Katie Umathum
Cedar City,UT
Summary
Highly skilled professional with a strong background in office operations. Experienced in data entry and proficient in managing multi-line phone systems. Known for effective communication and a people-centric approach that delivers exceptional customer service. Demonstrated leadership and organizational skills through successfully managing schedules and training others while raising my daughter. I have continuously advanced within my current employer since July 2021 and am now seeking new career opportunities to apply my knowledge and skills.
Experienced with creating and facilitating impactful training sessions tailored to various learning styles. Utilizes innovative techniques to engage employees and enhance retention. Strong understanding of curriculum development and its application to real-world scenarios.
Overview
22
22
years of professional experience
Work History
Retention, Billing, and Employee Trainer
Vivint Smart Home
Utah
07.2021 - Current
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Researched and resolved billing discrepancies to enable accurate billing.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Developed and implemented a comprehensive training program to increase employee productivity and morale.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Trained and mentored dozens of new personnel hired to fulfill various roles.
- Improved company performance by contributing to strategic planning discussions and offering retention-focused recommendations.
- Gathered feedback from departing customers to identify areas for improvement in products or services offered.
- Utilized advanced skills in solving problems and making accurate decisions to implement strategies that brought about immediate results.
- Increased customer retention rates by developing and implementing effective loyalty strategies.
- Collaborated with the collections team to recover overdue payments from clients, maintaining cash flow and minimizing write-offs.
- Contributed to improved financial reporting by reconciling discrepancies between invoiced amounts and actual payments received.
Administrative Assistant/Receptionist
Lake Gregory Chiropractic
Crestline, CA
03.2015 - 02.2017
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Managed financial transactions accurately, reconciling day-to-day receipts from cash payments or insurance claims reimbursements.
- Contributed to increased clinic revenue by skillfully handling insurance verification processes and obtaining pre-authorizations for treatments when necessary.
- Streamlined office workflow by organizing and maintaining an efficient filing system for patient records.
- Organized and maintained accurate patient records, ensuring that all necessary forms and documentation were up-to-date and properly filed.
- Maintained confidentiality of sensitive patient information while adhering to HIPAA regulations at all times.
- Assisted chiropractors in delivering quality care through thorough patient record-keeping and documentation.
Administrative Assistant/Student Services
Orange Coast College
Costa Mesa, CA
08.2006 - 06.2008
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Maintained an organized office space through regular filing and inventory management tasks, ensuring that all necessary materials were easily accessible to staff members.
- Contributed to the overall success of the college by consistently demonstrating professionalism, attention to detail, and dedication to supporting the needs of faculty, students, and administration alike.
Administrative Assistant/Receptionist
National Chiropractic Council
Santa Ana, CA
06.2003 - 09.2005
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured timely completion of projects by effectively managing deadlines and delegating tasks appropriately.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Demonstrated excellent multitasking abilities while simultaneously handling various administrative tasks such as answering phones, greeting patients, and data entry.
Education
Bachelor of Arts - Communications
Southern New Hampshire University
Hooksett, NH06-2024
Skills
- Customer Service
- Billing
- Account retention
- Podium
- Genesys
- Salesforce
- Microsoft Office
- Phone Etiquette
- Support Chat
- Office Administration
- 40 WPM
- Peer coaching
- Soft skills training
- Procedure billing
- Critical thinking
- Data entry
Phone
(385) 452-3991, text only
Timeline
Retention, Billing, and Employee Trainer
Vivint Smart Home
07.2021 - Current
Administrative Assistant/Receptionist
Lake Gregory Chiropractic
03.2015 - 02.2017
Administrative Assistant/Student Services
Orange Coast College
08.2006 - 06.2008
Administrative Assistant/Receptionist
National Chiropractic Council
06.2003 - 09.2005
Bachelor of Arts - Communications
Southern New Hampshire University
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