BRANDI PHILLIPS

Client and patient information: Conduct initial screenings, collect demographic and medical histories, and prepare new patient paperwork.
Administrative tasks: Maintain patient charts, enter data into databases, and perform clerical work like filing, copying, and faxing.
Financial and insurance: Verify insurance coverage, explain benefits, and handle billing as needed.
Scheduling: Schedule initial appointments, consultations, and procedures with relevant staff.
Communication: Serve as the first point of contact, answer inquiries, explain services, and address client concerns and complaints.
Coordination: Liaise with referral sources, internal departments, and external agencies to facilitate care and ensure continuity.
Record management: Ensure all documentation is accurate, complete, and kept confidential in compliance with regulations.

Appointment Scheduling:
Coordinate and schedule patient appointments efficiently to optimize provider availability.
Maintain an accurate and up-to-date appointment calendar, check patients in and out of EHR.
Address scheduling conflicts and reschedule appointments as needed.
Patient Financial Management:
Collect and track patient balances, including copays and coinsurance payments.
Communicate with patients about outstanding balances in a Collaborate with the Billing Department to ensure accurate processing of payments.
Departmental Coordination:
Serve as a liaison between the Admissions Department, Billing
Department, and other internal teams to ensure seamless workflows. â—‹ Relay patient and administrative information effectively across
departments.
Office Inventory Management:
Monitor and maintain office supplies and inventory levels.
Submit weekly supply requests to the Director of Operations for approval and ordering.
Office Environment:
Ensure the office is clean, organized, and presentable for staff and clients. â—‹ Address any immediate office maintenance issues as needed.
Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.
Managed scheduling for multiple employees, ensuring optimal coverage during peak business hours.

• Coordinated office operations to enhance workflow efficiency and support team objectives.
• Streamlined communication processes between departments, ensuring timely information flow and collaboration.
• Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
• Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
• Served as a point of contact for clients visiting the office, providing exceptional customer service that led to increased client retention rates.
• Oversaw maintenance requests for office equipment, ensuring prompt repairs or replacements as needed to prevent downtime.
• Improved client satisfaction by promptly responding to inquiries and resolving issues in a professional manner.

• Provide uninterrupted flow of materials, equipment, and services to production.
• Responsible for over 75 suppliers; all domestic suppliers within the U.S., foreign suppliers including but not limited to: Mexico, Czech Republic, United Kingdom, and China.
• Day-to-day order management using SAP software.
• Provide daily updates to customer service, production, and management.
• Develop and maintain relationships with suppliers.
• Schedule the supply of materials/components to meet production requirements and minimum safety stock levels.
• Plan, develop, and implement processes for material delivery from suppliers.
• Assess volume requirements against planning assumptions.
• Take preventative measures to ensure on time deliveries.
• Execute follow up actions in relation to material shortages that affect production.
• Monitor inventory levels against target levels.
• Support inventory checks to validate accuracy.
• Minimize obsolete stock and ensure business is left with minimum liability.

• Offer non-recourse assignment funding to firms by purchasing verified life insurance policies.
• Service provides peace of mind to families by relieving the difficulty of providing up front payments for funeral costs.
• Manage daily assignments by entering new cases upon arrival with speed and accuracy.
• Update clients daily to ensure open lines of communication.
• Call insurance companies to verify insurance policies that have been provided to funeral homes by decedent's family.
• Keep up to date records of all communications with clients and insurance companies.
• Provide updates to supervision daily upon request.

• Provide uninterrupted flow of materials, equipment, and services to production.
• Manage and update MRP systems by entering accurate due dates and lead times.
• Run daily open order reports and follow up with vendors for any past due or back ordered product.
• Plan well to eliminate or limit freight expenses.
• Request return authorization from vendors for malfunctioning or faulty parts.
• Research and target various cost reduction strategies.
• Perform weekly cycle count of all raw materials used in the boat building process not included in MRP.
• Supervise material handlers to ensure first in first out flow of time sensitive material.
• Perform physical inventory and data entry of MRP components on a quarterly basis.
• Responsible for purchasing MRO as requested.
• Obtain and compare quotes for products and services.
• Process all receiving documents accurately and in a timely manner.
• Post transactions daily.
• Coordinate with stockroom and material handlers to ensure product flow and priority orders.
• Contact vendors to resolve any shipment discrepancies.
• Work closely with accounts payable to ensure all receiving documents are properly matched to invoices.
• Obtain and verify any missing documentation of shipments.
• Perform special assignments as requested by supervision.
• Managed procurement processes to ensure timely availability of materials and products.
• Developed and maintained strong vendor relationships to negotiate favorable terms and pricing.

• Perform intermediate duties and support related to branch operational and financial services by processing all new account-related transactions.
• Acquire, retain, and expand new and existing customer relationships.
• Interview customers in order to recommend appropriate products and services.
• Effectively partner with other business lines within the bank to identify sales opportunities and provide excellent customer service.
• Open and close all consumer and business products such as debit cards, checking, savings, and retirement accounts.
• Process complex transactions including: changing account ownership, guardianships, estates, and power of attorney.
• Perform various research as requested by customers or staff.
• Lead branch sales campaigns.
• Assist tellers with daily operations such as scanning tickets and checks for imaging, verifying cash counts, and loading ATM machine.
• Assist branch manager, lending assistants, and bank president as needed.
• Process transactions and balance cash drawer daily.
• Facilitated customer account management, enhancing client satisfaction and retention.