Kalisha Phillips
Shamrock,Tx
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
12
12
years of professional experience
Work History
Deputy Court Clerk
Beckham County Court Clerk
10.2024 - Current
- Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
- Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
- Drafted professional court correspondence to facilitate legal proceedings.
- Contributed to a positive work environment by fostering teamwork among colleagues and assisting new employees during their onboarding process.
- Promoted public trust in the judicial system by providing exceptional customer service to individuals seeking assistance from the court clerk''s office.
- Ensured the confidentiality of sensitive information by safeguarding all court records in accordance with established protocols.
- Assisted judges with courtroom procedures.
- Handled financial transactions, including processing payments for fines and fees, ensuring accuracy and proper recordkeeping.
- Handled end of day balancing and daily deposits. Also processed end of month balancing.
Medical Assistant/Medical Referral Specialist
Western Oklahoma Pain Specialists
08.2023 - 10.2024
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Performed medical records management, including filing, organizing and scanning documents.
- Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
- Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
- Optimized appointment scheduling processes to minimize conflicts and maximize physician availability for patients.
- Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
- Streamlined patient check-in process, reducing administrative burden for medical staff.
- Assisted with billing and coding processes, ensuring accurate insurance claims and patient invoicing.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Ensured HIPAA compliance by maintaining strict confidentiality with all patient records and information.
- Managed a high volume of incoming calls, addressing inquiries, and providing exceptional customer service to patients.
- Increased accuracy in data entry tasks by regularly updating patient demographics and insurance information.
- Input incoming referrals including building new patients and scheduling for initial appointments.
- Assisted where need including check in/check out desk at various locations, rooming patients for appointments, inputting new patient paperwork and demographics, and intaking patients for various procedures.
Loan Administrator
Endurance Federal Credit Union
02.2023 - 08.2023
- Maintained detailed records of loan transactions, ensuring accurate reporting and data entry.
- Developed strong relationships with clients, resulting in repeat business and referrals for the bank.
- Ensured compliance with regulatory requirements by performing due diligence on all submitted documentation.
- Resolved complex issues related to loans, working closely with various departments to find effective solutions.
- Assisted customers in understanding loan terms and conditions, providing clear explanations when necessary.
- Monitored the status of loans in underwriting, addressing any outstanding items promptly to avoid delays in approval.
- Supported loan officers in obtaining necessary documentation for successful loan applications.
Personal Banker/Teller Supervisor
Great Plains Bank
06.2019 - 02.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Supervised both New Accounts team and tellers with daily tasks
- Balanced Vault daily.
Teller Supervisor
InterBank
08.2013 - 06.2019
- Managed teller schedules, ensuring adequate staffing levels during peak business hours.
- Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
- Counted cash drawers and made bank deposits.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Examined tellers' reports of daily transactions for accuracy.
- Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
- Coordinated with other departments to address complex customer issues, resulting in timely resolution.
- Balanced vault and ATM daily.
Education
No Degree - Culinary Arts/Business Administration
Pikes Peak Community College
Colorado Springs, CONo Degree - Medical Assisting/Phlebotomy/Business Admin
Western Technology Center
Sayre, OK05-2012
High School Diploma -
Mesa Ridge High School
Colorado Springs, CO05-2000
Skills
- Strong organization
- Paperwork management
- Recordkeeping skills
- Data entry proficiency
- Document preparation
- Schedule coordination
- Filing systems expertise
- Warrant issuing
- Payment collection
- Records management
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking
- Reliability
Timeline
Deputy Court Clerk
Beckham County Court Clerk
10.2024 - Current
Medical Assistant/Medical Referral Specialist
Western Oklahoma Pain Specialists
08.2023 - 10.2024
Loan Administrator
Endurance Federal Credit Union
02.2023 - 08.2023
Personal Banker/Teller Supervisor
Great Plains Bank
06.2019 - 02.2023
Teller Supervisor
InterBank
08.2013 - 06.2019
No Degree - Culinary Arts/Business Administration
Pikes Peak Community College
No Degree - Medical Assisting/Phlebotomy/Business Admin
Western Technology Center
High School Diploma -
Mesa Ridge High School
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