Knowledgeable Program Assistant successful at working in both team-based and self-directed capacities. Driven to maintain smooth operations through knowledgeable and skilled support.
Overview
20
20
years of professional experience
Work History
Energy Program Assistant
Archon Resources
08.2022 - Current
Process Case Update Emails to verify correct address, income, utility account information on submitted applications for utility assistance in various seasonal programs offered through OHS
Process Refund Requests by verifying correct utility account information provided by clients on applications and various uploaded/submitted documents
Process Escalations through emails received in Back Office. May include contacting client through phone communications to ensure proper action. Includes thorough examination of cases in database to ensure correct calculations were utilized in determining decision.
Proofread submitted ADM-92 forms for accuracy prior to mailing correspondence with clients for requested verifications in order to finish processing applications for various energy assistance programs
Image mail correspondence submitted by clients into OnBase/Workflow to ensure appropriate actions are taken to provide clients with requested assistance in various programs
Upload faxes submitted by clients into OnBase/Workflow for access by agents/case workers to utilize for providing assistance to clients
Complete cases assigned on 6-10 and No Action spreadsheets to ensure accurate utility account information was utilized by agents in reaching decisions for eligibility in various energy assistance programs
Process applications assigned in database for various seasonal programs offered by OHS. Utilize applications and documents provided by clients to make correct decisions on eligibility for assistance in LIHEAP Summer/Winter, ECAP, LIHWAP, Life Threatening, and Water Crisis programs.
Manage incoming call volume to determine correct actions to take to best assist clients with needs/concerns. Includes verifying client information, researching status checks on applications, submitting Life Threatening/Water Crisis referrals, Proxy applications for various energy assistance programs, transferring clients to appropriate departments, answering client questions about programs
Collaborate with various departments within OHS to complete assigned tasks.
Secretary/Administrative Assistant
JonSan Home Health Inc.
03.2021 - 04.2021
Handled all incoming calls on multi-line phone system and answered questions or transferred calls to appropriate department
Confirmed appointments, communicated with clients, and updated client records.
Kept reception area clean and neat to give visitors positive first impression.
Scheduled home visits for nurses and aides to provide healthcare to clients
Completed and uploaded all on-boarding paperwork for new hires
Developed and utilized an effective filing system for all nurses/aides, clients, and insurance companies
Resolved customer problems and complaints.
Managed multiple tasks and met time-sensitive deadlines.
Maintained confidentiality of information regarding clients and company.
Provided clerical support to company employees by copying, faxing, and filing documents.
Assisted with onboarding new clients and securing paperwork completion.
Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Organized, maintained and updated information in computer databases.
Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Sorted, received, and distributed mail correspondence between departments and personnel.
Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments.
Tracked important information in Excel spreadsheets and ran reports or generated graphs using data.
Office Manager
Coronado Painting
07.2003 - 07.2009
Designed and implemented a computer based accounting and invoice system from paper-managed system
Processed all A/P and A/R accounts and ensured accurate billing and payments were made in a timely manner
Performed all scheduling, shipping, receiving, estimating, payroll and payroll taxes.
Processed all State and Federal tax documents and made appropriate filings and payments in a timely manner
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Education
Associate of Applied Science - Administrative Assistance And Secretarial Science
Northeast Wisconsin Technical College
Green Bay, WI
05.2003
High School Diploma -
Lefors High School
Lefors, TX
05.1987
Skills
Developed strong written/oral communication skills
Highly organized
Detail Oriented
Utilize SOP's for accurate and efficient processing
Strong customer service skills
Strong research skills
Have developed efficient multi-tasking abilities
Thrive in a team-oriented atmosphere
Timeline
Energy Program Assistant
Archon Resources
08.2022 - Current
Secretary/Administrative Assistant
JonSan Home Health Inc.
03.2021 - 04.2021
Office Manager
Coronado Painting
07.2003 - 07.2009
Associate of Applied Science - Administrative Assistance And Secretarial Science