Holly Wright
Harpers Ferry,WV
Summary
Talented Finance manager with proven track record of providing financial services to clients while managing complex loan transactions. Possesses deep understanding of credit analysis, loan origination and closing. Offers great time management and task prioritization skills.
Dependable, compassionate, hardworking, and responsible looking for a career opportunity that will offer room for professional, and personal growth.
Overview
17
17
years of professional experience
Work History
Office Manager
Integrative Chiropractic & Wellness
2023.12 - Current
- Oversee and mentor a diverse team, fostering professional growth and ensuring optimal performance. Implement training programs and create development opportunities to enhance team skills and cohesion.
- Manage patient scheduling, billing, and all incoming and outgoing communications. Including emails and phone calls, with professionalism, and efficiency. Address patient concerns and feedback promptly to maintain high levels of satisfaction.
- Efficiently manage the schedules and calendars of multiple doctors, coordinating patient appointments, meetings, and other professional commitments, as well as assist in the hiring process to optimize the office’s operations and ensure seamless workflow.
- Lead sales efforts and manage patient interactions with a focus on enhancing their experience and satisfaction. Drive patient retention and attract new clients through personalized care and strategic outreach.
- Handle comprehensive bookkeeping tasks for multiple business entities, providing detailed reports to support strategic decision-making and ensure fiscal health.
- Plan and coordinate office events, including workshops, community outreach activities, and patient appreciation events, ensuring every detail is meticulously managed for a successful outcome.
- Cultivate a positive and collaborative workplace culture by managing employee relations and addressing needs, ensuring a motivated and cohesive team.
- Oversee the renewal and management of all necessary inspections and certifications required for the office. Ensure compliance with industry standards and regulatory requirements to maintain operational excellence and safety.
Finance Manager
MotoMember
2021.02 - 2023.12
- Played a key role in supporting operations management, sales, and marketing initiatives, driving revenue growth and enhancing the company’s overall financial health through strategic planning and coordination.
- Managed the loan application process from start to finish, ensuring smooth progression and effective communication between clients and financial institutions.
- Assisted in negotiating loan terms and conditions, leveraging strong interpersonal skills to secure favorable deals for clients and the organization.
- Identified and capitalized on opportunities to cross-sell and upsell loan products, leveraging deep product knowledge to maximize customer value and drive additional revenue.
- Cultivated and maintained key relationships with customers, lenders, and other stakeholders, ensuring seamless communication and strong professional connections.
- Reviewed credit histories and loan documentation to assess feasibility, ensuring all paperwork was thorough and accurate for loan processing.
- Verified and analyzed critical details such as free-and-clear titles, odometer readings, and VIN numbers, ensuring accuracy and compliance to finalize sales deals smoothly.
- Prepared tax and title documents for legal transfer work to the DMV, ensuring all necessary paperwork was completed accurately and submitted on time.
- Contacted the Motor Vehicle Department to track the status of pending titles, ensuring timely updates and resolution of any issues.
- Performed routine data entry and document management tasks with precision, maintaining organized records and supporting operational efficiency.
- Diligently reviewed documentation to identify and address financial discrepancies, contributing to accurate financial reporting and accountability.
- Trained new and existing staff on financial procedures and best practices, equipping them with the knowledge needed to excel in their roles and contribute effectively.
- Monitored budget and revenue trends, compiling insightful reports for company leadership to support strategic decision-making and financial planning.
- Completed filings and ensured strict adherence to regulatory requirements, maintaining compliance with agency guidelines and internal policies.
Administrative Assistant
ER Services LLC
2015.08 - 2022.02
- Oversaw billing and customer service tasks, adeptly managing phone and email requests, while meticulously maintaining DOT files for audits and inspections, ensuring regulatory compliance and smooth operations.
- Efficiently restocked office supplies and managed purchase orders, proactively identifying and addressing supply needs to maintain a well-organized and fully equipped workspace.
- Developed and executed a streamlined record filing system, significantly improving document organization and retrieval processes to support executive efficiency and productivity.
Registered Behavior Technician
Behavioral Momentum LLC
2015.01 - 2021.01
- Drove successful behavior changes using a blend of reinforcement strategies, token economies, and behavior contracts, making a real difference in clients' lives.
- Worked seamlessly within a dynamic team to adapt strategies and solutions that addressed the unique challenges faced by each client.
- Collected and interpreted behavioral data to tailor interventions that meet the evolving needs of children and families.
- Guided and modeled best practices for social and emotional interactions, helping clients build stronger relationships and self-awareness.
- Intervened with clients' challenging behaviors by reinforcing therapeutic alternatives and coping mechanisms.
- Provided daily, interactive learning experiences within clients' homes that focuses on promoting growth and development.
- Observed, monitored and recorded problem behaviors through accurate behavior-consequence data collection, graphs, and anecdotal notes.
- Maintained detailed records of client progress, enabling data-driven decision making for intervention adjustments and goal development.
- Engage confidently and professionally with parents, supervisors, behavior technicians, and team members, ensuring clear and constructive communication.
Home Care Associate
PCG Public Partnership
2008.01 - 2016.12
- Crafted and led engaging, developmentally stimulating activities that fostered creativity and growth among children, demonstrating a flair for designing impactful programs and activities.
- Brought stories to life and facilitated arts and crafts projects, showcasing a talent for creating enriching experiences and nurturing a vibrant, creative environment.
- Expertly managed and coordinated client schedules, including medical appointments, ensuring timely and efficient service while providing exceptional support and organization.
- Diligently monitored and reported any significant changes in client health status, ensuring that critical information was communicated promptly to relevant case managers for timely intervention.
- Developed deep, trusting relationships with clients, delivering consistent emotional support and creating a compassionate and supportive atmosphere within the workplace.
- Oversaw and managed complex personal and professional calendars, skillfully coordinating appointments and events to ensure seamless scheduling and execution.
- Maintained meticulous and organized systems for both personal and professional documentation, ensuring easy access and efficient management of important records.
Education
Bachelor of Arts -
WGU
2023
High School Diploma -
Middletown High School
Middletown, MD06.2012
Skills
- Business Growth
- Office Support
- Critical Thinking Skills
- Customer Satisfaction
- Inventory Control
- Excel Spreadsheets
- Data Collection
- CPR/First Aid Certification
- Familiar with Account Coding
- Manage Cash Flow
Timeline
Office Manager
Integrative Chiropractic & Wellness
2023.12 - Current
Finance Manager
MotoMember
2021.02 - 2023.12
Administrative Assistant
ER Services LLC
2015.08 - 2022.02
Registered Behavior Technician
Behavioral Momentum LLC
2015.01 - 2021.01
Home Care Associate
PCG Public Partnership
2008.01 - 2016.12
Bachelor of Arts -
WGU
High School Diploma -
Middletown High School
Similar Profiles
Alessandra AvilesAlessandra Aviles
Administration Clerk at Integrative Spine And Sports ChiropracticAdministration Clerk at Integrative Spine And Sports Chiropractic
Christopher ChewningChristopher Chewning
Office Manager at The Art of Integrative Medicine & WellnessOffice Manager at The Art of Integrative Medicine & Wellness
Kimberly GarnerKimberly Garner
Social Media/Marketing Consultant/Designer at ReVive Integrative WellnessSocial Media/Marketing Consultant/Designer at ReVive Integrative Wellness