Summary
Overview
Work History
Education
Skills
Timeline
Generic

Olivia Lee

Laurel,MD

Summary

Bright, young, motivated, and eager to learn and teach. I am a team player who also functions great independently. I excel and put the same amount of effort into whatever task, whether it is writing a sudden report or taking notes for a meeting. I know that I have a wonderful personality and welcome the opportunity to grow with your business

Overview

14
14
years of professional experience

Work History

Office Administrator

JDL HVAC SERVICES, LLC
2020.03 - Current
  • Answered up to 100 or more calls a day
  • Booked appointments through inquiries coming through Homeadvisor, JDL’s website, Google, Yelp, etc
  • Made/inputted/organized alphabetically the 5000 and constantly growing clients
  • Inputted all the 5000 clients into a new database called Housecall Pro
  • Made bi-weekly e-newsletters
  • Used a program called One note and Monday for day to day activity and to make things more automated
  • Handled customers dilemmas -to-dayestions
  • Directly reported to the owner
  • Made sure the technicians were almost always busy by keeping a very organized schedule(that I did every night)
  • It was only one other office administrator and I, so this list could go on forever.

Office Manager

Hill Pediatric Dentistry
2019.10 - 2020.04
  • Worked with Dentrix
  • Greeted patients and their parents as soon as they walked in the door
  • Used a system called Envoy, so we could know their names and not continuously ask
  • Worked with the back and front, to make sure the front was checking insurance eligibility, then calling the patients to schedule as well as reminding hygienists they were doing sealants(if needed), putting in the right codes, etc
  • Used/made breakdown sheets to calculate payments as well as make treatment plans
  • Made sure the schedule was always full as possible(used call force, called, emailed, and text) to ensure as little as possible last-minute cancellations
  • Did end of the day closeout
  • Also, did basic training for the front to employees who had no dental experience
  • All in all, made sure we as a team were always as productive as possible and no child left crying if I could help it
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Evaluated employee records and productivity and submitted evaluation reports.
  • Implemented new software tools for streamlined project management, increasing efficiency in task completion across teams.
  • Updated reports, managed accounts, and generated reports for company database.

Event planner

John Hopkins University Private Club
2018.03 - 2020.02
  • Inspect event facilities to ensure they conform to customer requirements
  • Plan, organize, and control operations of cocktail lounge/bar, and plan bar menus
  • Plan and develop programs/budgets/services, and organize the registration of event participants
  • I have developed such a great rapport with some of the members that now I only arrange special gatherings for these members/families; such as weddings, important business dinners, birthday parties, etc..

Office Assistant

Guanzhou Export & Procurement
2019.08 - 2020.01
  • Sign for shipments, ask a customer(s) for the details to where it is going to and a phone number
  • Oversee clients when they are bringing in orders and help them pack/seal containers
  • Make sure it is extremely organized by clients name, destination, and/or shipping date
  • Answer and educate customers, fellow business assoc
  • On shipping dates
  • Fax, copy, scan various documents
  • Receive and give out cash/checks receipts to clients as well as other businesses
  • Treat everyone with the ultimate respect and understand to my best ability despite the language barrier

Assistant Bookkeeper

Zagami CPA
2018.09 - 2019.04
  • Maintaining general ledger
  • Copying/Scanning/Faxing documents
  • Fact checking
  • Handle day to day office tasks
  • Answering phones
  • Handling communications

Front Desk Receptionist

Serenity Family Dental
2017.04 - 2018.07
  • Worked with Eaglesoft and Open Dental
  • Bill patients and insurance companies, and review treatment plans with patients
  • Make appointments for patients and maintain their accounts and coordinate dentist's schedule
  • Greet and assist patients from the moment they enter a dental office

Executive Assistant

Lee's Furniture
2010.05 - 2017.01
  • Prepared invoices, reports, memos, letters, financial statements, and other documents
  • Answered phone calls and directed calls to appropriate parties an/or listened and recorded messages
  • Read and analyzed incoming memos, submissions, and reports to determine their significance and plan their distribution
  • Processed payroll information
  • Supervised and trained other clerical staff and arranged for employee training by scheduling and organizing training materials
  • Determined price schedules/discounts, and represent company at trade association meetings to promote products
  • Resolved customer complaints regarding sales and service

Education

Bachelor's - Business Administration

Delaware State University
Dover, DE
December 2011

Skills

  • Scheduling
  • Billing
  • Accounts Payable
  • Payroll
  • Quickbooks
  • Receptionist
  • Data Entry
  • Microsoft Excel
  • Dentrix
  • Eaglesoft
  • Fact Checking
  • Dental Assisting
  • Online Marketing (2 years)
  • Mobile Marketing (2 years)
  • HVAC (Less than 1 year)
  • Dental Receptionist
  • Financial Report Writing
  • Chairside Assisting
  • Program Design
  • Menu Planning
  • Office Management
  • Event Planning
  • DocuSign (3 years)
  • Personal Assistant Experience
  • General Ledger Accounting
  • Bookkeeping
  • Medical Scheduling
  • Budgeting
  • General Ledger Reconciliation
  • Proofreading
  • Account reconciliation
  • Journal entries
  • Accounts receivable
  • Medical clinical procedures
  • Medical terminology expertise
  • Codes Compliance
  • Chart updates
  • HIPAA Guidelines
  • Appointment Setting

Timeline

Office Administrator

JDL HVAC SERVICES, LLC
2020.03 - Current

Office Manager

Hill Pediatric Dentistry
2019.10 - 2020.04

Office Assistant

Guanzhou Export & Procurement
2019.08 - 2020.01

Assistant Bookkeeper

Zagami CPA
2018.09 - 2019.04

Event planner

John Hopkins University Private Club
2018.03 - 2020.02

Front Desk Receptionist

Serenity Family Dental
2017.04 - 2018.07

Executive Assistant

Lee's Furniture
2010.05 - 2017.01

Bachelor's - Business Administration

Delaware State University

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Olivia Lee