Summary
Overview
Work History
Education
Skills
References
Timeline
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Lisa Barratt

Herriman,UT

Summary

Detail-oriented Administrative/Executive Assistant experienced in overseeing and improving office services. Resourceful and adaptable to new challenges and skill development. Excellent interpersonal and verbal skills utilized to solve complex problems. Dependable professional with the ability to learn quickly and efficiently. Highly coachable and invested in growing within the company hierarchy. Creative mindset with eagerness to demonstrate ability to adapt to an everchanging technological landscape.

Overview

24
24
years of professional experience

Work History

Administrative Assistant

Hazelwood Engineering
02.2023 - Current
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff by applying for licensure in multiple states, maintaining current licenses and preparing crucial documents.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Proactive in learning new programs and managed social media presence.

Office Manager

Dream Dental Implant Center
09.2021 - 02.2023
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Coordinated office activities and operations to secure efficiency and compliance with company policies.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Elevated patient satisfaction ratings by promptly resolving client and case issues.
  • Reviewed files and records to obtain information and respond to requests.
  • Used judgment and initiative in handling confidential matters and requests.
  • Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
  • Handled scheduling and managed timely and effective allocation of resources and calendars.
  • Assisted doctor in completing dental procedures.
  • Responsible for consulting prospective patients and discussing potential treatments.

Phone Auditor

Lowry & Associates
06.2012 - 02.2022
  • Examined financial statements to detect and report errors and irregularities.
  • Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
  • Composed clear and concise audit findings to deliver comprehensive audit reports.
  • Inspected accounting books and systems for efficiency.
  • Conducted audits on internal controls and developed reports on findings.
  • Maintained confidentiality of company information obtained in audit assignments.
  • Represented insurance companies in a positive and professional manner

Loan Officer

America First Credit Union
09.2000 - 03.2006
  • Delivered high levels of customer service to facilitate smooth processes.
  • Developed and maintained knowledge of available loan products, processing procedures and underwriting and general departmental guidelines.
  • Performed daily maintenance of loan applicant database.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Approved loan within specified limits or referred to appropriate approval level.
  • Reviewed loan agreements to confirm completeness and accuracy.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
  • Met with applicants to obtain information for loan applications and answer questions about process.
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Recommended loan approvals and denials based on customer loan application reviews.

Education

Some College (No Degree) - General Education

University of Utah
Salt Lake City, UT

Some College (No Degree) - General Education

Salt Lake Community College
Salt Lake City, UT

Skills

  • Office Management Software
  • Managing Operations and Efficiency
  • Administration and Reporting
  • Complex Problem Solving
  • Scheduling and Calendar Management
  • Customer Relations
  • Teamwork and Collaboration
  • Work Planning and Prioritization
  • Social Media Management

References

Dr. Bryan Hendriks owner of Dream Dental Implant Center.  ph. 801-631-3527


Matthew Smith PA-C - Utah Valley Orthopedics ph. 801-357-1200

Timeline

Administrative Assistant

Hazelwood Engineering
02.2023 - Current

Office Manager

Dream Dental Implant Center
09.2021 - 02.2023

Phone Auditor

Lowry & Associates
06.2012 - 02.2022

Loan Officer

America First Credit Union
09.2000 - 03.2006

Some College (No Degree) - General Education

University of Utah

Some College (No Degree) - General Education

Salt Lake Community College

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