YOLANDA HOLLAND
Fallbrook,CA
Summary
An enthusiastic, self-motivated, personable and hard-working team player, with excellent communication, IT and interpersonal skills. Eager to learn, and quick to adapt to new environments and challenges. A sound educational base and wide-ranging skill set providing excellent potential for further development. Ability to work independently and with a sense of urgency.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Bookkeeping Associate/Tax Assistant
JET SEVEN ACCOUNTING
07.2023 - 07.2024
- Safeguarded client confidentiality while handling sensitive financial information during the preparation process.
- Maintained strong client relationships by providing personalized support, addressing concerns promptly and professionally.
- Provided exceptional customer service through clear communication and responsiveness, resulting in high levels of client retention.
- Developed strong rapport with customers and created positive impression of business.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts
- Reconciled and corrected issues with financial records..
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.
- Collaborated with team members to complete complex tax returns accurately and efficiently.
- Increased customer engagement through social media.
- Boosted engagement rates with the creation of compelling and visually appealing content.
- Conducted research to determine current benchmark trends and audience preferences.
Intake Coordinator/Utilization Review Specialist
REHABWEST
11.2018 - 06.2023
- Provided excellent customer service to patients, family members, and healthcare providers during the intake process.
- Maintained strict confidentiality of patient information, adhering to HIPAA guidelines and company policies.
- Reduced errors in patient data entry with thorough verification processes and attention to detail.
- Contributed to a positive work environment through effective teamwork and open communication among colleagues.
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
- Expedited critical cases through close coordination with clinical teams, reducing wait times for essential services.
- Ensured regulatory compliance by maintaining up-to-date records and documentation.
- Entered referrals into appropriate system based on type of referral obtained.
- Developed strong relationships with referral sources, resulting in increased referrals for services provided by the organization.
- Supported office staff and operational requirements with administrative tasks.
- Trained new staff members on intake procedures, contributing to a well-prepared team.
- Improved efficiency within the department by prioritizing tasks and managing time effectively.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Contributed to organizational success by participating in quality improvement initiatives related to utilization management processes.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Defined clear targets and objectives and communicated to other team members.
Global Operations Administrator
ABRSM
06.2017 - 09.2017
- Working as an administrator for The Associated Board of the Royal Schools of Music in London, UK.
- Duties included: Liaising with international clients and examiners with regard to music examination events located globally
- Processing examination result data and scheduling upcoming exams.
Data Entry Clerk
THE DOCTORS LABORATORY
11.2014 - 01.2017
- Working as a data entry clerk for a London-based privately-owned pathology laboratory
- Duties included: Liaising with medical lab assistants processing patient samples
- Booking in laboratory tests and problem solving.
Sales/Design Consultant
VILLA CUCINA HOME & KITCHEN
08.2013 - 07.2014
- Working for a high-end home décor boutique in San Clemente, California, interior design services for customers' homes, through the store
- Duties included: Customer service
- Space-planning and furniture arrangements.
Medical Records Clerk
BARNET HOSPITAL
01.2009 - 07.2010
- Ensured HIPAA compliance by adhering to strict confidentiality guidelines when handling sensitive patient information.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Scanned medical records in digital format for easy retrieval and accessibility.
- Maintained patient confidence by keeping patient records information confidential.
- Printed and photocopied documents to provide patients with copies of medical records.
- Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
- Maintained patient records systems by archiving, scaning and indexing important documents and files.
- Assisted in training new Medical Records Clerks, sharing best practices for managing files efficiently while maintaining confidentiality.
- Collaborated with physicians and nurses, providing timely access to accurate and up-to-date medical records.
Researcher/Sub-Editor
CLOUDCITY UK LTD
07.2007 - 10.2008
- Working as a researcher/validator for an online trivia company "Serious Trivia"
- Duties included: Researching and finding legally valid sources to back-up information published on site
- Sub-editing online content.
Marketing Assistant
CONCEPTMANN
08.2006 - 03.2007
- Input new data, updated old records and cross-checked information to keep marketing database up-to-date.
- Updated spreadsheets with statistical, financial and non-financial information.
- Strengthened brand identity with consistent messaging across various platforms including print, digital, and social media channels.
- Assisted in growing customer database through lead generation tactics like landing page optimization or targeted online advertising campaigns.
- Supported content creation for corporate social responsibility initiatives to strengthen brand reputation.
Accounts Payable Clerk
Barnet Homes
08.2005 - 12.2005
- Eliminated billing inaccuracies by reconciling numerous accounts monthly
- Verified accuracy of information when entering invoices for payment
- Expedited payments by ensuring vendor information was accurate and current
- Processed check requests and invoices for numerous locations promptly
- Eliminated inaccuracies in accounts payable payments by verifying information prior to generating a check
- Reached out to customers to verify information and follow up on issues
- Investigated and resolved discrepancies in monthly bank accounts while under tight deadlines
- Performed research and due diligence to resolve issues in a timely manner.
Education
AA: Interior Design -
PALOMAR COLLEGE
SAN MARCOS, CA05.2013
BA: Journalism and Communications -
MIDDLESEX UNIVERSITY
LONDON, UK06.2005
BTEC National Diploma: Popular Music -
WESTMINSTER KINGSWAY COLLEGE
LONDON, UK06.1999
Skills
- Customer Service
- Microsoft Excel
- Microsoft Word
- Critical Thinking
- Decision-Making
- Data Entry
- Document Preparation
- Client Records Review
- Team Training
- Accounting Support
- Intuit QuickBooks
- Wave
- Follow-up skills
- Microsoft Office
- Relationship Building
- CRM Software
- Documentation and control
- Administration and Operations
- Documentation and Recordkeeping
- Vendor Management
Certification
- CTEC - Tax Preparation, PLATINUM PROFESSIONAL SERVICES - TAX & NOTARY SCHOOL - SEAL BEACH, CA. CTEC #A346804
Languages
English
Native or Bilingual
Greek
Native or Bilingual
German
Elementary
French
Elementary
Timeline
Bookkeeping Associate/Tax Assistant
JET SEVEN ACCOUNTING
07.2023 - 07.2024
Intake Coordinator/Utilization Review Specialist
REHABWEST
11.2018 - 06.2023
Global Operations Administrator
ABRSM
06.2017 - 09.2017
Data Entry Clerk
THE DOCTORS LABORATORY
11.2014 - 01.2017
Sales/Design Consultant
VILLA CUCINA HOME & KITCHEN
08.2013 - 07.2014
Medical Records Clerk
BARNET HOSPITAL
01.2009 - 07.2010
Researcher/Sub-Editor
CLOUDCITY UK LTD
07.2007 - 10.2008
Marketing Assistant
CONCEPTMANN
08.2006 - 03.2007
Accounts Payable Clerk
Barnet Homes
08.2005 - 12.2005
AA: Interior Design -
PALOMAR COLLEGE
BA: Journalism and Communications -
MIDDLESEX UNIVERSITY
BTEC National Diploma: Popular Music -
WESTMINSTER KINGSWAY COLLEGE
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