Work Preference
Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic
Open To Work

MELODY J S MERRITT

Kalona,IA

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Administrative AssistantSecretaryClient Relations SpecialistData Entry and Coordinator

Work Type

Contract WorkPart TimeConsulting

Location Preference

Remote

Salary Range

56000/yr - 200000/yr

Important To Me

Work-life balanceCompany CultureFlexible work hoursPersonal development programsWork from home option401k matchStock Options / Equity / Profit Sharing

Summary

Dedicated Administrative Assistant and Client Relations Specialist with extensive experience in customer service and office operations. Expertise in managing sensitive data, maintaining confidentiality, and delivering exceptional client support, fostering positive relationships across various industries.

Overview

1
1
Certification
20
20
years of professional experience

Work History

Administrative Assistant

Successful Living
Iowa City, IA
03.2020 - 08.2020
  • Answered phone calls and scheduled interviews for healthcare staff, managing 30-40 calls daily.
  • Processed background checks for new employees, ensuring compliance with healthcare regulations.
  • Managed rent payments and financial records for over 30 residents, ensuring a 98% on-time rate.
  • Distributed medications following safety protocols, ensuring residents' well-being.
  • Maintained cleanliness by adhering to infection control guidelines, sanitizing surfaces and doors after staff use.
  • Handled check writing for housing staff, ensuring accurate and timely payments.

Secretary

Washington United Methodist Church
Washington, IA
04.2018 - 02.2020
  • Typed weekly bulletins and prepared the Meeting House newsletter to keep the congregation informed.
  • Implemented Pastor's sermon and music on overhead screens for weekly services.
  • Designed programs, letters, and brochures for committees to communicate events and initiatives.
  • Managed church database, tracked important parishioner events such as baptisms, weddings, transfers, and deaths.
  • Managed church calendar, scheduled events and coordinated activities.

Client Relations Specialist

North Star Resource Group
Iowa City, IA
11.2008 - 04.2018
  • Managed client communication through letters, emails, and phone calls, providing timely responses to 100+ clients weekly.
  • Maintained confidentiality and HIPAA compliance.
  • Managed insurance data and assisted clients with disability and medical applications.
  • Processed mutual fund accounts (Traditional, Roth, SEP IRA, 529 plans).
  • Provided follow-up on applications and accounts to ensure timely resolution and client satisfaction.
  • Maintained financial and inventory records.
  • Managed labs and interviews to support client onboarding.

Data Entry and Coordinator

Saint Leo University
St. Leo, FL
07.2007 - 07.2008
  • Maintained accurate student records in the university's database, with attention to detail and strict adherence to privacy policies.
  • Assisted 50-100 students with registration, course changes, and withdrawals, while handling 20-30 weekly inquiries from students and faculty.
  • Audited 100+ graduation applications for undergraduate and MBA programs, ensuring compliance with graduation requirements.

Real Estate Assistant/ Property Management

RMP Management, Inc
Zephyrhills, FL
10.2000 - 08.2007
  • Assisted with contracts and legal paperwork.
  • Managed client communication through phone, email, and in-person meetings, supporting 50+ clients.
  • Oversaw property maintenance, scheduled repairs and managed relationships with vendors.
  • Prepared documents for property transactions and lease renewals.
  • Conducted market research to support pricing strategies and leasing decisions.
  • Coordinated 30+ property showings monthly, managed scheduling, follow-ups, and supported bookkeeping tasks for financial accuracy.

Staff Assistant (Part-time)

Saint Leo University
St. Leo, FL
11.2006 - 07.2007
  • Assisted with faculty printing needs, ensuring quick turnaround.
  • Handled preparation and organization of exams, newsletters, and event resources.
  • Operated and maintained high-volume machines to support consistent, high-quality production.

Executive Assistant to CEO, CFO and Controller

Florida Medical Clinic
Zephyrhills, FL
04.2000 - 10.2005
  • Assisted with faculty printing needs, ensuring quick turnaround.
  • Drafted confidential correspondence for the CEO, CFO, Controller, and Medical Director.
  • Managed executive calendars and coordinated medical meetings, patient consultations, retreats, and travel arrangements.
  • Processed payroll for medical staff, ensuring timely and compliant submissions.
  • Addressed patient complaints, processed incident reports, and supported resolution.
  • Handled dismissal letters and managed 401(k) inquiries and medical benefits.
  • Organized meeting minutes and managed medical contracts and lease agreements.
  • Coordinated physician/ARNP contracts, ensuring compliance and smooth onboarding.
  • Supported workers' compensation claims and documentation for insurance follow-ups.

Education

High School Diploma -

Written Communications, Photography

Manatee Community College
Venice, FL

Certified TESOL tutor - TESOL, lesson planning, language assessment, student engagement techniques

Skills

  • Payment and Billing
  • Client Relationship Management
  • Medical Administration
  • Data Entry and Record Keeping
  • Healthcare Benefits Coordination
  • Electronic Health Records (EHR)
  • Calendar Management
  • Microsoft Office Suite
  • Problem Solving
  • Confidentiality
  • Attention to Detail
  • Customer-Centered Approach
  • Conflict Resolution
  • Team Collaboration
  • Time Management
  • Communication
  • Critical Thinking
  • Active Listening
  • Adaptability & Flexibility
  • Empathy & Compassion
  • Customer Service
  • Administrative Support

Certification

  • Iowa Life and Health Insurance Licensed
  • Ohio Life and Health Insurance Licensed
  • North Dakota Life and Health Insurance Licensed
  • Florida Life and Health Insurance Licensed
  • Tennessee Life and Health Insurance Licensed

References

Available Upon Request

Timeline

Administrative Assistant

Successful Living
03.2020 - 08.2020

Secretary

Washington United Methodist Church
04.2018 - 02.2020

Client Relations Specialist

North Star Resource Group
11.2008 - 04.2018

Data Entry and Coordinator

Saint Leo University
07.2007 - 07.2008

Staff Assistant (Part-time)

Saint Leo University
11.2006 - 07.2007

Real Estate Assistant/ Property Management

RMP Management, Inc
10.2000 - 08.2007

Executive Assistant to CEO, CFO and Controller

Florida Medical Clinic
04.2000 - 10.2005

High School Diploma -

Written Communications, Photography

Manatee Community College

Certified TESOL tutor - TESOL, lesson planning, language assessment, student engagement techniques

MELODY J S MERRITT