Kali Por
Midlothian,VA
Summary
Hard-working professional with 21+ years of experience and a proven knowledge of administrative organizational skills, customer service, credit and collections, and financial planning. Aiming to leverage my skills to obtain a position within your company.
Overview
17
17
years of professional experience
Work History
SURGICAL COORDINATOR
Virginia Women's Center
2018.11 - Current
- Evaluate and oversee eight providers and six facility schedules
- Prioritize incoming surgical cases based on medical indication and procedure, while assessing availability of provider and facility
- Provide outstanding patient care in a helpful and willing manner in order to seamlessly segue from office consult to the day of surgery
- Coordinate and schedule patients' surgery, as well as diagnostic appointments, and any medical consultations pertaining to surgery
- Interview patients to complete documents, case histories, or forms, such as intake or insurance forms
- Research and analyze patients' costs of surgery and anesthesia
- Compile and deliver correspondence regarding surgery details.
TEAM LEAD- PATIENT COORDINATOR
Virginia Women's Center
2017.08 - 2018.11
- Supervise front desk staff, while maintaining balanced patient flow both in the office and over incoming calls
- Mentor and observe patient coordinator tasks of onboarding employees
- Provide consultation or training to volunteers or staff on topics such as guest relations, patients' rights, and medical issues
- Explain policies, procedures, or services to patients using medical or administrative knowledge
- Coordinate communication between patients, family members, medical staff, and administrative staff to ensure the highest quality patient care
- Interview patients or their representatives to triage patient concerns or healthcare needs
- Investigate and direct patient inquiries or complaints to appropriate medical or administrative staff members and follows up to ensure satisfactory resolution
- Maintain knowledge of community services and resources available to patients outside of Virginia Women's Center and will refer when necessary.
PATIENT COORDINATOR
Virginia Women's Center
2015.11 - 2017.08
- Greet visitors, determine purpose of visit, and direct them to appropriate staff
- Answer telephones and direct calls to appropriate staff, while helping patients in the office
- Interview patients to complete documents or forms pertaining to visit
- Analyze patients' abilities to pay and review self pay costs when presenting without insurance
- Schedule and confirm patient diagnostic appointments or medical consultations
- Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records
- Balance front desk cash drawer and prepare statement of incoming payments to be sent to the business office daily
- Transmit correspondence or medical records by mail, patient portal, or fax
- Perform various clerical or administrative functions, such as ordering and maintaining an inventory of supplies for the front desk.
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo
2013.07 - 2014.02
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Used customer insights to develop innovative sales strategies to increase sales.
SALES SPECIALIST AND TELLER
Wells Fargo
2007.02 - 2013.07
- Provided first-rate service to all customers and potential customers.
- Built strong client relationships through consistent communication and effective problem solving.
- Educated customers about product features and benefits to aid in selecting best options for each individuals' needs.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Provided ongoing support to existing clients, maintaining a high level of satisfaction and encouraging repeat business.
- Managed sales pipeline effectively, prioritizing tasks to maximize revenue potential.
- Drafted, finalized and submitted paperwork to complete sales.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
B.S. in Finance -
LIBERTY UNIVERSITY
Lynchburg, VA10.2015
A.S. -
Richard Bland College of William and Mary
Prince George, VA05.2006
Skills
- Customer Service
- Sales
- Cash Handling
- Accounting
- Filing
- Strong Communication Skills
- Outlook
- Microsoft Office
- Google Suite
- Financial Services and Planning
- Front desk
- Clerical experience
Timeline
SURGICAL COORDINATOR
Virginia Women's Center
2018.11 - Current
TEAM LEAD- PATIENT COORDINATOR
Virginia Women's Center
2017.08 - 2018.11
PATIENT COORDINATOR
Virginia Women's Center
2015.11 - 2017.08
CUSTOMER SERVICE AND SALES REPRESENTATIVE
Wells Fargo
2013.07 - 2014.02
SALES SPECIALIST AND TELLER
Wells Fargo
2007.02 - 2013.07
B.S. in Finance -
LIBERTY UNIVERSITY
A.S. -
Richard Bland College of William and Mary
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