LiveCareer-Resume

chart prep associate resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary

Bookkeeper with strong technical proficiency and commitment to accuracy in financial data entry and financial record keeping. Desires an accounting position in a general office setting. Capable and committed to keeping accurate accounting records.


Medical Data Entry Clerk proficient in medical data entry. Able to provide doctors with accurate up-to-date information for their patients.


Data Entry Assistant experienced in confirming the accuracy of data in various systems and developing and maintaining multiple spreadsheets.

Highlights

Microsoft Office proficiency

Spreadsheet management

Invoice processing

Filing and data archiving

General Ledger experience

Accounts Payable

Accounts Receivable

Payroll

Proficient in 10-key

  • Able to learn new computer programs
  • Understands grammar
  • Pleasant demeanor
  • Results-oriented
  • Attention to detail
  • Time management
  • Familiar with office machines
Accomplishments
  • Increased office organization by developing more efficient filing system and customer database protocols.
  • Given new responsibility because of inability to learn new computer program by other employee.
  • Stopped penalty and interest by making timely deposits for payroll taxes.
  • Reduced monthly expenses by $1500 by cutting supervision expense.
  • Set up new accounting software with little tutorial except by phone.
  • Set up direct deposit for employees.
  • Previous employer asked me to come back to correct the mess his current bookkeeper had made with his accounts.
  • Ability to learn new computer programs in order to perform job duties in the insurance and medical field.

Experience
Chart Prep Associate, 05/2014 to Current
Lane Gorman Trubitt, PllcDallas, TX,
  • Preparation of patient charts that are coming in to see the doctor by updating information since last visit.
  • Update surgeries, new medical diagnosis, prescriptions, tests, labs and procedures.
  • In order to perform my job I had to learn Word Perfect and Allscripts.
  • We are currently in the process of transferring patient information into a new computer program, Omni.
Licensing & Regulatory Associate, 09/2006 to 04/2013
Lane Gorman Trubitt, PllcDallas, TX,
  • Create and maintain spreadsheets to keep track of licensing of 500 adjusters and 4000 agents and agencies.
  • Update licensing information monthly for adjusters, agents and agencies by going into the different state websites to make sure the license had been renewed.
  • Enter updated information into computer system and on spreadsheet.
  • Follow protocol for expired license if necessary.
  • Collect yearly Conflict of Interest forms for adjusters, agents and agencies. Maintain spreadsheet to accurately track collection of forms. Scan forms into computer system. Send reminders until forms have been collected. Follow protocol for those uncollected.
  • Pay renewal fees for company licenses in 45 states.
  • Review and pay annual appointment billings for 45 states.
  • Assist with quarterly and annual regulatory filings.
  • Assist Internal Auditing.
  • Attended SILA convention for four years to learn of any new updates/changes in the adjuster, agent and agency licensing in various states.
Full Charge Bookkeeper, 07/2005 to 02/2006
Lane Gorman Trubitt, PllcDallas, TX,
  • Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
  • Maintained the front desk and reception area in a neat and organized fashion.
  • Dispersed incoming mail to correct recipients throughout the office.
  • Organized files, developed spreadsheets, faxed reports and scanned documents.
  • Maintained accounts receivable documentation electronically and on paper.
  • Processed bank reconciliations and financial reports to verify practice of proper due diligence.
  • Handled cash and deposits using the proper accounting procedures and documentation.
  • Issued Processed payroll, electronic deposits and employee pay adjustments.
  • Processed journal entries, online transfers and payments.
  • Executed quarterly financial reporting.
  • Issued paychecks to vendors and suppliers on a bi-weekly basis.
Service Department Clerk, 05/2004 to 07/2005
ScottcoCity, STATE,
  • Maintained accounts receivable documentation electronically and on paper.
  • Handled cash and deposits using the proper accounting procedures and documentation.
  • Ensured completion of daily work orders by contacting service tech or parts department if missing information.
  • Billed customers on a daily basis.
  • Run monthly credit card charge for customers with service plan.
Full Charge Bookkeeper, 10/2001 to 05/2004
Hereford Brand NewspaperCity, STATE,
  • Issued paychecks to vendors and suppliers on a bi-weekly basis.
  • Maintained accounts receivable documentation electronically and on paper.
  • Handled cash and deposits using the proper accounting procedures and documentation.
  • Reconciled all bank and credit card accounts.
  • Processed payroll, electronic deposits and employee pay adjustments.
  • Processed journal entries, online transfers and payments.
  • Executed quarterly financial reporting.
  • Researched and resolved collections and billing disputes with tact and efficiency.
  • Organized billing and invoice data and prepared accounts receivable and expected revenue reports for controllers.
Full Charge Bookkeeper, 10/1998 to 09/2001
The Canyon NewsCity, STATE,
  • Issued paychecks to vendors and suppliers on a bi-weekly basis.
  • Updated confidential employee banking information with accuracy and speed.
  • Maintained accounts receivable documentation electronically and on paper.
  • Processed bank reconciliations and financial reports to verify practice of proper due diligence.
  • Handled cash and deposits using the proper accounting procedures and documentation.
  • Reconciled all bank and credit card accounts.
  • Processed payroll, electronic deposits and employee pay adjustments.
  • Processed journal entries, online transfers and payments.
  • Executed quarterly financial reporting on multiple properties.
  • Identified and resolved system and account issues.
  • Processed confidential tax form information.
  • Organized billing and invoice data and prepared accounts receivable and expected revenue reports for controllers.
Education
High School Diploma: General, Expected in 1974 to Borger High School - Borger, Texas
GPA:

: Medical Data Specialist, Expected in August 1982 to Amarillo College - Amarillo, Texas
GPA: GPA: 3.7

GPA: 3.7 Courses included Freshman English, Interpersonal Communication, Medical Terminology I & II, ICD 9 Coding and Medical Law.

Skills

10 Key by touch

Accounting I, Accounting II

Accounting Software, Peachtree, Unilink, VisionPoint

Newspaper billing software

Office machines, Copier, Fax, Postage

Accounts receivable

Accounts Payable

General Ledger

Payroll, Quarterly Reports, W2s, 1099s, Year-End payroll reports

Bank reconciliations

P&C license for adjusters, agents, agencies

NIPR website

State websites for P&C licensing

Medical programs, Allscripts and Omni

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Borger High School
  • Amarillo College

Job Titles Held:

  • Chart Prep Associate
  • Licensing & Regulatory Associate
  • Full Charge Bookkeeper
  • Service Department Clerk
  • Full Charge Bookkeeper
  • Full Charge Bookkeeper

Degrees

  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: