Katrina S. Charfauros
Summary
Communicative Revenue Officer versed in analyzing and interpreting financial records and business practices to determine appropriate resolutions for both government and taxpayers' interests. Customer-oriented and reliable with knowledge of advanced collections actions and concepts. Familiarity with tax laws, regulations, procedures, and precedents. Wide knowledge of federal and local laws with respect to collection and assessment. Outstanding investigative skills, analyzes financial records in order to verify information. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
21
21
years of professional experience
Work History
Revenue Officer III
Department of Revenue & Taxation
06.2013 - Current
- Revenue & Taxation 2014 Employee Association elected President; responsible for coordinating all company events, and fundraisers, and working with other members on balancing and prioritizing expenses for the year.
- Responded to taxpayer questions and helped individuals complete and file tax documentation.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Collects delinquent taxes and secures delinquent returns
- After an extensive full compliance review, makes a determination on enforcement actions when needed to bring a taxpayer into compliance
- Works with the taxpayer to develop realistic case resolution, adhering to the policies and procedures of the Internal Revenue Service and the Guam Territorial tax laws and procedures, considering different options of payments depending on the financial status of the taxpayer
- Responsible for organizing case files of taxpayers and documenting history in chronological order.
- Plans and schedules meetings with taxpayers, using the calendar system, either through email or via telephone
- Performs accounting duties to include calculating of interest and penalties for taxpayer who are late at paying and processing payments received
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Skilled at working independently and collaboratively in a team environment.
- Worked effectively in fast-paced environments.
- Completes research projects assigned by Supervisor relating to tax issues
- Responsible for payroll deduction and continuous levy files, maintains and organizes case files so that other Revenue Officers can easily access them
- Works collaboratively with other branches to include Income Tax Branch, Accounting, Examination, and Electronic Data Processing to assist in resolving Tax Issues with cases that are assigned to me
- Applied effective time management techniques to meet tight deadlines.
- Field work to include serving levies to the taxpayer's banks or employer, filing liens at Land Management, Superior Court, and District Court and locating taxpayers who I am unable to contact via phone or email
- Guides the work of the new revenue officers to include training on field, filing liens, serving levies
- Leads revenue officers on case actions or procedures especially when problems arise with the taxpayer
- Rotates counter service with fellow colleagues; to include assisting taxpayer with issues on their accounts, collecting balances due, and answering the telephone
- Additional duties include daily depositor for Collection Branch; receives monies from other Revenue officers and balances the cash with the summary on the AS400 and makes the deposit with Treasure of Guam.
- Conducted research, interviews and investigations for information pertaining to alleged criminal violations.
Workmed Coordinator/Medical Biller and Coder
American Medical Center
02.2007 - 06.2013
- Responsible for notifying customers either through phone or in person on their delinquent accounts and explains why applied to the account
- Strategically develops a plan for the customer to comply with adhering to company policies
- Educates customers on the consequences in the event their account shall default
- Compiles reports on delinquent accounts for management to review
- Reviews summary reports for all unpaid and denied claims and prepares the claim for appeals
- Assisted with the training and development of new staff members
- Handled account payments and provided information regarding outstanding balances.
- Monitored outstanding invoices and performed collections duties.
- Audited and corrected billing and posting documents for accuracy.
- Liaised between patients, insurance companies, and billing office.
- Collected payments and applied to patient accounts.
- Reconciled accounts receivable to general ledger.
- Collaborated with customers to resolve disputes.
- Analyzed complex Explanation of Benefits forms to verify correct billing of insurance carriers.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Verified insurance of patients to determine eligibility.
- Kept vendor files accurate and up-to-date to expedite payment processing.
- Adhered to established standards to safeguard patients' health information.
- Responded to customer concerns and questions on daily basis.
- Prepared billing statements for patients and verified correct diagnostic coding.
- Reviewed patient diagnosis codes to verify accuracy and completeness.
- Accurately entered patient demographic and billing information in billing system to enable tracking history and maintain accurate records.
- Posted payments and collections on regular basis.
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Generated monthly billing and posting reports for management review.
- Used data entry skills to accurately document and input statements.
- Participated in workshops and in-service meetings to enhance personal growth and professional development.
- Organized meetings for doctors and coordinated availability of conference rooms for participants.
Store Manager
Loco Boutique
12.2001 - 02.2007
- Maintain employee work schedules including assignments, training, vacations, paid time off and overtime.
- Reduced operational risks while organizing data to forecast performance trends.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Trained and guided team members to maintain high productivity and performance metrics.
- Rotated merchandise and displays to feature new products and promotions.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Managed inventory control, cash control, and store opening and closing procedures.
- Completed point of sale opening and closing procedures.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Reported issues to higher management with great detail.
- Trained new employees on proper protocols and customer service standards.
Education
High School Diploma -
Guam Community College
Mangilao, GuamBachelor of Science - Public Administration
University Of Guam
Mangilao12.2018
Skills
- Critical Thinking
- Account Reconciliation Abilities
- Closing Procedures
- Account Monitoring
- Tax Law Procedures Familiarity
- Interpersonal Communication Skills
- Individual Tax Returns
- Customer Needs Assessments
- Complex Problem-Solving
- Bankruptcy Law
- Payment Plan Processing
- Case Management Skills
- Tax Code Interpretation
Timeline
Revenue Officer III
Department of Revenue & Taxation
06.2013 - Current
Workmed Coordinator/Medical Biller and Coder
American Medical Center
02.2007 - 06.2013
Store Manager
Loco Boutique
12.2001 - 02.2007
High School Diploma -
Guam Community College
Bachelor of Science - Public Administration
University Of Guam
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