Katlyn Merino

• Provided administrative and accounting support to executive and management teams in a construction environment.
• Managed accounts receivable and payable, including processing payments, preparing vendor checks, reconciling accounts, and resolving discrepancies.
• Generated monthly aging reports, financial summaries, and spreadsheets using Excel and accounting software.
• Reviewed invoices and contracts to ensure accuracy, authorization, and compliance with company policies.
• Maintained confidential client, vendor, and financial records with high accuracy.
• Coordinated calendars, scheduled meetings, and confirmed appointments for management teams.
• Served as primary point of contact for clients, vendors, and internal departments.
• Assisted with payroll processing, timekeeping records, and expense reporting.
• Prepared correspondence, reports, and documentation to support daily operations.

• Provided industry-leading customer service to 100+ value customers per day, leveraging extensive product knowledge to troubleshoot challenges,building brands loyalty by providing exceptional support with wayfinding, product information and purchase processing

• Exceptional problem-solving skills to resolve customer inquiries and disputes

• Escalation using appropriate channels when necessary

• Oversaw staff training programs, improving team efficiency and service quality.

• Answered all calls and greeted visitors

• Scheduled appointments and maintain calendars

• Maintained an electronic filing system for all customers

• Send Billing Invoices to patients.

• Opened and closed office daily while maintaining a professional front-desk environment.
• Answered and routed incoming calls; scheduled and confirmed patient appointments.
• Verified insurance eligibility and patient information.
• Collected co-payments, deductibles, and coinsurance.
• Filed, scanned, and maintained medical records in patient charts.
• Faxed documentation for surgical clearances and coordinated with medical staff.
• Managed office supply inventory and placed orders as needed
• Coordinated front desk activities, ensuring efficient patient check-in and check-out processes.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

• Typed documents such as correspondence, drafts, memos and emails.
• Kept personal files & documentations safe and secure, handling any complaints with the BBB.
• Purchased and maintained office supply inventories while being careful to adhere to budgeting practices.
• Weekly deposits to bank from the business as well as confirming employees times sheets prior to pay week.