Summary

Overview

Work History

Education

Skills

Interests

Timeline

Shannon Cooper

Gastonia,NC

Summary

Driven, organized, and resourceful with knack for streamlining processes and improving team efficiency. Knowledgeable about project coordination, bringing expertise in scheduling and communication. Ready to make significant impact by optimizing workflows and ensuring successful project delivery.

Overview

years of professional experience

Work History

Client Success Manager / Client Success Coordinator

AM Conservation

02.2023 - Current

Company Overview: Merged with Energy Federation Inc in August 2024
Served as the primary point of contact between clients and company personnel, facilitating effective communication channels.
Leads weekly/monthly check ins with clients.
Ensures the timely and successful delivery of solutions according to customer needs and objectives.
Evaluated customer problems, implemented resolutions, and followed up with clients to manage additional problems and maintain satisfaction.
Assists with challenging customers' requests or issue escalations as needed
Collaborates with team to create invoices and data extracts for client billing.

Mortgage Loan Partner /Loan Officer Assistant / Processor

CrossCountry Mortgage

10.2021 - 02.2025

Collaborated with Loan Officers to compile applicant documentation, including credit reports, employment verifications, and financial history paperwork.
Utilized Salesforce to manage contacts and compile sales leads.
Improved loan processing efficiency by streamlining documentation and communication procedures.
Demonstrated adaptability when handling various types of loans, including conventional mortgages, FHA loans and VA loans.
Scheduled meetings and appointments, maintaining a well-organized master calendar.
Assisted in creating application profiles in the system and reviewing key information at various stages within the process.
Cultivated a positive work environment by fostering open lines of communication and collaborating effectively with colleagues across departments.

Business Assistant

West Town Dental Care

06.2021 - 02.2025

Managed front office operations, including billing, insurance verification, and answering phone calls.
Scheduled and rescheduled appointments for patients, ensuring efficient communication and organization.
Greeted visitors and patients, assessed their needs, and directed them accordingly.
Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures.
Ensured compliance with HIPAA guidelines to protect patient privacy and confidentiality.
Facilitated positive patient experiences through effective communication and customer service.

Practice Coordinator

Newton Wellesley Physicians Primary Care

02.2020 - 02.2025

Managed scheduling, check-in, check-out, and billing payments for patients.
Utilized Epic software for appointment scheduling.
Maintained a clean, organized, and welcoming office environment for patients and staff members alike.
Handled a high volume of incoming calls to enhance office productivity.
Collaborated with internal teams to improve customer experience and drive client success,
Mentored colleagues to support their knowledge of program workflows and client management skills.

Office Coordinator/ Publics Relations Representative

Limited to Endodontics

12.2018 - 02.2025

Managed client relationships and ensured client satisfaction through regular check-ins and meetings.
Forecasted product needs and labor hours to meet company goals and commitments.
Filed and maintained patient records in accordance with HIPAA regulations.
Collaborated with internal teams to improve overall customer experience and drive new business opportunities.
Resolved customer issues and complaints in a timely manner to maintain trust.
Mentored colleagues to support their knowledge of program workflows and client management skills.

Veterinary Assistant, Co-Lead Receptionist

Chelmsford Animal Hospital

12.2015 - 02.2025

Collaborated with veterinary team to ensure accurate pharmacy records and controlled drug, anesthesia, and heartworm test logs
Provided comprehensive education to caregivers and guardians on animal care, nutrition, medical conditions, and disease management
Assisted in establishing and monitoring intravenous drips for hydration during treatments
Supported in pre-operative, intra-operative, and post-operative care for animals undergoing surgeries
Managed a multi-line phone system, greeted patients, and scheduled appointments
Updated client records with essential information using secure registration systems and databases

Barista, Barista Trainer

Starbucks

07.2012 - 02.2025

Developed and implemented customized training strategies to enhance barista knowledge and performance
Managed cash transactions accurately to prevent errors and ensure financial accountability
Trained team members on new drinks and procedures, ensuring consistency and quality in service delivery
Maintained efficient service to control lines and crowds, optimizing customer satisfaction
Demonstrated expertise in preparing a wide range of hot and cold beverages with exceptional customer feedback
Acquired and retained knowledge of specialty coffee recipes and seasonal offerings to meet customer preferences

Education

Veterinary Technician Assistant -

Mount Wachusett Community College

Gardner, MA

Diploma -

Hudson High School

Hudson, MA