Teunshea Morris
Richmond
Summary
Professional banking specialist prepared for this role with strong focus on customer service, cash handling, and transaction processing. Proven ability to work collaboratively within team to achieve results, adapting to changing needs seamlessly. Reliable, trustworthy, and skilled in communication, problem-solving, and financial accuracy. Consistently delivers exceptional service while maintaining high standards and efficiency. Detail-oriented and highly motivated accounting student with a robust educational background and diverse experience in financial management and customer service. Currently pursuing an Associate's Degree in Accounting at J. Sargeant Reynolds Community College, with additional certifications in Small Business Management. VBA Fellow and student participant of the American Institute of Certified Public Accountants Student Leadership Workshop with a proven track record of reconciling financial transactions, managing audits, and enhancing sales performance.
Overview
19
19
years of professional experience
Work History
Bank Teller
Atlantic Union Bank
07.2024 - Current
- Contributes to branch sales goals by offering products to existing and potential customers
- Conducting cash consolidation on a daily basis
- Reconciles a multitude of financial transactions according to the bank's procedures such as withdrawals, deposits, payments, etc
- Increased product sales by 5%
- Performs accurate mathematical calculations for accurate reconciliation of cash
- Verifies customer identity while maintaining confidentiality
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Account Coordinator
IQVIA
08.2016 - 03.2024
- Managed over 100 Field Inventory Specialists in the auditing process for pharmaceutical clients
- Audited pharmaceutical reps to ensure the integrity of their inventory has not been compromised
- Directed multiple audit projects and ensured their completion, accuracy and the deadlines were met
- Calculated and submitted invoices to ensure accurate monetary compensation to Field Inventory Specialists upon completion of audits
- Created electronic back-up for invoices and expenses paid for client billing purposes
- Facilitated daily client communications to ensure that client obligations were met
- Generated weekly spreadsheet reports to keep clients apprised of the status of each assignment
- Trained on-barding Account Coordinators on all aspects of the position
Customer Service Representative
Collabera/Xerox
06.2015 - 01.2016
- Served in a temporary capacity through a staffing agency in a call center for Medicaid
- Entered confidential information into system to assist customer with applying for health insurance
- Assisted clients by filling out Medicaid/FAMIS applications, renewals, and report changes over the phone
Patient Care Advocate
Minacs
11.2014 - 05.2015
- Served in a temporary capacity through a staffing agency for mail-order pharmaceuticals
- Recorded customer auto e-check and credit card transactions in the system
- Provided information to the customer regarding denied/rejected claims within HIPAA regulations
Coder/Imaging Specialist
Superior Document Services
10.2009 - 02.2013
- Scanned confidential documents for major law firms and businesses
- Bookmarked and redacted documents using Adobe software
- Utilized company-built software (Ready-Suite) to process filtered documents
- Completed transition logs and entered client billing information after job completion
- Assisted department heads with graphic design and digital imaging when necessary
Claims Specialist
Lawyer Staffing/Brown-Greer Law Firm
10.2010 - 12.2010
- Served in a temporary capacity through a staffing agency
- Reviewed claims submissions and applied compliance criteria for required documentation
- Entered data for claims information to generate estimated amount to be released for claim
Release of Information Specialist
HealthPort Technologies
08.2007 - 08.2009
- Performed data entry duties daily for logging in mail for medical records requests
- Located requested medical records using the electronic medical record system called Cerner
- Processed medical record requests and produced return letters that did not meet HIPAA compliance
- Copied charts that needed signed affidavits by the Custodian of Medical Records
- Assisted Site Coordinator with monthly audits, spreadsheets, etc
Administrative Assistant
Richmond Foot & Ankle Institute
08.2006 - 07.2007
- Resolved billing issues and completed end of month financial closeouts using ICD 9 and CPT codes
- Researched issues regarding insurance claims and payouts
- Managed accounts receivable daily for co-pays and payments due for supplies and services rendered
Education
Bachelor of Science - Accounting
Old Dominion University
Norfolk05-2027
Associates Degree - Accounting
J. Sargeant Reynolds College
Richmond, VA08.2024
Associates Degree - Small Business Management
J. Sargeant Reynolds College
Richmond, VA01.2022
Certified Certificate - Health Records Coding
J. Sargeant Reynolds College
Richmond, VA01.2014
Certified Certificate - Desktop Publisher, Digital Imaging and Printing
Virginia College
Troy, VA01.2003
Certified Certificate - Administrative Assistant and Data Entry Clerk
Virginia College
Chesterfield, VA01.2001
Skills
- Customer relationship development
- Account Activity Oversight
- Attention to detail
- Deposit and withdrawal management
- Branch operations
- Staff training and development
- Team leadership
Affiliations
- American Institute of Certified Public Accountants, Student Leadership Workshop, 10/24
- Virginia Society of Certified Public Accountants, Student Member, Richmond Chapter, 05/24
- American Institute of Certified Public Accountants, Student Member, Richmond Chapter, 05/24
- National Association of Black Accountants, Student Member, Richmond Chapter, 11/22
- Virginia Bankers Association Fellow, 09/23
- Accounting & Financial Women's Alliance, Richmond Chapter, 04/21
Timeline
Bank Teller
Atlantic Union Bank
07.2024 - Current
Account Coordinator
IQVIA
08.2016 - 03.2024
Customer Service Representative
Collabera/Xerox
06.2015 - 01.2016
Patient Care Advocate
Minacs
11.2014 - 05.2015
Claims Specialist
Lawyer Staffing/Brown-Greer Law Firm
10.2010 - 12.2010
Coder/Imaging Specialist
Superior Document Services
10.2009 - 02.2013
Release of Information Specialist
HealthPort Technologies
08.2007 - 08.2009
Administrative Assistant
Richmond Foot & Ankle Institute
08.2006 - 07.2007
Associates Degree - Small Business Management
J. Sargeant Reynolds College
Certified Certificate - Health Records Coding
J. Sargeant Reynolds College
Certified Certificate - Desktop Publisher, Digital Imaging and Printing
Virginia College
Certified Certificate - Administrative Assistant and Data Entry Clerk
Virginia College
Bachelor of Science - Accounting
Old Dominion University
Associates Degree - Accounting
J. Sargeant Reynolds College
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