Detail-oriented administrative professional with over 20 years of experience in healthcare and financial services, showcasing robust expertise in data management, patient intake, CRM systems, scheduling, and digital operations. Proven track record of maintaining accuracy and organization while delivering high-quality support in fast-paced, technology-driven environments, underscoring a commitment to excellence. Skilled at streamlining processes to enhance efficiency and improve service delivery, focusing on driving team success and achieving organizational goals. Dedicated to leveraging extensive knowledge and experience to foster impactful contributions within dynamic teams.
Work History
Administrative Assistant
Retirement Education Partners
Financial services firm supporting retirement plans (403(b), 457(b), IRA) across TX, LA, NM, OK, and NJ.
Managed large datasets and created structured reports using Excel
Converted and maintained files within Synology Office systems
Organized digital records across Google Drive and internal platforms
Coordinated client scheduling via CRM, email, and SMS tools
Executed email marketing campaigns and maintained contact databases
Supported daily operations using Chrome, Microsoft Edge, and cloud tools
Patient Access Representative II
Christus Jasper Memorial Hospital
Jasper, TX
Conducted thorough verification and entry of demographic and insurance data to support operational efficiency and client service.
Executed patient registration and insurance verification processes to ensure accurate data entry.
Guided patients through service inquiries and coordinated appointment scheduling to enhance patient experience.
Streamlined billing procedures and clarified payment expectations to improve patient comprehension.
Secured critical authorizations and compiled documentation, ensuring adherence to regulatory standards.
Routed patient records to appropriate departments for care coordination
Ensured timely and precise updates of census and occupancy data for comprehensive reporting purposes.
Provided exceptional, empathetic service in fast-paced environments.