Dynamic and articulate professional with extensive experience in administrative and clerical roles, notably as an Executive Assistant at Home Performance Alliance. Excelled in leveraging Microsoft Excel and Office supply management to streamline operations, achieving a significant improvement in office efficiency. Renowned for exceptional customer service and a proactive approach, consistently enhancing executive support and operational workflows.
Overview
5
5
years of professional experience
Work History
Executive Assistant/Receptionist Administrator
Home Performance Alliance
Fort Myers, USA
02.2024 - 02.2025
Maintained company confidence and protected business operations by keeping sensitive information confidential.
Compiled meeting agendas and supportive materials ahead of meetings.
Handled confidential information with discretion and integrity.
Facilitated communication between senior management and staff.
Opened, read and replied to e-mails, letters and correspondence on behalf of executives.
Monitored inventory levels of office supplies and placed orders when necessary.
Answered telephone calls from customers or clients providing assistance where necessary.
Monitored incoming emails and responded accordingly in a timely manner.
Responded promptly to inquiries from customers or clients regarding products or services offered by the company.
Greeted visitors warmly upon arrival at the office premises.
Handled incoming and outgoing mail and packages, including preparation for shipping.
Operated photocopiers and scanners, facsimile machines and personal computers.
Assisted in onboarding new employees by providing orientation materials and training resources.
Provided administrative support to multiple departments as needed.
Troubleshot office equipment, computer hardware and software issues.
Managed and organized physical and digital filing systems for easy access and retrieval.
Office Assistant/Accounts Receivable Clerk
Island Condo Maintenance
Sanibel, USA
02.2023 - 12.2023
Entered route card data
Collections
Managed pool technicians and routes
Answered phones
Posted payments
Processed end of month billing
Answered and directed phone calls to appropriate staff members.
Ordered office supplies and managed inventory to ensure a well-stocked office.
Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
Operated photocopiers and scanners, facsimile machines and personal computers.
Facilitated communication within the office and with external partners.
Typed, formatted and edited correspondence and other documents.
Conducted data entry tasks with a high level of accuracy and efficiency.
Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
Maintained confidentiality of sensitive information and documents.
Managed daily office operations and maintained a clean and efficient workspace.
Maintained and updated filing, inventory and database systems, manually or using computer.
Greeted visitors, determined their needs and directed them to the appropriate personnel.
Opened, sorted and routed incoming mail and prepared outgoing mail.
Monitored office expenses and submitted purchase requests.
Supported bookkeeping tasks such as invoicing and expense tracking.
Monitored and directed work of lower-level clerks.
Delivered messages and ran errands.
Provided customer service, addressing inquiries and resolving issues promptly.
Completed and mailed contracts, invoices or checks.
Insurance Specialist - AR
Apex Roofing and Restoration
Ft. Myers, USA
06.2021 - 11.2021
Responded to customer inquiries and problems to promote great service.
Managed denials, late payments, extensions and other special circumstances by following up with relevant parties.
Reached out to vendors and customers to resolve account problems.
Posted and verified entries to logs, spreadsheets or reports to update department records and accounting systems.
Received and recorded cash, checks and transfers.
Recorded debit, credit and account transactions in computer spreadsheets and databases.
Participated in financial audits related to accounts receivable.
Medical Receptionist
Americas Best Contacts And Eyeclasses
Fort Myers, FL
12.2019 - 06.2020
Straightened up waiting room to maintain neat and organized space.
Answered phones promptly and directed calls appropriately.
Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
Conducted patient intake interviews to collect medical information and insurance details.
Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
Maintained confidentiality of patient information according to HIPAA regulations.
Took messages from patients and promptly relayed to appropriate staff.
Greeted and checked in patients, updating patient information in computer system.
Checked patients in and out for appointments and collected co-payments.
Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
Scheduled and confirmed patient appointments and consultations.
Informed patients of financial responsibilities prior to rendering services.
Assisted with filing of medical records and documents, maintaining accurate electronic files.
Verified insurance coverage for appointments and collected co-payments as required.
Education
High School Diploma -
Harlem High School
Machesney Park, IL
01.1992
Some College (No Degree) - Business
Rock Valley College
Rockford, IL
Skills
Airtable
Microsoft Word
Microsoft Excel
Open Office
Microsoft Outlook
Microsoft Teams
Microsoft Edge
SPAS
Office supply management
Data entry
Customer service
Calendar management
Appointment scheduling
Basic bookkeeping
File organization
Administrative support
Mail management
Executive support
Multi-line phone proficiency
Document preparation
Legal administrative support
Articulate and well-spoken
Self-starter
Excel spreadsheets
AR/AP
Proper phone etiquette
Technical support
References
Upon request.
Affiliations
Painter
Scrapbooker
Past Notary Public
Past Member of Business Professionals of America
Past winner of Divisional Championships for Business Interviews for Business Professionals of America