Customer Service Inventory Control
Resume:
Lisa Banks
** *** ***** **. **********, Ga. *****
Home/Cell 678-***-****
***********@*****.***
SUMMARY OF QUALIFICATIONS
● Administration: Provide exceptional administrative support to peers and senior management. Success streamlining office processes to increase efficiency and improve service. Transcription for multiple Doctors. Track financial data and accurately process customer payments. Educate and train new hires.
● Customer Service: Serve as the initial point of contact for customers, patients and partners. Educate colleagues and customers on processes and respond to inquiries via email and telephone.
● Technical Skills: Adept Microsoft Office, Word, Excel, Maine Frame, XACT, AS400, Lotus Notes and Canva. Certified in first and second courses of Microsoft Excel. Type 65 words per minute with superior accuracy.
● Key Strengths: Excel at developing strong relationships with staff, senior executives and clients; strong record creating a positive first impression. Highly organized; entrusted by management with confidential materials. Adapt quickly to new and evolving environments.
PROFESSIONAL EXPERIENCE
King’s 24-Hour Towing, Covington, Ga.
Administrator September 1, 2015 – May 24, 2024
● Oversee all office duties
● Clean office
● Answer multi line phone system
● Dispatch calls
● Processes and maintain records and invoices
● Collections
● Maintains databases and spreadsheets
● Establishes and organizes files and documents.
● Oversees ordering and maintenance of office supplies
● Responsible for paying all monthly bills
● Maintain bank account and check book
● Responsible for maintaining tow sheets for each driver for payroll
● Established personal relationships with County officers and Court officials to retain the order process on each abandoned vehicle for auction sales.
● Responsible for obtaining all documents on abandoned vehicle to Auction. Evans Simpson and Associates, Snellville, Ga.
Customer Service June 15, 2012 – July 10, 2015
● Answer multi line phone system
● Insurance; Customer service for over 400 Banks and Credit Unions in Southeast US
● Monthly file cleanup for multiple Credit Unions and Banks
● Track insurance on mortgage and vehicle loans
● Process incoming mail
● Data entry
● Make daily outgoing calls to agents to verify insurance and to have lienholder added to policies.
Lisa Banks
Page 2
Crawford and Company – Atlanta, GA
Administrative Coordinator December 2009 – May 2012
● Oversee the administrative department personal
● Process and manage supplies for office
● Process “New Hire,” paperwork through the HR department
● Request office equipment and access for new employees
● Responsible for setting up desks including but not limited to computers and other supplies for new hires
● Process access requests for all current/new employees
● Process all daily check requests for multiple clients
● Assist all management in daily tasks as needed including special projects
● Process check request for the accounts payable department
● Established professional relations with co-workers and external clients
● Process check request for the accounts payable department
● Oversee reconciliation of Bordereau’s
● Process the DOR report daily for upper management
● Process new claim losses for adjuster to work the loss for multiple clients
● Responsible for applying recovery checks to correct file
● Process stop payment and reissue of checks for multiple clients
● Process financial reports for multiple clients
● Oversee training of new administration hires
Crawford & Company ~Atlanta, GA
Secretary II
November 2005 – December 2009
● Oversee issuance of all claim payments for two key partners (Cypress & Brit Insurance) by verifying recommended payment, printing and mailing checks to policy holders.
● Process and manage stop payments and re-issue for all Cypress & Brit claim payments.
● Record new claims that are received daily.
● Process new claims.
● Troubleshoot claims that are stuck in queue.
● Manage distribution of faxes, uploading into Xact and assign to the respective adjuster
● Re-open Supplement claims and assign to an appropriate adjuster
● Provide training for new and existing employees to ensure knowledge of company systems and procedures. The Sleep Disorder Center of Atlanta ~Atlanta, GA
Insurance Assistant
July 2000 – October 2004
● Served as assistant to the Office Manager.
● Managed office operations including day-to-day functions and supervising inventory of supplies.
● Prepared and recorded pre-certification benefits, referrals for physicians and transcribed medical reports.
● Managed and maintained patient database.
● Implemented strategic training for new employees.
● Transcription for multiple Doctors of the practice
● Coordinated the reception area to ensure effective telephone and mail communications. Lisa Banks
System Knowledge
● Microsoft Office
● Excel
● Maine Frame
● Risk Tech
● AS400
● XACT Analysis
● Medical Manager
● Multiline phone system
● Lotus Notes
● CATS check processing
● Canva
EDUCATION
Completed with a High School Diploma
Completed Excel I and II course certified
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