Summary
Overview
Work History
Education
Skills
Interests
Timeline
Angela Eaquinto

Angela Eaquinto

Client Advocate
Orem,UT

Summary

Previous successful business owner, office Administrator/manager with 15+ years’ experience in small business accounting, including but not limited to: accounts receivable/payable, processing payroll, fiduciary responsibilities, lien wavers and notary. Oversaw all HR duties, OSHA/Safety requirements. Prepared pre-bid packets for multi-million dollar construction projects. Managed iSqFt builder software with 500k+ subcontractors. Managed up to 80 employees at one time. Able to quickly find solutions to difficult situations. Quick learner and adaptable to changing environments. Excellent in team building, training, and mentoring. Fosters positive work environment with a growth mindset.

Overview

23
23
years of professional experience
1
1
Language

Work History

Client Advocate (Formerly Payroll Account Manager)

Paychex
Provo, Utah
11.2020 - Current
  • Primarily responsible as client account owner for retention, growth strategy, and client satisfaction for up to 110 client contacts, each consisting of between 10-199 work site employees.
  • Serve as client's liaison and advocate to our internal service team by coordinating and overseeing all efforts and communications on behalf of client, including all reporting.
  • Provide direct support to my clients for any and all escalations, pain points, or emergent needs, ensuring 4 hour or less SLA.
  • Performs in depth needs analysis, recommends applicable products, maintains current knowledge of Paychex products and services, and ensures client obtains full return on their investment with PEO.
  • Initiates and fosters positive growth environment by utilizing 7 guiding values and behaviors; Innovation, Partnership, Accountability, Respect, Service, Integrity.

Branch Coordinator

Apria Healthcare
Lindon, UT.
11.2019 - 03.2020
  • Provided Excellent Customer service while maintaining all clerical functions, working directly with public in person and over phone.
  • Worked Directly with Physicians and their assistants providing support with patient scheduling, test processing, and work order creation in ACIS.
  • Balanced operational awareness/customer focus.
  • Coordinated and assigned service call requests.
  • Remained calm and professional in stressful situations.

Administrative Office Manager

Home Window Tinting and Commercial
Lewisville, TX.
12.2018 - 10.2019
  • Managed daily operations for $1.5 million film company
  • All HR Responsibilities such as hiring, training, and terminations.
  • Coordinated internal company-wide meetings, executive committee meetings, conferences and staff meetings.
  • Delivered performance reviews, recommending additional training or advancements.
  • Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
  • Streamlined and lowered accounts receivable process by 30%
  • Marketed and planned client functions.
  • Created document management system to reduce paper usage and improve accuracy of tracking streamlining processes.

Medical Receptionist

Family Health and Wellness of Plano
Plano, TX.
05.2018 - 11.2018
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
  • Answered 100’s of phone calls per day, greeted clients, used Kareo software for new patient paperwork, verified insurance, billing, received payments and patient records requests.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Maintained current and accurate medical records for patients.
  • Completed patient referrals to other medical specialists.
  • Organized paperwork such as charts and reports for office and patient needs.
  • Checked patient insurance, demographic, and health history to keep information current.

Project Manager

Webster Roofing
Lewisville, TX.
05.2017 - 05.2018
  • Contract negotiation and signing
  • Scheduled jobs, oversaw construction, job site safety, OSHA compliance, final walk through and payment collections.
  • Achieved project deadlines by coordinating with contractors to manage performance.
  • Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
  • Negotiated and managed third-party contracts related to project deliverables.
  • Managed projects from procurement to commission.

Estimating Administrator

Links Construction
Denton, TX.
02.2014 - 05.2017
  • Created/Submitted bid packages, managed project plans, timelines and budgets, ordered plans.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Safety Coordinator: ensured OSHA compliance, developed and implemented safety reporting guidelines for employees.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Targeted new customers to grow geographic reach and increase revenue, and drove marketing initiatives to increase brand recognition, facilitate promotion and boost revenue.
  • Administrator of iSqFt, 500k+ subcontractor database, and maintained and updated internal databases to support document management.

CEO

Terry Luke Enterprises
Ukiah, California
03.2000 - 01.2014
  • Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Developed key operational initiatives to drive and maintain substantial business growth.
  • Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.
  • Updated business processes, products and team makeups to generate more business opportunities and cater to audience needs.
  • All purchasing, job costing, estimating, dispatching, scheduling.
  • All HR, recruiting, hiring, training, supervising up to 80 employees, promotions, terminations.
  • All Accounting, accounts receivables/payables, payroll, worker’s compensation, pre-liens and lien wavers.

Education

Bachelor of Science - Recreation Management And Youth Leadership

Brigham Young University, Provo, UT
05.2001 -

Skills

Business development expertise

Relationship management and development

Customer service awareness

Verbal/written communication

Office Management

Prioritization and time management skills

Small business accounting, estimating, OSHA safety tracking

Efficiency, streamlining processes

Human Resources; Staff training, mentoring, & supervising

Interests

Active in my community, actively coaching sports

Timeline

Client Advocate (Formerly Payroll Account Manager) - Paychex
11.2020 - Current
Branch Coordinator - Apria Healthcare
11.2019 - 03.2020
Administrative Office Manager - Home Window Tinting and Commercial
12.2018 - 10.2019
Medical Receptionist - Family Health and Wellness of Plano
05.2018 - 11.2018
Project Manager - Webster Roofing
05.2017 - 05.2018
Estimating Administrator - Links Construction
02.2014 - 05.2017
Brigham Young University - Bachelor of Science, Recreation Management And Youth Leadership
05.2001 -
CEO - Terry Luke Enterprises
03.2000 - 01.2014
Angela EaquintoClient Advocate