Summary
Overview
Work History
Education
Skills
Timeline
Generic

Cassandra Morales

Hutchinson,KS

Summary

Office management professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs.

Overview

11
11
years of professional experience

Work History

Office Manager

Aspen Dental
07.2023 - Current
  • Managed day-to-day operations of the office, such as ordering supplies, maintaining equipment and managing calendars
  • Created and maintained filing systems to ensure accurate record keeping
  • Supervised administrative staff, driving front office operations and continuous workflow
  • Led meetings, keeping staff informed of changes or new requirements in policies and procedures
  • Created and reviewed schedules, maintaining staffing levels to meet service goals
  • Provided onboarding support for new employees, including orientation sessions and training materials preparation
  • Fostered a positive work environment through proactive conflict resolution techniques when needed
  • Conducted interviews, reference checks, background screenings, and other assessments to evaluate potential hires
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.

Medical Office Administrative Assistant

St Vincent
02.2022 - 02.2023
  • Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
  • Responded quickly to meet customer needs and resolve problems
  • Handled confidential medical information in accordance with HIPAA regulations
  • Maintained accurate records of patient information, including medical histories and insurance information
  • Educated employees on proper use of organization's products and systems
  • Trained personnel on applications, products and job functions
  • Demonstrated excellent multitasking abilities while simultaneously handling various administrative tasks such as answering phones, greeting patients, and data entry.
  • Assisted in training new staff members on office procedures, ensuring consistent quality of services provided.
  • Answered phone calls and messages for 8 physicians at both the hospital and clinic side of the medical facility, scheduling appointments, and handling patient inquiries.

Medical Administrative Assistant

High Country Health Care
10.2019 - 02.2022
  • Answered incoming calls promptly and professionally, addressing customer inquiries with empathy and understanding
  • Managed difficult situations calmly and effectively while maintaining a positive attitude towards customers
  • Proficiently handled high call volumes while maintaining quality service standards
  • Demonstrated excellent communication skills by actively listening to customers, responding to their needs, and providing helpful solutions
  • Performed outbound calls to follow up on customer inquiries and account statuses
  • Exceeded performance metrics related to call time, quality, and customer satisfaction
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

NMLS Loan Officer

U.S. Bank
09.2018 - 10.2019
  • Performed daily balancing of assigned teller drawer, ensuring accuracy of all transactions processed throughout the day
  • Assisted customers in opening new accounts and provided detailed information on available banking services
  • Provided excellent customer service to clients by responding promptly and accurately to inquiries, complaints, and requests in a professional manner
  • Processed loan applications in accordance with applicable laws and procedures
  • Answered customer inquiries involving rates, products and loan application status to provide quality customer service
  • Analyzed applicants' financial status and credit and property evaluations to determine feasibility of granting loans
  • Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
  • Maintained strict confidentiality of bank records and client information.

Clothing Store Manager

Murdochs
09.2017 - 09.2018
  • Coordinated with marketing team to develop innovative advertising campaigns
  • Utilized data analysis techniques to identify areas for improvement in efficiency and cost reduction
  • Analyzed financial statements to determine profitability of specific product lines
  • Managed daily operations including scheduling, budgeting, and payroll processing
  • Promoted safe work practices among team members by conducting safety meetings
  • Hired, trained, coached, evaluated performance, and managed personnel within the store
  • Organized monthly promotional campaigns to attract new customers and boost sales
  • Maintained high standards of customer service through effective staff training and development

CSR/Loan Officer Assistant

Alpine Bank
12.2014 - 09.2017
  • Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner
  • Balanced cash drawer and maintained full accountability for assigned cash on hand
  • Monitored bank vaults to verify correct cash balances
  • Promoted bank products and services to consistently meet cross-selling goals
  • Identified opportunities for upselling and cross-selling additional products or services to customers
  • Performed administrative tasks such as filing paperwork, maintaining records, generating reports
  • Processed loan applications, including verifying customer information, preparing documents, and ordering third-party services
  • Utilized strong customer service skills to effectively communicate with customers regarding their loan applications

Education

High School Diploma -

American School
Lansing, IL
05.2013

Skills

  • Business development
  • Staff management
  • Team leadership
  • Customer service
  • Decision-making
  • Staff training and development

Timeline

Office Manager

Aspen Dental
07.2023 - Current

Medical Office Administrative Assistant

St Vincent
02.2022 - 02.2023

Medical Administrative Assistant

High Country Health Care
10.2019 - 02.2022

NMLS Loan Officer

U.S. Bank
09.2018 - 10.2019

Clothing Store Manager

Murdochs
09.2017 - 09.2018

CSR/Loan Officer Assistant

Alpine Bank
12.2014 - 09.2017

High School Diploma -

American School

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