Detail-oriented project manager and communicator with extensive experience overseeing administrative operations for teams of up to 15 professionals and managing records for over 7,000 clients. Skilled in workflow automation, financial reconciliation, and high-volume customer service. Proven ability to streamline office processes, enhance productivity, and maintain accurate, secure records in fast-paced professional environments.
Overview
11
11
years of professional experience
Work History
Lead Veterinary Receptionist
Lakeside Pet Hospital
Folsom, CA
03.2022 - 06.2026
Managed appointment scheduling and patient check-ins to enhance clinic efficiency.
Provided exceptional customer service, addressing client inquiries and concerns effectively.
Implemented electronic record-keeping system for accurate tracking of patient histories and treatments.
Trained new receptionists on operational procedures and software systems for improved team performance.
Developed client education materials on pet care, fostering stronger relationships with pet owners.
Streamlined billing processes, reducing discrepancies and enhancing overall financial accuracy.
Managed multi-line phone system and pleasantly greeted patients.
Provided compassionate support during difficult situations such as end-of-life decisions or emergency visits, establishing trust with clients.
Assisted veterinarians by preparing examination rooms and maintaining equipment cleanliness.
Facilitated smooth daily operations by answering incoming calls, directing inquiries, and taking messages for veterinarians as needed.
Assisted veterinarians in providing timely care to patients through effective communication and coordination of services.
Improved client retention by providing exceptional customer service to pet owners in person and over the phone.
Triaged incoming patients to determine treatment needs and urgency of care.
Maximized appointment availability by effectively coordinating schedules between multiple veterinarians and clients.
Promoted clinic services and products through knowledgeable recommendations to pet owners based on their specific needs.
Maintained confidentiality of sensitive client information while handling financial transactions accurately.
Supported veterinary team with efficient management of supplies, ensuring all necessary materials were available for procedures.
Checked patient insurance, demographic, and health history to keep information current.
Supported office staff and operational requirements with administrative tasks.
Managed office logistics by scheduling appointments, maintaining files and collecting payments.
Completed administrative patient intakes with case histories, insurance information and mandated forms.
Prepared and processed patient referrals and transfer requests.
Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
Receptionist Lead
Companion Animal Hospital
Cameron Park, CA
12.2020 - 03.2022
Defined and documented administrative staff processes by interpreting management directives, improving workflow clarity
Maintained patient medical files and records for over 7,000 clients, ensuring data security and preventing breaches
Delivered professional customer service by phone, email, and in-person, directing clients to appropriate staff members
Created high-quality documents, spreadsheets, and presentations for internal and external needs using Word and Excel
Coordinated client and personnel appointment scheduling and itinerary management to optimize daily operations
Improved office operations by automating client correspondence, record tracking, and data communications
Organized physical files and digitized records, enabling quick updates and retrieval by authorized team members
Supported employees with motivational and analytical strategies, resolving day-to-day and complex problems
Enhanced overall effectiveness by setting up workflow processes, tracking daily productivity, and implementing improvements
Tracked and recorded expenses, reconciling accounts to ensure accurate, current, and compliant financial records
Oversaw office inventory, including ordering, requisitions, stocking, and receiving shipments to maintain supply levels
Lead Receptionist
Airport Pet Clinic
Cameron Park, CA
11.2018 - 12.2020
Provided clerical support to employees by copying, faxing, and filing documents, streamlining administrative tasks
Routed business correspondence to appropriate departments and employees, ensuring timely communication
Answered and transferred calls on a high-volume, multi-line phone system, maintaining efficient client communication
Delivered exceptional customer service by addressing concerns and answering questions; managed inventory by monitoring, ordering, and restocking supplies
Prepared documentation and reports for office meetings, distribution, and filing to support informed decision-making
Acted as first point of contact for potential clients and scheduled appointments, increasing client engagement
Assisted internal staff with clerical and administrative needs to maximize office efficiency
Coordinated with vendors, contractors, and professional services to receive orders and communicate instructions
Maintained a clean and tidy reception area, ensuring a positive first impression for visitors
Collected client payments and updated account balances to maintain accurate financial records
Organized and scheduled office meetings and client appointments, accommodating schedules for a team of 15 professionals
Veterinary Receptionist
Sacramento SPCA
Sacramento, CA
06.2015 - 11.2018
Greeted incoming customers with a professional demeanor, offering helpful, friendly advice to enhance client satisfaction
Managed client correspondence and automated office operations, improving efficiency in data communications
Provided comprehensive administrative and clerical support, including file organization, spreadsheet creation, and document imaging
Documented patient medical information, case histories, and insurance details to ensure smooth appointments and payment processing
Operated a multi-line phone system, routing calls to appropriate personnel and departments for effective communication
Coordinated with hospitals to confirm patients' medical histories, reducing risk of incorrect diagnoses and treatments
Handled high volumes of internal and external communications, screening email and mail for efficient processing
Scheduled appointments for providers using the master calendar, optimizing patient loads and clinician availability
Managed filing systems and scanned documents to organize physical and electronic records for easy access
Created and distributed team newsletters and email updates to encourage collaboration and communicate important information
Oversaw financial documents such as expense reports and invoices, supporting accurate financial tracking
Cleaned and disinfected exam rooms, equipment, and kennels to prevent disease spread and maintain a healthy environment
Lead Veterinary Receptionist at The Animal Hospital And Pet Resort At SouthwoodLead Veterinary Receptionist at The Animal Hospital And Pet Resort At Southwood