Quality Assurance Review
Resume:
Mandie Sweat
Clinton, UT *****
******.*****.***@*****.***
Objective:
To obtain a challenging and responsible position in an organization where my knowledge and experience can be utilized as well as enhanced.
Experience:
Internal Revenue Service
Lead Tax Examining Technician: Quality Review 1040X/Team 34402
12/22/2019-Present 40 Hours a week
•Serves as a work leader over employees engaged in accomplishing tax examining work, as well as performing the full range of duties for the journey level
•Distributes, balances, monitors and reports on workload in accordance with established workflow or job specialization.
•Assures equitable distribution among employees and timely accomplishment of assigned work load
•Maintains current knowledge of procedures, policies and directives
•Answers questions and provides both classroom and OJT instruction to employees
•Resolves simple informal complaints, refers others to supervisors, reports on performance, progress and training needs of employees and on disciplinary problems
•Performs administrative duties in the absence of the manager
•Makes suggestions concerning personnel actions and recognition of outstanding performance
•Performs work that is the kind and level as the employees led
•Works QR rebuttals
•Thorough knowledge of the tax examination specialization of assigned workload
•Knowledge of organizational functions, terminology, quality assurance techniques and reporting requirements in order to coordinate workflow and resolve related problems
•Knowledge of workflow through the function and ability to assess the performance capabilities of employees in order to assign work appropriately
•Work is reviewed to assure that assignments of employees are carried out
•Log all employee QR rebuttals on excel spreadsheet
•TAS Liaison
•Acknowledge receipt of the OAR and review each case for assignment
•Monitor each case through the business unit until it’s conclusion and completion
•Performs other duties as assigned
Internal Revenue Service
Supervisory Tax Examining Technician: Quality Review 1040X (Detail)
12/06/2021-02/13/2022 40 Hours a week
•Responsible for assigning, directing, and reviewing the work of subordinates employees
•Responsible for planning, scheduling, and coordinating work operations; planning and carrying out the training and development of employees; evaluating employees' work performance; and performing all other related administrative functions
•Maintain extensive knowledge of individual tax law, tax rules, IRMs, regulations, practices, tax forms, correspondence and procedures concerning returns/documents, penalty and interest computations, and correcting tax accounts in order to advise taxpayers of options and consequences regarding tax liability to resolve a wide variety of cases
•Maintain extensive knowledge of Form 1040X to identify the nature and scope of problems or issues, make appropriate adjustments to accounts, and advise the taxpayer of options available for meeting tax obligations
•Plans work to be accomplished by subordinates, sets and adjusts short-term priorities, and prepares schedules for completion of work
•Assigns work to subordinates based on priorities, selective consideration of the difficulty and requirements of assignments, and the capabilities of employees.
•Evaluates work performance of subordinates and makes recommendations for outstanding performance recognition or disciplinary action
•Gives advice, counsel, or instruction to employees on both work and administrative matters
•Hears and resolves complaints from employees, referring group grievances and more serious unresolved complaints to a higher-level supervisor or manager
•Effects minor disciplinary measures, such as warnings and reprimands, recommending other action in more serious cases
•Identifies developmental and training needs of employees, providing or arranging for needed development and training
•Initiates ways to improve production or increase the quality of the work directed
•Develops or participates in setting performance standards
•Approves and disapproves leave and recommends action in unusual cases
•Practices sound position management in assigning work, combining/separating duties, establishing/abolishing positions and in fulfilling other personnel management duties and responsibilities
Lead Tax Examining Technician Code and Edit: Quality Review for Dept 1 and Dept 2 (Detailed)
06/23/2019-11/01/2019 40 Hours a week
•Serves as a work leader over employees engaged in accomplishing tax examining work, as well as performing the full range of duties for the journey level
•Distributes, balances, monitors and reports on workload in accordance with established workflow or job specialization.
•Assures equitable distribution among employees and timely accomplishment of assigned work load
•Maintains current knowledge of procedures, policies and directives
•Answers questions and provides both classroom and OJT instruction to employees
•Resolves simple informal complaints, refers others to supervisors, reports on performance, progress and training needs of employees and on disciplinary problems
•Performs administrative duties in the absence of the manager
•Makes suggestions concerning personnel actions and recognition of outstanding performance
•Performs work that is the kind and level as the employees led
•Works QR rebuttals
•Thorough knowledge of the tax examination specialization of assigned workload
•Knowledge of organizational functions, terminology, quality assurance techniques and reporting requirements in order to coordinate workflow and resolve related problems
•Knowledge of workflow through the function and ability to assess the performance capabilities of employees in order to assign work appropriately
•Work is reviewed to assure that assignments of employees are carried out
•Run Weekly Quality reports for Department 1 and 2 and all the teams within those departments and email out to higher authority
•Run Wednesday stand up Quality reports for each team and department
•Log all employee QR rebuttals on excel spreadsheet
•Performs other duties as assigned
Internal Revenue Service
Tax Examining Technician Code and Edit: Foreign Team
03/06/2017-12/22/2019 40 Hours a week
•Efficiently prepares paper returns for processing by reviewing and editing the documents with specialized processing codes for input through the Integrated Submissions and Remittance Processing (ISRP) System
•Analyze Business Returns to determine appropriate routing and editing needed for accurate and timely processing
•Review returns to perfect and identify corrections, correspondence or adjustments needed
•Responds to taxpayer’s inquiries regarding preparation of a variety of tax returns, related schedules and other documentation
•Resolves account inquiries, advises taxpayers of enforcement actions, manages sensitive case problems designated as requiring special case handling
•Analyzes and resolves tax processing problems
•Adjusts taxpayer accounts, prepares and issues manual refunds, performs multiple credit transfers, computes tax, penalty and interest
•I have trained on 8 foreign programs since March and am knowledgeable with IRM procedures which allows me to perfect foreign addresses, IR Codes or identify statute returns consistently
•Effective on form 8288 Edit and 8288 Input, 1065 Foreign and Domestic, 1042 T/S, 3520 and 3520-A, 8804
•Edit forms efficiently to meet crucial PCD and Cycle deadlines
•Utilize the International Web App and IDRS to research account information and utilize my knowledge to make corrections on taxpayer data to maintain error free returns
•I have made suggestions to improve efficiency in the team by identifying mistakes with trucks and work flow and helped find solutions to resolve the issues
•Access relevant systems to view and/or update taxpayers' accounts regarding payments received, review status of the case, and/or to make account adjustments
•Evaluate all available information and take corrective actions, such as credit transfers requests, re-computed tax, and/or penalty and interest
•Follows close guidelines on correspondence when missing information is needed from the taxpayer
•Utilizes the IRM extensively
•On the job instructor(OJI)
•Subject Matter Expert (SME)
•Course instructor 8288 and 8804
•Accurately and effectively communicates with management and team lead
•Performs other related duties as required or as assigned
Superior Health Plan
Referral Specialist I Rehab Dept
01/2016-06/2016 40 hours a week
•Process prior authorization requests via FaxCom or the Web portal for out patient rehab treatment services, PT ST and OT
•Verify eligibility and benefits in Amisys and Trucare
•Make sure all authorization request is following Medicaid guidelines for 21 and up and 21 and younger
•Answer phone queues and process faxes in FaxCom within established standards
•Provide accurate information to providers regarding their authorization requests
•Transfer providers to the appropriate departments
•Pay close attention to detail to make sure all member information has been inputted correctly
Customer Service Representative Pharmacy Dept.
11/2015-01/2016 40 hours a week
•Process incoming calls for members regarding the prescription drug program
•Verify eligibility and benefits
•Answer phone queues and process faxes within established standards
•Provide accurate information to members regarding their pharmacy change
•Transfer members to the appropriate department
•Pay close attention to detail to make sure all member information has been inputted correctly
•Accurately and effectively communicate with management
•Perform other related duties as required or as assigned
Exeter Finance-Data Entry Specialist/Funder
05/2015-08/2015 40 hours a week
Funder
•Provide a high level of service to the dealer
•Make sure potential risk is minimized for the company through thorough and accurate verifications
•Consistent high levels of communication with internal and external customers while meeting monthly quotas
•Maintain an ongoing relationship with dealership personnel to resolve all documentation deficiencies and discrepancies in a timely manner. If dealerships do not comply with documentation requests in a timely manner, deals are to be sent back to them
•Make customer calls and verification of employment calls
•Ensure submitted contracts and loan packages are complete, accurate and reflect proper approval authorities relative to the underlying credit decision.
•Pay close attention to detail to make sure all contracts submitted for funding have been accurately completed, specifically TIL, POE, POI verifications on transactions submitted for funding
•Closely inspect loan package documentation for suspicious or fraudulent documentation
•Accurately and effectively communicate with branch management and underwriting personnel
•Closed deals for funding
•Perform other related duties as required or as assigned
Data Entry Specialist
•Pay close attention to detail in order to document and provide all information needed
•Accurately input data submitted by dealers in a timely manner
•Possess excellent communication and interpersonal skills with coworkers, supervisors and managers
•Portray a pleasant and professional work ethic
•Highly experienced in processing customer information and ensuring completion within deadlines
•Hands on experience in proofreading information in order to process it correctly
•In depth knowledge of locating and correcting data entry errors
Rotech Healthcare-Patient Account Specialist
6/2014-10/2014 40 hours a week
•Resolved errors by communicating and resolving with patients, referral sources and employees
•Maintained accuracy and quality control throughout patient contact
•Followed successful QA, confirmed charges in eIntake for billing to 3rd party entities and/or the patient
•Reviewed future services and tasks needed for accounts in the Needs Attention eIntake (NATs)
•Proactively obtains re-certification, re-authorizations, renewal orders as required
•Provided timely resolutions for accounts that are not in a payable status
•Managed insurance changes in the system by conducting insurance verification and eligibility for services/products
•Communicated with the patients and referral sources both verbally and in writing to ensure questions and concerns are processed in a timely manner
•Worked extensively with eIntake proprietary system
•Maintained accuracy and quality control throughout patient contact and data input
•Built relationships with my locations, patients and referral sources
•Developed, maintained and constantly improved working knowledge of products, services, rules, regulations and payer requirements
Molina Healthcare-Claims Solutions Representative
08/2013-02/2014 40 hours a week
•Responsible for processing and researching Medicaid and Medicare claims.
•Processes claim forms and adjudicates for allocation of deductibles, co-pays, co-insurance maximums and provider reimbursements
•Follows adjudication policies and procedures to ensure proper payment of claims
•Resolves pended claims bases on Medicaid rules and regulations established for final processing
•Trained on various edits and how to appropriately work each edit in a timely and accurate manner.
•Claims per hour and audit scores are within acceptable range
Dermatology Clinic of Idaho-Front Receptionist
04/2007- 2/2012 40 hours a week
•Managed front desk in area scheduling, billing, medical/insurance and patient information
•Provided efficient and professional receptionist and telephone etiquette
•Conducted insurance verification, collected payments. and assisted patients with forms
•Performed all required activities for opening and closing the office
•Ensured HIPPA compliance with all patients
•Maintained open lines of communication between patients, physicians, and other staff
•Posting of insurance payments, billing
Qualifications/Skills
•Adaptable and very ambitious
•Excels at multi-tasking; performs well in fast-paced environments
•Strong written and verbal skills
•Great customer service/receptionist/administrative skills
•Positive, motivated, energetic team player
•Strong skills in time management, prioritization, and organization
•Extensive internet and computer skills
•Fast learner and very eager
•Proficient in Microsoft Office/Word, PowerPoint, Outlook, Excel and Internet
•EQSP
•SERP
•IRM
•Foreign Investment Real Property Tax Act (FIRPTA)- Database applications for forms 8288-A and 8288-B
•Integrated Data Retrieval System (IDRS) -Command Codes
ACTON BMFOL BNCHG BRTVU CFINK ENMOD ENREQ FRM49 IMFOL INOLE
MESSG NAMEB NAMEE NAMEI NAMES SFDIS SUMRY TERUP$ TRDBV
Education:
College of Western Idaho- Criminal Justice 2012-2013
Phlebotomy Program/Certification 2012
Apollo College Medical Billing Certification April 2006 to 2007
Boise State University 2003-2005
Southwest Texas State University 2000-2002
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