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Admin Assistant Financial Representative

Location:
Memphis, TN
Posted:
May 13, 2024

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Resume:

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RJ

OBJECTIVE

To obtain a position in a

growing company that will

allow me to utilize skills

acquired overtime.

SKILLS

Knowledge of modern

office practices and

procedures. Knowledge of

business English and

math. Ability to compose

general correspondence

and write and type

documents for a variety of

needs. Working

knowledge of Microsoft

Office, SAP and other

software. Ability to analyze

and solve problems and

exercise good

judgment. Ability to

express ideas clearly,

concisely and effectively

verbally and in writing.

RODTRICE JOHNSON

3615 HERMITAGE DR. MEMPHIS, TN 38116 901-***-****

ad5odn@r.postjobfree.com

EXPERIENCE

CONSTRUCTION ADMIN ASSISTANT • UNITED RESIDENTIAL

MANAGEMENT

12/2021 – 04/2022

• Answer phones and greet visitors

• Schedule appointments and maintain calendars

• Schedule and coordinate staff and other meetings

• Collate and distribute mail

• Prepare communications, such as memos, emails,

invoices, reports and other correspondence

FINANCIAL REPRESENTATIVE • AMERICAN CAR CENTER

04/2021 – 12/2021

• Scheduling meetings with clients to discuss their financial needs and goals.

• Collecting pertinent client information to provide investment options that align with clients' financial situations.

• Monitoring market conditions to determine how various changes may impact taxes and client investments.

• Advising clients on how to apply for mortgages and loans.

• Developing and sustaining long-term relationships with clients to encourage repeat business and client

referrals.

RJ RODTRICE JOHNSON

3615 HERMITAGE DR. MEMPHIS, TN 38116 901-***-****

ad5odn@r.postjobfree.com

EMAIL TWITTER HANDLE TELEPHONE LINKEDIN URL

2

SPECIMEN PROCESSOR • AEROTEK

12/2020 – 04/2021

• Prepare lab equipment for upcoming research

experiments

• Report data and compile information into graphs and documents

• Clean and maintain lab equipment

• Use testing items and subjects to gather results

• Gather data and information from test subjects

• Monitor ongoing tests and experiments, noting any differences

ED FINANCIAL COUNSELOR • METHODIST LEBONHEUR HEALTHCARE 12/2016 – 05/2019

• Obtains and verifies patients’ demographic and financial information. Ensures all information is accurate and complete.

• Performs financial counseling process on all patients prior to service, which includes patient financial obligations, billing practices and establishing payment arrangements.

• Analyzes patient insurance coverage, researches probability of coverage based on known criteria, and provides information for patients in need of financial assistance.

SCHOOL OPERATIONS CLERK • SHELBY COUNTY SCHOOLS

08/2016 – 05/2019

• Screened all correspondence and publications bringing those of significant to supervisor/manager.

• Composed correspondence on own initiative about administrative matters and general office policies for manager’s signature.

• Prepared drafts and final technical reports research documents and other papers from oral dictation machines written drafts or notes. PAYROLL MANAGER • CAREMORE CARE CENTER

11/2015 – 08/2016

RJ RODTRICE JOHNSON

3615 HERMITAGE DR. MEMPHIS, TN 38116 901-***-****

ad5odn@r.postjobfree.com

EMAIL TWITTER HANDLE TELEPHONE LINKEDIN URL

3

• Enters and processes service requests for medical services and/or items and durable medical equipment received from Primary Care Physicians (PCP) and/or Specialists’ offices into online application system.

• Checks eligibility and/or benefit coverage, correct referral information (i.e., coding and requested services) prior to clinical review.

• Ensures that all required information has been submitted. Contacts Physician offices/hospitals to gather demographic information or related data.

CLERICAL SPECIALIST • SHELBY COUNTY GOVERNMENT

04/2014 – 11/2015

• Makes necessary calculations and prepares related reports regarding the CHOICES program.

• Contacts persons referred to CHOICES program for any additional information that may be needed to complete their referral to the program.

• Responsible for mailing letters to individuals referred to the program that staff is unable to contact.

ADMINISTRATIVE ASSISTANT • GUARDSMARK LLC

10/2007 – 05/2015

• Screened all correspondence and publications bringing those of significant to supervisor/manager.

• Composed correspondence on own initiative about administrative matters and general office policies for manager’s signature.

• Prepared drafts and final technical reports research documents and other papers from oral dictation machines written drafts or notes. RJ RODTRICE JOHNSON

3615 HERMITAGE DR. MEMPHIS, TN 38116 901-***-****

ad5odn@r.postjobfree.com

EMAIL TWITTER HANDLE TELEPHONE LINKEDIN URL

4

EDUCATION

B.S. IN BUSINESS MANAGEMENT • MAY 2018 • CAPELLA

UNIVERSITY



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