Julia Whitney
North Richland Hills,TX
Summary
Detail-oriented bilingual customer service and administrative professional with nearly 10 years of experience in healthcare, optometry, banking, and office administration. Expertise in patient care, front desk operations, electronic health records, and financial transactions. Committed to enhancing customer relationships and ensuring efficient operations in fast-paced environments.
Overview
2
2
Languages
8
8
years of professional experience
Work History
Optometric Technician/Front Desk Receptionist
Glade Family Eye Care
Euless, TX
10.2024 - Current
- Conducted preliminary vision tests and recorded patient data accurately.
- Assisted optometrist with more complex procedures, such as glaucoma testing and retinal imaging.
- Delivered customer service by addressing patient inquiries about treatments and services.
- Processed patient payments and managed billing inquiries professionally.
- Performed quality assurance checks on documentation to ensure accuracy of data entry.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
- Trained new reception staff on office procedures and systems to streamline onboarding.
- Managed office phone lines to ensure effective communication through timely voicemail checks, call returns, and message direction.
- Provided administrative support such as scheduling follow-up visits or sending reminder notices for upcoming appointments.
Optometric Technician/Optician
America's Best Contact and Eyeglasses
Alliance , TX
08.2023 - 10.2024
- Assisted patients in selecting frames, lenses, coatings, and eyewear products based on prescription, lifestyle, and budget.
- Educated customers on lens options, contact lenses, eyewear care, and product enhancements to help them make informed decisions.
- Performed optical measurements including pupillary distance (PD), segment heights, bridge measurements, temple length, vertex distance, and pantoscopic tilt.
- Conducted preliminary patient testing and collected medical information before examinations.
- Assisted with visual field testing, ocular photography, optical coherence tomography and pre-exam data collection.
- Processed optical orders, managed inventory, and ensured timely fulfillment to support patient needs.
- Assisted in training new employees on office procedures and customer service expectations.
Bank Teller
Prosperity Bank
Euless, Texas
09.2022 - 03.2023
- Opened and closed checking and savings accounts while educating customers on available products and services.
- Opened and closed checking and savings accounts, educating customers on products and services to enhance their banking experience.
- Balanced cash drawers and reconciled daily transactions while maintaining strict compliance with banking procedures.
- Assisted customers with account maintenance, stop payments, check orders, and financial service requests.
- Cultivated strong customer relationships through professional communication and reliable service, contributing to customer satisfaction.
- Addressed customer concerns with effective problem-solving and interpersonal skills, ensuring a positive resolution and maintaining trust.
Receptionist / Hiring Coordinator
Eurovia Atlantic Coast DBA Sunmount Paving Company
Justin, Texas
06.2021 - 09.2022
- Coordinated hiring activities, scheduled interviews, maintained applicant records, and supported recruitment processes to streamline candidate selection.
- Managed multi-line phone systems and greeted visitors in a professional manner.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Coordinated team calendars to optimize scheduling and avoid conflicts., appointments, incoming mail, and office inventory, ensuring efficient office operations and timely communication.
- Facilitated onboarding process for new employees to ensure a smooth transition into the company. of new employees by providing orientation information and support.
- Managed calendars, appointments, incoming mail, office inventory, and purchasing.
- Organized travel arrangements for staff members including flights, hotels, car rentals.
- Assisted with onboarding of new employees, providing orientation information and support to facilitate smooth integration into the team.
Bank Teller
Graham Savings and Loan
Graham, Texas
12.2018 - 10.2020
- Processed deposits, withdrawals, account openings, closures, and loan payments to ensure seamless customer transactions.
- Assisted customers with cashier's checks, money orders, and other banking services.
- Balanced cash drawers and reconciled daily financial transactions.
- Maintained accuracy and professionalism while serving high customer volumes.
- Maintained accuracy and professionalism while efficiently serving high customer volumes to enhance customer satisfaction.
- Educated customers on banking products and services, delivering personalized care to improve customer understanding and engagement.
Lead Bank Teller
First Convenience Bank
Graham , Tx
05.2018 - 12.2018
- Supervised daily teller operations, ensuring efficient branch workflow and customer satisfaction.
- Opened and closed customer accounts while explaining banking products and services.
- Managed opening and closing of customer accounts, clarifying banking products and services to enhance customer understanding.
- Achieved branch sales goals through needs-based recommendations.
- Supervised daily teller operations and supported branch workflow.
- Balanced vault funds, completed audits, and maintained accurate financial records.
- Led and supported fellow tellers, fostering a culture of excellent customer service and teamwork.
Education
High School Diploma -
Penn Foster High School
Graham, TX05-2017
Skills
- Bilingual (English/Spanish)
- Customer relationship management
- Front desk administration
- Patient scheduling
- Electronic health records
- HIPAA compliance
- Optometric Pre-Testing & Clinical Support
- Medical billing support
- Patient Payment Processing
- Insurance Verification
- Data Entry & Records Management
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Optometric Technician/Front Desk Receptionist
Glade Family Eye Care
10.2024 - Current
Optometric Technician/Optician
America's Best Contact and Eyeglasses
08.2023 - 10.2024
Bank Teller
Prosperity Bank
09.2022 - 03.2023
Receptionist / Hiring Coordinator
Eurovia Atlantic Coast DBA Sunmount Paving Company
06.2021 - 09.2022
Bank Teller
Graham Savings and Loan
12.2018 - 10.2020
Lead Bank Teller
First Convenience Bank
05.2018 - 12.2018
High School Diploma -
Penn Foster High School