Summary
Overview
Work History
Education
Skills
Timeline
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Kelli Finch

Kaufman

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

26
26
years of professional experience

Work History

Office Manager

Mirror Lake Dentistry/ Guardian Dental Partners
02.2019 - Current
  • Reconciled end-of-day reports to determine accurate billing and payment processing.
  • Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
  • Coached employees through day-to-day work and complex problems.
  • Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
  • Developed procedures to establish accurate and organized check-in and check-out processes.
  • Set priorities and problem-solved workflow issues to maintain rapport with customers and managers.
  • Created, prepared, and delivered reports to various departments.
  • Monitored customer service trends and provided insights to management team for further improvement.
  • Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns.
  • Delivered performance reviews, recommending additional training or advancements.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

Business Owner

Texas Steel Haulers/ Finch Delivery
05.1997 - Current
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
  • Assessed damaged materials and notified maintenance personnel of needed repairs.
  • Conducted audit inspections and independent checks to verify parts and materials.
  • Interacted well with customers to build connections and nurture relationships.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • DOT Compliance
  • Yearly income tax returns
  • Filing quarterly reports
  • Vehicle registrations
  • Random drug screen pool regulation

Education

Associate of Arts - General Studies

Trinity Valley Community College
Athens, TX
05.2021

High School Diploma -

Crandall High School
Crandall, TX
05.1986

Skills

  • Front Office Management
  • Training and Development
  • Making Appointments
  • Customer Service
  • Billing and Invoicing
  • Office Management Software
  • Insurance Information Collection
  • Staff Training
  • Data Entry
  • Employee Supervision
  • Credit and Collections
  • Claim Verifications
  • Account Reconciliation
  • Corrective Actions
  • Evaluate Performance
  • Budgeting

Timeline

Office Manager

Mirror Lake Dentistry/ Guardian Dental Partners
02.2019 - Current

Business Owner

Texas Steel Haulers/ Finch Delivery
05.1997 - Current

Associate of Arts - General Studies

Trinity Valley Community College

High School Diploma -

Crandall High School

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Kelli Finch