Lisa DeVries
Kentwood,MI
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
19
19
years of professional experience
Work History
Accounting Office Manager
TAG Accounting and Tax Services
Caledonia, MI
08.2024 - 04.2025
- Optimized cash flow management by closely monitoring income and expenses, resulting in improved financial stability.
- Maintained strict confidentiality of sensitive financial data, safeguarding company information and upholding professional ethics standards in all dealings.
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Created customized financial reports as needed by senior management to support strategic planning initiatives.
- Streamlined office operations for increased efficiency and productivity through process improvements.
- Supervised payroll processing for all employees, ensuring accurate payment calculations and timely disbursement of funds.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Enhanced financial accuracy by implementing efficient accounting procedures and conducting regular audits.
- Developed comprehensive budget reports for management review, enabling better financial decisionmaking.
- Assisted in the preparation of annual tax returns, minimizing company liabilities while maintaining full compliance with applicable laws and regulations.
- Contributed to a positive work environment through proactive problem-solving skills and strong teamwork abilities.
- Prepared accurate month-end closing entries to ensure timely financial reporting for executive review.
- Ensured prompt resolution of customer billing inquiries by providing clear communication regarding account status updates or adjustments.
- Reduced errors in financial reporting by implementing strict quality control measures for data entry.
- Implemented budget and expense controls and financial policies by analyzing income and expenditures.
- Cultivated strong relationships with vendors and partners supporting administrative operations.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Identified opportunities to streamline processes and improve office operations and efficiency.
- Organized and updated databases, records and other information resources.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Coordinated office events, seminars and meetings for staff and clients.
- Created organized filing system to manage department documents.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Created reports, presentations and other materials for executive staff.
- Implemented project management techniques to overcome obstacles and increase team productivity.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Patient Access Representative
University of Michigan Health- West
Wyoming, MI
07.2023 - 05.2024
- Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Enhanced overall patient experience with empathetic communication and thorough explanations of insurance benefits and coverage.
- Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments.
- Streamlined patient registration processes by implementing efficient data collection methods and reducing wait times.
- Assisted with administrative tasks such as filing, data entry, and report generation to support streamlined office operations.
- Maintained high standards of confidentiality and privacy, strictly adhering to HIPAA regulations.
- Improved patient satisfaction by efficiently managing registration and intake processes.
- Increased patient trust and satisfaction, delivering empathetic support and guidance throughout their visit.
- Enhanced patient experience, ensuring welcoming environment from first point of contact.
- Enhanced data accuracy with meticulous verification of patient information and insurance details.
- Greeted and assisted patients with check-in procedures.
- Verified patient insurance eligibility and entered patient information into system.
- Provided excellent customer service to patients and medical staff.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Followed document protocols to safeguard confidentiality of patient records.
- Facilitated communication between patients and various departments and staff.
Administrative Assistant/Client Relationship Specialist
The Justice Collective
Oakland, CA
07.2020 - 10.2021
- Maintained databases to track and record customer data.
- Managed phone and email correspondence.
- Assisted coworkers and staff members with special tasks on daily basis.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs and records to quickly handle all documentation for potential and incoming clients.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
- Supported sales function in the successful acquisition of over 2 million dollars in new business.
- Successfully migrated large dataset into newly adopted company CRM while informing the evolution of structure and integrations of the technology.
Front of House Team Member
Carolina Lowcountry Kitchen
East Grand Rapids, MI
03.2019 - 06.2020
- Established welcoming atmosphere by greeting each guest warmly.
- Maintained tidy and organized work area to preserve aesthetics and support cleanliness and quality standards.
- Helped guests at tables when in need of assistance.
- Trained new staff in front-of-house procedures, customer relations, and cleaning.
- Reset tables between guests by restocking low items and wiping down surfaces.
- Assisted servers with delivering food, filling beverages, and retrieving items for guests.
- Registered guest information on database to maintain accuracy and tracking information.
- Checked room availability and calendar bookings to schedule reservations for incoming guests and provide detailed itinerary.
- Prepared tables by laying out napkins and utensils, refilling condiments and performing other preliminary tasks.
Billing Specialist
Carelinc Medical Equipment
Grand Rapids, MI
02.2015 - 04.2018
- Completed daily quality audits of paperwork and work orders which included patient information and services rendered.
- Ensured alignment with insurance guidelines to reduce re-processing of claims and denials which resulted in timely and accurate billing.
- Performed other daily clerical responsibilities as needed, including assisting with monthly billing metric reporting to create visibility and to help meet company goals.
- Processed and verified invoices to secure accuracy of billing information.
- Used data entry skills to accurately document and input statements.
Customer Service Representative
AAA Roadside Assistance
Grand Rapids, MI
10.2006 - 05.2009
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services, and company information.
- Processed customer service orders promptly to increase customer satisfaction.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
Education
High School Diploma -
East Kentwood High School
Grand Rapids, MIHealth Information Management
Davenport University
Grand Rapids, MISkills
- Data Entry Documentation
- Records Management Systems
- Document Retrieval
- CRM Software
- Advanced MS Office Suite Knowledge
- Typing Proficiency
- Recordkeeping
- Customer and Client Relations
- Detailed Meeting Minutes
- Administrative Operations
- Data Management
- Schedule Management
- Bank reconciliation
- Purchase order management
- Invoice processing
- Payment processing
- Tax preparation and filing
- Accounts receivable management
- Payroll administration
- Client billing
- Expense tracking
- Month-end closing
- Year-end closing
- Confidentiality and ethics
- General ledger maintenance
- Bookkeeping procedures
- Accounts payable management
- Financial statement preparation
- Customer service
- Organizational skills
- Customer relations
- Office administration
- Data entry
- Office management
- Scheduling and calendar management
- Payroll processing
- Scheduling
- Account reconciliation
- Administrative support
- Project management
- Document management
- Mail handling
- Financial reporting
- Bookkeeping
- Financial accounting
- Financial tracking
- Business administration
- Administrative oversight
- Report preparation
- Database administration
- Supply management
Timeline
Accounting Office Manager
TAG Accounting and Tax Services
08.2024 - 04.2025
Patient Access Representative
University of Michigan Health- West
07.2023 - 05.2024
Administrative Assistant/Client Relationship Specialist
The Justice Collective
07.2020 - 10.2021
Front of House Team Member
Carolina Lowcountry Kitchen
03.2019 - 06.2020
Billing Specialist
Carelinc Medical Equipment
02.2015 - 04.2018
Customer Service Representative
AAA Roadside Assistance
10.2006 - 05.2009
High School Diploma -
East Kentwood High School
Health Information Management
Davenport University