Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Office Coordinator
Caregiving Because We Care LLC
10.2022 - Current
- Write and distribute emails, correspondence memos, letters faxes, and forms
- Assists the Operations Manager with the investigation of client complaints/concerns
- Files all incoming documents timely and efficiently keeping all HIPAA information secured
- Input, save to computer, print, and distributes weekly accurate schedules, and invoices
- Reports staff who service clients outside the scheduled times without notification to the office
- Review staff paperwork for accuracy/completeness to ensure medical records are up to date
- Accounting utilizes QuickBooks to generate client statements, prepare client invoices, receive payments, record tax payments, pay bills, and record deposits
- Payroll forward to the accountant for processing
- Once payroll has been processed, send paystubs to employees, and record appropriate tax payments in QuickBooks
- Human Resources ensuring the new hire duties such as adding a new employee to VisitSchedule software, completing background checks, and submitting new hire reports
- Disseminate information from various reports and check accuracy to generate client invoices and employee payroll
- Supervises data entry of visit notes, authorization for services, and payroll processes
- Responsible for assisting the Operations Manager with problem-solving payroll/billing issues
- Ensures a review of new processes, addresses problem areas, and develops creative approaches to improve systems
- Reviews and analyzes all financial reports every month with Agency Administrators
- Assist in all activities required by the Operations Manager and ‘or Agency Manager.
- Maintained office supplies inventory by checking stock and ordering new supplies.
- Managed office activities by maintaining communication between clients, tracking records and filing all documents.
- Created and implemented secure filing systems for sensitive employee and client documents.
- Verified salaried and hourly employee time cards to prepare accurate bi-weekly payroll.
- Supported HR by completing new hire orientation, incident reports and benefits paperwork on behalf of office employees.
- Performed time and attendance data entry, printed completed payroll and made necessary corrections.
- Updated and maintained schedules for patients as well as managed client correspondence.
Branch Office Administrator
Edward Jones
06.2021 - 08.2022
- Welcome all clients with friendly greeting, answered general questions, gathered nature of visit, and directed to specific offices
- Interacted with clients professionally by phone, email, or in-person to provide information and directed to Financial Advisor
- Manage documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports
- Performed customer transactions for checks, deposits, and withdrawals by transfers or ACH
- Answer client inquiries regarding account balances, transaction history, services charges, and fees
- Note client accounts with upcoming recurring transactions and make to do's for following up
- Order checks, and debit or credit cards upon request
- Pay off margin loan balances and transfer securities out of loan status
- Schedule, and prep for appointments (zoom, phone, out of office or in office)
- Opening accounts, documenting paperwork, and getting necessary signatures
- Make buys, sells, or exchanges for clients as the market fluctuates
- Maintained customer satisfaction with forward-thinking strategies focused on addressing client needs and resolving concerns
- Provided primary customer support to internal client and external prospects.
Customer Service Representative/Coordinator/Resident Specialist
Frontier Heritage Communities
05.2019 - 04.2021
- Entered customer interaction details in RealPage to track requests, document problems and record solutions offered
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
- Provided primary customer support to internal and external customers in fast-paced environment
- Assisted residents with transitioning into new living environment and maintained strong relationships with residents
- Conducted tours of homes, orientation and educational sessions for residents and families
- Created and implemented new training initiatives such as Coordinator binders, assuring continuous training to employees to promote long-term excellence
- Welcomed all customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices
- Managed filing systems for electronic and hard copy documents to keep organized records
- Interacted with customers professionally by phone, email, or in-person to provide information and directed to desired staff members
- Entered numerical data into databases with speed and accuracy using 10-key pad
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports
- Mentored new hires, resulting in stronger staff development and increased productivity
- Demonstrated use of KeyTrak equipment for employees and monitored use to maintain security.
Box Office Clerk
Johnson County Community College
04.2018 - 05.2019
- Providing excellent customer service to ensure customer satisfaction
- Responding to phone calls, answering questions, and addressing concerns
- Member account maintenance to ensure information is up to date
- Assisted customers in choosing seats, guiding and recommending options via seating map
- Printed tickets, checking accuracy of date, time and seat numbers before giving to customers
- Sold admission, processed payments and issued tickets
- Offered friendly and efficient service to all customers, handled challenging situations with ease
- Operated cash register to record all transactions accurately and efficiently
- Offered advice and assistance to customers, paying attention to special needs or wants.
Teller III
Mainstreet Credit
09.2016 - 12.2017
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Conducted audits of funds to meet proper accounting, reporting, and disbursement requirements
- Implemented accounting training and education for new hires on county staff
- Balanced staff and vault at end of day and secured monies in accordance with established procedures
- Maintained up-to-date and comprehensive knowledge on robbery procedures to employ strategies to deter robbers and further improve branch security
- Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions
- Performed vault, alarm and door duties to facilitate opening and closing of operations
- Mentored new hires, resulting in stronger staff development and increased productivity
- Oversaw training and onboarding process for all newly hired employees
- Conducted orientation sessions and organized on-the-job training for new hires.
Lead Teller/PB1
Commerce Bank
06.2015 - 07.2016
- Promoted to Lead Teller after 1 year of Employment
- Trained for Assistant Manager position
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Educated customers on use of banking website and mobile apps
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
- Counted, balanced and reconciled cash and coin deposits
- Ordered, and performed audit on currency in bank vaults
- Processed registrations with attention to compliance with operational policies and Notary Public standards.
Teller
Commerce Bank Shawnee
08.2014 - 06.2015
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs
- Gathered employee data to develop monthly work schedules, enabling proper staffing for all departments for each shift
- Performed customer transactions for money orders, cashier's checks, deposits and withdrawals
- Educated customers on use of banking website and mobile apps
- Maintained friendly and professional customer interactions
- Ordered supplies based on stock quantities, expected usage and budget limitations
- Organized, reviewed and filed paperwork for secure recordkeeping
- Administered Notary Public oath to document signers to obtain affirmation of truth.
Cashier
Sam's Club
12.2013 - 04.2014
- Restocked, arranged, and organized merchandise in front lanes to drive product sales
- Operated cash register to record all transactions accurately and efficiently
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance
- Replenished sales floor merchandise and organized shelves, racks, and bins for optimal appearance
- Set up displays and trained employees on current promotions.
Sales Associate/Key Holder
Hastings Entertainment
10.2013 - 02.2014
- Assisting customers in locating merchandise, departments
- Accurately maintain the cash drawer and count it down at the end of each shift
- Reaching sales goals of 3 magazines per customer, selling credit cards & upgrades to memberships, (Management)
- Coordinated store products and conducted inventory counts to maintain merchandise flow
- Operated POS system to total purchases and receive and process cash and credit payments
- Completed opening and closing tasks by cashing out registers, inspecting security and alarm systems, preparing bank deposits and delegating daily tasks to employees
- Processed cash, credit, debit and check payments
- Counted out cash drawers and balanced totals.
Sales Associate/Key Holder
GoDiva Chocolatier Inc
10.2012 - 03.2013
- Attending important manager meetings
- Meet or exceeded quota for referrals each month
- Assisting member with transactions in a timely manner, Assisting with floor displays, price changes, and replenishing merchandise
- Maintaining awareness of promotions and advertisements
- Communicating product knowledge with the customers
- Assisted with team responsibilities by cleaning, managing cash registers and product merchandising
- Monitored associates throughout each assigned shift and professionally managed any challenges to maintain optimal store performance
- Prepared merchandise for distribution and placement across sales floor by building pallets and tagging products
- Handled administrative tasks efficiently, including scheduling employees, preparing bank deposit and drafting sales reports to keep daily processes running smoothly.
Education
Associate of Applied Science - Business Administration, Accounting
05.2019
GPA: 3.0, Dean's List Honor, Human Resource Management Personal Finance
Skills
- International sales support
- Report preparation
- Complaint resolution
- Sales expertise
- Administrative support
- Professional telephone demeanor
- Staff education and training
- Planning and Coordination
- Payment collection
- Remote Learning
- Document management
- Scheduling and calendar management
- Administrative Leadership
- Business administration
- Office Supplies and Inventory
- Mail Handling
- Correspondence Management
- New Hire Processing
- Profit and Loss Statements
- Collections and Invoice Processing
Certification
- CNP - Certified Notary Public
Timeline
Office Coordinator - Caregiving Because We Care LLC
10.2022 - Current
Branch Office Administrator - Edward Jones
06.2021 - 08.2022
Customer Service Representative/Coordinator/Resident Specialist - Frontier Heritage Communities
05.2019 - 04.2021
Box Office Clerk - Johnson County Community College
04.2018 - 05.2019
Teller III - Mainstreet Credit
09.2016 - 12.2017
Lead Teller/PB1 - Commerce Bank
06.2015 - 07.2016
Teller - Commerce Bank Shawnee
08.2014 - 06.2015
Cashier - Sam's Club
12.2013 - 04.2014
Sales Associate/Key Holder - Hastings Entertainment
10.2013 - 02.2014
Sales Associate/Key Holder - GoDiva Chocolatier Inc
10.2012 - 03.2013
Johnson County Community College - Associate of Applied Science, Business Administration, Accounting