Sarah Phillips
West Warwick,RI
Summary
Detailed oriented, organized and personable - motivated to grow to the next level and learn new skills.
Overview
6
6
years of professional experience
Work History
Quality Control and Operations Analyst
Westerly Community Credit Union
03.2024 - Current
- Complete daily operational tasks to follow regulation and compliance.
- Quality control - new memberships, file maintenance, and dormant account reports.
- System management - Symitar and Synergy.
- Card service management - PSCU and Jack Henry.
- Answer internal institution phone calls and emails for account assistance and guidance.
- Assist with creating or editing procedures.
- Maintain confidentiality of bank records and member information.
- Support upcoming projects from planning through execution.
Call Center Representative
Westerly Community Credit Union
02.2023 - 03.2024
- Managed high volumes of incoming calls and emails.
- Customer satisfaction - resolving problems with knowledgeable and friendly service.
- Assisted members with payments - transaction codes.
- Ordered checks - stop payments, if needed.
- Opened and closed memberships.
- Updated customer accounts within the Symitar system - address and contact information.
- Maintained confidentiality of bank records and member information.
- Loan application handling - credit cards and personal loans.
- Processed payoffs.
- ACH and DebitCard disputes.
Medical Representative
Aspire Dermatology
04.2022 - 02.2023
- Checked patients in and out of appointments.
- Scanned identification and insurance cards.
- Verified patient coverage for upcoming procedures or appointments.
- Collected and processed payments efficiently.
- Input the patient's insurance, demographics, and health history into the EMA system.
- Scheduled appointments for both existing and potential patients.
- Addressed inquiries about accounts, services, and invoices via phone calls and emails.
- Created and maintained required spreadsheets.
- Demonstrated effective communication with physicians, patients, families and staff.
Administrative Assistant and Shipping Clerk
Farmtrue
12.2020 - 01.2022
- Assisted in various tasks for owners and marketing team.
- Addressed and resolved customer inquiries efficiently.
- Accurate fulfillment of customer orders through thorough inspection and documentation.
- Monitored and recorded merchandise received and shipped from facility within Google Spreadsheets and SOS Inventory System.
- Accurately tracked inventory, handling all aspects of shipping and receiving.
Assistant Sales Representative
Gourmet Galley Catering
08.2018 - 12.2020
- Assisted in proposal creation and client management for the owner and sales representatives.
- Prepared contract documents.
- Created and updated client accounts within the Caterease database.
- Answered incoming calls, responded to emails, faxes, and other inquiries from clients and vendors.
- Managed and tracked inventories of event supplies including decor, linens, chairs, and tables.
General Manager
Cafe Flo - Gourmet Galley Catering
07.2020 - 11.2020
- Managed and supervised a team of 15 workers - providing support in the hiring process.
- Handled incoming calls for reservations
- Supply and food inventory tracking.
- Handled payment processing.
- Scheduling.
Education
High School Diploma -
Chariho High School
Wood River Junction, RI2015
Associate of Arts -
Community College of Rhode Island
Warwick, RISkills
- Knowledge within Microsoft Word, Excel, Powerpoint and Google Documents
- Multitasking
- Initiate Independently
- Self Sufficient and Adaptability
- Time Management and Organization
- Communication and Team Player
Timeline
Quality Control and Operations Analyst
Westerly Community Credit Union
03.2024 - Current
Call Center Representative
Westerly Community Credit Union
02.2023 - 03.2024
Medical Representative
Aspire Dermatology
04.2022 - 02.2023
Administrative Assistant and Shipping Clerk
Farmtrue
12.2020 - 01.2022
General Manager
Cafe Flo - Gourmet Galley Catering
07.2020 - 11.2020
Assistant Sales Representative
Gourmet Galley Catering
08.2018 - 12.2020
High School Diploma -
Chariho High School
Associate of Arts -
Community College of Rhode Island
Similar Profiles
Nicholas LemoineNicholas Lemoine
Universal Financial Representative at Westerly Community Credit UnionUniversal Financial Representative at Westerly Community Credit Union
Jill SposatoJill Sposato
Administrative Specialist at Westerly Police DepartmentAdministrative Specialist at Westerly Police Department
Stephen ParkerStephen Parker
Building and Grounds Maintenance at Community First Credit UnionBuilding and Grounds Maintenance at Community First Credit Union
Rachel GosselinRachel Gosselin
Manager at Laz ParkingManager at Laz Parking
JoAnn CongdonJoAnn Congdon
Office Administrative Assistant / Title Clerk at Tasca Automotive GroupOffice Administrative Assistant / Title Clerk at Tasca Automotive Group