Customer Service/Medical Assistant

Elizabeth I. Hoxsey

*******@*****.***

Cell: 254-***-****

Hutto TX, 76543

Dedicated and certified Clinical and Administrative Medical Assistant with a solid foundation in banking, poised for a dynamic career shift into the medical field. Proven ability to navigate administrative tasks such as managing medical records, coordinating schedules, and facilitating efficient communication between healthcare professionals, staff, and patients. Adept at training and coaching staff for operational excellence. Possess strong communication and interpersonal skills cultivated through diverse experiences. Committed to enhancing medical administration while ensuring the highest standards of patient care.

Areas of Expertise

Medical Office Administration

Quality Patient Care

Inventory Management

Customer Satisfaction

Patient Flow Management

Data Entry

Secure security and ensure clients privacy.

Patient Scheduling

Sterile Technique

Medical Terminology Knowledge

Phlebotomy

Education

The Training Center of Harker Heights

December 2023

Externship

Scout Ketamine Wellness, Harker Heights Tx

Outpatient Psychotherapist

Work under Sherri Scott Hunter Nurse Practitioner. Shadow Sherri Scott Huner NP conducting patient assessments to develop personalized treatment plans and goals.

Maintain accurate and confidential medical documentation in compliance with HIPAA regulations.

Prepare 50 ml with Saline under dual control with Nurse Practitioner adding magnesium and dosage of Ketamine assessed by Sherri Nurse Practitioner. Prepare multiple 3 ml syringes with saline, 2ml syringes with Zofran.

Taking vital signs and recording weight, blood pressure, oxygen levels and pulse. Place 50 ml syringe on IV unit for nurse to begin the infusion. Removed Cath 22G/24G from patient after infusion was completed. Sanitized treatment rooms after each patient and restocked treatment rooms.

Created Excel inventory template for management spreadsheet helps user’s input, manage and organize inventory data for reordering medication and supplies.

Career Experience

Private Care Giver

Killeen, TX

April 2024 to September 2024

Companionship

Light housekeeping

Made sure client took medicine prescribed by primary doctor.

Made lunch

My client’s daughter hired me after I graduated from The Training Center to take care of her mother.

Mrs. Gillespie’s mother was not taking her medication prior to being hired. Client was not making sense when she talked. I made sure she took her medication daily. Within a week she felt better, and her speech improved.

Managing Director, E&H General Repair & Remodeling, TX 2019 – 2023

Provided customers with detailed repair and maintenance estimates while conducting meetings. Procured necessary materials and guided customers in the selection of items essential for repairs or replacements. Presented estimates for home addition projects to clients.

Key Contributions:

Payroll, billing, answering phones and customer inquiries

Ordered materials

Gave quote for repairs and remodeling projects

Over 10 years in customer service

Banking Officer/Personal Banker/Teller, Union State Bank, Killeen, TX 2006 – 2018

Ensured smooth functioning of Union State Bank's operations by managing a diverse range of tasks from administrative support to surveillance and auditing. Maintained security protocols of the bank, promptly identifying and reporting any potential violations. Represented the bank at community events, strengthening relationships and promoting services. Monitored operations of the branch aimed at constantly striving for improvement and efficiency. Directed a team of eight in teller/personal accounts, organizing quarterly meetings to review goals and provide updates. Administered daily wire processing and procedures, covering entering/approving wires from customers into internal systems, exception processing, and OFAC processing. Processed incoming and returned mail efficiently.

Key Contributions:

Greeted and assisted customers courteously and professionally, providing personalized financial advice and guidance.

Collecting personal information from clients and entering clients accurately into the computer.

Confirmed adherence to all compliance measures by conducting regular audits focusing on registration and training functions.

Boosted staff skills by offering guidance and training as needed. Served as the primary resource for problem-solving related to Debit operational issues.

Facilitated correction of daily un-posted items, NSF items deposit exceptions, large dollar returns, chargebacks and stop suspects.

Continuing education for bank policies and procedures.

Improved overall customer satisfaction by documenting and addressing account issues.

Bookkeeping/Teller/Personal Banker, Heights State Bank/Extraco Banks 1991 – 2006

Managing inbound calls

Identifying customers’ needs, clarify information, research every issue and providing solutions.

Verify and update customers account information.

Worked closely with other Tellers and banking staff to oversee business operations and support customer needs. Record deposits, withdrawals or other banking activities and monitor available cash inventory to meet cash withdrawal requests. Selling bonds, cashier checks and traveler’s checks to customers upon request. Verifying customer and processing outgoing wires. Opening and closing personal and commercial accounts for customer request.

Key Contributions:

Understanding of financial terms, practices and laws.

Knowledge of balancing ledgers and manage cash drawer.

Strong attention to detail.

Team player working well under pressure.

Balancing drawer .

Computer knowledge.

Excellent communication skills.

Good customer service relationships.

Assisting customers with any financial needs.

Achieving sale goals.

Helping customers open and manage their bank accounts and finances.

Advise clients on financial services and resolve issue.

Referring customers to specialty services.

Licenses & Certifications

Harker Heights TX, The Training Center/NHA December/2023

Certification Medical Administration Assistant T3G4P5E5

Certification Phlebotomy X8F6N7Y9

Certification EKG

Certification Clinical Medical Assistant L2L6N8A5

Basic Life Support

Slim Chart Medical Office Workflow

Electronic Health Record

L. David Williams, DPM

June 1985 – August 1995

As medical assistant my duties encompassed administrative tasks such as collecting co-payments, verifying health insurance, creating patient profile from patient application, answering phone and patient inquiries.

Medical Transcription

Updated patient folders with pertinent documentation and retrieved patient records for subsequent visits

Scheduled appointments for new patients and recurring patients

Scheduled in office and out-patient surgeries

Customer service building patient relations

Cleaned lobby and sanitized patient rooms

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