Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Amy Haertel

Portland

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Legal Assistant

Barbur Law LLC
Tillamook
08.2022 - 02.2023
  • Proofread drafts of legal documents for accuracy in grammar and punctuation.
  • Processed incoming mail on a daily basis.
  • Performed basic bookkeeping duties including tracking payments received from clients.
  • Assisted with document production and deposition preparation.
  • Maintained client confidentiality in all matters.
  • Updated databases with new information received from attorneys or clients.
  • Ensured that all paperwork was properly filed according to established procedures.
  • Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
  • Scanned physical documents into electronic format for storage in a secure database system.
  • Answered phones promptly while providing courteous customer service.
  • Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
  • Filed clients' legal documents in relevant courts for processing.
  • Drafted legal complaints, summonses and interrogatories.
  • Oversaw legal team appointments, hearings and depositions schedules.
  • Liaised between attorney and outside counsel, exchanging information.
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
  • Handled telephone calls, meeting plans and conference organization requirements.
  • Drafted correspondence, documented data and submitted materials to appropriate parties.
  • Drafted motions, briefs and other legal documents.

Receptionist

Tillamook Family Counseling Center
Tillamook
11.2019 - 04.2020
  • Assisted with special projects assigned by management when required.
  • Ensured that all necessary forms were completed accurately prior to submitting them for processing.
  • Responded to inquiries from internal staff members regarding office operations.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Maintained an organized filing system of confidential client information in accordance with company policy.
  • Maintained a neat reception area by organizing materials and tidying up furniture.
  • Scheduled appointments for clients, customers, and other visitors.
  • Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
  • Performed data entry tasks into various computer systems accurately and promptly.
  • Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Sorted incoming mail and directed to correct personnel each day.
  • Scheduled and confirmed appointments and meetings for management team.
  • Answered and directed incoming calls using multi-line telephone system.
  • Developed and maintained a filing system for essential documents, improving office organization.
  • Scheduled and confirmed appointments.
  • Handled customer inquiries and complaints, providing timely and appropriate solutions.
  • Answered multi-line telephone with polite tone of voice to provide general information and answer inquiries.

Receptionist

H & R Block Tax Services
Tillamook
12.2018 - 03.2019
  • Responded to inquiries from internal staff members regarding office operations.
  • Provided excellent customer service at all times while interacting with both internal and external customers.
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Maintained an organized filing system of confidential client information in accordance with company policy.
  • Maintained a neat reception area by organizing materials and tidying up furniture.
  • Scheduled appointments for clients, customers, and other visitors.
  • Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
  • Performed data entry tasks into various computer systems accurately and promptly.
  • Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
  • Served visitors by greeting, welcoming and directing to appropriate personnel.
  • Answered and directed incoming calls using multi-line telephone system.
  • Developed and maintained a filing system for essential documents, improving office organization.
  • Scheduled and confirmed appointments.
  • Conducted initial screening of incoming calls to determine urgency and directed them accordingly.
  • Transmitted information or documents to customers through email, mailings or facsimile machine.

Medical Assistant

Tillamook Chiropractic
Tillamook
07.2017 - 12.2018
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
  • Filed insurance claims forms in accordance with applicable regulations.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Monitored vital signs of hospitalized patients throughout their stay at the hospital or clinic setting.
  • Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
  • Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
  • Registered new patients into practice management software program accurately entering demographic information.
  • Organized patient charts before each day's clinic sessions began.
  • Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
  • Secured patient information and maintained patient confidence by completing and safeguarding medical records.
  • Conducted patient interviews to gather health history, vital signs and information about current medical issues.
  • Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
  • Handled general office duties to support administrative staff during peak hours.

Medication Aide

Kilchis House
Tillamook
04.2014 - 08.2014
  • Administered oral medications to patients in accordance with doctor's orders.
  • Provided assistance to nursing staff in administering injections, intravenous therapy and other treatments.
  • Prepared and distributed medications according to physician's instructions using appropriate techniques and procedures.
  • Communicated effectively with physicians, pharmacists and other healthcare professionals regarding medication administration issues.
  • Adhered strictly to established policies, procedures and protocols related to medication administration.
  • Ensured that all controlled substances are appropriately secured at all times according to state regulations.
  • Evaluated patient responses to medications administered and reported any changes or unusual occurrences immediately to supervising nurse or physician.
  • Attended continuing education classes related to medication administration topics.
  • Observed patients for adverse reactions to medications or treatments.
  • Instructed patients on proper self-administration of medications when applicable.

Merchant Teller

Wells Fargo
Tillamook
08.2009 - 07.2010
  • Managed multiple tasks simultaneously in a fast-paced environment.
  • Assisted other team members during peak business hours.
  • Processed deposits, withdrawals, loan payments, cash advances, transfers and check cashing.
  • Ensured compliance with applicable laws and regulations related to banking operations.
  • Answered customer questions regarding bank procedures or policies using knowledge of available services.
  • Maintained confidentiality of all customer records in compliance with banking regulations.
  • Researched customer problems and provided effective solutions.
  • Participated in training sessions on new products or services offered by the bank.
  • Participated in team meetings to discuss goals, objectives, strategies.
  • Cross-sold bank products such as savings accounts and credit cards.
  • Greeted customers and identified their banking needs.
  • Performed various administrative tasks such as filing documents or entering data into databases.
  • Issued temporary checks when requested by customers.
  • Promoted bank products through referrals to other departments within the institution.

Accounts Receivable Clerk

Hallcoindustries
Tillamook
07.2007 - 10.2008
  • Reviewed all incoming payments for accuracy before posting them into the general ledger system.
  • Updated vendor files with new contact information or changes in payment terms upon request.
  • Generated weekly aging reports to track overdue payments from clients and followed up accordingly.
  • Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
  • Reconciled daily cash receipts with bank deposits.
  • Responsible for entering customer payments into the accounting software system.
  • Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
  • Coded invoices to maintain organized and accurate records.
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
  • Generated, mailed and monitored invoices.
  • Evaluated open accounts to look for past-due balances and pursue collection strategies.
  • Applied cash receipts and performed daily bank deposits.
  • Employee payroll
  • Set up all new employee onboarding

Medical Assistant/Phlebotomist

Tillamook Hospital
Tillamook
01.2000 - 03.2006
  • Answered phones, scheduled appointments and managed patient flow while greeting visitors in a professional manner.
  • Adhered to HIPAA regulations regarding safeguarding confidential patient information at all times.
  • Maintained accurate medical records through filing, charting, transcription and data entry into electronic health record system.
  • Performed basic laboratory tests such as urinalysis and blood glucose levels under direct supervision of a physician or registered nurse.
  • Collected samples from patients for laboratory testing purposes.
  • Prepared laboratory specimens for analysis and organized lab results for review by the physician.
  • Injections
  • Obtained vital signs.
  • Medication Refills

Education

Medical Assistant - Medical Assisting

Apollo College
Portland, OR
01-2000

Some College (No Degree) - Nursing

Tillamook Bay Community
Tillamook, OR

Skills

  • Court filing
  • Confidentiality maintenance
  • Attention to detail
  • Problem solving
  • Notary public
  • Transcription
  • Highly motivated
  • Quick learner
  • Detail-oriented
  • Ability to multitask
  • Works well in fast-paced environments

Certification

  • Medical Assisting Certification 2000

Timeline

Legal Assistant

Barbur Law LLC
08.2022 - 02.2023

Receptionist

Tillamook Family Counseling Center
11.2019 - 04.2020

Receptionist

H & R Block Tax Services
12.2018 - 03.2019

Medical Assistant

Tillamook Chiropractic
07.2017 - 12.2018

Medication Aide

Kilchis House
04.2014 - 08.2014

Merchant Teller

Wells Fargo
08.2009 - 07.2010

Accounts Receivable Clerk

Hallcoindustries
07.2007 - 10.2008

Medical Assistant/Phlebotomist

Tillamook Hospital
01.2000 - 03.2006

Medical Assistant - Medical Assisting

Apollo College

Some College (No Degree) - Nursing

Tillamook Bay Community

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