Lindsey N Lewallen
Gardnerville,NV
Summary
Personable and offering over 20 years of experience resolving account and service concerns for various customers, including individuals, merchants, small businesses, various car dealerships and patients. Focused on building positive long term customer relationships. Smoothly uncovers and solves challenges while promoting company products and services while maintaining loyal, satisfied customers. Focused on surpassing expectations and driving team and individual success. Talented professional considered knowledgeable leader and dedicated problem solver. Brings 20+ years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.
Overview
25
25
years of professional experience
Work History
Front Office Manager/Dental Assistant
Nicole Gordon DDS
Stateline Nv , NV
03.2021 - Current
- Manage 50+ calls a day as well as managed the scheduling for both the doctors as well as all the hygienists for 30 + patients/day
- Implemented alerts for routine patient procedures
- Implemented insurance checks and verification for patients.
- Maintained computer and physical filing systems.
- Optimized organizational systems for payment collections, AP/AR, deposits and record keeping.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Managed office operations while scheduling appointments for patients
- Coordinated patient, doctor and hygiene schedules.
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms and restocked supplies to prep for next patient and maintain health and safety practices.
- Sanitized trays, instruments and surfaces for clean dental office setting and patient safety.
- Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
- Sterilized rooms and prepped equipment and instruments fo procedures daily.
- Recorded patients' health histories, documented current symptoms and pulled up records from prior visits for dentists to view and evaluate.
- Scheduled appointments for new and existing customers, factoring in provider availability and scheduling loads.
- Prepared rooms for patient treatment by cleaning and sterilizing tools and equipment.
- Documented patient dental health information, medical history and vital signs for future reference.
- Scheduled appointments, prepared bills and received payment for dental services by completing insurance forms, verifying insurance information and maintaining records.
- Typed patient data into computer system using Eaglesoft while following privacy laws and maintaining high level of accuracy.
- Assisted dentist with paperwork and billing protocol for both routine and less common procedures.
Field Technician
Fast Company Fast Company
Minden, Reno
12.2014 - 03.2020
- Interacted with car dealerships to analyze and process car inventory for their websites. Shooting upwards of 70+cars /day.
- This included gathering inventory and shooting SEO-enhanced walkaround videos of vehicle inventories.
- If requested by dealership, apply background enhancement.
- Editing and updating data for dealerships inventory, through Live Event Stream Application software.
- Establish feeds from Live Event Stream to whatever DMS the dealership is using.
- Making sure the DMS feed, feeds into dealership's CRM.
- Monitor and edit data and information feeding into all dealerships DMS's.
- Edit photo and videos through Live Event Stream Application to ensure quality.
- Worked with management to analyze, prioritize and process aged inventory
- Worked with Live Event Stream Application platform to troubleshoot any incorrect data processing into and out of feed to dealership’s website
- Worked with Live Event Stream Application to establish feeds in order for data to upload to dealerships websites.
- Discovered and resolved issues that affected project outcomes.
Banker
U.S. Bank
Gardnerville , NV
10.2008 - 10.2010
- Inside Smith’s in Gardnerville
- Processed upwards of 150+ customer transactions including merchant transactions
- Daily drawer reconciliation, weekly ATM reconciliation
- Daily reconciliation of money orders, cashier’s checks and travelers checks
- Processing loan applications for auto, personal, home equity loans and lines of credit, as well as credit cards, business loans and lines of credit
- Issuing checks for Home equity loans and draws for Home Equity lines of credit
- Processing payments for loan and lines of credit payoffs
- Maintaining any and all branch operations for auditing
- Working with operation specialists to ensure branch operations were within federal regulation guidelines.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Evaluated client financial positions and identified most appropriate banking products.
- Checked accounts for fraud and provided law enforcement with relevant details.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Prospected for new business through networking, community outreach and customer referral generation.
- Exceeded sales goals on consistent basis.
- Represented bank at community events to establish strong ties and promote business.
- Developed tailored solutions to meet individual banking needs.
- Opened, closed and updated accounts for customers.
- Provided advice on different bank products and financial options.
- Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
- Balanced teller drawers and ATM cash.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Consulted on business packages and made personalized recommendations.
- Utilized up-to-date information to make effective decisions governing bank operations.
- Created and managed community events and customer promotions.
- Networked with realtors and current clients to generate referrals.
Banker
US Bank US Bank
11.2001 - 06.2004
- Traditional and in-store branches in Gardnerville
- Process any and all customer transactions including merchant transactions
- Daily drawer reconciliation, weekly ATM reconciliation
- Daily reconciliation of money orders, cashier’s checks and travelers checks
- Processing loan applications for auto, personal, home equity loans and lines of credit, as well as credit cards, business loans and lines of credit
- Issuing checks for Home equity loans and draws for Home Equity lines of credit
- Processing payments for loan and lines of credit payoffs
- Maintaining any and all branch operations for auditing
- Working with operation specialists to ensure branch operations were within federal regulation guidelines
- US Bank in store branch US Bank in store branch — Banker
Education
Certificate - Dental Assisting
National School of Dental Assisting
Carson City, NV12.2020
Skills
- Excellent Written and Communication skills
- Self motivated/self starter
- Problem solver/troubleshooter
- Detail Oriented
- Love learning something new and tackling new projects that force thinking outside the box
- Customer service expert
- Windows 10
- Videoconferencing
Timeline
Front Office Manager/Dental Assistant
Nicole Gordon DDS
03.2021 - Current
Field Technician
Fast Company Fast Company
12.2014 - 03.2020
Banker
U.S. Bank
10.2008 - 10.2010
Banker
US Bank US Bank
11.2001 - 06.2004
Certificate - Dental Assisting
National School of Dental Assisting
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