Summary
Overview
Work History
Education
Skills
Timeline
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Brandi Mongelli

Fresno,Ca

Summary

Professional administrator with proven ability to streamline operations and enhance productivity. Adept at coordinating teams, managing resources, and driving projects to successful completion. Strong focus on collaboration, problem-solving, and adapting to changing needs. Skilled in office management, strategic planning, and effective communication.

Overview

21
21
years of professional experience

Work History

Administrator & Finance Manager

Sky Hotels
06.2022 - Current
  • Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
  • Maintained personnel records and updated internal databases to support document management.
  • Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
  • Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
  • Supervised administrative support staff members, offering guidance, feedback, and mentorship that contributed to their professional growth and development.
  • Maintained accurate documentation of company policies and procedures for easy reference by all employees.
  • Provided exceptional customer service to both internal and external stakeholders through prompt response times and thorough issue resolution efforts.
  • Reduced overhead costs through careful budget management and resource allocation.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Supported financial director with special projects and additional job duties.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Developed strategic plans for day-to-day financial operations.
  • Played key role in strategic planning sessions, offering insights that shaped company direction and growth.
  • Optimized cash flow management, allowing for timely investment and debt reduction.
  • Executed vendor setup and payment, administration of bank accounts and account reconciliations.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Counted, balanced and reconciled cash and credit card payments and identified gaps in proper cash-handling procedures.

Claim Processor/Customer Service Representative

Delta Health Systems
11.2018 - 05.2022
  • Managed high volume of claims, prioritizing tasks to meet deadlines without sacrificing quality.
  • Collaborated with cross-functional teams to resolve complex claims issues efficiently and effectively.
  • Reviewed and analyzed claims to ensure accuracy, completeness, and compliance with company policies.
  • Utilized specialized software to process incoming claims, enter data and generate reports.
  • Evaluated accuracy and quality of data entered into agency management system.
  • Followed up with customers on unresolved issues.
  • Maintained strict confidentiality when dealing with sensitive information about patients'' medical histories or personal details.
  • Reduced claim processing time for faster customer service and improved satisfaction rates.
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Handled escalated calls, successfully deescalating situations while finding solutions to meet client expectations.
  • Supported team members in their tasks, contributing to overall team success.
  • Increased productivity by effectively managing workload and prioritizing tasks.

Certified Medical Assistant

Mid Valley Cardiology
10.2016 - 11.2018
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Called and faxed pharmacies to submit prescriptions and refills.
  • Provided compassionate care for patients, addressing their concerns and ensuring a positive experience.
  • Enhanced clinic efficiency by thoroughly documenting patient information and updating electronic health records.
  • Taught patients about medications, procedures, and care plan instructions.
  • Coordinated with other healthcare professionals for patient referrals, ensuring a seamless transition and continuation of care.
  • Educated patients by providing medication and diet information and clarifying physicians' orders, answering questions thoroughly.
  • Performed diagnostic tests accurately, contributing to swift diagnosis and appropriate treatment options.
  • Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
  • Completed EKGs and other tests based on patient presentation in office.
  • Obtained and documented patient medical history, vital signs and current complaints at intake.
  • Prepared lab specimens for diagnostic evaluation.
  • Explained procedures to patients to reduce anxieties and increase patient cooperation.

Certified Life Insurance Agent

American Life Insurance
12.2015 - 10.2016
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
  • Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales [Number]%.
  • Provided coverage option information to assist clients in protecting assets.
  • Maintained high standards of customer service by building relationships with clients.
  • Utilized effective time management skills to manage a large client portfolio efficiently without sacrificing quality of service or attention to detail.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.

Office Manager

Peachwood Medical Group
04.2015 - 11.2015
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Provided comprehensive administrative support to senior management, enabling them to focus on strategic decision-making.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
  • Managed daily administrative tasks to ensure smooth operations within the medical office environment.
  • Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
  • Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
  • Maintained up-to-date knowledge of healthcare regulations and policies, ensuring the practice remained in compliance at all times.

Front and Back Office Assistant Manger

Concentra Medical Center
04.2012 - 04.2015
  • Demonstrated strong leadership skills by mentoring junior staff members on proper procedures and etiquette for dealing with customers.
  • Oversaw daily front office operations, delegating tasks as necessary to maintain an efficient workflow.
  • Triaged incoming calls for provider to determine callers' needs for immediate appointments or scheduled visits.
  • Precepted newly hired medical assistants to train each on office procedures and important tasks.
  • Assisted physicians and nurses with clinical procedures following safe practices.
  • Documented patient information in EMR and prepared paperwork for medical staff.
  • Monitored office procedures to correct problems and implement proactive improvements for better patient flow.
  • Met operational targets consistently by guiding and motivating medical assistant team to effectively handling administrative and clinical needs.
  • Enforced department policies and procedures to keep team operating effectively and delivering top-notch care.
  • Contributed to a positive workplace atmosphere by actively participating in team meetings and problem-solving initiatives.
  • Coordinated laboratory services for timely test results and improved patient outcomes.
  • Developed strong relationships with insurance companies to expedite claims processing and enhance overall patient satisfaction.
  • Managed inventory of medical supplies, reducing waste by implementing cost-effective ordering strategies.
  • Trained new medical assistants on best practices, ensuring consistent quality of care across the team.
  • Handled sensitive patient information confidentially, adhering to HIPAA regulations at all times.
  • Collaborated closely with healthcare professionals to optimize treatment plans and ensure seamless coordination of care.
  • Maintained accurate patient records, contributing to a well-organized and efficient medical practice.
  • Streamlined administrative processes for faster appointment scheduling and reduced wait times.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Obtained and documented patient medical history, vital signs and current complaints at intake.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Completed EKGs and other tests based on patient presentation in office.
  • Supported duties for diagnostic and technical treatment procedures, such as setting up and operating special medical equipment and apparatus.
  • Collaborated closely with other administrative staff members to ensure seamless coordination of essential back-office functions.
  • Maintained an organized inventory system of office supplies, ensuring adequate stock levels at all times.

Medical Receptionist Supervisor/Certified Medical Assistant

Cardiovascular Consultants Heart Center
04.2004 - 04.2012
  • Assisted in managing conflicts among staff members when needed; fostered open communication channels which ultimately strengthened overall team dynamics.
  • Improved patient satisfaction by ensuring prompt and efficient front desk operations.
  • Participated in ongoing professional development opportunities, staying current on industry best practices and trends to continually improve performance as a Medical Receptionist Supervisor.
  • Maintained accurate patient records, ensuring compliance with HIPAA regulations and protecting sensitive information.
  • Assisted in the training of new employees, developing comprehensive onboarding materials that enhanced knowledge retention.
  • Oversaw daily cash handling procedures, maintaining accurate financial records and safeguarding company assets.
  • Organized office supply inventory for optimal cost control while maintaining adequate stock levels for smooth daily operations.
  • Streamlined appointment scheduling for increased efficiency and patient convenience.
  • Developed strong relationships with patients through consistent professionalism and compassionate care during interactions at the front desk area.
  • Monitored employee performance regularly through evaluations; provided constructive feedback that led to improved job skills and confidence among staff members.
  • Checked patient insurance, demographic, and health history to keep information current.
  • Sanitized, restocked, and organized exam rooms and medical equipment.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Streamlined communication between healthcare providers, facilitating timely treatment plans and decision making.
  • Consistently maintained up-to-date certifications, demonstrating dedication to professional development and quality patient care.
  • Performed diagnostic tests accurately, contributing to swift diagnosis and appropriate treatment options.
  • Expedited insurance claims processing by verifying coverage details and submitting accurate documentation in a timely manner.
  • Assisted physicians with minor surgeries, including preparing operating room and sterilizing instruments.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Completed EKGs and other tests based on patient presentation in office.
  • Prepared lab specimens for diagnostic evaluation.
  • Oriented and trained new staff on proper procedures and policies.
  • Collaborated with medical and administrative personnel to maintain patient-focused, engaging, and compassionate environment.
  • Conducted monthly and quarterly inventory of supplies using facility cost reporting records.

Education

Medical Assistant Certified -

Galen College of Fresno
Fresno, California
04.2004

Medical Billing and Administrative Certificate -

Treasure Island Jobs Corp
San Francisco, California
01.2001

Skills

  • Epic (EMR System)
  • Medical Management/Manager (software)
  • Centergy (EMR)
  • OccuSource
  • Behavior Based Safety (OSHA) Certified
  • Medical Insurance
  • Customer service
  • Data entry
  • Attention to detail
  • Recordkeeping and file management
  • MS office
  • Documentation and reporting
  • Decision-making
  • Team building and leadership
  • Employee supervision
  • Goal setting
  • Time management
  • Bookkeeping
  • Mail handling
  • Budget management
  • Flexible schedule
  • Executive support
  • Microsoft Excel proficiency
  • Data-driven decision making
  • Account reconciliation
  • Budgeting and planning
  • Cash handling
  • Quickbooks
  • Accounting and bookkeeping
  • Accounts receivable
  • Accounts payable
  • Bank statement reconciliation
  • Spreadsheet tracking

Timeline

Administrator & Finance Manager

Sky Hotels
06.2022 - Current

Claim Processor/Customer Service Representative

Delta Health Systems
11.2018 - 05.2022

Certified Medical Assistant

Mid Valley Cardiology
10.2016 - 11.2018

Certified Life Insurance Agent

American Life Insurance
12.2015 - 10.2016

Office Manager

Peachwood Medical Group
04.2015 - 11.2015

Front and Back Office Assistant Manger

Concentra Medical Center
04.2012 - 04.2015

Medical Receptionist Supervisor/Certified Medical Assistant

Cardiovascular Consultants Heart Center
04.2004 - 04.2012

Medical Billing and Administrative Certificate -

Treasure Island Jobs Corp

Medical Assistant Certified -

Galen College of Fresno

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Brandi Mongelli