Summary
Overview
Work History
Education
Skills
Timeline
Generic

Samantha Garcia

Cody,WY

Summary

Detail-oriented individual with exceptional project management and administrative skills. Expert in policy implementation and regulatory compliance, coupled with interpersonal and team leadership skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments with focus on confidentiality, optimizing processes and supporting team objectives.

Overview

31
31
years of professional experience

Work History

Office Manager

Advantage Rehab
08.2015 - Current
  • Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
  • Managed daily administrative tasks to ensure smooth operations within the medical office environment.
  • Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
  • Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
  • Assisted physicians with clinical documentation to ensure complete and accurate records for each patient visit.
  • Addressed and remedied all patient or team member issues.
  • Communicated effectively with staff members, physicians, and patients, employing active listening and interpersonal skills.
  • Maintained up-to-date knowledge of healthcare regulations and policies, ensuring the practice remained in compliance at all times.
  • Coordinated regular staff meetings to address challenges, discuss solutions, and share best practices within the team.
  • Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
  • Consulted with healthcare professionals on business decisions.
  • Managed nine employees with various personalities and from different cultures for ten-clinician physical therapy practice.
  • Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
  • Developed close working relationships with front office and back office staff.
  • Created and implemented organizational policies and procedures.
  • Facilitated communication between medical staff members to maintain a cohesive team focused on providing exceptional patient care.
  • Streamlined office operations for increased efficiency and productivity through effective staff training and delegation of tasks.
  • Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
  • Developed policies and procedures for effective practice management.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Coordinated office events, seminars and meetings for staff and clients.
  • Organized and updated databases, records and other information resources.
  • Created reports and other materials for executive staff.
  • Identified opportunities to streamline processes and improve office operations and efficiency.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs.

Personal Banker

First Bank of Wyoming
04.1993 - 08.2015
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Verified customer identity and reviewed documentation for accuracy.
  • Assisted customers in selecting appropriate loan products based on their financial needs and goals.
  • Reviewed credit reports thoroughly before making lending decisions, ensuring that all relevant information was considered when assessing risk levels associated with a specific borrower profile.
  • Maintained compliance with federal regulations, ensuring proper documentation and adherence to guidelines throughout the loan process.
  • Provided financial counseling to clients as part of the lending process, helping them understand their options and make well-informed decisions about borrowing money.
  • Participated in community events as a bank representative to build brand awareness and establish connections with potential clients.
  • Continuously updated knowledge on lending regulations, industry trends, and best practices to maintain a high level of expertise in the field.
  • Managed pipeline of loans from origination to closing, ensuring timely completion of each step in the process.
  • Facilitated clear communication between all parties involved in the loan transaction, minimizing potential issues or delays.
  • Maintained strict confidentiality of bank records and client information.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Assisted customers with completing loan applications and other paperwork.
  • Monitored pipelines to track and log status of loans.

Education

No Degree - Education/Business Management

Northwest College
Powell, WY

Skills

  • Customer Service
  • Office Management
  • Organizational Skills
  • Clear oral/written communication
  • Administrative Support
  • Document Management
  • Scheduling Coordination
  • Inventory Control
  • Employee Supervision
  • Operations Management
  • Human Resources
  • Administrative Oversight
  • Training and coaching
  • Documentation and control
  • Policy Implementation
  • Financial Reporting
  • Report Preparation
  • Facility Management
  • Workflow Planning
  • Policy and procedure modification
  • Compliance Monitoring
  • Technical Support
  • Regulatory Compliance
  • Data retrieval systems
  • Computer Skills
  • Customer Relationship Management
  • Teamwork and Collaboration
  • Documentation And Reporting
  • Team Leadership
  • Managing Operations and Efficiency
  • Hiring and Training
  • Onboarding and Orientation
  • Negotiation and Conflict Resolution
  • Interpersonal Relations
  • Shift Scheduling
  • Performance reviewing

Timeline

Office Manager

Advantage Rehab
08.2015 - Current

Personal Banker

First Bank of Wyoming
04.1993 - 08.2015

No Degree - Education/Business Management

Northwest College

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Samantha Garcia