Theresa Workman

Small Business Owner at The Notary Tree
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Contact Information
us****@****om
(386) 825-5501
Location
Columbus, Ohio, United States, US
Languages
  • English Native or bilingual proficiency
  • Sign Languages Limited working proficiency

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Bio

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Credentials

  • Become Your Own Boss
    LinkedIn
    Aug, 2022
    - Oct, 2024
  • Four Simple Strategies to Boost Creativity and Productivity
    LinkedIn
    Jun, 2022
    - Oct, 2024
  • How to use Google My Business to create listings that stand out when customers search online
    Google Digital Academy (Skillshop)
    Mar, 2022
    - Oct, 2024
  • Notary Public Commission
    Ohio Secretary of State
    Oct, 2014
    - Oct, 2024

Experience

    • United States
    • Legal Services
    • 1 - 100 Employee
    • Small Business Owner
      • Apr 2017 - Present

      Notary Public since 2014 Wedding Officiant since 2017 Remote Online Notatizations since 2021 NNA Certified Notary Signing Agent since 2022 Notary Public since 2014 Wedding Officiant since 2017 Remote Online Notatizations since 2021 NNA Certified Notary Signing Agent since 2022

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Title Management Specialist
      • Nov 2017 - Mar 2020

      Processing legal documents and vehicle titles. Performs data entry of legal documents, interprets data, and verifies accuracy of the data. Performs a variety of clerical tasks in order to assist with the efficient operation of the office for court personnel, the legal community and general public. Maintains communication with various departments and/or government agencies. Processing legal documents and vehicle titles. Performs data entry of legal documents, interprets data, and verifies accuracy of the data. Performs a variety of clerical tasks in order to assist with the efficient operation of the office for court personnel, the legal community and general public. Maintains communication with various departments and/or government agencies.

    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Notary Public/Secretary
      • Jan 2016 - Oct 2017

      1. Answer multi-lined phones 2. Receive payments - cash & credit cards 3. Month end reports 4. Manage customer accounts 1. Answer multi-lined phones 2. Receive payments - cash & credit cards 3. Month end reports 4. Manage customer accounts

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Accounting/Payroll Clerk
      • Sep 2013 - Nov 2015

      1. Weekly payroll 2. Cash deposits 3. Daily petty cash reconciliation 4. Make online check deposits 5. Run credit card machine 6. Daily credit card report 7. AP 8. AR 9. HR 10. New hire paperwork 11. Call customers regarding payment status 12. Incoming/Outgoing mail 13. File invoices for parts 14. File invoices for service 15. File invoices for AP 16. Input 45 day tag registrations on BMV dealer website 17. Notary work 18. Help with invoicing 19. Order & maintain office supplies 20. Answer phones 21. Make copies 22. Send faxes 23. Company benefits 24. Set up new vendors in SAP 25. Set up new customers in SAP 26. Investigative recaps for credit applications 27. Paperwork for title applications and POA’s 28. Quarterly IFTA reports for diesel fuel and mileage Show less

    • United States
    • Medical Device
    • Insurance Verification Specialist
      • Feb 2012 - Apr 2012

      Role and Responsibilities Responsible for verifying patient benefits and pre-certifications. Verifies primary and secondary insurance coverage for patients; makes written and/or verbal inquiries to payers to verify insurance status and pre-certification status. Obtains and facilitates all letter of medical necessity (LMN) necessary Verifies patient’s co-pay with Payer. Contacts patients, physicians and other health care providers to obtain necessary information to complete a thorough insurance investigation. This includes patient eligibility, how drug is covered, co-pay, deductible, and OOP max. Benefits and prior authorization requirements. Manage/process all insurance changes related to current patients enrolled in the BioScrip program. Logs all co-pay information into the system. Logs patient’s insurance information into the system. Logs all calls made/received into the system. Takes incoming patient/insurance inquiries and follows up to completion on each inquiry. Participates in educational programs such as in-service meetings. Daily status reporting Demonstrates the behavioral and technical competencies necessary to effectively complete job responsibilities. Takes personal initiative for technical and professional development. Follows the company HR policies, Code of Conduct and all department policies and procedures including protecting confidential company; employee and customer information attending work punctually and regularly, and following good safety practices in all activities. Performs other duties and projects as may be assigned. Show less

    • India
    • Events Services
    • 1 - 100 Employee
    • Accounts Receivable Representative
      • Oct 2011 - Dec 2011

      Take incoming calls from customers that needed to pay on their account in order to receive their prescriptions. I would help them figure out a payment plan or discuss other options and assist the customer with any questions or concerns. Take incoming calls from customers that needed to pay on their account in order to receive their prescriptions. I would help them figure out a payment plan or discuss other options and assist the customer with any questions or concerns.

    • United States
    • Medical Practices
    • Medical Coding Clerk
      • Feb 2006 - Feb 2010

Education

  • American School of Technology
    Certificate in Medical Billing & Coding, Medical Billing/Coding
    2004 - 2005

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