Laura Palomo

• Maintained electronic and paper filing systems for easy retrieval of information.
• Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
• Tracked office supplies and restocked low items to keep team members on-task and productive.
• Utilize QuickBooks to maintain accurate financial records, including accounts payable and receivable, expense tracking, and reconciliation.
• Assist in payroll processing and employee expense

reimbursement.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

• Assisted individuals with the process to apply and renew for Oregon self-sufficiency benefits
• Reduced errors in eligibility determinations by maintaining thorough knowledge of program guidelines and regulations.
• Enhanced client satisfaction by providing timely and accurate eligibility determination for various assistance programs.
• Provided exceptional customer service through prompt response times, clear communication channels, and diligent follow-up practices.

• Completed bi-weekly payroll for 5 employees.
• Provided administrative support to staff members, assisting with daily tasks as needed to promote productivity across the organization.
• Reconciled account files and produced monthly reports.
• Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements.
• Implemented inventory control measures for office supplies, reducing waste while maintaining adequate stock levels.
• Supported executive staff members with calendar management, travel arrangements, and meeting coordination.

• Organized and managed program development from conception through successful execution
• Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones
• Developed and maintained relationships with external partners to facilitate program operations
• Created and delivered program training and education to keep participants knowledgeable about program and provide necessary skills to participate productively
• Collaborated with other program coordinators to achieve consistency in program objectives and services
• Coordinated travel arrangements including flights, hotel, and ground transportation
• Created marketing materials for social media campaigns
• Developed quarterly newsletter with program updates, developments, and future activities for both internal and external audiences.

• Recruited, hired, and developed office teams to offer best-in-class patient care
• Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services
• Process payroll via Quickbooks for two businesses
• Utilize QuickBooks to maintain accurate financial records, including accounts payable and receivable, expense tracking, and reconciliation.

• Determined client needs and financial situations by listening to and scheduling fact-finding appointments
• Responded to customer calls swiftly to resolve issues and answer questions
• Built relationships with clients using active listening and issue resolution to provide excellent service
• Monitored changes in insurance industry to stay compliant with relevant laws and regulations
• Calculated premiums and established payment methods for sales
• Analyzed customer needs to provide customized insurance solutions.

• Oversaw accurate and efficient database management and digital file storage to support operational and recordkeeping requirements
• Completed patient referrals to other medical specialists
• Helped patients complete necessary medical forms and documentation
• Greeted visitors and patients to determine needs, check appointments, and direct accordingly
• Answered telephone calls to offer office information, answer questions, and direct calls to staff
• Managed patient billing processes for timely, accurate payments.

• Maintained files and records by implementing effective filing systems that boosted efficiency and organization
• Created and updated physical records and digital files to maintain current, accurate, and compliant documentation
• Greeted visitors and patients to determine needs, check appointments, and direct accordingly
• Secured sign-in sheets, dental charts, and encounter forms to safeguard sensitive data and information
• Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.