Wendy Annas
Lenoir,NC
Summary
Versatile administrative assistant possessing first-rate communication skills and personable demeanor demonstrated across 12 years in patient-focused roles. Excellent knowledge of medical terminology and billing procedures. Experienced in transcription, bookkeeping, records management and industry software applications.
Overview
30
30
years of professional experience
Work History
Medical Office Assistant
Caldwell UNC Healthcare
07.2011 - Current
- Improved patient satisfaction by efficiently managing appointment scheduling and handling phone inquiries.
- Enhanced office organization by maintaining meticulous medical records and ensuring timely filing of documents.
- Streamlined administrative processes for increased efficiency in the workplace through regular reviews and updates.
- Assisted with billing procedures to ensure accurate invoicing and prompt payment from patients and insurance companies.
- Provided exceptional customer service, addressing patient concerns promptly and professionally.
- Collaborated closely with medical staff to coordinate patient care plans and support overall clinic operations.
- Maintained a clean, organized reception area for a welcoming environment for patients and visitors.
- Handled sensitive patient information with utmost discretion, adhering to HIPAA guidelines at all times.
- Assisted in training new staff members on office procedures, ensuring consistent quality of services provided.
- Reduced wait times by effectively managing walk-in appointments alongside scheduled visits.
- Demonstrated excellent multitasking abilities while simultaneously handling various administrative tasks such as answering phones, greeting patients, and data entry.
- Contributed to positive patient experiences by consistently providing friendly interactions and helpful assistance during their visits.
- Supported office staff and operational requirements with administrative tasks.
- Scheduled patient appointments and placed reminder calls to deliver exceptional customer experience.
- Organized paperwork such as charts and reports for office and patient needs.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Provided prompt, polite and professional in-person and telephone customer service.
- Updated patient information and insurance details for accurate electronic medical records.
- Registered patients and completed associated paperwork for accurate records.
- Used [Software] to schedule appointments for doctor visits and procedures.
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Obtained pre-authorization from insurance companies ahead of medical services.
- Reconciled daily payments received and prepared deposits for smooth office finances.
- Performed various administrative tasks by filing, copying and faxing documents.
- Obtained payments from patients and scanned identification and insurance cards.
- Assisted with medical coding and billing tasks.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Greeted visitors and initiated triage processes for clients to streamline patient flow.
- Processed medical insurance claims and payments.
- Answered phone calls and messages for [Number]-physician [Type] medical facility, scheduling appointments, and handling patient inquiries.
- Managed office bookkeeping with insurance billing and patient payments.
- Registered and verified patient records before triage with most up-to-date information.
Bank Teller
Wachovia Bank
05.1994 - 07.2011
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Collaborated with team members to achieve monthly sales targets and provide exceptional service to customers.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Processed loan payments accurately, contributing to the overall efficiency of branch operations.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Prepared regular reports on transaction data for management review, assisting in the identification of potential areas for improvement.
- Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Provided customer records, account statements and copies of checks.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Logged cashier's checks and other transactions to maintain accurate account records.
- Assisted customers with compromised debit cards and issued new credentials.
- Audited fellow teller currency to contribute to dual-control procedures.
- Placed orders for customer checks and verified starting numbers.
- Sold and cross-sold bank products to new and existing customers.
- Turned in excess cash to maintain drawer security.
- Removed mutilated currency from circulation.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Maintained accurate records of customer transactions in line with bank procedures.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Calculated fees due, interest and change for customer transactions.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received loan and utility payments, sending funds to correct destinations.
- Generated monthly reports on customer activity and customer feedback.
- Wrote and distributed customer correspondence.
Education
High School Diploma -
West Caldwell High School
Lenoir, NC05.1989
Skills
- Records Management
- Attention to Detail
- Phone and Email Etiquette
- Workload Management
- Payment Collection and Processing
- Appointment Scheduling
- Patient Relations
- Healthcare Coding
- Medical Records Maintenance
- OSHA Compliance
- ICD-10 Coding
- Physician Assistance
- HIPAA Compliance
- Insurance Verification
- Insurance Billing Procedures
- EMR Software
- Patient Flow
- Problem-Solving
- Multitasking and Organization
- Computer Skills
- Emergency Procedures
- Appointment Coordination
- Clinical Medical Assistance
- Patient Charting
- Patient Demographics
- Patient Screening
- Medical Terminology
- Transcription of Medical Notes
- Mail Distribution
- Transcription
- Biohazard Waste Disposal
- Specimen Collection
- Bookkeeping
- Understanding of Medical Ethics
- Spreadsheet Tracking
- Meeting Planning
- Medical Procedures
- Report Preparation
- Schedule Management
- Follow-Up Skills
- Reception Management
- Patient Referrals
- Industry Software Applications
- Medical Records Management
- Regulatory Compliance
- Understanding of Medical Terminology
- Positive Attitude
- Patient Care
- Accounting
- Flexible Schedule
- Electronic Charting
- Billing and Coding
- Managing Patient Records
- Team Leadership
- Insurance Billing
- Customer Service
- Appointment Management
- Medical Reception
- Empathy and Compassion
- Multitasking Abilities
- Problem Solving
- Office Administration
- Organizational Skills
- Clinical Documentation
- Electronic Health Records
- Coding Procedures
- Adaptability
- Medical Office Equipment
- Patient Scheduling
- Professionalism
- Medical Billing
- Conflict Resolution
- Patient Registration
- Medical Office Software
- HIPAA Regulations
- Telephone Etiquette
- Interpersonal Communication
- Time Management
- Healthcare Compliance
- Referral Verification
- Data Entry
- Documentation Review
- Medical Coding
- Electronic Recordkeeping
- Invoice Preparation
- Epic Systems
- Claim Forms
- Inventory Management
- Documentation and Recordkeeping
- Taking Client Histories
- Appointment Setting
- Organization and Time Management
- Regulatory Documentation
Timeline
Medical Office Assistant
Caldwell UNC Healthcare
07.2011 - Current
Bank Teller
Wachovia Bank
05.1994 - 07.2011
High School Diploma -
West Caldwell High School
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