resolves earnings discrepancies between statements from beneficiaries and information furnished by the Internal Revenue Service (IRS); and determines the effects of earnings on basic benefit rates; e.g., reduction factors, delayed retirement credits, combined family maximum, Medicare, workers' compensation, Government Pension Offset or SSI offset, etc.
Makes the withholding and subsequent payments of attorney fees on user fee agreement cases.
Applies the user fee and pays attorney via the Single Payment System.
Prepares the documentation worksheet for past due benefits from which attorney fees may be withheld when SSI is involved.
Coordinates with district offices to determine the amount of retroactive benefits to be withheld based on SSI benefits paid.
Notifies in writing, the beneficiary, attorney and Administrative Law Judge (ALJ) of actions taken.
Initiates, develops and evaluates all facts and supporting evidence via direct contacts with beneficiaries and/or their representatives, third parties, employers, district offices (DOs) and other SSA components when information is incomplete, missing or conflicting to resolve processing problems or issues.
Responds to DO telephone, electronic, and telecommunication requests and/or beneficiary inquiries for information, explanation, or action regarding taxation statements, overpayments, etc.
02/2008 to 12/2008
Paralegal/Legal SecretaryLaw Office of Larry Delano Coleman － Kansas City, MO
Drafts pleadings and correspondence.
Maintains case files.
Prepares court filings and discovery requests.
Transcribes attorney notes and recorded information.
Prepares settlement documentation.
Prepares for trials.
Provides receptionist duties.
Contacts courts regarding case status.
Effectuates electronic filing.
Manages medical and employment records in preparation for deposition and trial.
Handles all accounts payable and receivable for the firm.
Processes payroll for all employees and contractors.
Focuses on litigation, medical malpractice, family law and employment discrimination.
Mr. Coleman retired and is no longer practicing law.
03/2007 to 03/2008
4-H Administrative AssistantUniversity of Missouri Extension of Jackson County － Blue Springs, MO
Prepares correspondence, newsletters, brochures, presentation materials and other documents for extension specialists.
Provides secretarial support for the 4-H Program.
Maintains the 4-H Blue Ribbon database and fair program.
Prepares mass mailings and makes proper usage of non-profit postage permit.
Sends payroll time sheets, check requests and bills to bookkeeper.
Orders University and 4-H publications, forms and other materials.
Schedules use of the conference room and audiovisual equipment as needed by extension specialists.
Follows proper cash handling procedures for department ledger.
Proctors Independent Study tests.
Manages logistics for all 4-H activities, both in the office and throughout Jackson County.
Assists with other duties as assigned to facilitate operations.
07/2006 to 03/2007
Administrative AssistantSnelling Personnel (temp agency) － Overland Park, KS
Inputs data for memorials, miscellaneous donations, individual/corporate gifts, Galas, Asthma Walks, product merchandising, schools, funeral service providers and other miscellaneous records.
Duplicates record processing.
Greets and responds to walk-in callers and directs/assists as necessary.
Answers telephones and directs callers accordingly.
Processes acknowledgment letters to donors and next-of-kin.
Prepares annual mailings to funeral service providers.
Mails memorial envelopes to donors and funeral service providers.
Assists in recruitment of golf courses with mailings/phone calls.
Assists with proofing Golf Privilege Club book.
Records numbers in books for inventory control.
Assists with mailing GPC books/brochures.
Takes call in orders for GPC and assists with filling orders.
Prepares postage usage report.
Prepares and sends faxes.
Copies documents and prepares labels.
Maintains office equipment on a daily basis.
Disseminates daily mail for all agency employees.
02/2005 to 07/2006
Listing Manager/Office ManagerInfinity Realty － Lee's Summit, MO
Maintains Top Producer and RealAct databases.
Prepares files for addition to the Multiple Listing Service.
Adding of data, photos and visual tours to listings on MLS.
Createa visual tours for each listing.
Creates marketing materials for each listing.
Maintains filing system.
Orders and maintains office supplies.
Provides relief receptionist duties.
Conducts orientations for all new agents.
Orders sales and marketing materials for new agents.
Maintains accounting files for all agents and accepts payment for said accounts.
Prepares materials for monthly agent meetings, annual meeting and weekly new agent trainings.
Prepares marketing materials for new home subdivisions.
Supervises office assistant.
12/2000 to 12/2004
Head Start and Youth Program Assistant (4-year contract)Administration for Children and Families － Kansas City, MO
Facilitates slide presentations.
Creates flyers for current Presidential initiatives.
Develops and presents transparencies and Power Point projects for various meetings.
Transcribes extensive meeting and seminar notes.
Maintains calendar for department.
Facilitates training sessions.
Inputs and edits Corporate Report.
Prepares review materials for Head Start Program Specialists.
Provides relief switchboard duties.
Presents and designs seminar materials.
Panels program improvement applications.
Paralegal TechnologiesMetropolitan Community Colleges － Kansas City, MO
3.8 GPA - Member of Honor Society
High School Diploma: Liberal ArtsRaytown High School － Raytown, MO3.2 GPA
Volunteers through Heart of America United Way, Crosslines, The Department of Veterans Affairs, The American Lung Association and The MS Society.
Access, Excel, Power Point, Microsoft Word, WordPerfect, Outlook, Lotus Word Pro, Act, Real Act, Top Producer, Adobe PageMaker, Photoshop, Publisher, Front Page, Google Docs, Polaris Office, Documents to Go, Microsoft Works, QuickOffice and Quickbooks.
Typing speed: 65-70 wpm