Patricia Bracken
Bristol,PA
Summary
Detail-oriented and highly organized administrative professional with 10+ years of experience in scheduling, client communication, data entry, and task management across fast-paced service and sales environments. Proven ability to manage competing priorities, handle high volumes of client interactions, and deliver clear written and verbal communication. Skilled in QuickBooks, Housecall Pro, Microsoft Office, and CRM tools — ready to apply these strengths as a reliable administrative and virtual assistant.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Office Assistant / HVAC Service Support
Mechanical
Philadelphia, PA
06.2022 - Current
- Reviewed mechanical plans and submitted permitting applications through online municipal portals
- Processed insurance claims including workers’ compensation and auto coverage cases
- Scheduled service calls and managed technician calendars to optimize daily routing
- Dispatched and supervised HVAC field technicians
- Generated and delivered customer estimates using Housecall Pro and QuickBooks
- Managed client communications and service updates
- Processed invoices and payments through Housecall Pro and QuickBooks
Selection Specialist
McCafferty Hyundai, Inc
Langhorne, PA
07.2014 - 10.2015
- Consultative sales role, providing customer with the right vehicle based on their on specific needs, taste and budget
- Developed positive business relationships and serve as a point of contact for questions or problems
- Utilized cold calling and prospecting techniques in order to target and acquire new business for the dealership
- Provided ongoing training for customers, handle customer care issues, and explain all details surrounding all assigned
- Prioritized activities to maximize sales productivity and identify new areas for sales growth.
- Generated reporting on sales activities, customized billing reports and sales versus goal analysis
Assistant BDC Manager
DeSimone Auto Group
Philadelphia, PA
05.2012 - 02.2014
- Maintained relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.
- Identified product improvements or new products by remaining current on industry trends, market activities, and competitors.
- Managed heavy inbound phone traffic while performing various administrative functions and executive assistant duties for the owner
- Effectively managed a team of 5 phone representatives, ensuring compliance with set goals and guidelines of the department
- Collaborated with senior management on all marketing and business development efforts
- On boarded and trained new employees, while serving as their main of contact during the training period.
Education
Bachelor of Science - International Business
Holy Family University
Philadelphia, PA05-2012
Diploma - undefined
Souderton High School
Harleysville, PA06-2011
Skills
- Customer Service & Client Communication
- Administrative & Clerical Support
- Scheduling, Appointment Coordination & Routing Optimization
- Billing, Invoicing & Point‑of‑Sale Operations
- CRM, Lead Generation & Sales Reporting
- Technician Dispatching & Team Coordination
- Insurance Claims Processing (Workers’ Comp, Auto)
- Mechanical Plan Review & Online Permitting
- Bookkeeping, Accounting & QuickBooks
- Microsoft Office Suite & Productivity Software
- Data Entry & Typing
- Professional Phone Support (Multi‑Line Systems)
- Time Management & Organizational Skills
- Housecall Pro (Software)
Certification
Driver's License
Timeline
Office Assistant / HVAC Service Support
Mechanical
06.2022 - Current
Selection Specialist
McCafferty Hyundai, Inc
07.2014 - 10.2015
Assistant BDC Manager
DeSimone Auto Group
05.2012 - 02.2014
Diploma - undefined
Souderton High School
Bachelor of Science - International Business
Holy Family University
Additional Information
Additional Skills
- HVAC Technician Dispatch & Calendar Management
- Insurance Claims (Workers’ Comp, Auto)
- Online Permitting & Mechanical Plan Review
- Estimates, Invoicing & Customer Billing
- QuickBooks
- Housecall Pro
- Microsoft Office
- CRM, Lead Generation & Sales Reporting
- Customer & Team CommunicationNAALO
- HVAC Technician Dispatch & Calendar Management
- Insurance Claims (Workers’ Comp, Auto)
- Online Permitting & Mechanical Plan Review
- Estimates, Invoicing & Customer Billing
- QuickBooks
- Housecall Pro
- Microsoft Office
- CRM, Lead Generation & Sales Reporting
- Customer & Team Communication