Samantha Czapiewski

Responsibilities:

 NMLS license acquired October 2020—#2016173

 Calendar Management - scheduled and confirmed appointments for clients, customers and supervisors

 Client retention and marketing via Salesforce and Jungo, sending notes, letters and gifts as needed.

 Scheduling, setting up and activating events - large and small

 Transitioning from a branch admin to a production assistant/transaction coordinator for specific teams

 Programs, Sites & Software used: H20, Jungo, Salesforce, Caliber internal apps (AMP for marketing etc), Homewise, The Work Number, Trueworks, various verification sites, Microsoft Teams, Zoom, Microsoft Outlook, Snappy Gifts (Internal gifting campaigns).

Responsibilities:

 Provided multifaceted services to owner by managing mail, scheduling appointments and other daily administrative tasks.

 Shadowing tax and attorney/legal meetings; Used discretion when handling confidential information

 Activation of yearly reminders for different times of the year important to taxes; Collection of data and documents to follow

 Basic tax prep; Completed H&R Block Tax Course (Oct-Dec 2019)

 Programs, Sites & Software used: Lacerte, Intuit Link, HighTail, Quick Employer Forms, QuickBooks Desktop, MX Merchant, Right Signature, Microsoft Excel online, Outlook, SSA.gov, WA ESD/PFML, Salesforce, Mailchimp and more.

Responsibilities:

 Calendar management for six practitioners, including founder

 Sole office employee responsible for establishing work flow processes, monitoring daily needs and implementing modifications to improve overall performance of the clinic

 Social Media managing - Hootsuite, digital activation, Mailchimp campaigns, Google AdWords and Google Analytics etc.

 Reviewed client and staff feedback and made appropriate business adjustments to meet needs and address concerns

 Event organization and execution—large and small

 Basic knowledge of Ayurvedic Medicine, Indian culture and pronunciation of herbs/medicines/oils

 Programs, Sites & Software used: MindBody, Practice Fusion, Salesforce, Microsoft Office Programs, Unified Practice, USAePAY, Hootsuite, BlueHost, WIX, Meme Generator, Private sites for medicine ordering and more