Summary
Overview
Work History
Education
Skills
Quote
Timeline
Hi, I’m

Caitlyn Branin

Office Manager
Tyler,Texas
Caitlyn Branin

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.


Considered a cooperative and cheerful team player

Almost Thirty years experience in customer service and satisfaction

Over Fifteen years experience in building patient relationships & care

Member of the Chapel Hill Volunteer Fire Department since 2014 Certified BLS (Basic Life Support & CPR) Provider

Overview

26

Years of Customer Service & Satisfaction

8
years of post-secondary education

Work History

Floors & Interiors of Whitehouse and Tyler
Whitehouse, Texas

Office Manager
Jul.2020 - Current (5 education.years_Label & 1 education.month_Label)

Job overview

  • Setup and maintained company’s Google Workspace, Shared Drives & Google My Business Page Kept owner informed by reviewing & analyzing reports, summarizing information, identifying trends
  • Ran end of day/ end of month/ end of year statements and made sure AR was on track & balanced Sent out billing statements/ coordinated with collection agencies when necessary
  • Helped customers understand their balances due and what their warranty plan limitations were
  • Used Quickbooks to set up new clients, both customers and vendors, to ensure accurate billing
  • Set up all new employees with all necessary logins for email, vendor websites, Quickbooks, etc
  • Made training videos to guide new and existing employees through all programs they’d need to use
  • Was the go-to "tech person" whenever there was a Wifi / Network Server / Computer problem
  • Maintained office efficiency by supervising staff, training new hires, implementing policies & procedures
  • Answered phones to help customers with scheduling/ rescheduling/ confirming/ canceling installations
  • Scheduled presentations/Coordinated lunches with sales reps who were presenting new flooring products

Cooley Cosmetic and Family Dentistry
Tyler, TX

Dental Office Manager
Feb.2018 - Jun.2020 (2 education.years_Label & 4 education.months_Label)

Job overview

  • Maintained office efficiency by supervising staff, training new hires, implementing policies & procedures Kept owner informed by reviewing & analyzing reports, summarizing information, identifying trends
  • Ran end of day/ end of month/ end of year statements and made sure AR was on track & balanced Sent out billing statements/ coordinated with collection agencies when necessary
  • Helped patients understand their balances due and what their insurance plan’s limitations were
  • Entered ALL insurance claim payments, patient payments and predetermination approvals/denials
  • Followed up with insurance companies on all non-paid claims/ updated them with needed info
  • Supplied insurance companies with narratives/ COB forms/ etc needed to complete processing
  • Was the go-to "tech person" whenever there was a Wifi / Network Server / Computer problem
  • Scheduled yearly Christmas party and all other office meetings and/or staff events
  • Answered phones to help patients with scheduling/ rescheduling/ confirming/ canceling appts
  • Scheduled/Coordinated lunches with sales reps who were presenting new dental products
  • Entered new patient info/ updated patient info/ made insurance changes/ check in and check out
  • Helped to keep track of gifts received from fellow dental offices/ wrote and sent out Thank You notes
  • Provided fellow dental offices (ortho/ oral surg/ etc) with needed referrals and xray duplicates

Texas National Bank of Jacksonville
Tyler, TX

Compliance Auditor
Mar.2017 - Mar.2018 (1 education.year_Label)

Job overview

  • Organized required annual training courses, entered new employees & reset passwords
  • Opened new business office/ was in charge of ordering all new office equipment and supplies
  • Made sure that all weekly, bi-monthly & monthly reports were run, checked and recorded
  • Reviewed Currency Transaction reports from 7 total branches & requested any missing ones
  • Reviewed & corrected all CTR's to full accuracy, made sure they were filed within the 15 day deadline
  • Reported any suspicious activity I came across to the Bank Securities Officer
  • Helped tellers to stay up-to-date on the ever-changing rules of Compliance in banking
  • Created flow charts to help with the necessary steps needed to complete the tasks of various positions.

Pediatric Dentistry Of Tyler (Dr.John Carter)
Tyler, TX

Office Manager / Insurance Claims Manager /Surgery Scheduling Coordinator
Dec.2009 - Mar.2017 (7 education.years_Label & 3 education.months_Label)

Job overview

  • Entered ALL insurance claim payments, patient payments and predetermination approvals/denials
  • Scheduled in office sedation surgeries as well as those to be performed at the hospital
  • Coordinated said surgeries with the anesthesiologist / other needed doctors and surgeons
  • Collected payments in FULL prior to those surgeries based upon accurate estimations
  • Supplied insurance companies with narratives/ COB forms/ etc needed to complete processing
  • Was the go-to "tech person" whenever there was a Wifi / Network Server / Computer problem
  • Answered phones to help patients with scheduling/ rescheduling/ confirming/ canceling appts
  • Helped patients to understand their balances due and what their insurance plan’s limitations were
  • Ran end of day/ end of month/ end of year statements and made sure our AR was balanced at close
  • Entered new patient info/ updated patient info/ made insurance changes/ check in and check out
  • Scheduled yearly Christmas party and got everyone’s input/vote on the best date/time/place
  • Helped to keep track of gifts received from fellow dental offices/ wrote and sent out Thank You notes
  • Provided fellow dental offices (ortho/ oral surg/ etc) with needed referrals and xray duplicates

Trinity Mother Frances Center for Plastic and Cosmetic Surgery
Tyler, TX

Office Assistant / Cashier
Aug.2008 - Nov.2009 (1 education.year_Label & 3 education.months_Label)

Job overview

  • Check out, Code Entry and Insurance Verification
  • Was responsible for all of the opening procedures for the entire clinic
  • Handled scheduling/rescheduling appointments for both physicians
  • Assured that office appointment times never interfered with surgery times
  • Called to verify accurate insurance benefits and eligibility for all plastic patients
  • Collected co-pays, balances due and pre-surgery amounts from patients to ensure physician payment
  • Answered phone calls to assist patients with any questions/problems that they had
  • Took referrals from other physicians and made sure previous records were obtained from them
  • Accurately entered procedure and diagnosis codes for every patient seen by our physicians
  • Educated myself on all procedures/products that our clinic offered in order to further assist the patients

Smith Dental Care
Tyler, TX

Insurance Specialist /Lead Front Desk Coordinator
May.2006 - Jul.2008 (2 education.years_Label & 2 education.months_Label)

Job overview

  • Handled scheduling/rescheduling appointments for all three doctors
  • Was responsible for entry of all new patient information and existing patient updates
  • Called to verify accurate insurance benefits and eligibility for all patients
  • Answered phone calls to assist patients with any questions/problems they had
  • Entered patients' dental procedures and assisted them with financial check-out
  • Helped with all opening and closing procedures in the office including end-of-day balancing accuracy
  • Welcomed patients into our office and made them feel at home by assisting them with their needs

Bank Of America, Corsicana/Henderson/Tyler
Various, Texas

Senior Bank Teller / Loan Officer
Sep.2003 - May.2006 (2 education.years_Label & 8 education.months_Label)

Job overview

  • Ensured accurate and timely processing of basic transactions for banking center customers
  • Resolved service issues to guarantee customer satisfaction
  • Built customer loyalty through accuracy, efficiency, courtesy and show
  • Provided Lobby Management / Promoted consumer services and products
  • Completed all personal banker training labs and gained experience opening accounts
  • Served as lobby floor leader, a leadership role that ensured customer service and delight

Texas A&M University, Reed Arena Box
College Station, Texas

Ticket Sales Representative
Sep.2001 - May.2002 (8 education.months_Label)

Job overview

  • Sold basketball/event tickets to customers
  • Answered telephones to assist customers with problems/questions
  • Resolved any conflicts had with ticket purchases / reservations

Education

Texas A&M University
College Station, TX

Bachelor of Science from Journalism and Public Relations
Sep.1999 - Jun.2002 (2 education.years_Label & 9 education.months_Label)

University Overview

Tyler Junior College
Tyler, Texas

No Degree from General Studies
Sep.1997 - Jun.1999 (1 education.year_Label & 9 education.months_Label)

University Overview

Completed 39 hours of transferable college work, starting in the fall semester of my senior year of highschool.

Chapel Hill High School
Tyler, TX

High School Diploma
Sep.1994 - Jun.1998 (3 education.years_Label & 9 education.months_Label)

University Overview

  • Member of National Honors Society
  • Member of Student Council
  • Member of Who's Who Among American High School Students
  • Elected to Drill Team Officer in 1997-1998

Skills

Documentation and control

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Quote

Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt

Timeline

Office Manager
Floors & Interiors of Whitehouse and Tyler
Jul.2020 - Current (5 education.years_Label & 1 education.month_Label)
Dental Office Manager
Cooley Cosmetic and Family Dentistry
Feb.2018 - Jun.2020 (2 education.years_Label & 4 education.months_Label)
Compliance Auditor
Texas National Bank of Jacksonville
Mar.2017 - Mar.2018 (1 education.year_Label)
Office Manager / Insurance Claims Manager /Surgery Scheduling Coordinator
Pediatric Dentistry Of Tyler (Dr.John Carter)
Dec.2009 - Mar.2017 (7 education.years_Label & 3 education.months_Label)
Office Assistant / Cashier
Trinity Mother Frances Center for Plastic and Cosmetic Surgery
Aug.2008 - Nov.2009 (1 education.year_Label & 3 education.months_Label)
Insurance Specialist /Lead Front Desk Coordinator
Smith Dental Care
May.2006 - Jul.2008 (2 education.years_Label & 2 education.months_Label)
Senior Bank Teller / Loan Officer
Bank Of America, Corsicana/Henderson/Tyler
Sep.2003 - May.2006 (2 education.years_Label & 8 education.months_Label)
Ticket Sales Representative
Texas A&M University, Reed Arena Box
Sep.2001 - May.2002 (8 education.months_Label)
Texas A&M University
Bachelor of Science from Journalism and Public Relations
Sep.1999 - Jun.2002 (2 education.years_Label & 9 education.months_Label)
Tyler Junior College
No Degree from General Studies
Sep.1997 - Jun.1999 (1 education.year_Label & 9 education.months_Label)
Chapel Hill High School
High School Diploma
Sep.1994 - Jun.1998 (3 education.years_Label & 9 education.months_Label)

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Caitlyn BraninOffice Manager