Jodi Upton
Clover,SC
Summary
Customer service-oriented manager, public speaker, and volunteer with a strong background in conflict resolution, navigating complex situations, compliance, administrative research, and personnel management. Demonstrates excellent relationship-building skills with staff, senior executives, and clients, while consistently upholding high standards of ethical conduct. Possesses outstanding critical thinking and problem-solving abilities, as well as expertise in finance management and budgeting. Offers a solid foundation in office management principles and excels in administrative and organizational tasks. Quick to learn and adapt in a medical office environment, with proficiency in scheduling, record-keeping, and patient communication.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Machine Operator/Assembler
Armadillo Apparel Co.
Lowell, NC
06.2024 - Current
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Responsible for inventory management of retail product, manufacturing goods, and other supplies.
- Collaboratively maintained relationships with vendors and suppliers to maximize ordering efficiency and ensure adequate inventories to fulfill existing and potential future orders.
- Facilitated smooth shipping and receiving processes by accurately completing paperwork, verifying shipment contents, and promptly processing incoming items to ensure timely delivery.
- Proven ability to learn quickly and adapt to new situations and responsibilities.
Administrative Support Specialist II
Gaston County Public Works/Landfill
Dallas, NC
01.2021 - 06.2024
- Answered customer calls professionally and routed to appropriate person.
- Increased customer satisfaction by providing prompt and accurate information to inquiries.
- Primarily responsible within the scale-house for weighing incoming and outgoing vehicles to determine fees.
- Screened incoming waste materials to determine acceptability and routing for disposal.
- Collaborated with truck drivers and site personnel to resolve any weight discrepancies or issues promptly.
- Complied with safety regulations to avoid potential injuries and support company goals.
- Operated register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulations.
Title Clerk
Lewis and Clark County Motor Vehicle Department
Helena, MT
09.2019 - 06.2020
- Managed high-volume workload while maintaining strict attention to detail in verifying ownership documents and registration forms.
- Communicated with customers to resolve common title issues.
- Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
- Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
- Expedited the title transfer process, closely monitoring timelines and proactively addressing any potential delays.
- Calculated and remitted state sales tax, service, and other charges.
- Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
- Collected taxes and fees, submitted payments and issued receipts.
Customer Care Analyst/Account Trainer
Conduent Government Health Services
Helena, MT
01.2019 - 06.2019
- Provide onboarding and continued training of all aspects of Montana Medicaid processes and systems internally as well as for the state department
- Developed, implemented and maintained onboarding and orientation programs for new employees.
- Ensured compliance with labor laws, reducing legal risks through regular policy reviews and updates.
- Managed confidential personnel files, maintaining accuracy and upholding strict privacy standards.
- Conducted verification activities to ensure compliance with local, state and federal laws and regulations.
- Supported fellow Customer Care Analysts by sharing best practices, offering guidance during challenging situations, or stepping in when additional help was needed on calls or cases.
Third Party Liability Specialist
Conduent Government Health Services
Helena, MT
09.2018 - 01.2019
- Managed high-volume insurance verifications within pressured timeframes for productive operations.
- Supported timely claims processing for the state of Montana by submitting accurate and complete documentation.
- Posted payments to accounts and maintained records.
- Updated patient records with accurate, current insurance policy information.
- Ensured compliance with HIPAA regulations while managing sensitive patient information during the verification process.
- Maintained up-to-date knowledge of insurance policies and changes, aiding in accurate verification.
License Permit Technician
Department of Justice Vehicle Services Bureau
Helena, MT
01.2017 - 09.2018
- Handled large volumes of incoming inquiries via phone calls, emails, or walk-in appointments professionally while managing competing demands on time effectively.
- Utilized MERLIN, and ImageNow products
- Ensured accurate permit issuance by thoroughly reviewing applications and identifying any missing or incomplete information.
- Managed electronic databases of permit applications, tracking their progress through the approval process and maintaining accurate records for future reference.
- Collaborated with other departments to address complex permit scenarios, ensuring compliance with all relevant regulations.
- Maintained up-to-date knowledge of local codes and regulations to provide accurate guidance to applicants and colleagues.
Customer Service Representative
Department of Justice Motor Vehicle Division
Helena, MT
11.2013 - 01.2017
- Provided excellent service to customers seeking driving permits or license renewals, resulting in positive feedback from clients.
- Maintained a high level of accuracy when entering data into the DMV system, reducing errors and improving overall efficiency.
- Expert knowledge of rules, regulations and statutes governing the Montana Department of Motor Vehicle’s requirements
- Utilized Auto Test Scheduler, Blue Zone Mainframe and MERLIN for essential job functions and efficiency.
- Handled sensitive personal information with discretion while assisting customers in obtaining identification cards or updating their records accordingly.
- Ensured compliance with state laws by verifying required documentation for vehicle title transfers and registrations.
- Kept up-to-date with changes in DMV policies and procedures, allowing for accurate guidance to customers seeking information or assistance.
Site Manager
Knudson Management Co., Inc.
Glenwood, IA
05.2012 - 06.2013
- Oversaw lease agreements from inception to termination, ensuring compliance with local regulations and protecting the interests of both landlords and tenants.
- Determined eligibility of prospective tenants, maintained tenant records, wait lists, maintenance costs, operating costs and property availability.
- Maintained positive landlord-tenant relationships, ensuring clear communication and prompt resolution of any disputes.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Coordinated with maintenance staff or contracted vendors to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
- Ensured compliance with all Housing and Urban Development (HUD) guidelines
- Completed an Affordable Housing Management Association (AHMA) training course directed at low income housing
Office Manager
Cornerstone Clinical Services
Ardmore, OK
04.2009 - 04.2010
- Provided first point of contact fielding and routing visitor, customer and vendor inquiries
- Managed daily administrative tasks to ensure smooth operations within the medical office environment.
- Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
- Maintained proprietary database, composed correspondence, managed schedules of multiple clinicians
- Enhanced patient care by establishing strong relationships with medical professionals, including physicians, nurses, and technicians.
- Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
- Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
- Posted and adjusted payments from insurance companies.
- Communicated with insurance providers to resolve denied claims and resubmitted.
Education
Bachelor of Administration (BAdm) - Health Information Management
Stevens-Henager College; Online Division
Ogden, UTHigh School/GED - General Education
Waipahu High School
Waipahu01.1999
Skills
- Strong work ethic
- Effective multitasking
- Professional telephone etiquette
- Conflict resolution
- Patient scheduling management
- Patient demographics
- Medical practice operations
- Insurance eligibility and verification
- Customer service
- Organizational skills
Certification
- Medical Secretary I; MTI Business College,2003; Stockton, CA
- Public Weighmaster; NC Department of Agriculture & Consumer Services Feb2020 to Present
Community Service
Woodmen of the World, Lodge356, Vice President of Publicity and Community Outreach, 2012-11, 2013-11; Habitat for Humanity Volunteer
Timeline
Machine Operator/Assembler
Armadillo Apparel Co.
06.2024 - Current
Administrative Support Specialist II
Gaston County Public Works/Landfill
01.2021 - 06.2024
Title Clerk
Lewis and Clark County Motor Vehicle Department
09.2019 - 06.2020
Customer Care Analyst/Account Trainer
Conduent Government Health Services
01.2019 - 06.2019
Third Party Liability Specialist
Conduent Government Health Services
09.2018 - 01.2019
License Permit Technician
Department of Justice Vehicle Services Bureau
01.2017 - 09.2018
Customer Service Representative
Department of Justice Motor Vehicle Division
11.2013 - 01.2017
Site Manager
Knudson Management Co., Inc.
05.2012 - 06.2013
Office Manager
Cornerstone Clinical Services
04.2009 - 04.2010
Bachelor of Administration (BAdm) - Health Information Management
Stevens-Henager College; Online Division
High School/GED - General Education
Waipahu High School