Results-driven operations and onboarding professional with experience supporting healthcare credentialing, provider onboarding, client operations, and administrative coordination in high-volume remote environments. Skilled in managing complex workflows, maintaining compliance accuracy, resolving onboarding issues, and delivering exceptional client support. Proven ability to exceed productivity goals, manage competing priorities, and improve operational efficiency through strong communication, organization, and cross-functional collaboration.
Overview
5
5
years of professional experience
Work History
Client Operations & Onboarding Specialist
SmartAsset
10.2024 - Current
Manage high-volume onboarding operations in a fast-paced remote environment while maintaining accuracy, responsiveness, and client satisfaction.
Conduct approximately 250 outbound calls daily and maintain 100 live client connections to consistently achieve 100% performance quota.
Guide clients through onboarding requirements, account setup, and financial advisor matching processes to ensure a seamless onboarding experience.
Maintain detailed CRM documentation within Salesforce, monitor onboarding progress, and proactively follow up on outstanding requirements to reduce delays.
Collaborate cross-functionally with internal teams to resolve client concerns and improve onboarding communication and workflow efficiency.
Recognized by leadership for exceeding productivity expectations by 115% within the first three months of employment.
Travel Nurse Credentialing Specialist
Gifted Healthcare
01.2024 - 10.2024
Coordinated onboarding and credentialing processes for 20-30 travel nurses simultaneously across healthcare facilities nationwide.
Reviewed and processed licenses, certifications, immunization records, background checks, and additional credentialing documentation with a high level of accuracy.
Utilized Bullhorn, Workday, Epic, Kronos, and DocuSign to manage provider onboarding workflows, documentation tracking, and compliance processes.
Reduced onboarding delays by proactively tracking missing documentation, communicating deadlines, and resolving credentialing issues efficiently.
Scheduled screenings, labs, and onboarding appointments while managing multiple provider files in a fast-paced, deadline-driven environment.
Served as a primary point of contact between clinicians, recruiters, and healthcare facilities to support smooth onboarding communication and issue resolution.
Maintained accurate electronic records and updated credentialing systems to support compliance and operational reporting.
Assistant Principal Secretary
Humble Middle School
Humble, TX
07.2021 - 08.2023
Supported daily administrative operations for school leadership in a high-volume environment serving staff, students, parents, and district personnel.
Managed scheduling, correspondence, records, reports, and front-office coordination while maintaining confidentiality and organizational accuracy.
Coordinated calendars, meetings, and communications using Microsoft Office Suite, Google Workspace, Microsoft Teams, and Zoom.
Improved workflow efficiency by prioritizing urgent requests, coordinating communications, and maintaining accurate administrative documentation.
Assisted with reporting, deadline tracking, departmental coordination, and operational support to ensure smooth day-to-day office functions.
Handled multiple competing priorities professionally while maintaining strong attention to detail and customer service.
Coordinated scheduling for meetings, events, and parent-teacher conferences to streamline school activities.
Managed daily office operations, ensuring efficient communication among staff and administration.
Client Service Manager at Integrity-healthcareIntegrity Healthcare Solutions Pvt LtdClient Service Manager at Integrity-healthcareIntegrity Healthcare Solutions Pvt Ltd