STEPHANY SANCHEZ
Winston-Salem,NC
Summary
Dedicated administrative professional with experience in fast-paced office settings. Hardworking team player. Responsible, punctual and productive professional when working with little to no supervision. Motivated professional with extensive experience in customer service and administrative tasks.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Relationship Advocate
Fidelity Investments
02.2023 - 07.2023
- Hybrid Position
- SIE Certified
- Basic financial knowledge
- Provided positive essential help to clients
- Properly verified clients as needed to access accounts
- Entered data as needed for client accounts
- Collaborated with other departments to enhance effective client satisfaction rates.
- Knowledge of FocusPoint and Salesforce software.
- Handled multiple calls daily
Front Desk Receptionist
North Point Dental Associates
11.2021 - 02.2023
- Greet and check in patients, Answer phones as well as take detailed messages in a friendly and efficient manner
- Entered data into the software regarding treatment plans and patients’ health information
- Handled multiple calls daily
- Presented and explained treatment plans to patients, Present and explain treatment plans to patients, processed payment plans and copayments
- Maintained an organized and clean front office area to create a professional and welcoming environment for visitors and employees.
Guest Service Representative
Atrium Health Wake Forest Baptist Hospital
04.2022 - 11.2022
- Provided confidential patient information about the hospital’s HIPPA guidelines and policies
- Problem-solving as well as providing referral service information internally
- Provided directions for visitors in the Medical Center as well as answered phone calls regarding patient information and entered data regarding post-Covid regulations.
Front Office Receptionist
Warren Dental Centers
10.2019 - 10.2021
- Assisting
- Greet and check in patients, Answered phones as well as take detailed messages in a friendly and efficient manner, and processed payment plans and copayments
- Entered data into our software regarding treatment plans and patients’ health information
- Handled multiple calls daily
- Primary scheduler for dentists’ schedule, Assisted in
- Medicaid Auditing with certified ADA dentist representative
- Worked alongside the dentist with minor appointments such as examinations and minor restorative, sterilization when needed.
Front Desk Receptionist
Justice Family Dentistry
07.2017 - 10.2020
- Greet and check in patients, Answered phones as well as take detailed messages in a friendly and efficient manner, and
- Entered data into our software regarding treatment plans and patients’ health information
- Handled multiple calls daily
- Presented and explained treatment plans to patients, Present and explain the treatment plan to patients, processed payment plans and copayments.
- Scheduled, coordinated and confirmed appointments and meetings.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
Education
General Studies
Forsyth Tech Community College
High School Diploma -
Davie High School
Skills
- Microsoft Office Suite
- Administrative support
- Data Entry
- Computer Literacy
- Critical Thinking
- Scheduling
- Strong Typing Skills
Certification
- Securities Industry Essentials (SIE) FINRA (Financial Industry Regulatory Authority)
- Dental X-Ray Certification Parkway Dental Village
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Customer Relationship Advocate
Fidelity Investments
02.2023 - 07.2023
Guest Service Representative
Atrium Health Wake Forest Baptist Hospital
04.2022 - 11.2022
Front Desk Receptionist
North Point Dental Associates
11.2021 - 02.2023
Front Office Receptionist
Warren Dental Centers
10.2019 - 10.2021
Front Desk Receptionist
Justice Family Dentistry
07.2017 - 10.2020
General Studies
Forsyth Tech Community College
High School Diploma -
Davie High School
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