Motivated professional with extensive experience in customer service and records management. Proven skills in time management, problem-solving, and adaptability, contributing to efficient document handling and data management.
Overview
8
8
years of professional experience
Work History
Records Specialist
Legal Monkeys
Waco, TX
10.2023 - Current
Managed data transfer across storage mediums, including hard drives and tapes.
Assisted development of new methods for efficient records management.
Identified discrepancies between physical and digital record systems.
Generated spreadsheets to monitor records management data.
Retrieved records for law firms from internal and external sources.
Scanned paper documents into digital formats with precision.
Performed quality assurance checks on incoming data for accuracy.
Trained new staff on record management systems to enhance team efficiency.
Pulled patient records and transferred information to appropriate parties.
Safeguarded medical records to maintain patient confidentiality.
Transmitted information or documents to customers through email, mailings or facsimile machine.
Streamlined day-to-day office processes to meet long-term goals.
Handled incoming calls and directed callers to appropriate department or employee.
Proofread documents carefully to check accuracy and completeness of all paperwork.
Bake Case Clerk
SLOVACEKS
West, TX
03.2023 - 10.2023
Greet and serve customers promptly with a friendly attitude
Ensure bakery cases are full and well stocked
Ensure all bakery products are properly labeled and priced
Monitor product freshness and rotate stock to ensure quality
Interact positively with customers and answer any questions
Portion and wrap bakery items as needed
Collaborate with other team members to ensure excellent customer service
Clerk
LUCKY STAR SWEEPSTAKES
10.2022 - 03.2023
Greeted customers and answered their questions about game room offerings
Handled cash transactions, processed debit cards, and issued change
Recommended game room improvements and changes
Collaborated with other team members to maintain a safe and organized environment
Developed and implemented promotional plans
Monitored and enforced game room rules and regulations
Demonstrated excellent customer service skills
Patient Advocate Associate
PREMIER ER/URGENT CARE
Waco, TX
09.2021 - 10.2022
Coordinated patient intake and registration processes
Greeted and assisted incoming patients
Verified patient insurance eligibility
Answered patient inquiries and explained hospital policies
Processed patient payments and collected co payments
Managed patient scheduling and rescheduling
Performed daily audits of patient accounts
Maintained patient confidentiality and HIPAA compliance
Processed medical records requests
Generated patient appointment and referral letters
Updated patient demographics
Managed patient records and filing systems
Assisted with front office tasks and special projects
Maintained excellent customer service standards
42A-Human Resource Specialist
US ARMY
06.2019 - 06.2021
Managed and coordinated travel arrangements for team members.
Assisted with the preparation of reports and presentations.
Handled confidential and sensitive information with discretion.
Prepared and edited correspondence, reports, and presentations.
Managed and maintained databases and contact lists.
Assisted with data entry and data management.
Assisted with creating and maintaining spreadsheets and databases.
Maintained accurate and up to date electronic and paper filing systems.
Provided high level administrative support to executive management and department heads.
Life Insurance Application Processor
AMERICAN AMICABLE LIFE INSURANCE
11.2018 - 05.2019
Maintained a high level of efficiency in a fast paced office environment.
Responsible for handling a variety of clerical and administrative tasks, including answering telephones, sorting mail, preparing documents, maintaining records, and providing customer service.
Performed general office duties such as copying, scanning, and faxing.
Handled customer inquiries, data entry, filing, and other office duties as needed.
Created and maintained spreadsheets and databases.
SME-Sales Phone Associate
EMPERION
09.2017 - 11.2018
Helped to train new sales associates and provided guidance and support as needed.
Provided support to the accounting and finance team by processing payments and reconciling sales data.
Responsible for helping customers find the products they were looking for and providing excellent customer service.
Provided support to the marketing and advertising team by promoting store events and sales.
Worked with other team members to develop and implement effective sales strategies.
Provided support to the store manager and other team members as needed.
Helped customers find products, processed sales, and excelled in providing excellent customer service.