Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Lori Williamson

Lori Williamson

Summary

  • Customer Service: Detailed-oriented professional with experience in providing exceptional customer support through phone, email, and chat. Proven track record of resolving customer issues and exceeding performance targets while maintaining positive and professional demeanor.
  • Administrative Assistance: Adept at coordinating, planning, and supporting daily operational and administrative functions. Skilled in overseeing complex calendars, scheduling appointments, coordinating travel arrangements, and preparing reports and presentations.
  • Event Management: Expert in planning and executing successful corporate and social events. Instrumental in managing multiple events simultaneously, negotiating vendor contracts, and creating event budgets.
  • Additional Skills: Reliable team member with effective communication, interpersonal, and organizational abilities, establishing professional relationships with clients, colleagues, and senior personnel.

Overview

24
years of professional experience
1
Certification

Work History

Bookkeeping Bliss

Client Manager
07.2022 - Current

Job overview

Maintain daily transactions for clients, ensuring accuracy and completeness of financial records. Collaborate with other team members to meet client needs. Develop strong relationships with clients, understanding their unique needs and goals.

  • Processed payroll by utilizing QuickBooks in accordance with organization standards.
  • Identified and resolved deficiencies within account by conducting monthly reconciliations, ensuring 100% accuracy.

Canal Winchester Chamber Of Commerce

Membership Manager
08.2018 - 08.2022

Job overview

  • Planned, organized, delivered, and hosted large events for 100+ people, exceeding stakeholder expectations. Created PowerPoint presentations for members to advise about proper usage of the chamber app. Established professional relationships with people across all business areas. Assisted in bringing all businesses together to acquire employees during transitions process.
  • Achieved significant cost-saving by negotiating vendor prices on events and memberships.
  • Secured and onboarded 24+ new members per year for chamber.
  • Created technical documents and advised members regarding social media platforms during COVID-19 pandemic.
  • Developed rack cards displaying all membership benefits, costs, and scheduled events bringing value to their membership.

Home Health Care Alliance

Office Manager
12.2015 - 08.2018

Job overview

Led administrative functions such as scheduling appointments, managing home health aide personnel records, and overseeing communication channels. Ensured company complied with all relevant laws and regulations, including health and safety regulations and HIPPA compliance. Provided support in marketing and payroll activities in accordance with organization standards.

  • Prepared and completed home health care services billing process for over 100 patients.Selected, hired, and onboarded 20+ home health aides while acting as a hiring manager.
  • Installed tracking system for monitoring both home health aides and clients through direct communication.

APlus Home Health Care

Office Manager/Home Health Aide Supervisor
03.2014 - 12.2015

Job overview

Hired and onboarded 50+ home health aides for continuous delivery of quality services, meeting clients' needs and requirements. Collaborated with 15+ care managers in identifying and meeting client needs. Audited home health aides' time sheets to identify and resolve deficiencies within the account.

  • Completed billing to the state for services for over 150 clients, ensuring accuracy and consistency.
  • Evaluated performance of home health care nursing assistants and recommended action plan for improvement

Mt Carmel Heart & Vascular Service

Medical Assistant
12.2012 - 12.2013

Job overview

Oversaw patient flow, including scheduling appointments and imaging tests. Assisted physician with patient assessments and examinations. Documented patient care observations and activities according to professional standards and procedures. Verified patient information by interviewing patients, recording medical history, and confirming purpose of visit.

  • Maintained patient medical records and updated medical charts, ensuring 100% accuracy.
  • Enforced safe, secure, and healthy work environment by establishing standards and complying with legal regulations.

ESC Of Central Ohio

Paraprofessional Educator
08.1999 - 09.2011

Job overview

Supported student learning objectives through personalized and small group assistance per

Individualized Educational Plan. Applied specialized teaching techniques to reinforce social and communication skills.

  • Assisted in maintaining engaging and respectful educational environment by promoting discipline and cooperation.
  • Provided support to help students with special needs learn and grow.
  • Delivered curriculum in both one-on-one lessons and group learning environments.

Education

Allied Health Institute
North Lauderdale, Florida

Diploma from Electrocardiograph Technology
06.2012

Skills

Microsoft Office Suite, Dropbox

Administrative School Secretary

Certification

Paraprofessional Educator License, Ohio Department of Education

QuickBooks ProAdvisor

Nationally Registered Certified EKG Technician

Timeline

Client Manager

Bookkeeping Bliss
07.2022 - Current

Membership Manager

Canal Winchester Chamber Of Commerce
08.2018 - 08.2022

Office Manager

Home Health Care Alliance
12.2015 - 08.2018

Office Manager/Home Health Aide Supervisor

APlus Home Health Care
03.2014 - 12.2015

Medical Assistant

Mt Carmel Heart & Vascular Service
12.2012 - 12.2013

Paraprofessional Educator

ESC Of Central Ohio
08.1999 - 09.2011

Allied Health Institute

Diploma from Electrocardiograph Technology
Lori Williamson