JOAN LUIS
Kauai Medical Clinic
LILHUE
32
years of professional experience
Detail-oriented professional with strong teamwork and communication skills. Committed to delivering exceptional service and enhancing customer experiences in fast-paced environments.
Work History
General Merchandise and Fulfillment Associate
10 Months- Stocked shelves, displays, and sales floor with merchandise in an organized and timely manner.
- Unloaded delivery trucks and verified shipments for accuracy and condition.
- Maintained inventory levels by replenishing products and rotating stock.
- Conducted inventory counts and organized stockroom for efficient product access.
- Assisted customers by locating merchandise and answering product-related questions.
- Followed company safety procedures and loss prevention policies.
- Operated material handling equipment to facilitate efficient order fulfillment processes.
- Selected, organized, and packed products according to customer specifications and company quality standards.
- Ensured timely order processing to support customer satisfaction and on-time pickup or delivery.
SALES ASSOCIATE
2 Years 7 Months- Supervised daily cash handling and ensured accuracy in transactions.
- Trained and mentored cashiers to enhance customer service skills.
- Implemented process improvements that increased checkout efficiency.
- Resolved customer inquiries and complaints with professionalism and tact.
- Monitored inventory levels to ensure adequate stock for operations.
- Quickly and accurately counted drawers at start and end of each shift.
- Maintained a safe working environment, ensuring that all employees adhered to company policies and regulations at all times.
- Built positive relationships with customers to increase repeat business.
- Optimized store performance by coordinating with other department supervisors to ensure seamless communication and teamwork.
- Backed up cashiers and customer service employees on questions such as rules on refunds and defective items.
- Reduced transaction errors with thorough daily audits of cash drawers and regular monitoring of cashier performance.
- Maximized efficiency in checkout lines by effectively managing cashier schedules during peak hours.
UNIT CLERK
24 Years 1 Month- Manage patient registration processes, ensuring accuracy and efficiency in data entry.
- Coordinate communication between medical staff and patients to streamline operations.
- Maintained electronic health records, ensuring compliance with privacy regulations.
- Assist in scheduling appointments, optimizing clinic workflow and reducing wait times.
- Answer and direct high-volume incoming calls while providing professional customer service to patients, providers, and healthcare staff.
- Verify patient medical insurance eligibility and benefits to ensure accurate coverage information.
- Update and maintain patient demographic, insurance, and medical information in electronic health records (EHR) systems.
- Process and obtain insurance authorizations and referrals for medical procedures, diagnostic testing, and treatment plans.
- Manage provider schedules, coordinate appointments, and optimize daily patient flow.
- Follow up on pending authorizations and referrals to ensure timely approval and continuity of patient care.
- Documented patient information accurately and maintained complete medical records in compliance with HIPAA guidelines.
- Assist with surgery scheduling, including coordinating with patients, providers, hospitals, and surgical facilities.
- Participated in departmental in-service meetings and training sessions to maintain knowledge of Insurance policies, procedures, and regulatory requirements.
- Collaborated with physicians, nurses, and support staff to ensure efficient office operations and quality patient care.
FRONT DESK CLERK
4 Years 11 Months- Managed front desk operations, ensuring seamless guest check-in and check-out processes.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Coordinated reservations and maintained accurate booking records using property management systems.
- Trained new staff on front desk procedures and customer service best practices.
- Streamlined communication between departments to enhance guest experience and service efficiency.
- Oversaw daily cash handling procedures, ensuring accuracy in financial transactions.
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Monitored front desk telephone lines attentively for prompt response to incoming calls while multitasking effectively during busy periods.
- Processed payments accurately while maintaining accountability for cash drawer balances at the beginning and end of shifts.
- Maintained an inviting front desk area by keeping it clean, organized, and well-stocked with necessary materials.
- Managed reservations, cancellations, and modifications with accuracy to maintain organized booking records.
- Collected room deposits, fees, and payments.
- Collaborated with housekeeping staff to ensure room availability and cleanliness for incoming guests.
- Streamlined check-in and checkout processes to improve efficiency and reduce wait times.
Financial Services Representative
8 Years 2 Months- Processed loan applications efficiently, maintaining accuracy in documentation and compliance standards.
- Educated clients on financial products, enhancing overall member understanding of credit union services.
- Assisted members with account inquiries and service requests, ensuring prompt resolution.
- Collaborated with team to develop streamlined procedures for handling member transactions and inquiries.
- Provided exceptional customer service to enhance client satisfaction.
- Assisted with Teller duties
- Maintained cash drawer, ensuring compliance with bank policies and procedures.
- Assisted customers with account inquiries and problem resolution efficiently.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
- Counted and packaged currency and coins.
- Reconciled cash drawer and resolved discrepancies.
- Provided customer records, account statements and copies of checks.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Sold and cross-sold bank products to new and existing customers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Handled various accounting transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Processed applications for new accounts.
Education
Associate of Science - OFFICE ADMINISTRATION AND TECHNOLOGY
High School Diploma
Skills
Product packaging
Continuous learning
Teamwork and collaboration
Customer service
Inventory management
Order fulfillment
Customer engagement
Timeline
General Merchandise and Fulfillment Associate
TARGETS
10.2025 - CurrentRead More
SALES ASSOCIATE
WHALERS GENERAL STORE
01.2024 - CurrentRead More
FRONT DESK CLERK
KIAHUNA PLANTATION CASTLE RESORTS
04.2005 - 03.2010Read More
UNIT CLERK
Kauai Medical Clinic
07.2002 - CurrentRead More
Financial Services Representative
Gather Federal Credit Union
04.1994 - 06.2002Read More
KAUAI COMMUNITY COLLEGE
Associate of Science from OFFICE ADMINISTRATION AND TECHNOLOGY
Read More
KAUAI HIGH SCHOOL
High School Diploma
Read More
TECHNICAL SKILLS
- Microsoft Word: Document creation, formatting, and correspondence
- Microsoft Excel: Data entry, spreadsheets, record tracking, and reporting
- Microsoft Outlook: Email management, calendar scheduling, and communication
- Electronic Medical Records (EMR/EHR) Systems
- Insurance Verification and Authorization Platforms
- Appointment Scheduling and Patient Management Systems
- Microsoft Teams