Alissa McKelvy
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Project Administrator and Technical Accountant
Daikin
07.2022 - Current
- Prepared estimates in proposed capital and expense budgets used by management for purposes such as planning, organizing, and scheduling work.
- Collaborated with project engineers and contractors to obtain necessary information for preparing cost estimates.
- Reviewed and approved invoices and payments, verifying accuracy of expenses.
- Developed and maintained database of cost information to use most up-to-date and relevant data in estimates.
Patient Services Coordinator
Marx Optical
12.2020 - 03.2021
- Reviewed and updating patients' records, including medical costs or billing details, examining medical insurance claims, detecting coding errors, verifying insurance eligibility, and medical coverage
- Maintained communication with insurance providers, patients and doctors, scheduling appointments for patients
- Scheduled appointments to enter appointment date and time into computerized scheduler.
- Collected forms, insurance card and co-pay to facilitate registration process and prepare patient for appointment.
Manager
Kirkland's
08.2018 - 03.2021
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Educated staff on strategies for handling difficult customers and challenging situations.
- Mentored new sales associates to contribute to store's positive culture.
- Developed and nurtured lasting relationships with clients through dedicated assistance, issue resolution and active listening.
Financial Relationship Consultant
Regions
02.2016 - 08.2019
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Ensured safe and sound banking practices including adherence to all applicable laws and regulations
Education
Priceville High School
Licenses & Certifications
Skills
- Administrative Support
- Assignment and Project Coordination
- Complex Problem-Solving Abilities
- Safety Processes
- Outstanding Math Skills
- Active Listening
- Customer Experience Control
- Effective Multitasking
- Critical Thinking
- Budget Planning
- Data Analysis
- Team Leadership
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Project Administrator and Technical Accountant
Daikin
07.2022 - Current
Patient Services Coordinator
Marx Optical
12.2020 - 03.2021
Manager
Kirkland's
08.2018 - 03.2021
Financial Relationship Consultant
Regions
02.2016 - 08.2019
Priceville High School
Licenses & Certifications