Wendy Perry
Youngsville,NC
Summary
Seasoned professional with a robust background at Duke University, excelling in project management and verbal communication. Demonstrated expertise in Microsoft Excel and coordinating high-impact events, achieving streamlined operations and enhanced employee development. Proven ability to manage complex schedules and budgets, ensuring meticulous attention to detail and operational excellence.
Overview
29
29
years of professional experience
Work History
Administrative Coordinator
Duke University School of Medicine
Durham, NC
03.2023 - Current
- Company Overview: Family Medicine and Community Health
- Family Medicine and Community Health
Senior Program Coordinator
Duke University School of Medicine
Durham, NC
03.2022 - 02.2023
- Company Overview: Department of Radiology
- Planned, coordinated, and implemented all program activities for Duke Radiology for first year through fourth-year medical students
- Maintained electronic databases; entered and retrieved information to manage evaluation processes
- Oversee the eight sub-specialty fourth-year courses, via communication with their program coordinators, to ensure hospital, departmental, program, and School of Medicine policies
- Communicated with departmental leadership, faculty, and house staff directly involved with medical student education
- Ensured medical student education compliance with national, hospital, departmental, and program policies
- Interface with the School of Medicine and work with designated compliance personnel to ensure departmental compliance with School of Medicine requirements
- Supervised the development of program(s) websites, ensuring current and accurate information
- Department of Radiology
Senior Program Coordinator
Duke University School of Nursing
Durham, NC
03.2021 - 03.2022
- Company Overview: Nursing – PhD Program
- Based on a broad knowledge of DUSON, the Duke Graduate School and other University departmental rules and procedures, determine the content and nature of requests; answer, resolve, refer questions and issues as appropriate
- Serve as liaison for the PhD Program Chair with other University offices, faculty, students, staff and external contacts as needed
- Disseminate and relay information, concerns, and procedural decisions as needed
- Provide counsel to the PhD Program Chair on all administrative issues associated with the Graduate School policies
- Independently resolve minor issues and when necessary bring major issues to the Program Chair for resolution
- Ensure smooth functioning of the office and achievement of PhD Program goals and priorities in concert with those of DUSON and the Graduate School
- Attend Program meetings, take meeting minutes and oversee follow-up on action items resulting from Chair/Program faculty decisions
- Manage the PhD Program Chair’s calendar and coordinate with other complex schedule within and beyond the School
- Manage routine daily operations of the PhD Program
- Collaborate with the Chair and other School officials and staff in developing, implementing, coordinating and monitoring systems and procedures for administrative support functions in compliance with University and Graduate School policies and procedures
- Organize and coordinate support functions to ensure smooth flow of high quality Program output in an efficient and productive manner
- Monitor status of projects and open issues and facilitates coordination of all activities
- Insure electronic and hard copy publications and program information and application procedure are up-to-date and available for applicants, faculty and other interested individuals
- Maintain Graduate Studies Handbook, as policies and text changes, review proposed changes with Program Chair, and initiate revisions as needed
- Support the Chair by coordination administrative management of course changes, insuring that courses are scheduled on day and time that does not interfere with graduate students’ other course commitments and responsibilities
- Maintain database management systems to track inquiries, applicants, and student progression
- Coordinate graduate student registration
- Assist in planning, developing and implementing recruitment documents and strategies for PhD applicants
- Work with the Program Chair and DUSON Student Services to participate in School Open House sessions to meet with prospective students for question and answer session
- Serve as a point person for prospective students, applicants, and others seeking information on admission standards, funding, and application processes
- Orient new Admissions Committee members and PhD student representative to admission procedures and deadlines
- Coordinate all aspects of visits, lodging, interviews, meals and travel related to prospective students Campus Visitation
- Collaborate with Program Chair to develop letters to prospective students, award letters for funding notice, and related records
- Articulate New PhD Student Orientation with mandatory Graduate School orientation sessions
- Collaborate with the Program Chair in development of the PhD Program annual budget and attend DUSON and Graduate School budget meeting
- Prepare reimbursement forms to submit to DUSON business office along with detailed reporting to the Graduate School for approval
- Track, verify, monitor and reconcile Graduate Awards budget and manage funded training grants
- Establish payroll and employment for graduate students when necessary
- Nursing – PhD Program
Operations Coordinator
Duke University School of Nursing
Durham, NC
06.2018 - 03.2021
- Company Overview: Health Equity Academy II
- Provide a high level of logistic and administrative support for the overall operations of the Health Equity Academy in the School of Nursing
- Plans, promotes, implements, manages, processes and coordinates logistical and operational guidelines affiliated with the program
- Interacts with the business office and grant management on financial reimbursement and compliance matters
- Manages budget allocation for the program and facilitates the expenditure of allowable costs in accordance with the guidelines of the project
- Coordinate recruitment process each Health Equity Academy cohort (i.e., review applications, schedule interviews, notify candidates)
- Keeps Project Director abreast of budget balances and expenditures
- Provides oversight to arranging housing, transportation, special activities, and other logistical support functions associated with the program
- Prepares materials for website and recruitment
- Collects relevant data and prepares reports, as directed, creates files, briefing materials, reports for internal and external use, and other similar written products as required
- Works with Project Director to draft communications, program guidelines and protocols
- Arranges logistics for teambuilding and leadership development activities
- Coordinates, implements and manages a multi-dimensional evaluation protocol in Qualtrics
- Plan and schedule grant team meetings
- Health Equity Academy II
Staff Assistant
Duke University School of Nursing
Durham, NC
01.2016 - 05.2018
- Assist faculty with on-line and on-campus courses, using Sakai and other software applications
- Prepare course-related materials
- Gather information from multiple sources compile material in coherent fashion and prepare for presentations and distribution to groups
- Perform web-based searches to gather information as required by faculty
- Compile data and prepare first drafts of letters, memos, presentations, etc
- For faculty
- Compose, format, keyboard, proofread and edit correspondence, reports and other material
- Review and proofread all outgoing material for grammar, accuracy and completeness
- Alert author to discrepancies
- Maintain updated electronic databases (i.e
- Endnote) as guided by faculty
- Assist with grant-related work activities
- Take and transcribe meeting minutes
- Create ePortfolio workbook in PebblePad for various programs within the School of Nursing
- Coordinate travel arrangements for faculty
- Book flights and hotel accommodations
- Maintain records of travel expenditures
- Submit forms for reimbursement
- Independently follow up to ensure all payments are received and are correct
- Ensure all materials needed during travel are included in the travel folder
- Collaborate with the Business Office staff as necessary to prepare requisitions, coordinate approved purchases, provide required purchase documentation, and follow up on receipt items ordered
- Assist Division faculty in the preparation of materials for special projects and various reports as directed by the Division Chair
- Distribute announcements and other materials to faculty, staff and students as directed
- Establish file systems that are logical and provide for easy access by those who need a particular set of files
- Ensure consistency between electronic and hard-copy files
- Name file documents appropriately
- Ensure that all files are as up to date as possible, are orderly, and contain only pertinent information
- Archive or purge files according to record retention schedule or as directed by faculty
- Schedule and coordinate meetings, conference calls and appointments as directed
- Reserve rooms, arrange for audio visual needs, order food, gather material and prepare other meeting materials as needed
- Confirm attendance for functions
- Work cooperatively with other DUSON staff
- Perform additional functions as directed by Division Chair
- Provide coverage for other staff as necessary
Administrative Assistant
Alliance Behavioral Healthcare
Durham, NC
09.2014 - 01.2016
- Manages records and reports activities involving implementation of program objectives using existing procedures or devising new methods as necessary
- Supervise the office assist and the receptionist and assign work duties as needed to ensure smooth and efficient operation of the department
- Writes, edits, or coordinates the preparation of correspondence, reports or other printed material according to well established standards or readily available sources
- Develops and/or revises work procedures and methods including necessary form design
- Interpret and carry out established programs and department policies and procedures
- Manages records and reports activities involving implementation of program objectives using existing procedures or devising new methods as necessary
- Provides a wide range of support services necessary for the supervisor to accomplish their work and for program operations
- Administrative functions include composing letters, memorandums, and reports which may require independent research; making arrangements for conferences and meetings; screening calls and visitors; planning and arranging for the maintenance and preparation of information needed for reports; and monitoring staff activities related to commitments made by the supervisor
- Other functions include office support/procedural tasks such as: general office tasks, screening and routing materials based on content; providing receptionist and telephone services; providing proofreading services and related activities
- Establish, coordinate, and manage a complex central filing system for the Durham Site office
Quality Analyst/Reimbursement Specialist
Duke Patient Revenue Management Organization
Durham, NC
01.2013 - 08.2014
- Developed, analyzed and provided recommendations for best practice call monitoring process
- Monitored productivity for scheduling agents within the department
- Monitored all times scheduling agents were in a Not Ready status from a central location in the department
- Maintained liaison with professional medical staff and other personnel in administrating policies and procedures
- Provided a high level of customer service via phone to patients and their family members via phone
- Indirectly managed the workflow of all phone agents within the department
- Created and edit provider templates as needed
- Maintained interface with providers, patients and administrative staff to provide information and to resolve problems related to scheduling
- Assisted phone agents with unsatisfied patients or family members
- Assumed roles and responsibilities of Service Access Manager when one was not available
- Developed training programs to enhance staff performance
- Accountable for daily, weekly, and monthly activities of staff
- Established performance targets for staff, such as Quality Adherence, Service Levels, and Average Handled Times (AHT)
- Coordinated work activities with departmental managers and supervisors
- Provided feedback, mentoring and coaching
- Frequently listen to calls using a headset
- Consistently maintain reporting logs for result measurements
- Successful implementation of the scheduling specific Balanced Score Card
- Provided effective, recommendations for utilizing Work Force Manager
- Provided forecasting for key interruption of incoming call services with recommendations
- Participated in planning, implementation and evaluation of improvement efforts related to: Safety, Patient Scheduling flows, and Scheduled quality indicators
- Communicated changes or newly added process to all team members
- Plans, prioritizes and manages personal time to accomplish strategic initiatives
- Maintains expenses within established PRMO budget, responds appropriately to variances by making timely decisions related to staffing and supply level
- Documents behavior and performance; providing reward and recognition and disciplinary action as appropriate
- Mentor and develop team leads
- Consistently communicate changes, at 2-3 weeks in advance of change, follow up closer to implementation date and using a similar format for staff
- Conduct monthly feedback sessions with staff for productivity and quality scoring
- Demonstrates supportive behaviors that value staff members
- Conducts monthly staff meetings with agendas and minutes
Administrative Assistant
Duke Life Flight
Durham, NC
01.2008 - 01.2013
- Research patient accounts to resolve payment issues
- Coordinate all special events hosted by Life Flight
- Coordinate and arrange travel services and accommodations
- Coordinate office reimbursements and submissions of procurement card receipts
- Maintain highly confidential files
- Use Microsoft Word and Excel to prepare documentation, reports, charts, graphs and spreadsheets
- Use Report Express to enter time and attendance for biweekly staff
- Use Report Express to approve time and attendance for monthly staff
- Reconcile 10+ corporate card holders’ transactions via WORKS
- Assist with planning and/or preparation for meetings, conferences, appointments and conference calls
- Help ensure all materials needed for meeting are complete, organized, and distributed to all individuals involved
- Use Microsoft Outlook to schedule and maintain calendar of appointments, meetings, and travel itineraries
- Act as liaison between the department and external groups
- Prepare necessary documents for performance appraisals
- Participate in interviews for potential new hires
- Order office and medical supplies as needed
- Answer incoming calls and greet visitors
Service Request Representative
Verizon Telecom
Durham, NC
02.2000 - 12.2007
- Used Microsoft Excel to track completed service orders for installation, disconnection and system upgrades for High Speed Internet
- Supervised 18+ employees by mentoring, monitoring daily activity, tracking time away from work, training and conducting performance evaluation
- Participated in conference calls to discuss changes of service order processing
- Monitored and resolved customer service escalations
- Monitored DSL applications to ensure proper operations
- Created and maintained database for customer escalations
- Established a peer support group for new employees
- Trained new hires on job responsibilities and requirements
- Trained peers on new products and services as needed
Human Resources/Accounting Associate
Wal-Mart Stores, Inc
Durham, NC
09.1995 - 01.2000
- Scheduled 20+ applicant interviews per month
- Maintained and setup prospective employee personnel files
- Created benefits packages for all new hires
- Gathered benefits information for 250+ employees during open enrollment
- Maintained departmental accounts payable invoices
Education
Management and Leadership Excellence Certificate - Learning & Organizational Development
Duke University
01.2024
Masters of Science - Healthcare Administration
Liberty University Online
Lynchburg, VA07.2019
DUSON Emerging Leaders - Emerging Leaders Program
Duke University School of Nursing
01.2019
Masters of Arts - Public Administration
North Carolina Central University
Durham, NC05.2013
Bachelors of Arts - Business Administration
North Carolina Central University
Durham, NC05.2004
Life and Health Insurance License -
Insurance Educational Systems
Raleigh, NC02.1999
Skills
- Filing
- Operation recommendations
- Travel administration
- Office inventory management
- Microsoft Access
- Microsoft Excel
- Calendars management
- Information requests
- Travel arrangements coordination
- Meeting planning
- Project management experience
- Report preparation
- File organization
- Budget monitoring
- Employee development
- Verbal and written communication
- Inbound phone call handling
- Attention to detail
- Staff scheduling procedures
- Office administration
- Employee records management
- Event planning
- Managing office supply inventory
- Office equipment maintenance
- Document management
- Meeting coordination
References
Available upon request
Volunteer Experience
Shopkeeper/Youth Enrichment, Genesis House, Durham, NC, 04/01/13
Timeline
Administrative Coordinator
Duke University School of Medicine
03.2023 - Current
Senior Program Coordinator
Duke University School of Medicine
03.2022 - 02.2023
Senior Program Coordinator
Duke University School of Nursing
03.2021 - 03.2022
Operations Coordinator
Duke University School of Nursing
06.2018 - 03.2021
Staff Assistant
Duke University School of Nursing
01.2016 - 05.2018
Administrative Assistant
Alliance Behavioral Healthcare
09.2014 - 01.2016
Quality Analyst/Reimbursement Specialist
Duke Patient Revenue Management Organization
01.2013 - 08.2014
Administrative Assistant
Duke Life Flight
01.2008 - 01.2013
Service Request Representative
Verizon Telecom
02.2000 - 12.2007
Human Resources/Accounting Associate
Wal-Mart Stores, Inc
09.1995 - 01.2000
Management and Leadership Excellence Certificate - Learning & Organizational Development
Duke University
Masters of Science - Healthcare Administration
Liberty University Online
DUSON Emerging Leaders - Emerging Leaders Program
Duke University School of Nursing
Masters of Arts - Public Administration
North Carolina Central University
Bachelors of Arts - Business Administration
North Carolina Central University
Life and Health Insurance License -
Insurance Educational Systems
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