Experience

Finkelstein & Partners, LLP

• United States
• Law Practice
• 1 - 100 Employee

• Case Assistant

  • Nov 2014 - Present

  Manage medical requests for legal cases. I am the liaison between the firm and our medical records provider Secure Record Services. Scan in daily medical records for imaging department. Process payments for different health care providers. Process all incoming films and maintain film library. File complaints with the Department of Health. Complete HIPAA Authorization for cases as required and submit direct requests to health care providers. Manage site fees between SRS and the firm. Scan and Index all case authorizations electronically. Workers Compensation Clerk duties included setting up documentation for all new cases electronically. Managing the workers compensation trial calendar daily in different counties. Sending out all promotional materials for all cases. Answering incoming calls daily for client questions. Department supply ordering. Show less



Fine, Olin and Anderman, LLP

• Social Security Disability Specialist and Workers Compensation Clerk

  • Aug 2010 - Apr 2014

  The Social Security Disability Specialist managed all incoming new client cases and questions. Completed Social Security on-line applications, signed clients to the firm and submitted the claims to Social Security Administrations. Monitored statute of limitations for all cases that applied. Set up all New Workers Compensation cases. Sent daily adjournments for Workers Compensation cases in New Jersey. The Social Security Disability Specialist managed all incoming new client cases and questions. Completed Social Security on-line applications, signed clients to the firm and submitted the claims to Social Security Administrations. Monitored statute of limitations for all cases that applied. Set up all New Workers Compensation cases. Sent daily adjournments for Workers Compensation cases in New Jersey.



Addison Avenue Federal Credit Union

• Project Manager

  • May 1996 - Jan 2009

  Lead and participated on multiple projects with this organization. Nationwide credit union merger and a Core system conversion to OSI. Instant ATM Card solution to allow a member to get an instant ATM card anytime needed in the branch. I worked with equipment, telecom, electrical vendors to complete our project on time, in each branch and within budget nationwide. Y2K ATM project. Participated on many product teams for our account offerings as needed. Was the Deposit expert for OSI system changes. Show less

• ATM/Mail Remittance Manger

  • May 1996 - Jan 2009

  Managed the credit union fleet of 12 ATMs, including cash management, installations, maintenance and vendors. Processed ATM deposits, mail transactions and adjustments.

• ATM Installation Manager

  • Jan 1997 - Jan 1999

  In this newly created position, I was solely responsible for 26 ATM Installations with remote branch throughout the United States. Created the ATM installation guide for repeatable processes. Was responsible for the management of vendor relationships and RFP process for entire process including carpenters, telecom, information technology and facility teams.

• Processing Rep

  • Jan 1996 - Jan 1997

  Developed ATM Deposit, cash management and supply ordering processes and procedures. Completed ATM Card Orders, Reg E Disputes as well as training of ATM team members.



Hewlett Packard

• United States
• Information Technology & Services
• 300 - 400 Employee

• Business Process Analyst

  • May 1996 - Jan 2009

  Managed deposit product processes, wrote, updated and published new and existing procedures. Responsible for core system updates. Assessed impacts to current process and procedures, tested and implemented to live system. Trained staff in house and on-line for all system changes. My role also included interviewing and hiring of employees and consultants . I was responsible for developing RFP's for vendors. Managed deposit product processes, wrote, updated and published new and existing procedures. Responsible for core system updates. Assessed impacts to current process and procedures, tested and implemented to live system. Trained staff in house and on-line for all system changes. My role also included interviewing and hiring of employees and consultants . I was responsible for developing RFP's for vendors.



Lockheed Martin (Star One) Federal Credit Union

• Account Serviced Rep

  • Jan 1992 - Jan 1996

  Promoted all Deposit Products to existing and potential members. Trained New Account Representatives. Vault/ATM Rep Responsible for teller line cash, serviced fleet of 10 ATMs as well as managed vault cash and processed mail in transactions. Promoted all Deposit Products to existing and potential members. Trained New Account Representatives. Vault/ATM Rep Responsible for teller line cash, serviced fleet of 10 ATMs as well as managed vault cash and processed mail in transactions.



San Jose National Bank

• United States
• Banking

• New Accounts/Utility Specialist

  • Jan 1989 - Jan 1992

  Promoted commercial and person products, supported 10 account officers, managed certificates of deposit. Trained new employees as well as cross trained in all operations departments. Promoted commercial and person products, supported 10 account officers, managed certificates of deposit. Trained new employees as well as cross trained in all operations departments.



Barclays Bank

• New Accounts Rep/Teller

  • Jan 1984 - Jan 1989

  Worked all Teller Line functions, set up new accounts, prepared TWS checks for Loan Officers. Worked all Teller Line functions, set up new accounts, prepared TWS checks for Loan Officers.