Lori Jo Carroll

  • Holmen WI

Work History

Work History
Mar 2015 - Present

Payment Processing Manager

ABR/Tri State Adjustments

• Process check, ACH, credit cards and direct payments • Monitor accounts with legal judgments, bankruptcies • Reconcile all accounts with multiple systems and spreadsheets • Maintain daily records for all payments and charges • Maintain monthly and quarterly records • Report all financial standings to CFO

Jun 2014 - Jan 2015

Managed Accounts Receivables Specialist

IC System

• Adhere to state and federal laws governing collection practices • Obtain collector licensing in all 50 states, Guam, Puerto Rico and Virgin Islands • Adhere to HIPAA standards • Meet monthly performance goals • Implement new integrated dialer system • Consider, suggest and implement new team strategies to correspond with new system

Feb 2010 - Sep 2013

Premier Care Specialist

Sprint

• Exceeded customer expectations, meet all needs and resolve any issues • Prevented, identified and reported internal and external fraud • Met monthly sales and performance goals • Processed financial transactions • Transitioned business clients through introduction of 4G network • Transitioned business clients through shutdown of Nextel network • Communicated legal notifications to customers through all stages of shutdown from the initial announcement in 2011 through the forced shutdown in 2013

Sep 2008 - Dec 2009

Records Management Specialist-Logistics Health, Inc

Manpower/ABR

• Entered data from Periodic Health Assessments • Adhered to HIPAA standards for medical information • Updated database to reflect most current and correct contact information • Ascertained all requisite services were performed and results submitted • Trained new employees on data entry procedures • Overhauled printing and organization of paperwork to be distributed

Aug 2007 - Mar 2008

Transfer of Assets Associate

Sterling Trust Company

• Processed and finalized asset transfers into Sterling Trust Company • Contacted contra firms regarding transactions in process • Established and nurture relationships with contra firms and customers • Processed transfers, investment purchases and distributions • Processed check requests and wire transfers

Jul 2005 - Aug 2007

Courtesy Associate

Wal-Mart

• Worked directly with customers in both sales and customer service • Supervised, organized, trained and maintained weekly work schedules for 10+ employees • Assisted daily in all areas of retail location operations • Vendor assistance liaison • Frequently assisted with store accounting, responsible for counting and tracking cash and other paper transactions totaling over $50,000 per day • Represented the corporation and individual store in the community to provide grants, attend business functions and charitable events • Provided weekly safety and risk analysis goals, documented any employee or customer claims

Education

Education
May 2001 - May 2003

Bachelor of Arts

Baylor University

Skills

Skills

Research & Analysis

Communication

Organization

French

MS Office

Customer Service

Spanish