Customer Service Management

Erin Templeton

**** *** ** *****

Commerce, TX **428

*************.*@*****.*** 903-***-**** cell

PROFILE:

Office Management with 9 years of experience in the financial and healthcare industry. Known for

developing and cultivating relationships with current and potential clients. Adept at communicating,

originating, and developing relationships with teammates, clients and external partners. Areas of

expertise span a comprehensive range, including:

Team Management Customer Service

Training Time Management

Database systems entry Client profiling

EXPERIENCE:

Cottonwood Financial, Sulphur Spring, TX December 2012-April 2015

Manager

• Hire and train employees

• Responsible for and manage the overall processes of the store

• Initiated, engaged and maintained relationships with all district leadership

• Originate and process loans

• Processed all ACH accounts

• Profile customers in person and by phone

• Responsible for collections of delinquent accounts

• Provide customer service

Greenville Community Health Service Agency, Greenville, TX June 2012 – August 2012

Accounts Analyst

• Entered all billing charges

• Analyzed accounts

• Maintained and filed charts

• Coordinated patient to a specific provider

• Prepared records for State audit

• Temporary employee

Dr. Liao Orthopedic Specialist, Greenville, TX March 2012 – June 2012

Front Desk Receptionist

• Provided check-in on clinic days to patients

• Verified and documented insurance coverage

• Coordinated and scheduled appointments for patient’s

• Maintained and filed charts

• Collected patient payments

Greenville Community Health Service Agency, Greenville, TX January 2011 –October 2011

Accounts Analyst

• Move files from the old practice management system to new practice management system

• All responsibilities list above with this firm

First Choice Spirit, Greenville, TX May 2008 – November 2010

Receptionist

• Provide over the phone customer service

• Entered purchase orders in person and by phone

• Placed supply orders

• Managed the front desk

• Maintained the online store

• Trained new employee

• Answered phones

EDUCATION:

Texas A&M Commerce, Commerce, TX August 2006 – May 2011

Studied- Business Administration

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