Summary
Overview
Work History
Education
Skills
Certification
Recommendations
Timeline
Generic

Sherrie Waltz

Barefoot Bay,USA

Summary

CORE-certified professional with a strong background in senior care management and business operations. Proven skills in sales, admissions, and customer service. Adept in team leadership, regulatory compliance, and cross-

functional collaboration. Committed to enhancing senior living experiences through effective management and

communication.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Business Office Director

Concordis Senior Living
Sebastian, FL
05.2024 - 03.2025
  • Managed all aspects of the business office operations, including payroll and accounts payable and receivable.
  • Implemented policies and procedures for the business office to ensure compliance with federal and state regulations.
  • Determined staffing requirements, interviewing, hiring and training new employees.
  • Created job postings, tracked applicants and maintained applicant database.
  • Organized orientation sessions for new hires and provided them with onboarding information.

Marketing Counselor

Concordis Senior Living
Sebastian, FL
02.2023 - 05.2024
  • Increased census from 40% to over 96% in 1 year
  • Spent minimum of 8 working hours outside office to conduct sales calls and create, develop, and maintain referral relationships to generate viable sales leads.
  • Planned outbound sales calls and email campaigns targeting prospective clients.
  • Developed standard tour gifts and Welcome baskets showcasing the community theme
  • Generated reports on sales performance metrics such as revenue growth, conversion rates.
  • Organized tradeshows and events to promote company services and products.

Admissions Coordinator

Atlantic Shores Nursing and Rehab Center
Melbourne, FL
08.2020 - 02.2023
  • Increased census according to projected budget by implementing strategic marketing practices to attract short and long term residents
  • Aligned admission processes with company goals and procedures
  • Effectively managed insurance authorizations to reduce delays and ensure compliance with regulatory requirements

Social Services Assistant

North Shore Health & Rehab
Loveland, CO
01.2016 - 08.2020
  • Collaborated with multidisciplinary treatment teams, patients, and families to develop individualized discharge plans.
  • Coordinated psychosocial resources to support patient care goals and identified needs.
  • Monitored and evaluated care plans for effectiveness; documented interventions and outcomes, recommending modifications as necessary.
  • Conducted psychosocial assessments to determine needs and align social services accordingly.
  • Partnered with social workers to deliver cohesive, patient-centered care and support.

Certified Nursing Assistant

North Shore Nursing and Rehabilitation
Loveland, Colorado
10.2015 - 01.2016
  • Monitored and recorded vital signs, height, weight, and intake/output to support accurate patient assessments.
  • Promptly responded to call lights and addressed patient needs with care and efficiency.
  • Regularly turned and repositioned immobile patients to prevent pressure ulcers.
  • Assisted with safe ambulation, utilizing proper techniques and mobility equipment.
  • Aided patients with activities of daily living, including bathing, grooming, dressing, and personal hygiene.

Education

CORE - ALF CORE Training

Tom Campbell & Associates
03.2024 - 03.2024

Certified Nursing Assistant - Certified Nursing Assistant

Fort Collins Geriatric Education Center
Fort Collins, CO
10.2015 - 10.2015

San Joaquin Delta College
Stockton, CA

Skills

  • Financial management
  • Regulatory compliance
  • Conflict resolution
  • Risk management
  • Leadership
  • Communication
  • Passion for Seniors
  • Quality minded
  • Forward thinking
  • Proactive

Certification

  • CORE Trained and certified
  • State Tested Nursing Assistant (CNA),
  • Basic Life Support (BLS)
  • CPR and AED

Recommendations

  • Tracy Underwood, tracy.underwood@concordisseniorliving.com, 02/05/25, I have had the pleasure of working with Sherrie Waltz when she was first the Move-in Coordinator and then Marketing Counselor at Concordis Senior Living's Promenade Senior Living community in Sebastian, FL. Sherrie is adept in relationship selling and has received sales training on advancing the sales process to help the community move to above budgeted census. Sherrie understands the importance of benchmarks and exceeded her weekly and monthly benchmarks. Because of her first experience as Move-in Coordinator, she excelled in the post-sale sale by making sure new residents were welcomed, had a personalized move-in basket, and all move-in items were completed in a timely manner. Sherrie understands networking and relationship building with local referral sources to stay ahead of the market. She is very adept at planning and implementing events on and off property. Sherrie left the sales arena to become Core Trained and took the Business Office Director position at The Promenade to learn more about the senior living industry. With this level of experience, her value as a sales professional increases as she better understands the importance of documentation and collection of necessary paperwork. She will be an asset to any senior living community. Feel free to reach out to me, for more details on my experience working with Sherrie.
  • Amy Patrick, MPA, LNHA, 02/10/25, I am writing to highly recommend Sherrie Waltz for the Director of Admissions and Marketing position within your esteemed organization. I have had the privilege of knowing Sherrie since 2021 when she served as the Admissions Coordinator at Atlantic Shores Nursing & Rehab under my supervision. During her tenure with us, Sherrie consistently demonstrated outstanding qualities that make her an exceptional candidate for any leadership role. Sherrie possesses an exemplary attitude that permeates her work and interactions with others. Her commitment to delivering remarkable customer service was evident in every aspect of her role. She consistently went above and beyond to assist other departments, residents, families, and practitioners, earning their respect and admiration. Furthermore, Sherrie exhibited strong leadership qualities throughout her time with us. She took the initiative to mentor line staff, providing guidance and support to ensure they delivered the highest level of care and service. Her ability to inspire and motivate her colleagues greatly contributed to the overall success of our team. In summary, Sherrie Waltz would undoubtedly be an asset to any company in a leadership role. Her exceptional work ethic, commitment to excellence, and natural leadership abilities make her a standout candidate. I wholeheartedly endorse Sherrie and am confident that she will excel in any position she undertakes. Please feel free to contact me if you require any further information or clarification regarding Sherrie's qualifications and abilities. Thank you for considering her application.

Timeline

Business Office Director

Concordis Senior Living
05.2024 - 03.2025

CORE - ALF CORE Training

Tom Campbell & Associates
03.2024 - 03.2024

Marketing Counselor

Concordis Senior Living
02.2023 - 05.2024

Admissions Coordinator

Atlantic Shores Nursing and Rehab Center
08.2020 - 02.2023

Social Services Assistant

North Shore Health & Rehab
01.2016 - 08.2020

Certified Nursing Assistant

North Shore Nursing and Rehabilitation
10.2015 - 01.2016

Certified Nursing Assistant - Certified Nursing Assistant

Fort Collins Geriatric Education Center
10.2015 - 10.2015

San Joaquin Delta College
Sherrie Waltz