Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
Emily Montgomery

Emily Montgomery

Collinsville,VA

Summary

Client-focused professional with successful 20 - year career in the dental and finanical sectors. Dynamically successful in applying core leadership qualities and high-level communication skills in a busy business environment.

Overview

21
21
years of professional experience

Work History

Dental Office Manager

J Peyton Moore DDS
09.2014 - Current
  • Prepare insurance claim forms, explain benefits and outline pricing details for procedures and services.
  • Maintain patient data with required regulatory chart documents, personal information and treatment consultation documentation.
  • Achieve revenue goals with successful management of patient scheduling, receivables and miscellaneous operations expenses.
  • Review flash reports, prepare bank deposits and post daily revenues to stay on top of administrative demands.
  • Oversee appointment scheduling and itinerary coordination for both clients and personnel.
  • Monitor front areas so that questions can be promptly addressed.
  • Optimize organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Manage costs and billing and resolve financial discrepancies effectively through organizational management of account information using Dentrix software.

Branch Office Administrator

Edward Jones
01.2010 - 09.2014
  • Maintained scheduling client appointments for financial advisor.
  • Composed professional business correspondence, emails, meetings notes, and other documents.
  • Managed A/R - A/P accounting functions for accounts.
  • Consulted with clients to resolve basic issues.
  • Actively listened for situations in the clients’ lives that may indicate a need for additional services.
  • Developed and implemented marketing plans, special promotions and customer relations events.
  • Executed extensive variety of customer transactions according to institutional policy and procedures.
  • Oversaw opening and closing of branch.
  • Oversaw itinerary coordination for financial advisor.
  • Organized spaces, materials and catering support for internal and client-focused meetings.
  • Took an active role in the annual business planning process to assist in developing strategies for the upcoming year.
  • Drove marketing activities such as planning and executing events.


Member Service Specialist/Assistant Loan Officer

Truliant Federal Credit Union
01.2003 - 09.2010


  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse client questions.
  • Reviewed and validated details of loan applications and closing documentation.
  • Collected and compiled paperwork such as insurance paperwork, loan files, and tax histories.
  • Set up, stored and updated customer files, and regulatory paperwork.
  • Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
  • Assessed client account histories to determine previous compliance with payment plans and loan terms.
  • Filed completed loan applications with underwriting and made approval or denial recommendations.

Education

Associate of Applied Science - Administrative Support

Patrick & Henry Community College
Martinsville, VA

Skills

  • Accounts Payable and Accounts Receivable
  • Patient Care/Client Service
  • Payment Plans
  • High-Volume Environments
  • Regulatory Requirements
  • Document Quality
  • Online Systems
  • Client Support
  • Workflow Coordination

Timeline

Dental Office Manager

J Peyton Moore DDS
09.2014 - Current

Branch Office Administrator

Edward Jones
01.2010 - 09.2014

Member Service Specialist/Assistant Loan Officer

Truliant Federal Credit Union
01.2003 - 09.2010

Associate of Applied Science - Administrative Support

Patrick & Henry Community College

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Emily Montgomery