Customer Service, Sales Coordinator, Administrative Assitant
Resume:
LAURIE A. WHEELER
**** ********** ***** ***** *********, NC 28269
Cell: 315-***-**** **********@*****.***
EMPLOYMENT EXPERIENCE
HVAC Sales Coordinator: E&V Energy, Weedsport, NY 02/2013-10/20/17
● Handle all incoming sales leads and schedules appointments for the home comfort consultants
● Provide product information and make suggestions to residential/small commercial buyers on our HVAC product lines including Trane, Mitusbishi, Thermopride, Bosch/Buderus, Rinnai and Bradford White.
● Offer potential customers our Service Club plan.
● Work with the sales team on projects
● Schedule sold jobs with the install teams
● Take outside calls from customers and answer sales, billing and financing questions
● Enter all install billing including submitting all the financing paperwork and warranty documentation to the appropriate websites.
● Monthly Sales averaged from $250,000 to $350,000.
● Post payments to customer accounts
● Process payroll weekly for home comfort consultants and the install teams
● Create month end reports
● Handle dispatching duties when required including disbursing calls to technicians, printing work orders and updating the Pegesus dispatching system as calls are completed
● Assist the service department when needed taking service calls and scheduling appointments for service work
● Proficient in Microsoft Office Suite 10 including creating Excel spreadsheets. Current HVAC system used are ADDS and Pegesus.
● Cover for team members when needed
● Assist Service Manager with handling marketing promotions and mailings
HVAC Customer Service: E&V Energy, Weedsport, NY 07/2012-02/2013
● Provide customer service for E&V Energy Service Department
● Manage technician’s daily work orders including billing the work orders, posting payments and assuring accuracy of the work done
● Process technician’s payroll weekly
● Schedule work orders and other various computer work
● Contact customers and remind them of their appointments
● Contact customers and schedule their yearly cleanings of their HVAC units
Accounting Assistant: Cerebral Palsy of the Finger Lakes - Happiness House, Geneva, NY 05/2009-07/2012
● Responsible for all Medicaid, Medicare and Third Party Insurance Billing and Reconciliation
● Handle the agency's Accounts Payable, including issuing Purchase Orders
● Maintained agency petty cash
● Issued and maintained the 1099's
● Covered for the agency receptionist as needed
Substitute Typist: Cayuga Community College, Auburn/Fulton, NY 11/2008-05/2009
● Substitute as needed in the Office of Disability and Academic Support Center (ASC) offices.
● Answer phones and assist students.
● Enter data and type documents as directed.
● Oversee and assist students taking make-up tests, distribute and file the appropriate paperwork.
LAURIE A. WHEELER
3800 Millstream Ridge Drive Charlotte, NC 28269
Cell: 315-***-**** **********@*****.***
EMPLOYMENT EXPERIENCE (Cont.)
CMS Administrator: E. John Gavras Center, Auburn, NY 10/2006-10/2008
● Key team member on the creation and implementation of the Computer Management System (CMS) for the E. John Gavras Center.
● Responsible for the administrative upkeep of the Computer Management System (CMS) including weekly maintenance, provide support to our off-site IT specialists, and troubleshoot computer issues for the agency. Maintained the integrity of the CMS system’s data for the agency’s year end audits, CFR and AHCF-1 reporting.
● Work directly with the Finance Director to oversee that the account payable and account receivable billing information was accurate in the CMS System.
● Oversaw Medicare, Medicaid and Third Party Billing for the agency to ensure maximum billing and payment was achieved.
● Provide administrative support to 5 Agency Directors, 12 Board of Directors and 10 Agency Coordinators.
● Trained and provided daily support to all agency staff on Microsoft Office and the CMS computer systems.
● Supervised 3 staff and entered their hours worked in the ADP Payroll System.
● Responsible for planning agency functions including but not limited to annual board dinners, agency parties and fundraising events.
● Administrative Assistant to the Seanna M. Donley Memorial Foundation for Mr. James Donley. This included handling all personal correspondence, yearly fundraising, and the Foundation database for Mr. Donley.
● Maintained agency phone systems. Knowledgeable on office equipment including copiers, postage and fax machines.
Office Coordinator: E. John Gavras Center, Auburn, NY 09/2003-10/2006
● Oversee the day-to-day operation of the front office including supervision of staff.
● Provide administration support as per above.
● Responsible for ensuring that all Medicaid and Third Party Insurance billing was processed and payment was received in a timely manner.
● Responsible for agency purchasing.
Receptionist/Medicaid Billing Clerk: E. John Gavras Center 08/1998-09/2003
● Greeted clients, parents, and visitors. Followed through to ensure that their needs were met.
● Typed and mailed client reports.
● Assist all staff on a day-to-day basis.
● Process the Medicaid billing and payments for the agency.
Medical Procurement Analyst: Welch Allyn, Inc. Skaneateles Falls, NY 09/1979-03/1995
● Review a daily schedule of commodities and determined what needed to be purchased.
● Negotiated pricing and placed purchase orders with suppliers.
● Responsible for making sure the commodity was in stock when needed for production.
● Resolve any quality control issues with the suppliers.
EDUCATION AND TRAINING
Cayuga Community College – Auburn, NY Matriculated in Business Administration – 37 credit hours earned to date. Courses completed and passed include Accounting I and II, Economics I & II in addition to other courses. Will provide a transcript of classes and credits earned upon request.
Regents Diploma in Mathematics – Port Byron Central School, Port Byron, NY 1977
REFERENCES
Provided upon request
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