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Work Background
PTD Claims Specialist
SunLifePTD Claims Specialist
Jan. 2014Wellesley MassachusettsReviewed forms for completeness; secured and added missing data; and transmitted claims for further investigation. Proficient in the use of Medical CD Management Program, the Medical Disability Advisor Guidelines, Chess, and Ultera. Four-time recipient of Sun Life Financial Highest Producer Award
Bank Teller
Citizens BankBank Teller
Dec. 2012 - Jan. 2014Winthrop Massachusetts Process paying and receiving transactions for all product types and services  Record all transactions in compliance with bank procedures  Cross-sell bank services and products to meet teller referral targets
Legal Assistant
Doonan Graves and LongoriaLegal Assistant
Aug. 2009 - Jun. 2010Beverly Massachusetts Generated paper invoices for billing from existing case files using CASEAWARE software  Inputted bills into LPS new invoice billing system via the internet. Office support for new accounts and accounting dept.  Performed Accounts receivable function daily. Applied checks received to correct customer accounts.
Personal trainer / rehabilitation specialist
LA Fitness internationalPersonal trainer / rehabilitation specialist
Apr. 2009 - Dec. 2012Saugus Massachusetts Evaluated physical condition and advised on maintaining maximum physical fitness. Certified American College of Exercise Personal Trainer.
Office Support
Ruchman and Associates, Inc.Office Support
Jun. 2007 - Dec. 2008Greater Boston Area Compiled and maintained records of business transactions and office activities. Account management administrative tasks. Daily accounts receivable and payable reconciliation.
Office Support
ASRCOffice Support
Dec. 2004 - May. 2007Greater Boston AreaCompiled and maintained records of business transactions and office activities. Account management administrative tasks. Daily accounts receivable and payable reconciliation
Head Teller
Bank North MassachusettsHead Teller
May. 1996 - Jun. 2001Burlington Massachusetts Corporate LocationHead Teller February 2000-June 2001  Reconciled vault cash on a daily basis. Created and Journaled General Ledger entries from bank product(s) sales.  Supervised and trained four tellers in daily job functions.  Handled numerous customer deposits encompassing checks and physical cash. Depositing them to the correct account. Floating Assistant Manager October 1999- January 2000  Reconciled daily banking transactions creating appropriate journal entries Tracked and Journaled revenue from banking product(s) sales.  Served as back up for banking positions from teller through branch manager  Settled and journaled ATM transactions daily  Handled numerous customer deposits encompassing checks and physical cash. Head Teller August 1997- September 1999 Senior Teller June 1996-July 1997 General Ledger Accounting Analyst October 1989- May 1996  Input adjusting, closing and reversing entries as needed. Reconciled branch checking and savings accounts on a weekly basis. Reconciled General Ledger accounts on a daily basis, monitored banking investment decisions

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