Terri Costerouse
Mount Shasta,CA
Summary
Hardworking medical administrative professional offers great people skills, organized file management and deep understanding of patient protections. Enhances office operations by staying on top of patient and staff needs. Experience with electronic recordkeeping and insurance documentation. Compassionate healthcare professional with background in medical assistance, known for high productivity and efficient task completion. Possess specialized skills in patient care, medical record keeping, and clinical procedures. Excel in communication, empathy, and teamwork, ensuring optimal patient experiences and seamless support to healthcare teams. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals. Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes. Compassionate Medical Assistant with background in providing support to physicians, handling patient care tasks, and managing administrative duties. Skilled in recording vital signs, preparing patients for examination, and maintaining medical records with confidentiality and accuracy. Demonstrated ability to improve patient satisfaction through effective communication and empathy. Contributed to streamlining clinical processes resulting in more efficient patient flow and enhanced care delivery.
Overview
16
16
years of professional experience
Work History
Optometric Assistant
Shasta Vision Group
Mt. Shasta, CA
10.2023 - 09.2024
- Maintained patient records including medical histories, prescriptions, test results and other pertinent information.
- Scheduled appointments for patients and maintained appointment calendars for the optometrist.
- Demonstrated proper use of equipment used in providing services to patients.
- Assisted in fitting eyeglasses frames according to prescription specifications.
- Greeted patients upon arrival at the office, verified insurance coverage and collected co-payments or outstanding balances due from previous visits.
- Recorded measurements taken during exams into electronic health records system.
- Provided administrative support to the optometrist including filing paperwork, answering phones and scheduling follow-up appointments.
- Processed payments from patients for services rendered using point-of-sale systems.
- Inspected eyewear for defects prior to releasing it to customers.
- Reviewed medical records prior to patient appointments.
- Supported clerical staff to facilitate optimal patient care and operations.
- Shadowed experienced staff and optometrist to observe daily tasks.
- Answered phones, scheduled appointments, greeted patients and ordered supplies.
- Oversaw patient registration, insurance verification, form completion and appointment scheduling to maintain operational efficiency.
- Verified appointment times with patients, preparing charts, pre-admission and consent forms.
- Handled general office duties to support administrative staff during peak hours.
- Supported administrative staff by processing payments.
- Communicated with pharmacies for prescription refills on behalf of supervising physician.
Front Desk Attendant
Railroad Park Resort
Dunsmuir, CA
04.2017 - 08.2019
- Greeted guests warmly and made them feel welcome.
- Answered inquiries from customers regarding hotel services, facilities, and available amenities.
- Assisted guests with check-in and check-out procedures, including providing information about rooms, rates, and amenities.
- Ensured all guest transactions were completed accurately and efficiently.
- Managed communication between guests and staff to ensure quality customer service.
- Processed payments for room charges, taxes, incidentals., using point of sale software.
- Provided concierge services such as restaurant recommendations or transportation arrangements.
Bank Teller
US Bank NA
Dunsmuir, CA
11.2013 - 08.2016
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Provided assistance to other tellers during peak business hours as needed.
- Researched customer inquires regarding their accounts using internal banking systems.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Prepared reports on transaction activity for management review.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Welcomed customers and offered pleasant service during entire transaction.
- Reconciled cash and checks against computer records at end of shift.
- Responded and assisted customers with account inquiries and updates.
- Entered transactions into computer and issued customer receipts.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Identified and reported suspicious behavior to security personnel as appropriate.
- Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Delivered exceptional service to customers in person or over telephone.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Adhered to financial services security and audit procedures.
- Directed specific questions to appropriate branch personnel.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Resolved problems or discrepancies concerning customers' accounts.
- Identified transaction errors when debits and credits did not balance.
- Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
- Prepared official checks for customer and internal bank needs.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Legal Assistant
Armstrong Law Offices
Mt. Shasta, CA
05.2012 - 09.2012
- Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
- Researched case law, statutes, regulations and other legal authorities to support assigned tasks.
- Maintained client confidentiality in all matters.
- Assisted with document production and deposition preparation.
- Organized exhibits for trial proceedings.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Prepared summaries of depositions, interrogatories and testimony for attorney review.
- Greeted clients upon arrival at office and provided assistance as needed.
- Updated databases with new information received from attorneys or clients.
- Processed incoming mail on a daily basis.
- Compiled financial records related to specific cases.
- Answered phones promptly while providing courteous customer service.
- Maintained inventory levels of office supplies necessary for day-to-day operations.
- Ordered materials needed by attorneys throughout the duration of a case.
- Ensured that all paperwork was properly filed according to established procedures.
- Handled telephone calls, meeting plans and conference organization requirements.
- Filed clients' legal documents in relevant courts for processing.
- Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
- Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
- Corresponded daily with clients, insurance adjusters, doctors and attorneys.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Filed pleadings and paperwork with court clerk to meet strict deadlines.
- Provided administrative support and conducted research to assist attorneys in civil litigation preparation.
- Liaised between attorney and outside counsel, exchanging information.
- Redacted confidential information from legal documents on case-by-case basis.
- Oversaw legal team appointments, hearings and depositions schedules.
- Coordinated the distribution of legal materials to other parties as required.
- Organized legal documents in company filing systems and databases.
- Responded to client calls and inquiries to deliver applicable information.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Knowledgeable dealing with pleadings, affidavits, motions and exhibit preparation.
- Filed pleadings and appeals with court clerks to expedite trial proceedings.
Sales Clerk/Lead Barista
Ravenzcall, Inc. (non-profit) on-line now only
Dunsmuir, CA
03.2012 - 08.2012
- Greeted customers and responded to inquiries in a professional manner.
- Processed sales transactions accurately and efficiently utilizing POS systems.
- Provided excellent customer service by assisting customers with product selection, answers to questions, and handling complaints or issues.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
- Stocked shelves with merchandise ensuring adequate inventory levels were maintained.
- Assisted in the development of store displays to promote products.
- Ensured that promotional materials were adequately stocked at all times.
- Performed price checks for items requested by customers when needed.
- Handled money, checks, credit cards, gift cards, returns and other forms of payments in accordance with established procedures.
- Followed up on customer requests or concerns in a timely manner.
- Adhered to company guidelines for cash register operations including proper opening and closing procedures.
- Resolved conflicts between customers and staff members professionally while maintaining composure during difficult situations.
- Updated pricing and sales signs to promote merchandise.
- Greeted customers upon entrance and handled cash and credit transactions.
- Responded to customer questions about products and services.
- Answered questions and inquiries per shift regarding products, prices and availability.
- Put new merchandise on shelves and racks in attractive arrangements.
- Maintained and organized store displays to enhance product visibility and expedite product location activities.
- Operated cash registers, scanners and computers to itemize and total customer purchases.
- Followed instructions to properly arrange merchandise items.
- Processed payments and bagged items for customer check out.
- Maintained front check out area to keep traffic flows running smoothly and efficiently.
- Identified and quickly handled spill clean-up.
- Prepared products by adding tags and readying pallets for restocking.
- Removed expired and overripe items to provide freshest options and eliminate health risks.
- Checked delivered merchandise and order information to verify shipment accuracy.
- Addressed customer questions and concerns regarding products and services.
- Greeted customers to determine wants or needs.
- Cleaned shelves, counters and tables to maintain organized store.
- Answered store and merchandise questions and led customers to wanted items.
- Unboxed new merchandise and restocked shelves in appealing and organized arrangements to promote items.
- Stocked shelves and supplies and organized displays to focus customer attention on specific items.
- Organized store by returning merchandise to proper areas and restocked displays.
- Computed purchases and received and processed cash or credit payment.
- Described merchandise and explained use, operation and care.
- Bagged or packaged purchases and wrapped gifts.
- Prepared merchandise for purchase or rental.
- Demonstrated exceptional customer service skills, resolving customer complaints in a professional manner.
- Collaborated with management team to develop new strategies for increasing sales and profits.
- Ensured that all beverages were prepared according to recipes and presented in an attractive manner.
- Developed effective relationships with customers through friendly interactions and excellent product knowledge.
- Performed regular maintenance on coffee machines, grinder, espresso makers and other related equipment.
- Created engaging displays for promotional materials such as menus or flyers.
- Protected customers by regularly cleaning and sanitizing work areas and equipment.
- Prepared numerous varieties of hot and iced drinks with high accuracy and consistently strong customer satisfaction.
- Created complex, hand-crafted beverages based upon customer preferences.
- Restocked counter and customer areas to maintain adequate items levels for expected needs.
- Memorized official and off-menu coffee and tea preparations.
- Enthusiastically engaged customers during busy periods to keep mood light and fun.
- Prepared and served coffee, espresso drinks, blended coffees and teas.
- Supported highest standards of conduct and service to support company reputation.
- Gave samples of popular coffee and tea blends to create sales opportunities.
- Collected payments and provided accurate change.
- Managed morning rush of customers daily with efficient, levelheaded customer service.
- Sliced fruits, vegetables and meats for use in food service.
- Created signs and displays to advertise store products or events.
- Recommended pastries and sandwiches to pair with customers' beverages.
- Washed and cleaned coffee maker, french press and espresso machine to remove mineral and hard water deposits.
Administrative Assistant
Remi Vista Inc.
Mt. Shasta, CA
04.2010 - 06.2011
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Ensured efficient operation of office equipment such as printers, copiers and fax machines.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients and customers and internal staff members.
- Managed database systems containing customer contact information.
- Answered questions from customers regarding products and services offered by the company.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Directed customer inquiries to appropriate department personnel.
- Proofread content for typo-free emails and documentation.
- Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
- Coordinated and scheduled meetings, including room reservations, catering, and technical setup, for seamless execution.
- Managed daily office operations and maintained office supplies inventory, ensuring efficient workplace functionality.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- Handled incoming calls and directed callers to appropriate department or employee.
- Responded to customer issues to provide immediate resolution and improve retention.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Used voice recorder or notepad to compose and transcribe meeting minutes.
Office Manager
William L. Heilman, CPA (deceased)
Dunsmuir, CA
12.2008 - 04.2010
- Developed and implemented office policies and procedures.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Ensured compliance with applicable laws regarding employment practices.
- Managed office inventory and placed new supply orders.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Reviewed files and records to obtain information and respond to requests.
- Used judgment and initiative in handling confidential matters and requests.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Some College (No Degree) - General Education
College of The Siskiyous
Weed, CASome College (No Degree) - Medical Transcription/Civil Litigation
Santa Rosa Junior College
Santa Rosa, CASome College (No Degree) - Medical Microbiology and Bacteriology
San Francisco Community College
San Francisco, CASkills
- Appointment Scheduling
- Office Administration
- Clinical Support
- Exam preparation
- Patient Support
Affiliations
- Volunteer at grandsons' elementary school
- Water Aerobics 4 days a week at Weed Community Center
References
References available upon request.
Timeline
Optometric Assistant
Shasta Vision Group
10.2023 - 09.2024
Front Desk Attendant
Railroad Park Resort
04.2017 - 08.2019
Bank Teller
US Bank NA
11.2013 - 08.2016
Legal Assistant
Armstrong Law Offices
05.2012 - 09.2012
Sales Clerk/Lead Barista
Ravenzcall, Inc. (non-profit) on-line now only
03.2012 - 08.2012
Administrative Assistant
Remi Vista Inc.
04.2010 - 06.2011
Office Manager
William L. Heilman, CPA (deceased)
12.2008 - 04.2010
Some College (No Degree) - General Education
College of The Siskiyous
Some College (No Degree) - Medical Transcription/Civil Litigation
Santa Rosa Junior College
Some College (No Degree) - Medical Microbiology and Bacteriology
San Francisco Community College
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