Summary
Overview
Work History
Education
Skills
Community Service
Timeline
Generic

Laura Shelton-Perez

Spring,TX

Summary

Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

26
26
years of professional experience

Work History

Operations Practice Manager/Marketing Director

Woodlands Wellness & Cosmetic Center
The Woodlands
01.2011 - Current
  • Responsible for overseeing office operations by maintaining employee time and attendance, monitoring practice operations, hiring and retaining employees, recording employee performance, training employees, Human Resources point of contact, EMR enhancement and troubleshooting to achieve quality care, excellent service and maximum staff productivity
  • Leveraged vendor relationship to improve cost savings for the practice; review accounts/set up staff trainings as needed
  • Ensure all service agreements and contracts are up to date as well as any licensing, credentialing, operational contracts, etc
  • Oversee financials regarding P&L for practice growth, opportunities, and areas of improvement
  • Managed financials of 4 million while overseeing growth and operations during pandemic shutdown to ensure profitability
  • During Government mandated closure, organized staff to do virtual consultations on both cosmetic and wellness side and shipped all product at regular rates which allowed us to maintain cash flow
  • Weekly review of employee timecards and Process payroll, commission calculations, 401K contributions
  • Perform End of Day balance reconciliation, Make bank deposits
  • Ensure accurate billing and coding is being done for med-spa and wellness
  • Maintain Medical Software
  • Handle Patient Portal administration
  • Inventory Control-Place orders for vitamins and supplements, skin care and any cosmetic materials/products needed ensure purchase orders are put into system
  • Ensure pricing is accurate for retail and cost, enter in all new products/services
  • Monthly reporting to bookkeeper for sales tax, monthly sales/inventory numbers
  • Work with bookkeeper and accountant, accounts payable/receivable
  • Lead team meetings once a month
  • Communicate the vision and mission of the practice while also enforcing policies and procedures according to employee manual
  • Manage schedule daily to ensure flow of practice on both wellness and cosmetic sides
  • Employee Benefits Administration for health insurance, life insurance, and 401K
  • Recruit and hire team members
  • Developed annual training for practice also facilitated staff development and new employee training
  • Conduct employee performance reviews
  • Process PTO requests
  • Ensure HIPAA compliance and all team members are HIPAA certified
  • On boarded new devices while overseeing cash flow and financials to ensure profitability and rational that new device was fit for the practice and wouldn't be competing with current inventory or would work collectively with current treatments, training of providers organized after onboarding
  • Emphasis is on coaching and nurturing employees' weaknesses and capitalizing on their strengths

Lobby Manager

Prosperity Bank
Houston
01.2004 - 01.2010
  • Develop, train, motivate, and review lobby and teller associates so employees can assist customers effectively to cross sell bank products and services
  • Oversee and ensure deposit and loan growth of the bank
  • Support banks financial goals for growth and profit by managing department expenses, increasing fee income, and preventing losses
  • Cash accountability, control and financial reporting
  • Check bank balances and reconcile accounts
  • Update bank account balances and report to appropriate personal
  • Review, maintain and service general ledger accounts (NSF, overdrafts, chargebacks etc.) Weekly reporting of general ledger accounts and update various reports
  • Ensure compliance with all bank regulations and laws
  • Business development with cash management program for commercial accounts and assisting with ACH, wire, and check payments features
  • Assisting in development of sales and goals with associates and helping achieve their individual goals
  • Have monthly meetings with staff on operation issues and training
  • Audit bank locations quarterly.

Cash Operations Manager

Aramark Sports & Entertainment
Houston
01.2002 - 01.2004
  • Managed the event day to day whether it was Football, Baseball or Rodeo
  • Responsible for balancing amounts of cash up to 3 million on any event
  • Managed team up to 25 employees
  • Cash accountability and control, financial reporting and operation planning
  • Assisted accounting department in off seasons with AP and AR.

Teller, Personal Banker, Traditional Branch Manager, In Store Branch Manager and Travel Team Leader/Trainer

Woodforest National Bank
Spring
01.1998 - 01.2002
  • Responsible for day-to-day operations
  • Managed team 10-15 associates
  • Responsible for profitability reports, meeting monthly goals, managing employee schedules and held weekly meetings
  • As a travel team leader and trainer responsible for putting a team together, that could travel within the state to open new locations and train employees
  • Responsible for scheduling and booking flights and hotels where needed
  • Instructed training classes, which consisted of Teller, Personal Banker, IRAs, ATMs, Cash Balancing, and management classes for new hires in management trainee program.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.

Education

Some College (No Degree) -

Sam Houston State University
Conroe, TX

North Harris Community College
Spring, TX
1997

High School Diploma -

Spring High School
Spring
1995

Skills

  • Proficient in Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Word
  • Social Media Management/Engagement
  • Excellent communication, teamwork, employee coordination, management
  • Strategic Planning & Business Development
  • EMR Software E-Clinical Works, Millennium Spa, MD Ware Spa software EMR usage, Meaningful Use, Physician Quality Reporting System, medical billing/coding, management, and clinical operations
  • Bankers Software- Precision, Integrated Teller, and Bankline
  • ADP Payroll, QuickBooks, Website platforms/website management proficient in all social media platforms
  • OSHA, HIPPA, and CPR certified

Community Service

  • Cheer Director for South County Football League
  • American Red Cross Volunteer
  • Intercontinental Houston Airport Rangers
  • Volunteer for Montgomery Animal Shelter
  • Member of Houston Livestock Show & Rodeo-Captain for multiple committees
  • American Quarter Horse Association

Timeline

Operations Practice Manager/Marketing Director

Woodlands Wellness & Cosmetic Center
01.2011 - Current

Lobby Manager

Prosperity Bank
01.2004 - 01.2010

Cash Operations Manager

Aramark Sports & Entertainment
01.2002 - 01.2004

Teller, Personal Banker, Traditional Branch Manager, In Store Branch Manager and Travel Team Leader/Trainer

Woodforest National Bank
01.1998 - 01.2002

Some College (No Degree) -

Sam Houston State University

North Harris Community College

High School Diploma -

Spring High School
Laura Shelton-Perez