Highly skilled in networking, marketing, community relationships, troubleshooting, customer service, and self motivated. Knowledge of Senior Living Communities in San diego, able to effectively navigate resource, and guide clients through later stage life complications.
Overview
25
25
years of professional experience
Work History
Community Liaison
Shores Hospice
Oceanside, CA
01.2022 - Current
Networked with local organizations, leaders and peers, resulting in establishment of new and lasting partnerships and relationships.
Distributed monthly community newsletters to convey important news and events to local families and leaders.
Fielded phone calls and pleasantly greeted families, answering questions and inquiries regarding community resources and services.
Developed presentations and media to promote community resources and Hospice programs at seminars and other local events.
Developed long-lasting partnerships with local Senior community's , and peers with active engagement, exemplary communication and consistent issue resolution.
Communicated with community members to assess concerns or current issues and identify corrective measures.
Contacted clients in person, by phone or in writing to ascertain compliance with required or recommended actions.
Senior Advisor
Oasis Senior Advisor
San Diego, CA
03.2020 - 02.2022
Managed office logistics by scheduling appointments, maintaining files and collecting payments.
Completed administrative patient intakes with case histories, insurance information and mandated forms.
Contacted hospitals to confirm patients medical histories and prevent inaccurate diagnoses and treatments.
Referred patient RCFE's, tour and help with licensing paperwork
Prepared pricing agreements and contracts.
Brought in new customers and retained base through proactive management of individual needs and development of robust solutions.
Assisted clients throughout moving process and provided after-move support to assess satisfaction and resolve problems.
Proactively managed client correspondence and recorded tracking and communications.
Networked at events and by phone to expand business profits and revenues.
Helped customers navigate choices between services with support for questions such as terms, pricing and availability.
Used CRM software to record customer interactions and track general sales activities for review and follow-up.
Account Manager
AO Reed
San Diego, CA
01.2017 - 03.2020
Verified discrepancies and resolved clients' billing issues
Prepared bills receivable, invoices and bank deposits.
Updated aging reports based on daily audits.
Completed daily process adjustments to maintain accuracy.
Appraised inventory levels and ordered new merchandise to keep quantities well-stocked.
Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
Processed incoming payments in accordance with established financial policies.
Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
Food & Beverage Assistant Manager
Escondido Country Club
, California
10.2001 - 09.2010
Successfully implemented new technologies and process automations to encourage continuous improvement
Posted receipts to appropriate general ledger accounts
Monitored payments due from clients and promptly contacted clients with past due payments
Created daily and weekly cash reports for accounting management
Reconciled vendor statements and handled payment complaints or discrepancies
Reviewed all expense reports for accuracy and proper expense disclosure
Filed and addressed employee complaints in accordance with company policies and government regulations.
Administrative Assistant/Accounting
Decorative WaterProofing
Valley Center, California
06.1992 - 01.2001
Used accounting software to prepare weekly and monthly financial reports.
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
Investigated daily variances and corrected errors to resolve discrepancies.
Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
Communicated with suppliers to reconcile invoice payments.
Assisted management with finalization of annual expense plans.
Administrative Assistant/Accounting
Horizan Industries
San Marcos, California
02.1998 - 04.2000
Composed effective accounting reports summarizing accounts payable data
Posted receipts to appropriate general ledger accounts
Coded and entered at least 25 invoices each day into in-house accounting software
Reconciled vendor statements and handled payment complaints or discrepancies