Judith Anne McCauley
Baltimore,MD
Summary
Decades of client service experience across diverse industries, showcasing a commitment to building trusted relationships. Demonstrated adaptability in fast-paced environments, excelling in both collaborative and independent roles. Expertise in system and data analysis, ensuring precise information management and effective fraud investigation. Results-oriented professional dedicated to process optimization and improving client satisfaction.
Overview
40
40
years of professional experience
Work History
Chiropractic Office Assistant
Lighthouse Chiropractic
Gainesville, Virginia
01.2020 - Current
- Performed daily account maintenance to support Doctor with over 500 active patients a month.
- Enhanced practice management processes to improve office flow and define employee responsibilities.
- Ensure accurate data collection for new and existing patients.
- Accurately provide medical insurance verification for patients.
- Performed front desk responsibilities: greeting, check-in, checkout, scheduling, creating treatment plans for Doctor.
- Exceeded expectations for payment collections and billing AR. .
- Managed special cases such as auto/PI accidents, workmans compensation, and Veterans Affairs.
- Confer with doctor to ensure medical notes are complete and accurate for sending to third parties.
- Daily reporting and bookkeeping.
- Respond and resolbe any issues with third party biller.
- Minister to clients by having an empathic ear as we treat mind, body and soul.
Client Associate
Wells Fargo Advisors- PCG Group
McLean, VA
08.2019 - 01.2021
- Support financial advisor (FA) in PCG (Private Client Group) with over $325 million in assets.
- Open brokerage accounts and performed maintenance requests.
- Process appropriate documents and system account updates to support client authorizations and account updates in accordance with regulation and compliance.
- Coordinate and completed service requests with cross-functional teams.
- Worked with team to acknowledge account action items to maintain and best serve our client's accounts.
- Notify FA when advisory programs were established or trade transactions were necessary to support an individual's or company's distributions or account functions.
- Assist with management of financial portfolios.
- Minimized number of low balance accounts by segmenting book, identifying closed accounts, and processing low balance check requests.
- Prepared presentation materials for client meetings.
Merchandise Associate
Bell Nursery
Warrenton, VA
03.2020 - 12.2020
- Updated company application with sales data, delivery confirmations, and inventory status for Regional Manager.
- Staged products and nurtured indoor and outdoor plants to ensure optimal market condition.
- Negotiated display space with store managers to enhance merchandising strategies.
- Verified pricing accuracy and markdowns in alignment with advertising standards.
- Engaged customers to address inquiries and promote product interest, driving sales growth.
- Transported products and positioned floor displays using pallet jacks for effective presentation.
- Inputted product information weekly via reconciliation application to monitor inventory levels.
- Maintained seasonal garden center and planograms to enhance product visibility and organization.
Lead Pre-Kindergarten Teacher & Music/Piano Teacher
Saint Michael's Academy
Haymarket, VA
08.2008 - 07.2019
- Led Pre-K4 staff in executing curriculum for three and four-year-olds.
- Facilitated classroom activities such as circle time, story time, arts and crafts and outdoor play.
- Taught children foundational skills in colors, shapes and letters.
- Implemented behavior management techniques to create an optimal learning environment for all students.
- Managed teacher meetings and event planning, reporting outcomes to Director.
- Scheduled conferences and conducted assessments, delivering individualized feedback through report cards.
- Fostered long-term relationships with families, enhancing client retention.
- Created a nurturing classroom environment to support social-emotional growth For students with various learning styles.
- Collaborated with parents to promote healthy child development through open communication.
- Tracked progress of over 155 students in music and Pre-K classes, documenting behavioral and academic growth.
- Created lesson plans and creative instrumental instruction for music classes in accordance with county requirements to prepare students for promotion.
- Incorporated music, art and theater into lesson planning.
- Participated in workshops, trainings and conferences to improve educational skills.
- Instructed students in piano techniques and music theory fundamentals.
- Inventoried classroom supplies and presented business cases for resource allocation.
Director of Children and Family Ministries
Saint Paul's Church
Haymarket, VA
09.2006 - 12.2007
- Analyzed and developed marketing strategy targeting community families and new church members, increasing awareness and registration for school and Sunday School programs.
- Authored articles and advertisements for various media platforms to enhance outreach.
- Organized family events, parenting classes, nursery services, Sunday School, and Children's Church to support Pastor and church families.
- Project managed Vacation Bible School (VBS) program with over 100 registrants, generating prospective clients for church school.
- Created job descriptions for staff, volunteers, and VBS positions to ensure compliance with Virginia state childcare regulations.
- Controlled release of proprietary and confidential information for parishioners, staff, and volunteers under Pastor's direction.
- Mentored young families seeking Christian support for children, scheduling meetings with Pastor as needed.
- Contributed to media platforms by providing informative content to engage community.
Systems Analyst
MCI Telecommunications, Corporation
Pentagon City, VA
08.1985 - 06.1998
- Developed test plans and executed integrated system QA and UA testing for client order processing systems.
- Performed data validation for integrated system processing.
- Conducted trend analysis to prevent fraudulent usage and unauthorized sales.
- Created data management procedures to ensure accurate data processing of product requirements from order entry to the account database.
- Created project/issue status template used by operations team to streamline reporting to senior and c-level executive management.
- Published, maintained, and distributed test plans in accordance with system requirements and business rules for new implementations and existing system updates.
- Executed test plans and coordinated integrated and regression testing efforts across multiple locations and cross-functional teams.
- Executed post-production auditing after implementations and communicated results to management.
- Provided detailed system data analysis and resolution reporting for escalated client complaints for MCI C-level executives.
- Maintained schedule and procedures for interacting with third-party vendors for marketing customer and prospect leads.
- Created and maintained data record specifications for IT development groups for the design and development of the lead generation system.
- Supported campaign data selection for telemarketing lead generation by collaborating with sales marketing and ensuring compliance with multi-state FCC telemarketing regulations.
- Acted as nationwide liaison with AT&T 800# directory assistance operations for all MCI commercial sales representatives.
- Handled escalated client issues and supported new customer service rep training.
Education
Associate of Science - Data Processing/Marketing
Community College of Baltimore County (CCBC)
Baltimore, MDABeka Curriculum Teacher Certification
Pensacola Christian College
Pensacola, FLSkills
Client Service
Practice Management
Relationship Skills
Telephone Communication Skills
System & Data Analysis
Fraud Research
Privacy and Data Compliance
Integrated System Testing
QA Training Program Development
invoicing/Collections
Hobbies and Interests
- Enjoy hiking, gardening, painting, home improvement and playing the piano
- Spending time with family.
- Provide tutoring assistance to families with Pre-K students for reading and kindergarten PALs testing readiness.
- Support the local Haymarket Regional Food Pantry.
Timeline
Merchandise Associate
Bell Nursery
03.2020 - 12.2020
Chiropractic Office Assistant
Lighthouse Chiropractic
01.2020 - Current
Client Associate
Wells Fargo Advisors- PCG Group
08.2019 - 01.2021
Lead Pre-Kindergarten Teacher & Music/Piano Teacher
Saint Michael's Academy
08.2008 - 07.2019
Director of Children and Family Ministries
Saint Paul's Church
09.2006 - 12.2007
Systems Analyst
MCI Telecommunications, Corporation
08.1985 - 06.1998
Associate of Science - Data Processing/Marketing
Community College of Baltimore County (CCBC)
ABeka Curriculum Teacher Certification
Pensacola Christian College