Julie Pena
Ingleside,TX
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Dental Office Consultant
Self-employeed
07.2011 - Current
- Collaborated with clients to develop action plans to address specific challenges and objectives.
- Reviewed existing policies and procedures to suggest necessary improvements.
- Evaluated existing systems and processes against industry best practices to enhance efficiency.
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Displayed strong telephone etiquette, effectively handling difficult calls.
- Identified needs of customers promptly and efficiently.
Office Manager
Gregory C. Schlimmer, D.D.S
Corpus Christi, TX
07.2001 - 07.2024
- Supervised staff members, organized schedules and delegated tasks.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Provided training to new hires on office policies and procedures.
- Monitored inventory levels and placed orders when needed.
- Maintained confidential records relating to personnel matters.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Provided administrative support to management team including preparing reports and presentations.
- Assisted in developing budgets for departmental expenses.
- Responded to customer inquiries via phone or email in a professional manner.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Developed effective communication strategies between departments within the organization.
- Organized company events including holiday parties, team building activities .
- Coordinated meetings, conferences, travel arrangements and department activities.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Ensured compliance with applicable laws regarding employment practices.
- Developed and implemented office policies and procedures.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Processed payroll accurately ensuring all employees were paid on time.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Recruited and trained new employees to meet job requirements.
Registered Dental Assistant
Gregory C. Schlimmer, D.D.S
Corpus Christi, TX
07.2001 - 07.2024
- Maintained a neat, clean and organized environment throughout the office.
- Took digital X-rays of teeth using radiographic equipment.
- Educated patients on proper oral hygiene techniques and habits.
- Performed administrative duties such as scheduling appointments, answering telephones and updating patient records.
- Prepared dental materials such as amalgam, composite resin, impression material and cements for use by the dentist.
- Kept accurate records of dental treatments provided for each patient's visit.
- Conducted routine maintenance of equipment used in dentistry operations.
- Instructed patients about postoperative instructions prescribed by their dentist.
- Provided chair-side assistance during dental procedures, including passing instruments to the dentist and holding suction devices.
- Handled billing inquiries from insurance companies regarding claims submitted by the office.
- Built loyal patient following and retained return patients by providing empathetic and caring service.
- Took bitewing, periapical, panoramic and occlusal X-rays and prepared for dentists to review.
- Performed basic laboratory tasks, such as pouring impressions and trimming models.
- Assisted dentist during examinations by retracting patient's cheeks and tongue.
Dental Assistant Instructor
STVT
Corpus Christi, TX
03.2010 - 07.2011
- Monitored attendance records of all enrolled students to ensure they meet state requirements for graduation eligibility.
- Demonstrated proper techniques for infection control, sterilization, chair side procedures, patient management, and laboratory skills.
- Maintained a safe learning environment by monitoring student performance during labs and clinicals.
- Collaborated with other instructors within the department on developing innovative teaching methods.
Registered Dental Assistant
Charles H. Barrett, D.M.D.
Midlothian, VA
01.2000 - 03.2001
Dental Assistant
Boss Dental
Corpus Christi, TX
03.1998 - 01.2000
Dental Assistant/Insurance Coordinator
C. Fred Glazener D.D.S.
Ingleside, TX
04.1992 - 08.1997
Skills
- Business Planning
- Management Coaching
- Best Practices Implementation
- Staff Management
- Quality Assurance
- Performance Tracking
- Assessments
- Operations Analysis
- MS Office
- Processes and procedures
- Client rapport
- Strategic Planning
- Clinical Support
- Inventory Management
- Procedure Support
- Patient Services
- Patient Education
- Patient Relations
- Instrument preparation
- Patient Counseling
- Equipment Sterilization
- Chairside assistance
- Oral X-Rays
- Appointment Scheduling
Certification
- Registered Dental Assistant
- CPR Certified
- AADOM member
- Dental Radiology Certificate
- Nitrous Monitoring Certificate
Timeline
Dental Office Consultant
Self-employeed
07.2011 - Current
Dental Assistant Instructor
STVT
03.2010 - 07.2011
Office Manager
Gregory C. Schlimmer, D.D.S
07.2001 - 07.2024
Registered Dental Assistant
Gregory C. Schlimmer, D.D.S
07.2001 - 07.2024
Registered Dental Assistant
Charles H. Barrett, D.M.D.
01.2000 - 03.2001
Dental Assistant
Boss Dental
03.1998 - 01.2000
Dental Assistant/Insurance Coordinator
C. Fred Glazener D.D.S.
04.1992 - 08.1997
- Registered Dental Assistant
- CPR Certified
- AADOM member
- Dental Radiology Certificate
- Nitrous Monitoring Certificate