eligibility auditor resume example with 16+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

To obtain a position within a company that will allow me to utilize my experience, skills and attain personal/professional growth. Seeking to pursue position and growth in payroll, billing, collections and auditing.

  • Accounts receivable , billing and collections, auditing, data collection and analysis
  • Strong organizational skills and ability to utilize time management and multitask in a fast-paced work environment.
  • Technically Savy experienced with Word, Excel, Trust Partner, ERTS, Pivot Tables, NECA-STAR, ERPLive, HCPSystems.
  • Team Player able to work independently with minimum supervision.
  • Excellent verbal, written and professional communication skills in English & Spanish.
El Rancho High School Pico Rivera, CA Expected in 06/1998 High School Diploma : - GPA :
Cerritos College Norwalk, CA Expected in Associate of Arts : Business Admin - GPA :
Work History
Jennings Builder Supply - Eligibility Auditor
Franklin, NC, 10/2020 - Current
  • Run invoices and eligibility reports for audits.
  • Review enrollment cards, break in coverage, eligibility sharepoint, Global Benefit Application, Quarterly returns DE-9 & DE-9C
  • Prepared working papers, reports and supporting documentation for audit findings.
Pinnacle Technical Resources Inc - Account Receivables Clerk
Wilmington, DE, 11/2004 - 10/2020
  • Billed and collected employer fringe benefit contributions from employers signed to IBEW-NECA Collective Bargaining Agreements with locals in Los Angeles, Riverside, San Bernardino and Orange Counties.
  • Maintained cash applications, payment discrepancies, reporting discrepancies, processed reciprocal report payments, processing of employer reports and employer payroll audits payments.
  • Researched and resolved employer and employee disputes related to hour/wages reporting.
  • Created liquidated damage and interest letters.
  • Handling lockbox
  • Verified Designated Working Member minimum reporting hour requirements.
  • Employer delinquent referrals to Trust counsel.
  • Negotiated payment plans with employers, drafted payment plans, and processed incoming payment plan payment.
  • Worked closely with collection attorneys on many collection issues including Settlement Agreements, Mechanic's Liens, and Stop Notices.
  • Registered participants on Electrical Reciprocal Transfer System (ERTS), modified registration, cessations, processed incoming ERTS reports for Health, Defined Contribution Pension and Defined Benefit Pension from outside locals.
  • Assisted auditors with audit findings including verification of certified payroll registers against DE-9's.
  • Assisted with calls from Spanish speaking members and/or contractors.
  • Closed month end accounting cycle for Electrical Reciprocal Transfer System (ERTS).
  • Reviewed Department of Industrial Relations (DIR), Los Angeles Unified School District (LAUSD) websites for Project Stabilization Agreement (PSA)/Project Labor Agreement (PLA) projects.
  • Collaborated with Membership Services to verify health eligibility for participants.
  • Assisted participants with check discrepancies, Social Security Number (SSN) verifications.
  • Worked closely with mid-level and executive management on various departmental and collection issues.
  • Interacted with various Local Unions for Letters of Assent, Subscription Agreements, and Status forms.
  • Handled refund requests involving preparation of substantiating documentation for Board of Trustees.
  • Check participants' apprentice level with Electrical Training Institute of Southern California (ETI).
  • Met with participants/employer representatives in-house and received calls from participants/employers.
  • Handled Proofs of Claim in bankruptcy, Small Claims Court actions, Surety Bond claims, Billing & collection of employer fringe benefit contribution.
  • Meet monthly deadlines with minimal supervision.
SO. CA IBEW-NECA Administrative Corporation - Payroll Auditor
City, STATE, 11/2004 - 10/2018
  • Performed audits of signatory employers located in Southern California (Los Angeles, Orange, Riverside, & San Bernardino Counties).
  • Served as a third-party liaison on behalf of the Trustees of the Southern California IBEW-NECA Trust Funds to ensure proper compliance with the terms of the collective bargaining agreements.
  • Reviewed employers' payroll records and other supporting documents to verify results (in-house or off-site).
  • Reviewed weekly payroll registers, quarterly returns DE-9, DE9-C, Worker's Comp.
  • Contracts/Agreements, payroll contributions reports to other trades, cancelled and bonus checks, and certified payroll records.
  • Prepared audit spreadsheets and other supporting schedules that documented audit findings which were then sent to employer for review, billing and response.
  • Reviewed employers' disputes when necessary and discussed results for resolution.
  • Attended Labor Management Committee hearings with Union attorney to validate audit findings if disputed by employer.
  • Testified upon matters of mediation for settlement with union representatives or legal counsel for final resolution when necessary.
  • Performed reconciliations of certified payroll filed from prevailing wage projects against notice of completions filed.
  • Researched and identified causes of non-compliance with grievances filed.
  • Analyzed, assessed, documented, and determined impact of non-compliance issues.
  • Reviewed other staff auditors' audit findings to provide feedback regarding information found, accuracy, supporting documentation, and conclusions made.
  • Coached, mentored, and trained staff auditors to improve quality and efficiency of work.
  • Maintained in-house accounting report reflecting audit results.
  • Assisted Manager in creating reports for fiscal year-end analysis (audits initiated, completed, closed, amounts received).
  • Prepared Project Stabilization Agreement (PSA) report for monthly Trustee meetings.
SO. CA IBEW-NECA Administrative Corporation - Collection & Billing Support Representative
City, STATE, 11/2004 - 09/2007
  • Collected employer fringe benefit contributions from ranges of five thousand to Million's of dollars from employers signed to IBEW-NECA Collective Bargaining Agreements with locals in Los Angeles, Riverside, San Bernardino and Orange Counties.
  • Meet with over 20 participants & employers a day.
  • Assist with any Spanish speaker calls from members and/or contractors.
  • Recorded information about customers' financial status and collections status efforts
  • Located and monitored overdue accounts using billing system to begin collections process
  • Reviewed accounts to determine payment plan compliance

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Resume Overview

School Attended

  • El Rancho High School
  • Cerritos College

Job Titles Held:

  • Eligibility Auditor
  • Account Receivables Clerk
  • Payroll Auditor
  • Collection & Billing Support Representative


  • High School Diploma
  • Associate of Arts

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