Julie Bertrand
Sulphur,LA
Summary
Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
19
19
years of professional experience
Work History
Receptionist
SWLA Sports & Rehab Center
06.2021 - Current
- Managed front desk operations, ensuring smooth patient check-in and appointment scheduling.
- Coordinated communication between patients and healthcare providers to enhance service delivery.
- Maintained accurate patient records using electronic health record (EHR) systems for efficient data retrieval.
- Assisted in resolving patient inquiries, fostering a welcoming environment within the facility.
- Trained new reception staff on operational procedures and customer service standards.
- Monitored inventory of office supplies, placing orders to maintain necessary stock levels.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Handled cash transactions and maintained sales and payments records accurately.
- Answered central telephone system and directed calls accordingly.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
Title Clerk
Pedersen Title
02.2017 - 05.2021
- Processed title documents with accuracy, ensuring compliance with state regulations and company policies.
- Reviewed legal descriptions and property records to verify ownership and resolve discrepancies.
- Collaborated with clients and real estate professionals to facilitate smooth closing transactions.
- Managed title insurance policies, preparing necessary documentation for issuance and delivery.
- 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.
- Expedited the title transfer process, closely monitoring timelines and proactively addressing any potential delays.
- Enhanced customer satisfaction by providing timely and accurate title information for vehicle transactions.
- Assisted customers with complex title issues, providing guidance and support throughout the resolution process.
- Calculated and remitted state sales tax, service, and other charges.
- Maintained compliance with state regulations by staying up-to-date on changes in laws pertaining to titles and registrations.
Title Clerk
Southern Title & License
11.2015 - 02.2017
- Trained junior staff on title processing procedures, enhancing team efficiency and knowledge sharing.
- Implemented quality control measures to improve document accuracy and reduce errors in title searches.
- Led initiatives to streamline workflows, resulting in faster turnaround times for title services.
- Developed strong relationships with stakeholders, fostering trust and ensuring successful transaction outcomes.
- Conducted thorough research on lien releases, ensuring proper documentation was obtained for each transaction.
- Audited and reviewed title documents for accuracy and compliance with state and federal regulations.
- Kept up-to-date with state and federal regulations to prevent errors and fraud.
- Educated clients on the importance of title integrity by explaining the risks associated with incorrect or missing documentation.
- Improved customer satisfaction by providing detailed explanations of title transfer processes and requirements.
- Reduced customer wait times by efficiently managing queue of title applications and inquiries.
- Reduced errors in documentation, closely monitoring changes in state and federal regulations and updating company procedures accordingly.
Payroll and Warranty Clerk
Tarver Ford
12.2009 - 11.2015
- Processed warranty claims efficiently to ensure timely customer service and satisfaction.
- Maintained accurate records of warranty transactions using dealership management software.
- Collaborated with service department to resolve warranty issues and improve claim resolutions.
- Trained new staff on warranty procedures and system usage for enhanced operational efficiency.
- Monitored compliance with manufacturer guidelines, ensuring adherence during warranty evaluations.
- Conducted thorough investigations into denied claims, identifying errors and resubmitting as necessary.
- Negotiated with manufacturers on behalf of customers, securing favorable outcomes in warranty disputes.
- Maintained accurate records of all warranty claims, ensuring proper documentation and organization.
- Maintained up-to-date knowledge of industry trends and manufacturer-specific warranties, ensuring accurate information was provided to customers at all times.
- Provided exceptional customer service by promptly addressing inquiries relating to warranties or service contracts.
- Improved communication between departments by regularly updating team members on warranty claim statuses.
- Checked documentation for accuracy and validity on updated systems.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Reviewed outstanding requests and redirected workloads to complete projects on time.
- Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
- Posted payments to accounts and maintained records.
- Verified client information by analyzing existing evidence on file.
Cashier
Don Shetler Ford
11.2006 - 12.2009
- Processed customer transactions accurately and efficiently using point-of-sale systems.
- Managed cash drawer, ensuring balanced funds at shift end.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Assisted in inventory management, restocking merchandise to maintain store presentation standards.
- Collaborated with team members to improve overall store efficiency during peak hours.
- Greeted customers entering store and responded promptly to customer needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
- Provided backup support for other departments when needed, showcasing versatility within the retail environment.
Education
High School Diploma -
Westlake Hig School
Westlake, LASkills
- Organization skills
- Time management
- Data entry
- Verbal and written communication
- Customer/Client relations
- Appointment scheduling
- Data inputting
- Office administration
- Multi-line telephone operation
- Professional demeanor
- Service-oriented mindset
- Front desk operations
- Phone etiquette
- Calm demeanor
- Positive and professional
- Multitasking and prioritization
- Customer service
Timeline
Receptionist
SWLA Sports & Rehab Center
06.2021 - Current
Title Clerk
Pedersen Title
02.2017 - 05.2021
Title Clerk
Southern Title & License
11.2015 - 02.2017
Payroll and Warranty Clerk
Tarver Ford
12.2009 - 11.2015
Cashier
Don Shetler Ford
11.2006 - 12.2009
High School Diploma -
Westlake Hig School