Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

Courtney Morrison

Plano,TX

Summary

Specializing in Operations and Administration, an accomplished leader - recognized for leveraging strong team leadership and development to drive forward progress. Highly organized, detail-oriented, and goal focused captain, skilled in directing high-performing teams to develop solutions and solve operational and technical problems. Success implementing systems across multiple operations with superior organizational and communication skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Assistant Executive Director

Harbor Chase Assisted Living
2023.09 - Current
  • Responsible for all operations, liaising with all staff, residents, prospects, government agencies, the community, and the public
  • Maintains high degree of resident satisfaction and retention through consistent delivery of high-quality services
  • Administers annual resident satisfaction survey
  • Utilizes approved sales and marketing activities and strategies to maximize occupancy
  • In conjunction with regional operations, executes annual operating and capital budgets
  • Aggressively anticipates and minimizes negative budget variances and deficits
  • Meets and exceeds budget occupancy goals for the property
  • Continually explores means of revenue enhancement and expense reduction
  • Hires, trains, disciplines and terminates employees in accordance with company policies
  • Reviews hires, promotions, disciplinary actions and termination of employment of associates ensuring consistency in the selection and retention of quality associates
  • Ensures buildings, grounds and property are tour-ready at all times through the oversight of preventative maintenance systems and programs, and frequent inspections that meet company standards of excellence
  • Hands on leader who supervises, directs, and motivates community staff
  • Provides direct resident care as needed
  • Responsible for ensuring proper staffing coverage at the facility and overseeing staff schedules
  • Provides leadership for staff to include pro-actively solving problems and resolving issues with support from regional leaders
  • Maintains current departmental policies, procedures, and licenses in accordance with company, Federal, State, and local requirements
  • Fosters creativity among staff to deliver the highest quality service to residents in accordance with company standards
  • Develops and maintains a positive image within the local community
  • Becomes active in social and civic affairs of the local community
  • Assists in developing and conducting service plan reviews, as required by state codes, with appropriate resident care team members and resident families, while maintaining the personal dignity of residents
  • Oversees resident admissions, healthcare management and maintenance of resident documentation to ensure compliance with company policy and state regulations.

Business Office Manager

Harbor Chase Assisted Living
2021.10 - 2023.09

Office Management:

  • Ensures incoming phone calls are managed
  • Assists Executive Director and Management Team
  • Performs Manager On Duty responsibilities when assigned
  • Maintain vendor contract files

Accounts Payable:

  • Inputs all required information related to AP into our Yardi system
  • Performs accounts payable duties to include data entry of payables into the system and submission of monthly AP purchase journal. Records proper coding and proper approval on all invoices.
  • Assigns all expenses to the proper department code numbers

Accounts Receivable:

  • Inputs all required information related to AR and resident information into Yardi system
  • Perform accounts receivable duties to include data entry of resident transactions and collection of amounts due.
  • Generates resident billing with accuracy.
  • Responds to resident and family inquiries.
  • Provides information and data entry of financial information for the Executive Director related to required reports
  • Prepares refund requests for residents when applicable
  • Ensures all past due accounts are addressed according to the best practice standard and utilizing our collections partner (Transworld) as appropriate

Financial:

  • May participate in monthly budget variance conferences and provide reports
  • Assists with community credit card reconciliation at the direction of the Executive Director
  • General accounting duties as necessary

Payroll:

  • Processes payroll to including, but not limited to entering missed punches, holidays and requests for time off after proper approval has been received; submission of payroll report to Executive Director and Payroll Manager on assigned day
  • Ensure instances of associate overtime are reports to Executive Director and Department Heads
  • Send EMF's timely to Payroll and Human Resources

Administrative:

  • Properly reports and tracks job related injuries and incidents
  • Maintains OSHA logs
  • Maintains labor law, state and federal regulation postings
  • Prepares and maintains all associate files
  • Prepares and maintains all resident financial files
  • Maintains confidentiality of all resident and associate information

Human Resources:

  • Assists in the recruitment of new associates
  • Performs on-boarding process of new hires to include paperwork
  • Inputs and assigns required courses to new hires, existing associates and assists with on-line training system
  • Assists in the administration of Company benefit programs
  • Provides support and guidance related to associate leaves of absence
  • Acts as the liaison for the Community in regards of Company policies and procedures
  • Assists with counseling, documenting associate grievances, investigations, and tracking corrective actions
  • Maintains personnel files

Concierge

Harbor Chase Assisted Living
2021.06 - 2021.10
  • Answers incoming calls
  • Assists with client support
  • Ensures that all messages are relayed promptly to the intended party
  • Maintains current visitor log
  • Responsible for creation and maintenance of resident face sheets
  • Possess and maintain knowledge of the community, its benefits, service provided, the residents and associates
  • Assists Business Office Manager with administrative support.

House Manager

Russel Freeman Foundation
2020.01 - 2020.09
  • Ensures all chores are completed daily
  • Ensures job search schedule/documentation is followed and turned in where applicable
  • Mediates resident disputes
  • Acts as a role model and mentor, exemplifying excellent principles
  • Monitors curfews
  • Daily checklist is completed and filed
  • Ensures all residents are making required meetings/turning in meeting sheets weekly
  • Performs safe room searches on random basis weekly
  • Attends all house manager and team meetings
  • Collects Urine Analysis
  • Develops and delivers Success Plans as needed
  • Ensures consequences are delivered appropriately/consistently/fairly
  • Completes new resident orientation
  • Consults with Director for all consults.

Administrative Assistant/Receptionist

MVP Law, LLC
2019.01 - 2019.08
  • Compile, proofread and revise drafts of legal documents and reports
  • Daily record keeping with electronic and hard copy filing of documents
  • Obtain relevant information from other organizations or agencies
  • Create and organize information, and generate reference tools for easy use by the office
  • Prepare and format legal and management reports
  • Maintain and update databases and tracking systems
  • Respond to all case-related queries
  • Ensure efficient and effective administrative information and assistance.

Education

High School Diploma -

Deer Creek High School
Edmond, OKC
05.2015

Cosmetology License -

Francis Tuttle Technology Center
Oklahoma City, OK
05.2015

Skills

  • Communication Skills
  • Organization
  • Leadership
  • Public Speaking
  • Administrative Assistant
  • Accounts Payable
  • Recruiting
  • Human Resources
  • Business Management
  • Accounts Receivable
  • Office Management
  • Compliance Management
  • Resident Satisfaction
  • Operational Planning
  • Strategic Planning
  • Budgeting and Financial Management
  • Accounting
  • Task Delegation
  • Accountability

Certification

  • Business Management, 09/01/21, Present
  • Assisted Living License, 02/01/24, Present

Additional Information

References:


Byron Bounds

(Executive Director - HarborChase Southlake)

(817) 333 - 7545


Shun Wells

(Executive Director - HarborChase McKinney)

(469) 512 - 6424


Ashley Griffon

(Executive Director - HarborChase Plano)

(214) 548 - 2202


Tamara Eillers

(Regional Director of Resident Care - Harbor Retirement Associates, LLC.)

(214) 425 - 7824


Cory St. Aubin

(Area Director of Sales & Marketing - HarborChase Plano)

(214) 901 - 6414


Sandie Casey

(Regional Business Office Support - Harbor Retirement Associates, LLC.)

(727) 686 - 0800


Sydney Beeman

(Director of Sales & Marketing - Juniper Communities)

(469) 450 - 8686


Scott Hochstadt

(Regional Director of Operations - Harbor Retirement Associates, LLC.)

(772) 268 - 0965


Mark Van Paasschen

(Lawyer - MVP LLC)

(405) 420 - 1005

Timeline

Assistant Executive Director

Harbor Chase Assisted Living
2023.09 - Current

Business Office Manager

Harbor Chase Assisted Living
2021.10 - 2023.09

Concierge

Harbor Chase Assisted Living
2021.06 - 2021.10

House Manager

Russel Freeman Foundation
2020.01 - 2020.09

Administrative Assistant/Receptionist

MVP Law, LLC
2019.01 - 2019.08

High School Diploma -

Deer Creek High School

Cosmetology License -

Francis Tuttle Technology Center
  • Business Management, 09/01/21, Present
  • Assisted Living License, 02/01/24, Present
Courtney Morrison