Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Sara Lown

Sara Lown

Klamath Falls,OR

Summary

Dependable sales woman-office clerk with experience managing high-volume calls, scheduling and multitasking, with little supervision. Proficient in data input and customer service. Very organized and willing to learn new job duties. Work well with others and perform tasks as a team in a timely manner. Communicative and mature professional offering outstanding clerical abilities paired with enthusiastic personality.

Overview

6
6
years of professional experience

Work History

Project Engineer

Modoc Contracting
Klamath Falls, OR
08.2023 - 06.2024
  • Verified accuracy of all closing documents for completeness and compliance.
  • Maintained detailed records of all transactions including purchase agreements and change orders.
  • Managed a high volume of files on a daily basis.
  • Worked closely with subcontractors to ensure timely closings.
  • Managed and resolved concerns, problems or issues to avoid closing delays.
  • Filed and maintained yearly contracts and insurance records.

MSR 1

Pacific Crest Federal Credit Union
Klamath Falls, OR
04.2023 - 12.2023
  • Maintained confidentiality of bank records, transactions and customer information.
  • Processed deposits, withdrawals, transfers, loan payments and other transactions accurately and efficiently.
  • Developed strong relationships with customers to ensure repeat business.
  • Cross-sold bank products such as savings accounts and credit cards to existing clients.
  • Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
  • Performed cash handling duties including counting currency, coins and checks.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.

Assistant Manager

Aspen Dental
Klamath Falls, OR
07.2020 - 08.2021
  • Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
  • Created customized treatment plans for patients based on individual needs.
  • Ensured compliance with HIPAA regulations as well as other applicable laws.
  • Collaborated with payers such as Medicare and Medicaid or private insurers regarding coverage criteria.
  • Maintained communication with healthcare providers regarding referrals and authorizations.
  • Resolved any issues related to payment discrepancies or denials in a timely manner.
  • Participated in meetings focused on improving customer service standards throughout the organization.

Insurance Agent

Great Basin Insurance
Klamath Falls, OR
12.2018 - 06.2019
  • Maintained accurate records of all insurance transactions using computer software systems.
  • Responded quickly and accurately to inquiries from clients regarding their coverage plans.
  • Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
  • Developed and implemented comprehensive insurance plans for clients according to their individual needs.
  • Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.

Education

GED -

Falcon Heights Academy
Klamath Falls, OR
06-2014

Skills

  • Quick leaner
  • Detail oriented
  • Strong communication skills
  • Time management
  • Speedy and efficient
  • Organizational Skills
  • Customer Service
  • Scheduling
  • Microsoft Office
  • Phone Etiquette
  • Supervising Experience
  • Data entry
  • Microsoft Excel
  • Computer skills
  • Filing
  • Office management

Personal Information

Relocation: Medford, OR

Timeline

Project Engineer

Modoc Contracting
08.2023 - 06.2024

MSR 1

Pacific Crest Federal Credit Union
04.2023 - 12.2023

Assistant Manager

Aspen Dental
07.2020 - 08.2021

Insurance Agent

Great Basin Insurance
12.2018 - 06.2019

GED -

Falcon Heights Academy

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Sara Lown