Ashia Perham
Redford,MI
Summary
Support day-to-day program operations with expertise in records management and resource coordination. Skillfully meet diverse needs and address issues to maintain efficiency and program outreach. Demonstrated success in building long-lasting relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Intake Specialist
Family Matters Counseling & Psychological Services
Southfield, MI
09.2020 - Current
- Answer office telephone/ Return the previous day(s) calls, process calls
- Complete Insurance Verification Form for new clients
- Verify insurance for clients/fax or email same form to biller
- Return client text messages and text necessary messages to psychologists
- Schedule all initial client appointments using Simple Practice and upload paperwork into Simple Practice
- Send electronic intake packets, thank-you notes, satisfaction surveys, and gift cards, text / email missed appointment notes, treatment termination letters, email form letters to doctors, and update email-marketing list as needed
- Greet clients entering the office, offer water, and identify which clinician the client is scheduled to see
- Keep office waiting area clean and organized
- Restock water in the refrigerator and paper in the fax machine and copier as needed
- Maintain professional dress and interaction with all Family Matters clients and Contacts potential clients to establish a business relationship with them
Business Development Coordinator
Diversified Members Credit Union
Detroit, MI
03.2019 - 04.2020
- Maintains current client relationship and identifying areas for potential clients
- Contacts potential clients to establish a business relationship and meet with them
- Develops new sales areas and improving sales through various methods
- Research the latest in the business industry and creating new opportunities to expand business
- Collaborate with sales and design team to ensure requirements are met, such as sales numbers and profit goals
- Understanding of company products or services as well as business position and competition to keep business competitive
- Presents and explains services and products to potential members and assist in meeting their financial needs
- Opens and closes accounts
- Answers questions, solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party
- Responds to inquiries and questions if possible or directs them if necessary
- Actively cross-sells credit union products and services
Member Services Coordinator
03.2018 - 03.2019
- Train and update new/current Member Service Representatives on new/updated procedures
- Create new procedures for operational tasks/duties
- Assist manager with scheduling for Member Service Representatives
- Act as Member Service Manager in managers absence
- Act as first point of contact in escalation of Member interaction
- Presents and explains services and products to members and assist in meeting their financial needs
- Receives and directs members and telephone calls
- Opens and closes accounts
- Orders checks for members’ accounts
- Completes payroll deductions and authorization forms
- Takes stop payment orders
- Answers questions, solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party
- Resolves member bookkeeping and checking account problems
- Responds to inquiries and questions if possible or directs them if necessary
- Keeps members informed of credit union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options and other related services
- Maintains the privacy of member account information
- Perform file maintenance and account changes as needed
- Maintains and projects the credit union’s professional reputation
- Records and relays messages
- Actively cross-sells credit union products and services.
Member Services Representative
11.2015 - 03.2018
- Presents and explains services and products to members and assist in meeting their financial needs
- Receives and directs members and telephone calls
- Opens and closes accounts
- Orders checks for members’ accounts
- Completes payroll deductions and authorization forms
- Takes stop payment orders
- Answers questions, solves problems for members by listening to problems, collecting data, securing answers, and reporting results to the inquiring party
- Resolves member bookkeeping and checking account problems
- Responds to inquiries and questions if possible or directs them if necessary
- Keeps members informed of credit union services and policies, including types of available accounts, interest and dividend rates, payroll deduction options and other related services
- Maintains the privacy of member account information
- Perform file maintenance and account changes as needed
- Maintains and projects the credit union’s professional reputation
- Records and relays messages
- Actively cross-sells credit union products and services.
Cash Logistics Teller/Processor
Brinks
Detroit, MI
07.2015 - 11.2015
- Verify deposits received by banks and commercial customers
- Prepare orders for banks, ATMs, and commercial customers
- Verify, process, and balance transactions
- Enter data for all currency transactions
- Count, verify, and report on inventory
- Operate specialized counting equipment.
Bank Teller
Huntington National Bank
Redford, MI
01.2013 - 07.2015
- Count currency, coins, and checks received, by hand or using currency-counting machine, in order to prepare them for shipment to the Federal Reserve Bank
- Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers and/or calculators
- Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
- Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
- Prepare and verify cashier's checks
- Explain, promote, or sell products or services, using computerized information about customers to tailor recommendations
- Assist Teller Supervisor with weekly schedules
- Order a supply of cash to meet daily needs
- Quarterly responsible for balancing the ATM and Cash Vault with zero errors
- Balanced daily cash drawers and vaults totaling an average of $100,000.
Education
Accounting And Business Management
University of Phoenix
Tempe, AZSkills
- Document and File Management
- Appointment Coordination
- Confidentiality and Data Protection
- Timeline Planning and Management
- Sensitive Material Handling
- Project Schedule Coordination
- Client Correspondence
- Strong Organizational Skills
- Multitasking and Time Management
- Behavioral Management Planning
- Program Coordination and Execution
- Advanced MS Office Suite Knowledge
- Case Planning and Management
- Overseeing Fundraising
- Budgeting and Allocation
- Creativity
- Critical Thinking
- Problem Solving
Certification
Certified IRA Specialist II (CIS II), Co-chairperson of the Charity Committee for DMCU
Timeline
Intake Specialist
Family Matters Counseling & Psychological Services
09.2020 - Current
Business Development Coordinator
Diversified Members Credit Union
03.2019 - 04.2020
Member Services Coordinator
03.2018 - 03.2019
Member Services Representative
11.2015 - 03.2018
Cash Logistics Teller/Processor
Brinks
07.2015 - 11.2015
Bank Teller
Huntington National Bank
01.2013 - 07.2015
Accounting And Business Management
University of Phoenix
Certified IRA Specialist II (CIS II), Co-chairperson of the Charity Committee for DMCU
Similar Profiles
Simon BairdSimon Baird
Volunteer Collector at Life Matters: Counseling And Psychological ServicesVolunteer Collector at Life Matters: Counseling And Psychological Services
Claudia OchoaClaudia Ochoa
Campus Survivor Advocate - Student Services Professional IV at Counseling and Psychological Services - California State University San BernardinoCampus Survivor Advocate - Student Services Professional IV at Counseling and Psychological Services - California State University San Bernardino
Elexis RiddleElexis Riddle
Manager of Accounts and Finance at Sunrise Counseling And Psychological ServicesManager of Accounts and Finance at Sunrise Counseling And Psychological Services