Sunny Roberson
Union,MO
Summary
Diligent Secretary with talent for fostering effective professional relationships with clients, staff and business associates. Supportive and focused team player with proactive approach to administration and strong attention to detail. Skilled at providing friendly service to coworkers and customers.
Overview
12
12
years of professional experience
Work History
Elementary School Secretary
Meramec Valley R III School District
Pacific , MO
06.2023 - Current
- Greeted visitors and answered incoming calls in a professional manner.
- Organized and maintained student records, attendance data, and other confidential information.
- Prepared purchase orders for school supplies and equipment.
- Provided administrative support to the principal by typing letters, memos, reports.
- Maintained accurate inventory of office supplies and requested additional items as needed.
- Coordinated field trips including arranging transportation and obtaining necessary permissions from parents.
- Processed payments for lunchroom accounts and after-school programs.
- Managed student files ensuring all forms were up to date and complete.
- Performed general clerical duties such as filing documents, photocopying materials.
- Monitored student attendance daily and reported any discrepancies to the appropriate personnel.
Medical Receptionist
Mercy
Washington , MO
10.2022 - 06.2023
- Entered insurance, demographics and health history into patient database.
- Checked patients in and out for appointments and collected co-payments.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
- Processed patient payments and scanned identification and insurance cards.
- Protected patients by observing strict HIPAA guidelines.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Took messages from patients and promptly relayed to appropriate staff.
Assistant Vice President of Loan Production
United Bank of Union
Union , MO
11.2017 - 09.2022
- Trained, developed and supervised team of Loan Processors
- Oversee all Loan Production-Commercial, Mortgage & Consumer
- Supported senior leadership by reviewing and prioritizing strategic initiatives.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Liaised with leadership teams to drive initiatives and contributed to weekly policy change meetings.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Insurance Agent
State Farm
Union , MO
01.2012 - 11.2017
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Generated new leads and identified potential clients by using successful direct marketing strategies.
- Improved office operations, maintaining records, tracking data and promoting clear internal communications.
Education
Bachelor of Science - Business Administration And Management
Central Methodist University
Fayette, MO05-2015
Associate of Science - General Studies/Medical Receptionist
East Central College
Union, MO05.2010
Skills
- Assisted in hiring and coaching
- Business strategy creation
- Policy compliance
- Performance monitoring and evaluation
- Rules and regulations
- Loan Origination and Underwriting
- Staff development
- Training and mentoring
- Systems implementation
- Multi-unit operations management
- Work flow planning
- Staff training and motivation
- Processes and procedures
- Document management
Training
- Basic Life Support for Healthcare Providers -January 2023
Timeline
Elementary School Secretary
Meramec Valley R III School District
06.2023 - Current
Medical Receptionist
Mercy
10.2022 - 06.2023
Assistant Vice President of Loan Production
United Bank of Union
11.2017 - 09.2022
Insurance Agent
State Farm
01.2012 - 11.2017
Bachelor of Science - Business Administration And Management
Central Methodist University
Associate of Science - General Studies/Medical Receptionist
East Central College
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