- Oct 2008 -
Nov 2009
- Ferguson Enterprises
- Cash Receipts Sr. Associate
- Portland OR
Posted customer invoices onto the Trilogie data system, using photo images of checks and remittances received from bank lockboxes. Balanced client accounts and reported discrepancies to branch credit managers. Received three perfect posting awards and was promoted from Junior to Senior Associate three months before the required production goal deadline.
- Apr 2008 -
Sep 2008
- Accountemps
- Benefits Verification Representative
- Portland OR
Performed temporary position with a durable medical compnay, calling insurances providers for the patient's availability of funds to buy/rent DME, inputting results online and contacting patients with the results if needed. Filled out patient insurance forms - either private insurance or Medicaid - online or manually and then faxed.
- Jul 2004 -
Dec 2007
- Union Bank of California
- IP Specialist I (Lockbox Dept.)
- Portland OR
Sorted and opened mail from post office lockboxes of remittance banking clients, retrieved customer checks from the mail and calculated amounts for the clients' offsetting deposit slip(s). Checks were photocopied and stapled for clients' records, and finished deposits and checks were sent to the Proof Dept. for processing within specific deadlines. Inputted data from multiple customers online for specific clients, including a large health care company and a third-party benefits administration company. Occasionally researched discrepancies and prepared adjustments as required.
