Sara Ramsey
Income Maintenance Caseworker
Jacksonville,NC
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
23
23
years of professional experience
Work History
Income Maintenance Caseworker
Onslow County Government
Jacksonville, NC
08.2019 - Current
- Managed a large caseload of diverse clients, prioritizing tasks effectively to meet deadlines and maintain organized case files.
- Handles all medical logistics and billing in Medicaid for Onslow County, including public transportation, lodging, and travel expense reimbursement.
- Works with state software, NCFast and NCTracks, as well as transportation software, Tripmaster, to manage the transportation needs of all Onslow County Medicaid beneficiaries.
- Maintains logs for logistics and billing for state compliance and auditing purposes.
- Bills 100k+ monthly to Medicaid.
- Networking with transportation vendors.
- Developed tailored case plans that addressed individual client needs while adhering to program guidelines.
- Communicates with various members of the public and internal stakeholders in the agency regarding eligibility status, as appropriate and legal.
- Maintain confidentiality of all records, as prescribed by agency policy and state law.
Community Branch Banker III
BB&T
Jacksonville, NC
10.2016 - 08.2019
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Manage customer portfolios, service relationships, and use profiling analysis tools to identify cross-selling opportunities.
- Send and receive wire transfers, NMLS certify, handle client complaints, etc.
- Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
- Utilize internal systems, such as Client Central, Payment Gateway, and Virtual Terminal for BB&T Merchant Services, and QuickBooks.
Sr Branch Office Administrator
Edward Jones
11.2007 - 07.2016
- Created charts and graphs to illustrate daily, monthly, and annual financial reports.
- Implemented financial planning recommendations. Helping clients meet retirement, education, and estate planning goals by utilizing Financial Foundations software, as well as assisting clients with their online access to monitor their investments.
- Complied with all SEC regulations, and assisted with annual audits by regulators.
- Complied with regulatory requirements, including the Bank Secrecy Act, the Anti-Money Laundering Act, the USA Patriot Act, the Privacy Act, and the Community Reinvestment Act.
- Maintained confidentiality of bank/investment records and client information.
Office Manager
Connecting Point Technology Center
12.2002 - 11.2010
- Managed all accounts payable/receivables, payroll, data entry, retail management duties, and customer service.
- Responsible for budgeting and purchasing all necessary supplies for the office.
- Utilized QuickBooks for all accounts receivable, accounts payable, and payroll. Processed deductions such as child support. Developed recordkeeping SOPs using MS Excel and MS Access.
Education
Associate of Science - Business
Coastal Carolina Community College
Jacksonville, NCSkills
- Customer service
- QuickBooks
- Microsoft Office Suite
- Bank Secrecy Act
- Financial Analysis/Planning
- Accounts Payable/Receivable
- Payroll
- Bookkeeping
- Kronos
- Accounting
- Data Entry
- Bank Reconciliation
Timeline
Income Maintenance Caseworker
Onslow County Government
08.2019 - Current
Community Branch Banker III
BB&T
10.2016 - 08.2019
Sr Branch Office Administrator
Edward Jones
11.2007 - 07.2016
Office Manager
Connecting Point Technology Center
12.2002 - 11.2010
Associate of Science - Business
Coastal Carolina Community College
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