Summary
Overview
Work History
Skills
Timeline
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Lisa Quinn

Coram,NY

Summary


Accomplished Office Manager, Customer Services Manager, Senior Practice Supervisor, Financial Services Representative, and Procedure Coordinator with experience supporting five physicians in a busy medical office with excellent people skills, and dedicated work ethic. Strong attention to detail, and patient / customer focused care. Efficient multi-tasking capabilities, and demonstrated team player with a positive attitude.

Overview

18
18
years of professional experience

Work History

Financial Services Representative

Teachers Federal Credit Union
07.2021 - Current
  • Built and deepened productive relationships with prospective and pre-existing members to drive sustained growth.
  • Worked with members to develop financial planning strategies and solutions through evaluation of finances.
  • Worked with members to provide competitive commercial banking solutions and retail financing plans.
  • Advised members on favorable investment opportunities to meet established financial goals.
  • Delivered guidance on financial regulations and requirements.
  • Maintained updated records of all financial transactions to support traceability.
  • Participates in offsite membership development activities such as events, visits to businesses and to promote membership
  • Routinely exceeds set goals, assists approximately 20 members per day.

Customer Service Manager

HMR Weight Management Service Corp.
02.2017 - 01.2020
  • Receive, acknowledge, and respond to all customer orders, requests, and complaints that arrive to general company and personal office inbox.
  • Ensure all orders taken by team and I are input correctly and forwarded to warehouses local & domestic for prompt shipment.
  • Problem solve customer query as they arrive.
  • Trouble shoot with order returns and or exchanges through providing guidance, direction, and options to resolve or correct.
  • Cross references invoices received from vendors, review, log to spreadsheet, and provide authorization for payment following cross reference of quote(s) from vendor.
  • Inventory control for both New York and California.
  • Ensure all team members from warehouse, office, and management are informed and connected through communication and transparency.
  • New York liaison for Massachusetts upper Management to keep all abreast of customer, supply chain, building, or office query.

Office Manager

Zench Eye Care
05.2016 - 09.2016
  • Manage, delegate, and support staff of twelve.
  • Implement policies and procedures to streamline structure.
  • Create new culture within office including job description and responsibilities.
  • Established Project manager for resource-based scheduling and recall project.
  • Liaise and correspond directly with patients and doctors.
  • Spearhead project to change patients record from paper to paperless.
  • Work with insurance companies to obtain pre-authorizations for each corresponding procedure.

Practice Supervisor and Senior Procedure Coordinator

Gotham Gastroenterology
12.2014 - 04.2016
  • Book all procedures and imaging studies for five doctor practice at ambulatory facilities in excess of one hundred and thirty procedures per week, and sixty five imaging studies per week.
  • Liaise and correspond directly with patients answering any questions or concerns pertaining to their procedure and coinciding procedure preparation.
  • Work with insurance companies to obtain pre-authorizations and ensure medical clearance.
  • Work directly with ambulatory center to ensure accuracy for doctors schedules.
  • Cross reference insurance coding with doctor interpreted instruction for invoicing purposes.
  • Manage and delegate overflow tasks to team of eight.

Patient Liaison

Srb Plastic Surgery
04.2012 - 12.2014
  • Respond to patient inquiries and provide resolution.
  • Patient intake and schedule coordination for all procedures for cosmetic or reconstructive surgeries.
  • Patient consultation for all surgical and reconstructive procedures.
  • Provide doctor with monthly breakdown or surgical cases and statistical reports.
  • Insurance verification and compliance.
  • Organization and record keeping of all insurance checks, explanation of benefits, and insurance letters.
  • Point person for Aproquen burn clinic (Charitable Non-Profit).

Member Services Representative

Nassau Educators FCU
01.2006 - 04.2012
  • Opening accounts including but not limited to checking, savings, money market, and CD's.
  • Use of APPRO financial system program for input of all loan applications.
  • Interface with and provide third party institutions with required documentation, and verification of customer deposits, and assets for use in audits, closings, and assisted living programs.
  • Respond to customer service inquiries and provide appropriate resolution.
  • Received 4 awards for quality control and quality assurance for 2008.
  • Received employee of the month award in June 2007.

Skills

  • Adapts quickly to new tasks and responsibilities
  • Good written and verbal communication skills
  • Patient-focused / client / member care
  • Build and Strengthen customer relationships
  • Plastic surgery, Ophthalmology, Banking, and GI background
  • Strong organizational and planning skills
  • Tireless work ethic and deadline driven
  • Computer and Microsoft office literate

Timeline

Financial Services Representative

Teachers Federal Credit Union
07.2021 - Current

Customer Service Manager

HMR Weight Management Service Corp.
02.2017 - 01.2020

Office Manager

Zench Eye Care
05.2016 - 09.2016

Practice Supervisor and Senior Procedure Coordinator

Gotham Gastroenterology
12.2014 - 04.2016

Patient Liaison

Srb Plastic Surgery
04.2012 - 12.2014

Member Services Representative

Nassau Educators FCU
01.2006 - 04.2012

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Lisa Quinn