Experience

American Senior Benefits

• United States
• Insurance
• 400 - 500 Employee

• Commissions Accountant

  • Aug 2016 - Present

  Responsible for making sure agents get paid their proper commission per policy. Did manual commission for these agents as well as commission splits. Balanced the amount paid on policies with the amount sent to the company for payment. Made sure everything was done in a timely and efficient manner. Worked with little to no supervision so independent thinking was enforced on a daily basis.



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• EFT Analyst

  • Sep 2015 - Jul 2016

  Kansas City, Missouri Area Responsible for making sure spreadsheets are maintained properly so that Loan officers will know how much to communicate to their client to pay on their loan Researched any negative accounts for clients to see what caused their account to go negative and how it can be corrected Made sure all loan officers received emails of their spreadsheets daily on their clients balances at the beginning of the day and at the end of the day. Reconciled all bank accounts for clients to make sure… Show more Responsible for making sure spreadsheets are maintained properly so that Loan officers will know how much to communicate to their client to pay on their loan Researched any negative accounts for clients to see what caused their account to go negative and how it can be corrected Made sure all loan officers received emails of their spreadsheets daily on their clients balances at the beginning of the day and at the end of the day. Reconciled all bank accounts for clients to make sure amounts are in conjunction with UMB records/spreadsheets – if there are any discrepancies then they need to be researched immediately Show less



Insurance Administrative Solutions, L.L.C.

• United States
• Insurance
• 1 - 100 Employee

• Treasury Associate

  • Jun 2014 - Apr 2015

  Tampa/St. Petersburg, Florida Area Quickly master NACHA (National Automated Clearing House Association) files and was responsible for sending 800 manual ACH files monthly to numerous banks Handled the complete process that debits policyholder bank accounts for monthly premiums and to credits agent advances and commissions Efficiently handle all daily check issues including but not limited to balance check issues against cash log, correct file records, sending ACH file to bank that subsequently initiates pays outs to… Show more Quickly master NACHA (National Automated Clearing House Association) files and was responsible for sending 800 manual ACH files monthly to numerous banks Handled the complete process that debits policyholder bank accounts for monthly premiums and to credits agent advances and commissions Efficiently handle all daily check issues including but not limited to balance check issues against cash log, correct file records, sending ACH file to bank that subsequently initiates pays outs to insurance holders. Always stayed mindful of HIPPA rules and regulations when handling insurance issues and highly confidential information Show less



MetLife

• United States
• Insurance
• 700 & Above Employee

• RSC Analyst III/Assistant Underwriter

  • Dec 2010 - Dec 2013

  Tampa/St. Petersburg, Florida Area Responsible for bringing all MetLife agent messages accurately up to date Assisted Underwriters in completing policies, contacting doctor offices, running DMV reports and corresponding with field agents in order to get policies approved in a timely manner also researched production issues and recommending solutions for agents within 24 hour turnaround timeframe Reviewed various insurance policies for accurate and comprehensive detail before accepting policies



Holland & Knight LLP

• United States
• Law Practice
• 700 & Above Employee

• Client Funds Specialist

  • Oct 2008 - Sep 2010

  Tampa/St. Petersburg, Florida Area Assisted in centralizing Client Trust Funds (Iolta & Escrow). Responsible for deposits into Trust Accounts and for keeping accurate bank records of deposits. Handle disbursement of checks to the law office and any online bank transactions such as outgoing wires, ACH, International wires. Accurately reconciled monthly bank ledgers and accountable for managing multi-million dollar accounts. Oversaw the banks allocation of monies to the correct Money Market Accounts and managed Bar Rules and… Show more Assisted in centralizing Client Trust Funds (Iolta & Escrow). Responsible for deposits into Trust Accounts and for keeping accurate bank records of deposits. Handle disbursement of checks to the law office and any online bank transactions such as outgoing wires, ACH, International wires. Accurately reconciled monthly bank ledgers and accountable for managing multi-million dollar accounts. Oversaw the banks allocation of monies to the correct Money Market Accounts and managed Bar Rules and Regulations compliance for surrounding offices Audited procedures over multiple offices regarding the movement of Client Funds. (i.e. anti-money laundering) • Kept in daily communication with all Billing Specialist/Legal Secretaries and Lawyers Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• HSA Operations Senior Representative

  • Jun 2005 - Jan 2008

  Tampa/St. Petersburg, Florida Area Assisted in the relocation of all employees, new hires through senior level management, from New Jersey to Florida and insured customer satisfaction and consistency of service before, during and after the department’s centralization Oversaw the training and maintenance of the financial department processes also examined all lockbox procedure for precision assuring that funds were being put on client cards correctly Reconciled daily finance department transactions by checking that all… Show more Assisted in the relocation of all employees, new hires through senior level management, from New Jersey to Florida and insured customer satisfaction and consistency of service before, during and after the department’s centralization Oversaw the training and maintenance of the financial department processes also examined all lockbox procedure for precision assuring that funds were being put on client cards correctly Reconciled daily finance department transactions by checking that all monies were accounted for and by handling KYC within the department Participated in the weekly lockbox office meetings to review and resolve mistakes Assisted in creating weekly meeting spreadsheets in order to keep more accurate record of weekly meetings Lead a project in the correction and resolution of old accounts from previous years by assisting management and upper level staff members on how to close out open accounts that were no longer live Show less