Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

MARGARET WAKEMAN

ARDMORE

Summary

Dynamic professional with extensive experience at Lighthouse Behavioral Wellness Centers, excelling in efficient requisition management and fostering strong client relationships. Proven ability to enhance operational efficiency through meticulous data verification and organization. Recognized for delivering exceptional customer service while maintaining accurate financial records and supporting team productivity.


Driven and resourceful administrative professional with 10+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.

Overview

19
19
years of professional experience

Work History

Secretary

Lighthouse Behavioral Wellness Centers
11.2022 - Current
  • Answered multi-line phone system and enthusiastically greeted callers.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Scheduled appointments and conducted follow-up calls to clients.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Maintained electronic filing systems and categorized documents.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Entered data into system and updated customer contacts with information to keep records current.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • 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.
  • Managed filing system, entered data and completed other clerical tasks.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.

Billing Reconciliation Specialist

LegalShield - One Pre-Paid Way
03.2011 - 10.2022
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Inspected account books and recorded transactions.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Input financial data and produced reports using iSeries.

Customer Service Representative

Interactive Response Technology
03.2006 - 03.2011
  • Responded to customer requests for products, services, and company information.
  • Reduced process inconsistencies and effectively trained team members on best practices and protocols.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Created and maintained detailed database to develop promotional sales.
  • Maintained up-to-date knowledge of product and service changes.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Followed-through on all critical inter-departmental escalations to increase customer retention rates.
  • Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
  • Delivered prompt service to prioritize customer needs.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded proactively and positively to rapid change.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Investigated and resolved accounting, service and delivery concerns.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
  • Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
  • Cross-trained and provided backup support for organizational leadership.

Education

High School Diploma -

Byng High School
Ada
05-2005

Certified Nurses Aide - Health Science

Pontotoc Technology Center
Ada
05-2005

Skills

  • RequisiEfficient requisition management
  • Phone reception
  • Office correspondence
  • Letter writing
  • EHR referral tracking
  • File systems management
  • Monthly balance reconciliation
  • Account reconciliations
  • Spreadsheet management
  • Organization
  • Data verification
  • Requisition processing

Accomplishments

Used Microsoft OneNote to create a streamlined database of information for Front Staff

Timeline

Secretary

Lighthouse Behavioral Wellness Centers
11.2022 - Current

Billing Reconciliation Specialist

LegalShield - One Pre-Paid Way
03.2011 - 10.2022

Customer Service Representative

Interactive Response Technology
03.2006 - 03.2011

High School Diploma -

Byng High School

Certified Nurses Aide - Health Science

Pontotoc Technology Center

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MARGARET WAKEMAN