Mandie Boudreaux-Yeates
Baldwin,LA
Summary
Seeking a position that will utilize my 20 years of experience in finance, the medical field and customer service. I've worked in many different positions throughout. Excellent communication skills and attentiveness to details. Dedicated to providing the highest level of customer service
Overview
1
1
Certification
32
32
years of professional experience
Work History
Office Administrator
Security Plan Insurance
New Iberia, LA
02.2024 - Current
- Balanced agents' tun ins for accurate book management. Balance office, mail, credit card pay. Complete beneficiaries, address and name changes. Processed loans, surrendered policies, and death claims to ensure client satisfaction. Assisted clients by answering inquiries and solving problems both in the office and via phone. Issued letters for lost policies to assist clients in recovering their documents.
- Managed policy files and client records for insurance office operations.
- Scheduled appointments and coordinated calendars for staff and policyholders.
- Processed incoming mail, faxes, and correspondence with accuracy.
Substitute Teacher
Chitimacha Tribe of Louisiana
Franklin, Louisiana
08.2019 - 03.2024
- Supervised classrooms for Chitimacha Tribe of Louisiana school students.
- Followed lesson plans and daily schedules from lead teachers.
- Maintained classroom order and reinforced school rules.
Substitute Teacher
St. Mary Parish School Board
Centerville, LA
08.2010 - 07.2014
- Assisted teachers in classroom activities and provided administrative support in the office
- Instructed students and executed clerical responsibilities in Main Office
- Delivered classroom instruction using teacher lesson plans at Chitimacha Tribe education programs.
- Managed student behavior with calm guidance and clear classroom expectations.
- Supervised students during class, transitions, lunch, and campus activities.
Travel Team Associate
Midsouth National Bank
Lafayette, LA
02.2007 - 05.2010
- Executed routine banking transactions for customers
- Supported retail stores during periods of low staffing
- Assisted customers in opening various banking products to meet financial needs
- Work with multiple retail staff effectively
- Delivered exceptional customer service to enhance overall customer satisfaction
Customer Service Representative
Regions Bank
Columbia, SC
09.2005 - 10.2006
- File Disputes and handle customer issues with their accounts
- Assist customers with opening checking, savings, CDs and IRAs
- Assisted Branch Manager with daily operations
- Met sales goals through proactive sales calls and customer follow-ups
Patient Relations & Scheduler
Consultants in Gastroenterology
Columbia, SC
06.2002 - 09.2005
- Coordinated scheduling of appointments, procedures, and office visits for multiple practices and 13 doctors using Compusystems/EMR, ensuring efficient patient flow.
- Pre-certification of medical benefits for patients
- Enhanced patient relations by mailing new patient welcome letters and appointment cards, fostering a positive onboarding experience.
- Responded to patient inquiries regarding pre-procedure preparation and routines, providing clear guidance to alleviate concerns.
- Trained in front desk check-in procedures at multiple practices
Banking Center Service Manager
Bank of America
Columbia, SC
07.2001 - 06.2002
- Managed service and operations activities to ensure excellent service delivery and maximize center profitability
- Guided efforts to provide financial products and services to consumers
- Approved customer transactions, resolved customer inquiries and managed all customer and operations
- Conducted recruitment, interviewing, and hiring of tellers.
- Contributed to the recruitment, interviewing, and hiring process for tellers
Branch Supervisor
Regions Bank
Columbia, SC
10.1998 - 07.2001
- Oversight of all daily operations of an in-store branch
- Coordinated work procedures, schedules, and daily workflow; conducted performance reviews and provided counseling for all associates
- Facilitated loan preparation and processing for Branch Manager approvals
- Assured accuracy and conformance to company policy and procedures
- Monitored security and maintained appropriate levels of vault cash for daily operations
- Supervised, assisted, and approved CSR and Teller processing of savings, checking and general ledger
Senior Account Information Representative
First Citizens Bank
Columbia, SC
12.1996 - 10.1998
- Generated and serviced sales for prospective clients, enhancing customer engagement
- Trained new associates and scheduled AIS department employees to ensure operational efficiency
- Supported Vice President in preparing reports and special projects, contributing to strategic initiatives
- Training of new associates, scheduling of AIS department employees
Account Information Representative
AIS
09.1994 - 12.1996
- Led team in researching and resolving customer inquiries regarding account status, loan payoffs, and title requests
- Supported AIS clients with account inquiries and service requests.
- Processed AIS policy updates and customer record changes.
- Resolved billing questions using AIS systems and procedures.
Education
Some College (No Degree) -
Midlands Technical College
West Columbia, SCSkills
- EMR systems
- Medical administrative support
- Claims Processing
- Appointment Coordination
- Insurance Administration
- Customer service expertise
- Customer service
- Customer Engagement
- Call center
- Administrative experience
- Clerical experience
- Front desk
- Client Reception
- Office management
- Document Management
- Time management
- Logistical Coordination
- Data Retrieval
- Research
- Banking
- Sales Support
- Sales
- Cash handling
- Cash register
- Windows
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Office
- Typing
- Communication skills
- Organizational skills
- Phone etiquette
- Office experience
- Inventory Management
- Training Coordination
- English
- Client Reception
- Claims Processing
- Document Management
- Office management
Personal Information
- Driving License: Yes
- Availability: Willing to relocate: Anywhere
Certification
Driver's License
Timeline
Office Administrator
Security Plan Insurance
02.2024 - Current
Substitute Teacher
Chitimacha Tribe of Louisiana
08.2019 - 03.2024
Substitute Teacher
St. Mary Parish School Board
08.2010 - 07.2014
Travel Team Associate
Midsouth National Bank
02.2007 - 05.2010
Customer Service Representative
Regions Bank
09.2005 - 10.2006
Patient Relations & Scheduler
Consultants in Gastroenterology
06.2002 - 09.2005
Banking Center Service Manager
Bank of America
07.2001 - 06.2002
Branch Supervisor
Regions Bank
10.1998 - 07.2001
Senior Account Information Representative
First Citizens Bank
12.1996 - 10.1998
Account Information Representative
AIS
09.1994 - 12.1996
Some College (No Degree) -
Midlands Technical College