Open To Work
Josie Jones
Dallas,TX
Work Preference
Summary
Customer service professional with a strong track record in managing client interactions and safeguarding sensitive information. Expertise in processing applications and improving operational efficiency while enhancing customer satisfaction through effective communication and relationship management.
Overview
1
1
Certification
29
29
years of professional experience
Work History
License Permit Specialist II
Peak Performers
Dallas, USA
08.2024 - Current
- Administered electronic signatures and processed photos for first-time IDs and licenses for Texas Department of Public Safety.
- Application processor for Original Texas ID, Drivers License, Renewals, CLP / CDL applicants
- Administer Class C Road Tests
- Monitored suspicious activity and reported fraudulent documents, including passports, SS cards, and altered Texas IDs and drivers licenses, to management.
- Copied and scanned official documents into system, ensuring accurate record-keeping and easy retrieval. official documents into system
Medication Technician
The Villages of Dallas
Dallas, USA
08.2023 - 07.2024
- Administered medication accurately to patients based on prescribed dosage and schedule under direct supervision of nurse/Licensed Vocational Nurse, ensuring compliance with patient-specific needs.
- Monitored residents with self-administered medications and reported deviation from plans of care to licensed or registered nurse.
- Liaised with nursing staff to prepare and administer prescribed medications to patients.
- Collaborated with family members (POA), hospice teams, physicians, and local pharmacies to manage timely medication refills and new prescription orders.
- Led memory care unit operations to ensure high-quality patient care, submitted daily logs and reports, managed inventory and stock, secured controlled substances, and assisted caretakers with daily living activities.
- Monitor / document vital signs, notify nurse of any behavioral, cognitive, urinary, physical and psychological changes and additional basic daily needs of each patient/resident on secured memory care unit
- Monitored vital signs before administering medications.
- Verified expiration dates on all medications prior to dispensing them.
- Reduced errors by hand-counting controlled medications, accurately measuring liquids and reconstituting antibiotics.
- Monitored physical, emotional, and symptomatic changes in patient conditions, facilitating prompt care interventions for medical concerns.
- Performed regular wellness checks to document patient side effects for clinical review, documenting side effects for clinical follow-up.
- Adhered to HIPAA regulations when handling confidential patient information.
Luxury Home Deliver Scheduling Assoc.
RH: Restoration Hardware Inc.
Dallas, USA
06.2022 - 07.2023
- Assisted clients in scheduling furniture deliveries to meet their specific needs.
- Communicated with clients to confirm and adjust appointments.
- Resolved scheduling conflicts promptly to maintain service flow.
- Collaborated with team members to streamline scheduling processes, enhancing overall client experience.
- Provided follow-up communications, including callbacks, chats, client letters, emails, and legal insurance documentation, ensuring clarity and compliance.
- Collaborate with various departments, market leaders, design support & customer service teams for escalated concerns.
- Ensured compliance with company policies, procedures, and regulations related to scheduling activities.
Package Handler
FedEx Ground
Dallas, USA
05.2023 - 06.2023
- Loaded and unloaded freight using hand trucks and conveyor systems.
- Loaded and unloaded trailers, contributing to smooth operations.
- Assisted handlers across departments to support workflow continuity.
- Maintained clean work areas to ensure safety and compliance standards.
Hostess/ FOH
Outback Steakhouse
Dallas, USA
03.2023 - 05.2023
- Greeted customers with warm, friendly tone to enhance guest experience.
- Collaborated with leaders, management staff, servers, and food runners to optimize seating arrangements and anticipate guest needs.
- Maintained cleanliness and safety in front of house area, ensuring tidy environment, proper silverware rotation, and secure doors before closing.
Federal Student Loan Advisor I
Great Lakes - Nelnet Inc.
Plano, TX
08.2019 - 05.2022
- Advised students on federal loan options and repayment plans.
- Advised clients on tailored repayment strategies that effectively minimized debt obligations while optimizing potential savings.
- Assist borrowers on multi-line phone system with account management & repayment plan options on their Federal Student Loans.
- Submitted correspondence documents for loan forgiveness, balance and paid in full letters, billing inquiries, and proof of debt notices to the U.S. Department of Education, ensuring timely responses to client communications.
- Resolved customer inquiries through effective communication and problem-solving skills.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Provided training to new staff on company policies and client engagement techniques.
- Developed customized financial plans tailored to individual needs and goals.
- Collaborated with internal departments, including marketing, operations, and finance, to facilitate seamless service delivery and enhance customer experience.
Med Spa Clinical Front Desk Jr Manager
Massage Envy Spa - Uptown West Village
Dallas, USA
03.2017 - 08.2019
- Prepare Medical Intake forms, consultations and reports for each Massage therapist, recommend custom massages, note specific contraindications.
- Coordinated appointment cancellations, scheduling, and confirmations to optimize client flow.
- Training new hires, screen calls & respond to emails & verify FSA/ HSA insurance based payment processing for monthly membership and service fees.
- Executed general office duties including account management, data entry, and filing patient/client charts, while submitting daily reports.
- Assist business manager with opening / closing as Office key holder.
- Coordinated scheduled deliveries for office supplies to ensure timely availability., check-mail pickups.
- Prep massage rooms and restock supplies, manage cash drawer and light spa cleaning.
Military CCCS - Fraud Risk Investigation Tech
AAFES: Army Air Force Exchanges Services
Dallas, TX
09.1997 - 02.2014
- Case Management- Fraud Claims Dispute and Investigations
- Investigate claims of fraud: false reports of deceased soldiers, applying for credit in others' name, military credit card identity theft cases, Cyberfraud, unauthorized use of deceased member credit account(s).
- Collaborated with local and military police to build cases for court.
- Communicated investigation findings to clients and military members, submitted reports and documentation for litigation and restitution, updated accounts, and closed cases promptly.
- Secure and safeguard all sensitive documents
- Assist managers & supervisors with new hire- orientation, training. Review and monitor calls feedback and Quality Assurance purposes.
- Addressed customer requests and inquiries, enhancing overall satisfaction.
- Achieved promotion due to exemplary performance and dedication from April 2010 to February 2013.
Education
Some College (No Degree) -
Texas Southern University
Houston, TXHigh school or equivalent -
Justin F Kimball High School
Dallas, TXSkills
- Compliance oversight and management
- Regulatory support and policy adherence
- Document and records management
- Data management and entry
- Financial documentation and transactions
- Account reconciliation and billing
- Patient interaction and medication management
- Vital signs monitoring
- Service coordination and intake management
- Customer account management and retention
- Stakeholder engagement and communication
- Interpersonal communication skills
- Training development and inquiry handling
- CRM software proficiency (Salesforce, Zendesk)
- Microsoft Office applications (Excel, Word, PowerPoint, Outlook)
- Quality assurance and software troubleshooting
- Attention to detail and analysis skills
- Schedule management and coordination
- Teamwork and supervisory experience
- Decision-making and prioritization skills
Certification
- Massage Therapy / Bodywork, 06/01/19
- CPR & AED Certification, 06/01/24
- First Aid Certification
- Driver's License, Non-CDL Class C
Additional Information - Skills Experience
- Healthcare Medication Tech
- Administrative Support - Front Office
- Customer Service / Data Entry / Banking Services
- Fraud Investigation / Lost & Stolen Card Services
- Account Management / Member Client Services Representative
- Patient Registration / Check in / Check out
- Online Chat/ Email Correspondence
- Strong Writing, Verbal & Communication Skills
- Microsoft Excel
- Microsoft Word / Outlook
- Basic Keyboard 10 Key / Typing Skills
- Office Keyholder
Timeline
License Permit Specialist II
Peak Performers
08.2024 - Current
Medication Technician
The Villages of Dallas
08.2023 - 07.2024
Package Handler
FedEx Ground
05.2023 - 06.2023
Hostess/ FOH
Outback Steakhouse
03.2023 - 05.2023
Luxury Home Deliver Scheduling Assoc.
RH: Restoration Hardware Inc.
06.2022 - 07.2023
Federal Student Loan Advisor I
Great Lakes - Nelnet Inc.
08.2019 - 05.2022
Med Spa Clinical Front Desk Jr Manager
Massage Envy Spa - Uptown West Village
03.2017 - 08.2019
Military CCCS - Fraud Risk Investigation Tech
AAFES: Army Air Force Exchanges Services
09.1997 - 02.2014
Some College (No Degree) -
Texas Southern University
High school or equivalent -
Justin F Kimball High School