Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Becky Smith

Loxahatchee,FL

Summary

Detail oriented individual with desire for customer complete satisfaction.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Accounting Assistant

Big Sky Aviation
08.2023 - Current
  • Completed payroll functions to facilitate accurate and prompt staff payments.
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
  • Reconciled all company credit cards on a monthly basis using TFBO software.
  • Updated purchase orders as needed and inputted invoices into TFBO.
  • Managed accounts payable and receivable, ensuring timely processing of invoices and payments.

Branch Teller

PNC Bank
02.2023 - 08.2023
  • Ensure all client's withdrawals, deposits, transfers, and other financial activities process smoothly. While promoting new products that may benefit the clients needs.
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Contributed to cross-selling efforts, promoting bank products and services to meet client needs.
  • Improved teller accuracy through consistent attention to detail and thorough transaction verification.
  • Participated in ongoing training workshops to stay current on industry trends and best practices.
  • Prevented potential fraud incidents through diligent review of identification documents and verification of customer data.

Front Office Assistant

Davidson Family Medicine
02.2021 - 12.2022
  • Greet, communicate and welcome patients professionally both in person and on the phone.
  • Attention to detail to schedule patients correctly and communicate scheduling difficulties with providers.
  • Notifying providers upon patients' arrival, confirming all paperwork and documentation is prepared and ready.
  • Optimizing provider schedules and patient satisfaction with efficient scheduling.
  • Ensuring availability of treatment information by retrieving and updating patient charts.
  • Verifying financial records and collecting patient charges on top of verifying insurances and collecting any copays and/or deductibles.
  • Nine providers total in office, seeing 90+ patients per day.
  • Proficient knowledge in practice partner scheduling and billing.

Office Manager

Chemlab Motorsports, LLC
01.2019 - 01.2021
  • Oversee and support all administrative duties in the office and ensure that office is operating smoothly.
  • Manage office supplies inventory and place orders as necessary for customers and technicians.
  • Perform receptionist duties: greet visitors, answer phone calls and emails.
  • Receive and sort incoming mail and deliveries and manage outgoing mail.
  • Develop office policies and procedures, and ensure they are implemented appropriately.
  • Web-est invoicing and estimating system.

Front Office Manager

Lake Norman Health and Wellness
01.2017 - 01.2019
  • Supervised patient scheduling, registration, financial counseling, medical records, billing and collection, data entry and processing, and cash posting.
  • Coordinated the day-to-day operations of the practice.
  • Promoted excellent customer service by all levels of the staff.
  • Developed and maintained office policies and procedures
  • Interviewed, hired, and trained a productive medical office team and conducted performance reviews.
  • Maintained and managed all filing and organizational systems for the practice
  • In charge of verifying patients' insurance and discussing care plan options to fit their needs.

Provisional Broker

RE/MAX
01.2015 - 01.2016
  • Preparing comparable market annalists for each house for potential buyers and sellers.
  • Building and growing my own name/brand for my business.
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
  • Negotiated favorable terms for clients during transactions, maximizing their profits in both buying and selling scenarios.

Education

Under two years in Psychology -

Central Piedmont Community College
Charlotte, NC
12.2012

High school diploma -

Pedro Menendez High School
Saint Augustine, FL
12.2009

Skills

  • Administrative experience
  • Accounting
  • Accounts receivable
  • Office manager experience
  • Management
  • Computer skills
  • Payroll
  • Dental office experience
  • Microsoft Office
  • Accounts payable
  • Recruiting
  • Medical billing
  • Social work
  • Microsoft Powerpoint
  • Leadership
  • Medical receptionist
  • Data entry
  • Customer service
  • Inside sales
  • Email marketing
  • Insurance verification
  • Organizational Skills
  • Communication Skills
  • Front Desk
  • Microsoft Word
  • Medical Records
  • Medical Office Experience
  • Medical Scheduling
  • Filing
  • Office Administration
  • Google Suite
  • Customer Service
  • Bank Reconciliation
  • Microsoft Excel

Certification

  • North Carolina Real Estate Broker
  • Automotive Dealer License

Additional Information

Professional References:


Sylvia Quezada - Assistant Branch Manager - PNC Bank - (561) 506 - 8505

Dr. Craig White - Owner - Davidson Family Medicine - (704) 664 - 0427

Jessica Shoemaker - Office Manager - Davidson Family Medicine -(704) 883 - 2241

Tyler Roach - Owner - Chemlab Motorsports, LLC (704) 840 - 3480

Daniel Boggs - Doctor/Chiropractor - Lake Norman Health & Wellness - (304) 518 - 5179

Timeline

Accounting Assistant

Big Sky Aviation
08.2023 - Current

Branch Teller

PNC Bank
02.2023 - 08.2023

Front Office Assistant

Davidson Family Medicine
02.2021 - 12.2022

Office Manager

Chemlab Motorsports, LLC
01.2019 - 01.2021

Front Office Manager

Lake Norman Health and Wellness
01.2017 - 01.2019

Provisional Broker

RE/MAX
01.2015 - 01.2016

Under two years in Psychology -

Central Piedmont Community College

High school diploma -

Pedro Menendez High School
  • North Carolina Real Estate Broker
  • Automotive Dealer License
Becky Smith