
Amanda Smith
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About me
Treasury Manager at Upwards
Education

Orange Coast College
2003 - 2011AA GeneralEarned AA Degree

Cal State Fullerton
2011 - 2012Accounting
Experience

Ruby's Diner, Inc.
Mar 2004 - Apr 2007ServerPerformed a variety of different job titles including: hostess, expo, fountain, and ultimately server.Took orders and managed having several tables at one time, all while maintaining superior customer satisfaction. I had several secret shoppers and received stellar scores. I also won contests upselling and received employee of the month.Engaged in server banking which included matching and reconciling the totals after every shift. Sidework was required after every shift, and was scrutinized by on-duty manager for superior cleanliness. Show less

Wells Fargo
Apr 2007 - Oct 2013Lead TellerAs a lead teller I was in charge of upwards of fifteen employees. I made the schedules, managed breaks, handled approvals and customer issues, and routinely maintained the ATMs when they would cease to function, in addition while diligently passing audits and complying with federal regulations. I would simultaneously perform regular teller roles along with managerial roles: Jumping on the teller line when busy, maintaining and balancing the cash drawer, suggesting products to benefit customers, and performing the typical banking transactions. Show less

Patient Care Medical
Jan 2017 - Jun 2019Medical Billing SpecialistAs a Medical Billing Specialist for a DME provider, I worked in the medical program Brightree to facilitate in updating patients' accounts and collecting payments (i.e., EFTs, Checks, Credit Cards) from insurance companies and regularly send electronic and paper claims using the CMS 1500 Form. I was also responsible for running weekly Accounts Receivable reports, primarily for Medicare but additionally for Medicare Replacement, Private Insurance companies, and Medicaid. Along with AR reports, within Excel, Pivot Tables were crucial in identifying important and specific information on a weekly basis.Since I was mostly responsible for Medicare claims, I frequently submitted claims appeals with a high success rate. This coincides with my responsibility auditing medical documentation for Medicare compliance. Due to my attention to detail, we were able to successfully win appeals.Another part of my job responsibility was obtaining eligibility and benefits for patients. This also included Prior Authorizations that I would subsequently submit when we received the qualified clinicals. Show less

Upwards
Aug 2019 - nowMatching in-home daycare providers and parents has been especially important and passionate for me to support our community; we are breaking ground on a new frontier of the digital age with the age-old necessity of quality childcare. The Billing Specialist role for this growing and successful startup requires quick adaptability, maintaining and updating customers' financial standing, and continually streamlining any inefficiencies. This job requires a delicate balance of collecting on outstanding charges while maintaining the highest level of customer service, even when dealing with sensitive topics of finances and childcare. I pride myself in building incredible rapport between our company, our daycare providers, and our parents. Show less
Treasury Manager
Jan 2025 - nowBilling Manager
Jul 2021 - Jan 2025Billing Specialist
Aug 2019 - Jul 2021
Licenses & Certifications
- View certificate

Bookkeeping Basics
IntuitMar 2024
Languages
- spSpanish
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