Summary
Overview
Work History
Education
Skills
Timeline
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Kaylee Heaton

Longview,WA

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

7
7
years of professional experience

Work History

Administrator

Les Schwab Tires
09.2018 - Current
  • Maintained personnel records and updated internal databases to support document management.
  • Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
  • Collected, validated, and distributed information to employees.
  • Computerized office activities, maintained customer communications, and tracked records through delivery.
  • Increased sales by offering advice on purchases and promoting additional products.
  • Promoted and up-sold products and services to meet needs of customers.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Delivered prompt service to prioritize customer needs.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Maintained strict confidentiality of bank records and client information.
  • Monitored performance of existing loan portfolios to identify and address any issues.

Administration Assistant

C&R Tractor & Landscaping
07.2017 - 09.2019
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Executed record filing system to improve document organization and management.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Recorded expenses and maintained accounting records.
  • Updated employee files with new details such as changes in address or salary levels.
  • Maintained payroll information by calculating, collecting, and entering data.
  • Processed new hire paperwork and documents.
  • Worked with senior project managers to assist with day-to-day functions.
  • Assisted project managers by tracking, organizing and analyzing project financial information.
  • Coordinated internal resources and third-party vendors for flawless execution of projects.

Patient Service Representative

Vancouver Eye Care
05.2016 - 07.2017
  • Provided exceptional customer service to patients, answering questions and addressing concerns.
  • Verified insurance eligibility and coverage for patients.
  • Entered patient demographic and insurance data into electronic medical record system.
  • Filed and maintained patient records in accordance with HIPAA regulations.
  • Managed patient registration process, confirming data accuracy and completeness.
  • Built and maintained positive working relationships with patients and staff.
  • Took copayments and compiled daily financial records.
  • Assisted patients in filling out check-in and payment paperwork.
  • Used NEXGEN to schedule appointments.
  • Handled customer service inquiries in person, via telephone and through email.
  • Carefully reviewed all documents and reports for completeness and accuracy.
  • Examined, categorized, and sorted incoming documents.
  • Maintained physical and computer-based filing systems.
  • Eliminated outdated or unnecessary materials by destroying materials or transferring to inactive storage.

Education

High School Diploma -

Heritage High School
Vancouver, WA
06.2014

Skills

  • Business Administration
  • MS Office
  • Coordinate Supplies
  • Accounts Payable and Receivable
  • Mail Handling
  • Scheduling
  • Contract Processing
  • Job Costing
  • Deadline Adherence
  • Expense Reporting

Timeline

Administrator

Les Schwab Tires
09.2018 - Current

Administration Assistant

C&R Tractor & Landscaping
07.2017 - 09.2019

Patient Service Representative

Vancouver Eye Care
05.2016 - 07.2017

High School Diploma -

Heritage High School

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Kaylee Heaton