Summary
Overview
Work History
Education
Skills
Waiting on completion of Notary application
Timeline
OfficeManager

Summer Wheatley

Kerrville,TX

Summary

Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Enthusiastic assistant eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of project management and ability to decipher data. Motivated to learn, grow and excel in the Medical field.

Dedicated professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

8
8
years of professional experience

Work History

Office Manager

JDAT
Kerrville, TX
05.2019 - Current
  • Maintained computer and physical filing systems.
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
  • Prepared reports to assist business leaders with key decision making and strategic operational planning.
  • Standardized office structures and processes to promote collaboration and increased performance.
  • Maintained current and compliant financial records, monitoring and addressing variances through detailed analyses.
  • Assisted Operations Manager with interviewing potential employees by asking appropriate questions and providing feedback after interviews.
  • Completed bi-weekly payroll for 5 employees.
  • Performed billing, collection and reporting functions for office generating over $1 million annually.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to Operations Manager.
  • Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using Quick Books Online.
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Approved regular payroll submissions for employees.
  • Delivered feedback to decision-makers regarding employee performance and training needs.
  • Applied customer feedback to develop process improvements and support long-term business needs.
  • Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.

Relay Operator

Caption
Saint George, UT
12.2019 - 03.2020
  • CaptionCall phones are optimized for individuals with hearing loss. The unit uses voice-to-text technology, assisted by captioning agents and automated speech recognition, to transcribe conversation so that other speakers’ words appear on a CaptionCall screen.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Engaged in learning and development opportunities to promote continued performance improvement.
  • Responded proactively and positively to rapid change.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Answered back to back calls per shift to meet fast-paced call center demands.
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.

Property Manager

Uintah Basin Property Management
Vernal, UT
09.2013 - 05.2014
  • Kept accurate records of all resident and tenant correspondence.
  • Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
  • Validated rental eligibility by using UBPM's verification process.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.
  • Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.
  • Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Escalated major issues to property manager for immediate remediation.
  • Delivered high level of service to clients to both maintain and extend relationship for future business opportunities.

Medical Scribe

Western Regional Medical Center
Bullhead City, AZ
01.2011 - 04.2011
  • Accompanied physicians through day in fast-paced, stressful environments.
  • Documented complete information about examinations, treatment plans, lab results and other details directly into charts.
  • Charted patient encounters by recording information such as diagnosis, treatments and prescriptions.
  • Attended patient appointments and wrote narrative account of events using proper abbreviations, grammar and spelling.
  • Submitted orders for additional tests and examinations.
  • Reviewed records, paperwork and orders for errors and resolved issues with minimal direction.
  • Processed paperwork such as discharges and transportation orders to coordinate patient movements.
  • Followed all HIPAA rules and regulations regarding patient confidentiality.
  • Corrected grammar, spelling and syntax mistakes in medical records.
  • Translated medical jargon into correct terminology.

Medical Office Receptionist

Bullhead Urgent Care Center
Bullhead City, AZ
01.2009 - 01.2010
  • Welcomed patients and visitors per day via telephone and in person.
  • Maintained patient databases and updated information in alignment with HIPAA protocols.
  • Used computer programs and registration systems to schedule patients for routine and complex procedures.
  • Remained aware of provider schedules and scope of practice on evolving basis to organize and schedule appropriate care.
  • Fielded concerns surrounding patients and care, liaising between physician, patient and insurance company.
  • Managed multi-line phone system and pleasantly greeted patients.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Helped patients complete necessary medical forms and documentation.
  • Transcribed phone messages and relayed to appropriate personnel.
  • Kept waiting room neat and organized by stacking magazines, removing trash and cleaning glass.
  • Responded to correspondence from insurance companies to verify patient's coverage.
  • Supported office staff and operational requirements with administrative tasks.
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Completed clerical duties and tasks for clinic administration.
  • Verified and updated demographic and other personal information for clients with respect to personal boundaries when asking for important details.

General Manager

FBG Event Center
Fredericksburg, TX
03.2006 - 06.2007
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Approved regular payroll submissions for employees.
  • Identified plans and resources required to meet project goals and objectives.
  • Modified and directed project plans to meet organizational needs.
  • Oversaw high profile projects for by planning, designing, and scheduling phases.
  • Fostered relationships with vendors to promote positive working relationships.
  • Provided management for internal personnel, contractors and vendors.
  • Identified, reviewed and applied policies and procedures.
  • Managed event logistics and operations.
  • Performed event coordination for larger parties and gatherings.
  • Managed administrative logistics of events planning, event booking and event promotions.
  • Selected and ordered décor and event materials.
  • Organized, coordinated and deployed events while focusing on delivering superior customer service.
  • Planned large-scale events such as trade shows, conferences, and meetings.
  • Supervised onsite team of caterers, audio-visual technicians, and facility management team.
  • Fulfilled contractual obligations for rehearsal and day of event coordination.
  • Liaised with marketing and PR colleagues to promote special events in social calendars.
  • Ordered, maintained and distributed supplies and inventory.
  • Correctly calculated inventory and ordered appropriate supplies.
  • Conducted health, safety and sanitation process evaluations to identify and remedy any violations immediately.
  • Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
  • Purchased adequate quantities of food, beverages, equipment and supplies.
  • Oversaw front of house personnel to maintain adequate staffing and minimize overtime.
  • Maintained safe working and guest environment to reduce risk of injury and accidents.
  • Prepared for and executed new menu implementations.
  • Actively participated in ongoing customer service programs to build sales and rapport in community.
  • Interacted positively with customers while promoting hotel facilities and services.
  • Organized receptions, promotions and corporate luncheons.
  • Skillfully interacted with external vendors to obtain best quality in pricing and product.

Central Supply Technician

Hill Country Memorial Hospital
Fredericksburg, TX
01.2003 - 03.2003
  • Assessed instruments, equipment and containers to promote cleanliness and proper functioning.
  • Wrapped trays, instrument packs and sets.
  • Identified parameters and sterilization method required for each item to be sterilized.
  • Inspected sterile package integrity prior to distribution.
  • Picked instruments and supplies for surgeries.
  • Ordered and restocked supplies for decontamination and surgical areas.

ER Registration Clerk

Hill Country Memorial Hospital
Fredericksburg, TX
  • Answered telephone calls to offer office information, answer questions and direct calls to staff.
  • Carried out front office duties utilizing data entry skills in framework of medical database.
  • Obtained payments from patients and scanned identification and insurance cards.
  • Completed administrative patient intakes with case histories, insurance information and mandated forms.
  • Registered and verified patient records before triage with most up-to-date information.
  • Greeted visitors and initiated triage processes for clients to streamline patient flow.

Registration Clerk

Hill Country Memorial Hospital
Fredericksburg, TX
  • Verified insurance benefits and obtained pre-authorizations before any medical procedures were performed.
  • Assisted other Registration Clerks with front desk duties, answering questions and accurately using reservation system.
  • Explained form wording to patients to help each understand information required.
  • Operated standard office software applications to compile data and prepare information and correspondence.
  • Processed medical records requests, assuring release only to appropriate parties proper authorization.
  • Welcomed as many as [Number] patients daily, directing to appropriate departments within facility and coordinating assistance with transportation.
  • Reviewed daily reservations and confirmed bookings.
  • Used [Software] to record and organize patient insurance and medical information.
  • Prepared billing statements for patients and verified correct diagnostic coding.
  • Reviewed patient diagnosis codes to verify accuracy and completeness.
  • Analyzed complex Explanation of Benefits forms to verify correct billing of insurance carriers.

Administrative Assistant

Bickel & Brewer
Dallas, TX
09.1999 - 02.2000
  • Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
  • Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.
  • Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.
  • Displayed absolute discretion at handling confidential information.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments and arranging transportation.
  • Sourced and ordered office equipment and supplies.
  • Arranged domestic and international travel plans and itineraries.
  • Coordinated and planned vacations for family.

Education

Nursing (Pre-Licensure)

Western Governors University
Salt Lake City, UT
05.2027

No Degree - General Studies

Austin Community College
Fredericksburg, TX

High School Diploma -

Fredericksburg High School
Fredericksburg, TX
05.1998

Skills

  • Research and Analytical Skills
  • Multitasking and Time Management
  • Appointment Coordination
  • Multi-Line Telephone Systems
  • Document and File Management
  • Strong Organizational Skills
  • Meeting Planning
  • Event Planning
  • Report Distribution
  • Travel Arrangement Coordination
  • Bookkeeping and Basic Accounting

Waiting on completion of Notary application

Application has been submitted to become a Notary in Texas. Waiting on Commission to be completed.

Timeline

Relay Operator

Caption
12.2019 - 03.2020

Office Manager

JDAT
05.2019 - Current

Property Manager

Uintah Basin Property Management
09.2013 - 05.2014

Medical Scribe

Western Regional Medical Center
01.2011 - 04.2011

Medical Office Receptionist

Bullhead Urgent Care Center
01.2009 - 01.2010

General Manager

FBG Event Center
03.2006 - 06.2007

Central Supply Technician

Hill Country Memorial Hospital
01.2003 - 03.2003

Administrative Assistant

Bickel & Brewer
09.1999 - 02.2000

ER Registration Clerk

Hill Country Memorial Hospital

Registration Clerk

Hill Country Memorial Hospital

Nursing (Pre-Licensure)

Western Governors University

No Degree - General Studies

Austin Community College

High School Diploma -

Fredericksburg High School
Summer Wheatley