Summary
Overview
Work History
Education
Skills
Quote
Timeline
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Morgan Balestrieri

Modesto,CA

Summary

Enthusiastic, organized, dedicated professional with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.



Overview

6
6
years of professional experience

Work History

ADMINISTRATIVE ASSISTANT III

The City Of Modesto Water Services Division
12.2022 - Current
  • Plan, coordinate and administer the City's Water Conservation with an emphasis on public education and outreach activities
  • Provide water conservation education opportunities to schoolchildren and the general public; develop and present information in a positive way that encourages interest and participation, provide water conservation information to residents, commercial businesses, and others
  • Participate in the enforcement of State requirements pertaining to water conservation within the City of Modesto's water distribution system
  • Identify and evaluate options for ensuring efficient use of the City's water supply; develop conservation methods; identify methods of monitoring and measuring use; determine potential penalties and motivation techniques
  • Coordinate and propose the development of uniform conservation policies and enforcement methods; evaluate and provide input to management regarding internal water conservation efforts such as metering, meter testing, system leak detection and management; develop and implement incentives to alter water use practices
  • Develop, recommend and maintain various media sources for providing conservation information to both internal and external customers
  • Coordinate studies pertaining to water use; gather, analyze and interpret data; write and present technical reports and documents
  • Plan, develop and recommend customer incentives to alter water use; develop time schedules and implementation strategies
  • Assist in the development and administration of the program budget
  • Evaluate the efficiency of program activities; recommend changes and adjustments to better achieve goals and objectives
  • Assign, train, direct and monitor the activities of subordinate staff assigned to water conservation functions
  • Administer specialized computer software pertaining to irrigation control and other water conservation purposes

ADMINISTRATIVE ASSISTANT

A & D Association Management
08.2021 - 07.2022
  • Answer phones and greet customers
  • Entered all HOA payments
  • Make sure account balances are correct
  • Monthly data entries for all HOA complexes
  • Reconciled bank accounts
  • Quality customer service principles and practices, including conflict resolution
  • Handled all rented equipment invoicing
  • Prepared Profit & Loss and Balance Sheets for each HOA Complex
  • File all correspondence per HOA Complex
  • Inputs information into a computer system or manually prepares forms related to assigned function
  • Tracking/entering data for all equipment on rent
  • Managed daily/weekly deposits
  • Gather all the mail from the PO Box, open & sort per HOA Complex
  • Scan documents and log into the computer system
  • Create shipping labels and schedule daily pickups
  • Managed inventory and ordered office supplies
  • Written and oral communication skills, including spelling, grammar and punctuation, and letter writing
  • Financial record keeping/bookkeeping practices and procedures
  • Managed shipment log
  • Quality customer service principles
  • Attention to detail
  • Excellent organizational skills

SMALL BUSINESS OWNER

The Oakie Cowgirl Boutique
02.2021 - 08.2022
  • Demonstrates and manages retail operations
  • Resolve Customer Service Issues
  • Maintaining customer satisfaction and driving repeat visits by resolving customer service issues; this can include handling returns or exchanges according to store policies, as well as answering customer questions about items or placing special orders
  • Managing inventory levels, both by ensuring that all transactions are reflected in on-hand inventory and by conducting periodic inventory audits to resolve expected merchandise levels with on-hand amounts
  • This helps identify which items are selling well and decreases the likelihood of inventory shrinkage
  • Manage Financial Obligations
  • Calculating and paying sales tax
  • Managing payroll, and ensuring that outstanding liabilities are paid on time
  • Marketing + advertising as well as website design and maintaining website functionality

ADMINISTRATIVE ASSISTANT

Dr. Blackhart & Dr. Albertoni Family Dentistry
08.2021 - 09.2022
  • Greeted patients as they arrive
  • Answered multi-lined the phones
  • Scheduled and canceled patient appointments
  • Completing and filing insurance forms and dental billing records
  • Translating dental services into proper billable codes
  • Managed office inventory and supplies
  • Reorder as needed
  • Communicated with dental supply vendors
  • Handling test results including x-rays
  • Office duties including document filing, scanning, and creation
  • Create shipping labels and schedule daily pickups.

DENTAL ASSISTANT

Dr. Kyle McDonald DDS
07.2020 - 01.2021
  • Assisted doctor with dental procedures such as fillings, crowns, and extractions
  • Taking & pouring dental impressions (molds of the mouth)
  • Preparing patients for surgery
  • Sterilizing equipment
  • Preparing examination areas
  • Update and maintain client's dental records
  • Perform routine dental cleanings and assist the dentist with complex dental procedures
  • Take and process X-rays of patients
  • Schedule patient appointments
  • Take billing and insurance details from patients
  • Advise patients on recommended oral hygiene.

911 DISPATCHER

American Medical Response (AMR)
08.2019 - 02.2020
  • Answered emergency calls
  • Asks caller to describe the nature of the emergency and asks follow up questions as necessary
  • Took down location and personal information of the caller
  • Dispatches available emergency units to the proper location
  • Keeps callers on the line when necessary
  • Advises callers on proper course of actions, calms down, and documents their condition until emergency units arrive
  • Maintains logs of all calls and dispatched units
  • Enters call information and records into database
  • Prioritizes simultaneous emergency scenarios
  • Stays up to date on location and activity of emergency units in the area
  • Monitors activity of emergency vehicles and on-duty personnel during shift
  • Receives non-emergency calls
  • Testifies in court when called to do so
  • Reports any fraudulent or prank emergency calls to supervisor
  • Submits call logs and caller information to law enforcement and legal officials when necessary
  • Advises callers on how to handle non-emergency situation, and transfers callers to proper department.

ASSISTANT PROPERTY MANAGER

Centerra Capital, Inc
08.2018 - 08.2019
  • Inspect property conditions and coordinate maintenance activities
  • Manage budgets, accounts, rent collections and tenant notices
  • Create and distribute marketing materials to attract new tenants
  • Maintain organized and updated resident files and records
  • Report any problems or issues to the property manager
  • Building positive relationships with prospective and current tenants
  • Overseeing the timely and successful completion of maintenance requests
  • Showing properties to prospective tenants and answering relevant questions
  • Preparing and executing detailed and legally compliant lease agreements
  • Overseeing all financial procedures including verifying renter income, processing monthly payments and executing default protocols
  • Creating organizational systems to support accurate record keeping, efficient financial transactions and prompt renter complaint resolution.

Education

High School Diploma -

Gregori High School
Modesto, CA
05.2013

Associates Degree - Administration of Justice

West Valley College
Saratoga, CA
01.2017

Dental Assistant -

Dental Assisting Institute
01.2019

Skills

  • Strong Customer Relations
  • Excellent Communications/Customer Service Skills
  • Inventory Control
  • Good research and resolution skills
  • Clerical/Office Support
  • Microsoft Word & Excel
  • Adobe Pro DC
  • Accounts Receivables
  • Prioritizing/coordinating work specifications and meeting critical deadlines
  • Processing VOE & VOI (Verification of Employment/Income)
  • Billing
  • Making accurate mathematical calculations
  • Receptionist (busy multi-line phone system)
  • Computer Literate
  • Strong Work Ethic
  • Strong verbal, written, and interpersonal skills
  • Operate 10 key calculator
  • Payroll

Quote

"We cannot become what we want by remaining what we are."

Timeline

ADMINISTRATIVE ASSISTANT III

The City Of Modesto Water Services Division
12.2022 - Current

ADMINISTRATIVE ASSISTANT

Dr. Blackhart & Dr. Albertoni Family Dentistry
08.2021 - 09.2022

ADMINISTRATIVE ASSISTANT

A & D Association Management
08.2021 - 07.2022

SMALL BUSINESS OWNER

The Oakie Cowgirl Boutique
02.2021 - 08.2022

DENTAL ASSISTANT

Dr. Kyle McDonald DDS
07.2020 - 01.2021

911 DISPATCHER

American Medical Response (AMR)
08.2019 - 02.2020

ASSISTANT PROPERTY MANAGER

Centerra Capital, Inc
08.2018 - 08.2019

High School Diploma -

Gregori High School

Associates Degree - Administration of Justice

West Valley College

Dental Assistant -

Dental Assisting Institute
Morgan Balestrieri