Dynamic professional with a proven track record at MaineHealth, adept in Microsoft Excel and exceptional at verbal communication. Enhanced financial health through innovative solutions, achieving significant client satisfaction. Skilled in project management and customer service, consistently exceeding sales goals. Expert in fostering vendor relationships and streamlining administrative processes for optimal efficiency.
Overview
13
13
years of professional experience
1
1
Certification
Work History
MaineHealth, Patient Financial Services Associate
MaineHealth - Maine Medical Center
03.2020 - Current
Opened accounts for new and existing customers and assisted customers in completing application forms.
Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
Monitored loans and accounts payable and receivable to keep current.
Proposed investment products to customers.
Maintained financial health of organization.
Administered account transactions with customers and assisted in generating sales opportunities.
Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.
Developed and maintained database of records to facilitate smooth transactions for financial processes.
Prepared vouchers, invoices, checks, account statements, reports and other records and reviewed paperwork for accuracy.
Administered account transactions and responded to customer inquiries concerning financial products.
Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
Developed innovative solutions for overcoming challenges faced by clients during their wealth-building journey.
Actively participated in client meetings, presenting insightful findings from analyses that informed key decision-making processes.
Assisted in the onboarding process for new clients, ensuring a seamless transition into the company''s financial management system.
Utilized advanced software tools to analyze client data efficiently and effectively, optimizing asset allocation recommendations based on individual risk profiles.
Demonstrated exceptional attention to detail when reviewing client accounts, identifying errors or discrepancies early on.
Maintained strict compliance with industry regulations and company policies, minimizing risk exposure for the firm and its clients.
Answered questions and assisted customers with item selection and location.
Met sales goals by offering excellent customer service.
Strengthened vendor relationships by maintaining open communication and promptly addressing any concerns or issues.
Negotiated favorable contracts with suppliers, resulting in cost savings for the company without sacrificing quality.
Improved client satisfaction by quickly addressing and resolving service issues.
Implemented feedback system for vendors, leading to improvements in product quality.
Enhanced team productivity with organization of regular performance review meetings.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Set and achieved company defined sales goals.
Lead Teacher
Pollywogs to Speckled Frog
12.2015 - 01.2017
Established positive relationships with parents through regular communication regarding student progress, collaborating on strategies for academic success at home and school.
Maintained patience and level-headedness in diverse situations to support student development and personal growth.
Developed and implemented differentiated instruction strategies to accommodate diverse learning styles, resulting in increased student engagement and success.
Planned and implemented different daily activities to enhance overall development and growth of every student.
Conferred with parents about student progress to boost family involvement and enhance student support.
Organized rooms in line with current educational thinking to maximize educational opportunities for students.
Communicated frequently with parents about student growth and progress, recommending at-home reinforcement to support struggling students.
Worked one-on-one with students and student teachers to increase overall classroom success.
Administrative Support Professional
Providence Service Corporation
01.2012 - 12.2013
Boosted team productivity by organizing workflow, assigning tasks, and monitoring performance.
Collaborated with cross-functional teams to ensure smooth project execution and timely completion.
Strengthened internal communication by managing correspondence, distributing information, and maintaining an updated contact database.
Enhanced office efficiency by streamlining administrative processes and implementing time-saving tools.
Enhanced office efficiency by streamlining filing systems, resulting in easier access to critical documents.
Consolidated financial reports for budget tracking purposes, ensuring fiscal responsibility across departments.
Education
High School Diploma -
New England College
Henniker, NH
Skills
Microsoft Excel expertise
Issue resolution
Childcare needs
Verbal communication
File organization
Cash reconciliation
Customer needs assessment
Vendor evaluation
Sales skills
Revenue generation
Certification
[State] Driver's License
Timeline
MaineHealth, Patient Financial Services Associate
MaineHealth - Maine Medical Center
03.2020 - Current
Vendor Return Unit
Anthem Blue Cross Blue Shield
11.2017 - 03.2020
Lead Teacher
Pollywogs to Speckled Frog
12.2015 - 01.2017
Administrative Support Professional
Providence Service Corporation
01.2012 - 12.2013
High School Diploma -
New England College
Similar Profiles
Lilee BrindleyLilee Brindley
Pharmacy Technician at MaineHealth - Maine Medical CenterPharmacy Technician at MaineHealth - Maine Medical Center
Manager, Oncology Supportive Care Services at MaineHealth Maine Medical CenterManager, Oncology Supportive Care Services at MaineHealth Maine Medical Center