Olivia Jordan
Gilbert,AZ
Summary
Hardworking and focused professional offering excellent communication, planning and prioritization skills demonstrated through ten years of performance. Skilled at drafting reports and business correspondence, management, and updating tracking spreadsheets. Exceptional leadership skills with expertise in streamlining workflow to optimize personnel strengths. Motivated to learn, grow and excel in a new industry. Versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and fast paced environments.
Overview
11
11
years of professional experience
Work History
Team Lead
Upgrade
Phoenix , AZ
2021.03 - Current
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Conducted ongoing reviews of agent performance to assess metrics and provide coaching where needed.
- Developed agents on my team to be highly-efficient through ongoing coaching and professional development opportunities.
- Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
- Coached team members in techniques necessary to complete job tasks.
Referral Coordinator
Spectrum Dermatology
Scottsdale , AZ
2017.03 - 2021.03
- Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
- Weighed patient need, provider availability and insurance coverage to determine optimal scheduling.
- Called insurance companies to get precertification and other benefits information on behalf of patients.
- Completed up to 110 referral requests each day for medical provider of Dermatology services.
- Trained 6 offices of staff on referral and intake process.
- Uncovered and resolved strategic and tactical issues impacting insurance reimbursement and in-office operations.
Assistant Office Manager
Providence Community Health Centers
Providence , RI
2012.10 - 2017.01
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
- Compared vendor prices and negotiated for optimal savings.
- Performed billing, collection and reporting functions for all office locations generating over $12,000,000 annually.
- Managed accurate and fully compliant A/R operations by documenting expenses, reconciling accounts and correcting discrepancies.
- Enhanced collaboration between team members by preparing meeting materials and taking clear notes to distribute to all employees.
Personal Banker
Citizens Bank
Cranston , RI
2011.04 - 2012.10
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Continually boosted branch production and revenue by 10% by consistently meeting all monthly and quarterly sales goals.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Education
Bachelor of Science - Business Administration
Johnson And Wales University
Providence, RI05.2012
Skills
- Strategic Planning
- Relationship development
- Policy Investigations
- Data Analysis
- Client needs analysis
- Advanced oral and written communication skills
- Documentation abilities
- Insurance Knowledge
- Reporting skills
- Customer Accounts Management
- Operations management
- Maintained excellent attendance record, consistently arriving to work on time.
Timeline
Team Lead
Upgrade
2021.03 - Current
Referral Coordinator
Spectrum Dermatology
2017.03 - 2021.03
Assistant Office Manager
Providence Community Health Centers
2012.10 - 2017.01
Personal Banker
Citizens Bank
2011.04 - 2012.10
Bachelor of Science - Business Administration
Johnson And Wales University
Similar Profiles
Natalie ValenzuelaNatalie Valenzuela
Account Servicing-Welcome Call Team III at UpgradeAccount Servicing-Welcome Call Team III at Upgrade
Elena AbbottElena Abbott
Quality Assurance II at UpgradeQuality Assurance II at Upgrade
Alondra RodriguezAlondra Rodriguez
Account Service Representative at UpgradeAccount Service Representative at Upgrade