Katelyn Bowman
Weaver,AL
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Intake Specialist
HCT
Dallas, TX
03.2023 - Current
- Work from home
- Inbound and outbound calls
- I work directly with attorneys and paralegals
- Opened new client files and new matters in Clio Grow.
- Listen to the clients and assess if we can assist with their case or not
- Use email and Microsoft excel regularly
- Assisted in scheduling appointments between attorneys and clients as needed.
- Answered incoming calls from potential clients seeking assistance with their legal problems.
- Responded promptly to emails from current or prospective clients regarding their inquiries or concerns.
- Gathered pertinent information from potential clients, including background details, case facts, contact information.
Receptionist
Aerospace Coatings International
Oxford, AL
02.2021 - 03.2023
- Verified visitors' identification cards before allowing access to the building.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Assisted with special projects assigned by management when required.
- Performed data entry tasks into various computer systems accurately and promptly.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Maintained an organized filing system of confidential client information in accordance with company policy.
- Updated daily log book with information about visitors entering the premises.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Greeted visitors and provided them with assistance.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel using multi-line telephone system.
- Processed customer payments
- Tracked account activity by identifying outstanding payments owed by customers.
- Researched and responded to inquiries from customers regarding invoice status or payment history.
- Managed filing system for invoices, documents, and other relevant information.
- Sent out all invoices at the end of the month to our customers.
- Inspected invoices to make sure pricing was accurate and detailed
Medical Receptionist
The Surgery Center
Oxford, AL
09.2018 - 02.2021
- Answered phones and directed calls appropriately.
- Maintained confidentiality of patient information according to HIPAA regulations.
- Verified visitors' identification cards before allowing access to the building.
- Greeted visitors and provided them with assistance.
- Provided administrative support to staff members including filing documents, and scanning and copying documents when necessary.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
- Processed payments
- Organized charts, documents and supplies to maintain team productivity.
- Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
- Scanned paper medical records into the electronic health record system.
- Ensured that all necessary documentation was included in each patient's file prior to scanning.
- Followed strict protocols regarding security, privacy, confidentiality, and integrity of patient data.
Education
High School Diploma -
Saks High School
Anniston, AL05-2014
Skills
- Intake Assessment
- Client intake
- Follow-up skills
- Records Maintenance
- Critical Thinking Skills
- Multi-Line Phone Systems
- Confidentiality
- Scheduling appointments
- Active Listening
- Attention to Detail
- Customer Service
- CPR/AED
- Teamwork and Collaboration
- Medical Records Review
- Reliability
- Multitasking
- Decision-Making
- Time management abilities
- Organizational Skills
References
- Destiny Coffee (Family friend) 256-453-0457
- Donna Reid (The Surgery Center) 256-241-2230
- Kaitlyn Rollins (HCT) 256-525-6985
- Farley Fink (Aerospace Coatings) 256-241-2750
- Christina Ramey (HCT) 256-282-8994
Timeline
Intake Specialist
HCT
03.2023 - Current
Receptionist
Aerospace Coatings International
02.2021 - 03.2023
Medical Receptionist
The Surgery Center
09.2018 - 02.2021
High School Diploma -
Saks High School
Similar Profiles
Mubarak al ThawadiMubarak al Thawadi
Student at HCTStudent at HCT
Mazna Matar AlmansooriMazna Matar Almansoori
HR Student at HCTHR Student at HCT
Suhail KochumonSuhail Kochumon
IT Support Engineer at HCT, Dubai Men's College(Deputed From IDC)IT Support Engineer at HCT, Dubai Men's College(Deputed From IDC)