Organized and detail-oriented professional with extensive experience in patient scheduling, document management, and communication within healthcare settings. Proven adaptability and efficiency in managing diverse administrative tasks, ensuring smooth operations and patient satisfaction. Eager to leverage expertise in a dynamic Administrative Assistant role to support organizational growth and workflow coordination.
Overview
16
16
years of professional experience
Work History
Medical Administrative Assistant
Aspen Orthopedic Specialists
New Berlin
09.2019 - 10.2025
Proficiently utilized Electronic Health Records system for data entry, document management and retrieval of patient information.
Supported healthcare operations by providing assistance with patient registration, appointment scheduling, insurance verification, and documentation.
Provided administrative support to medical staff and patients, including scheduling appointments, managing patient records, and answering telephone inquiries.
Answered incoming calls from patients regarding appointments or general inquiries about health care services provided.
Demonstrated excellent communication and interpersonal abilities in interacting with patients, family members, physicians, and other healthcare staff.
Scheduled follow-up appointments directed by providers or indicated on encounter forms.
Performed various clerical duties such as copying, scanning documents, filing, retrieving medical charts and preparing correspondence.
Organized daily schedules for medical staff members ensuring timely arrival of patients for appointments.
Utilized medical terminology and coding principles in order to properly complete medical forms, insurance forms, and other paperwork.
Organized and monitored provider's daily schedule.
Ensured accuracy of all documentation related to patient's visit including insurance forms and consent forms.
Developed and maintained effective working relationships with physicians, nurses, and other healthcare professionals.
Took detailed clinical phone messages for physician or advanced allied healthcare provider.
Monitored intake work queue to drive timely completion.
Assisted staff with special projects, reports and activities.
Coordinated physician schedules and maintained patient flow by communicating patient arrivals or delays.
Provided verbal or writing instructions to patients to prepare for appointments and procedures.
Called patients to inform of labs or diagnostic results as per PCP directions.
Collaborated closely with doctors, nurses and other staff members to ensure smooth operations within the practice.
Operated office equipment, such as voice mail messaging systems and used word processing, spreadsheet and other software applications to prepare reports, invoices, financial statements, letters, case histories, and medical records.
Mutual Fund Specialist
USBank Global Fund Services
Milwaukee
08.2017 - 09.2019
I handled shareholders accounts.
Maintenances, trades, performance, registering accounts, providing instructions as well as handling fund specific questions.
This job is very customer experience oriented rated by the NQR.
Quick thinking while assisting shareholders with their questions and problems/requests.
Navigating different portals work based information to locate answers in a timely manner while on the phones with shareholders.
Established a working knowledge of regulations governing the management of mutual funds.
Developed expertise in mutual fund products, including stocks, bonds, and money market funds.
Provided comprehensive customer service while responding to client inquiries regarding mutual funds.
Organized and maintained accurate records of all transactions related to mutual funds.
Directed execution of trades.
MEMBER SERVICE REP, LOSS PREVENTION ANALYST
Guardian Credit Union
Oak Creek
02.2014 - 08.2017
Answered member questions about products and services.
Performed cash handling duties such as deposits and withdrawals for members' accounts.
Processed and handled disputes, wires, debit cards.
Processed check draft reports and member service calls to correct accounts, fees or fraud situations.
Resolved member complaints with professionalism and empathy.
Provided support to members regarding account inquiries, processing transactions, and resolving issues.
PICK N SAVE CAKE DECORATOR
BAKERS SQUARE
12.2012 - 01.2014
Designed intricate cake decorations for various celebrations and events.
Collaborated with team members to create appealing dessert displays.
Maintained cleanliness and organization of decorating stations and tools.
Assisted customers with custom cake orders and design preferences.
Applied various icing techniques to enhance cake presentations.
Ensured compliance with food safety standards during decoration processes.
Used pastry bags and tips to pipe messages and decorative roses onto cakes.
Cleaned display cases, utensils, and working spaces to keep sanitary work environment.
HOSTESS, CASHIER, SERVER, SUPERVISOR
BAKERS SQUARE
09.2009 - 12.2012
I started out cashiering and hosting then after a few months I was trained to be a server.
After 2 years I became a supervisor for running the store while the managers were off and had the responsibility of closing the store a few nights of the week.
Greeted and seated guests promptly upon arrival.
Coordinated with kitchen staff for timely food delivery.
Monitored dining area for cleanliness and guest comfort.
Trained new hostesses on procedures and customer service standards.
Education
High school or equivalent -
West Allis Central
West Allis, WI
06.2011
Skills
Cash handling
Customer Service
Patient documentation
Appointment scheduling
Electronic health records
Effective communication
Problem solving
Time management
Workflow coordination
Organizational growth
Appointment coordination
Patient scheduling
HIPAA compliance
Medical terminology
Physician assistance
EMR software
Patient charting
Data entry
Patient demographics
Medical report transcription
ADDITIONAL INFORMATION
SKILLS & ABILITIES I have experience with; cash handling, hosting/ greeting, serving, cooking, cleaning, serving, baking, cake decorating, supervising, certified training, fraud reports, wire transfers, record keeping and handling I am able to comprehend and adapt quickly to new environments and situations. I am able to talk to people respectfully and stay focused on the tasks at hand. I know how to work with computers and different programs and can learn quickly. I can also multitask a different array of projects given to me.