Patricia Montgomery
Sparta,NJ
Summary
Armed with proven success in boosting customer service opportunities employing a proactive consensus-building approach, while consistently exceeding performance goals. Equipped with high-caliber management qualifications, with the ability to organize and handle multiple priorities and coordinate work processes. Known for strong work ethic, coupled with exceptional communication and interpersonal skills in building strong relationships with various clients.
Overview
18
18
years of professional experience
1
1
Certification
Work History
SBA Senior Insurance Coordinator
First Bank of the Lake
05.2024 - 03.2025
- Review SBA Commitment Letters / Credit Memos to ensure all requests comply with the SBA’s SOP and Lender Loan Policy.
- Prepare SBA Eligibility and Loan Compliance Addendum to Credit Memo for loans originated through nCino.
- Assisted borrowers with understanding complex insurance policies, effectively addressing concerns or questions.
- Factual Data certified for all the insurance needs of flood zoned locations residential and commercial.
- Managed a high volume of inbound emails 30+, promptly resolving issues while providing accurate information on policies and procedures.
Senior Insurance Specialist
Integrity Dental of Sparta
01.2022 - 01.2024
- Processed insurance policies, documenting premiums, coverage limits and account holder information
- Coordinated payments, collecting and organizing supporting documentation
- Completed insurance claim forms or other required paperwork
- Assisted dentist in managing dental emergencies by preparing patient records
- Scheduling expert for over 1,000+ patients and staff of 25
Assistant Manager
Mohawk Dental
01.2017 - 01.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored office supply inventory and requisitioned or ordered items for replenishment, managed inventory levels to minimize stockouts while reducing overhead costs.
- Onboarded 2/8 per day, new patients smoothly with complete charts detailing personal details, insurance information and relevant medical history
Administrative Assistant IT
Thorlabs
01.2013 - 01.2015
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Identified issues and solutions to eliminate backlog and maximize workflows
- Offered hands-on support with sales, problem solving, proofreading, customer relationship management, Axapta ERP system, heavy email and phone communication
Assistant Store Manager
Verizon Wireless
01.2007 - 06.2012
- Managed inventory effectively, completing regular cycle counts and maintaining loss prevention strategies
- Increased sales by overseeing successful promotional strategies and in-store events
- Resolved escalated customer service issues by coordinating solutions between sales and operations teams
- Established clear expectations and objectives for team members of 20+ and helped each achieve goals
- Exceeded revenue targets through strategic promotional planning and merchandising strategies
- Enhanced store appearance for increased sales by maintaining cleanliness and implementing strategic merchandise displays.
Education
Business Management -
06.2012
Skills
- Microsoft Office Suite
- Axapta ERP system
- NetACE
- Sales Force Automation
- Dentrix
- SoftDent
- Open Dental
- Denticon
- Sterling verbal and written communication skills
- Extremely organized
- Excellent attention to detail
- Cross functional leadership
- Operational streamlining
- Strategic planning and implementation
- Superior customer service mindset
Certification
CPR Certified, 2023
Timeline
SBA Senior Insurance Coordinator - First Bank of the Lake
05.2024 - 03.2025
Senior Insurance Specialist - Integrity Dental of Sparta
01.2022 - 01.2024
Assistant Manager - Mohawk Dental
01.2017 - 01.2021
Administrative Assistant IT - Thorlabs
01.2013 - 01.2015
Assistant Store Manager - Verizon Wireless
01.2007 - 06.2012
Centenary College - Business Management,
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