Bill Gordon & Associates, Albuquerque, New Mexico
Title: Legal Assistant October 2011- Present
Major Responsibilities: Answer incoming calls from clients regarding the status of their cases. Request necessary paperwork to be sent to clients. Contact Social Security regarding status of attorney paperwork to ensure attorneys are paid. Process incoming faxes. Train/educate new employees on policies/procedures. Educate clients on the disability review process. Complete forms over the phone with clients. Complete special requests and urgent issues directly from the Managing Attorney. Work closely with paralegals on special/urgent requests. Other tasks as requested.
Elance.com (online freelancer website) Virtual assistant work from home
Title: Legal Assistant July 2011-present
Major Responsibilites: Accept incoming calls from disability clients with questions regarding the status of their cases. Also accept intake/inquiry calls to sign clients up for legal services from the firm or to answer general questions regarding the process of Social Security Disability. Make outbound calls to clients regarding the status of paperwork that is needed. Return phone calls to clients that have left voicemails. Contact medical providers regarding medical records requested. Other duties as needed.
Title: Receptionist April 2011-July 2011
Major Responsibilities: Answer incoming phone calls for a law firm and transfer to the appropriate area.
OnCourse Information Services, Milwaukee, Wisconsin
Title: Data Entry Operator September 2009-April 2011
Major Responsibilities: Receive documents by email and input the information into the company data base from home through remote server access.
EMT – Express Medical Transporters, Brookfield, Wiscconsin
Title: Office Manager March 2009-September 2009
Major Responsibilities: Post job openings, screen applicants, set up group and individual interviews for the Operations Manager. Plan the Grand Opening celebration, sending invitations, choose the facility and menu. Collaborate with the hotel banquet staff. Schedule incoming service requests. Oversee the daily scheduling of the drivers ensuring that each patient was picked up and delivered according to schedule requested. Run daily/weekly statistics reports.
Pearson Professional Center, Brookfield Wisconsin
Title: Test Proctor June 2008-November 2008 (seasonal position)
Major Responsibilities: Confirm exam participants’ identity. Provide test materials when needed. Log exam participants into their respective exam on the computer system ensuring that the correct exam was activated. Monitor the exam room with up to 15 exam participants at a time via cameras and a computer monitor as well as visually by walking into the room to ensure there was no inappropriate activity (possible cheating). Start up or shut down the entire exam room when needed.
J&K Title Services, LLC, Waukesha, Wisconsin
Title: Owner/President/CEO March 2003-April 2008
Major Responsibilities: Marketing, customer retention/customer service, searching courthouse records on real estate, performing searches on individuals and companies to determine judgments affecting real estate title, billing, payroll, quality control, day-to-day business operations.
Charter Title Services of Wisconsin, Inc., Brookfield, Wisconsin
Title: Title Searcher/Office Manager, October 2002-February 2003
Major Responsibilities: Receive new orders from customers, perform order entry, assign orders to courthouse searcher for completion including myself if necessary. Receive orders back from searcher and send to appropriate department for examining, typing, invoicing, faxing, etc. Maintain work flow from start to finish. Perform customer service by receiving calls for updates, endorsements, corrections, etc. Assign duties to appropriate personnel as necessary.
Volunteers of America/Special Beginnings Adoption Services, Waukesha, Wisconsin
Title: Service Coordinator, April, 2002-October, 2002
Major Responsibilities: Interview and assess residents in low income housing to determine needs and provide information on various programs which may be helpful in filling those needs. Act as an advocate and liason on behalf of the residents living in housing provided by Volunteers of America.
Title: Adoption Assistant, August 2001-April 2002
Major Responsibilities: Perform a variety of clerical functions for offices in 3 different cities. Order background clearances (employment, personal, criminal, etc.) for potential adoptive families, mail necessary forms, create quarterly newsletter. Answer all incoming phone calls, routing them to the appropriate person, taking messages when necessary. Responsible for ordering office supplies while maintaining a budget. Responsible for all copies/faxes, maintaining office cleanliness (vacuuming/dusting).
Health Personnel Options, Milwaukee, Wisconsin
Title: Billing Follow-up Specialist, July, 1999 – December, 1999
Major Responsibilities: Post zero pay explanations of benefits and denial explanations of benefits to patient accounts. Also call insurance companies to determine (or inquire) on the status of claims over 45 days. Resubmit claims that are not on file with insurance companies.
Charter Title of Wisconsin, Inc., Brookfield, Wisconsin
Title: Researcher, March, 1999 – July, 1999
Major Responsibilities: Research real property titles for liens, judgements, easements, encumbrances, etc. at courthouses of 3 different counties.
Kinex Medical Company, Waukesha, Wisconsin
Title: Customer Service Representative. September, 1998 - Deceimber 1998
Major Responsibilities: Take telephone and fax orders for Durable Medical Equipment. Verify insurance benefits, enter orders for billing into computer and inform field representatives.
Insurance Overload Systems, Brookfield, Wisconsin
Title: Medical Claims Examiner. July, 1998 - August, 1998
Major Responsibilities: Receive, research, analyze and resolve inquiries from customers and providers via telephone and correspondence. Review, Analyze and compensate Group Benefits via data entry CRT, using CPT-4 and ICD-9 Coding.
First Health Strategies, Milwaukee, Wisconsin
Title: Senior Benefits Examiner. March, 1998 – May 1998
Major Responsibilities: Same as Benefits Examiner at a rate of 21 claims per hour.
Title: Benefits Examiner. September, 1996 - March, 1998
Major Responsibilities: Review and adjust group Medical and Dental claims at a rate of 16 per hour via RIMS and ACT II systems. Coordinate benefits with other plans and adjust claims when necessary.
Rufus King High School, Milwaukee, Wisconsin, June, 1985 Degree: Diploma
Aetna Insurance Company, Milwaukee, Wisconsin. August, 1990 Course: Dean Vaughn Medical Terminology