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Assistant Medical

University Heights, PA, 18015
October 16, 2019

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Kristine M. Williams

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

Easton, PA 18045


CAREER OBJECTIVE: Pursue a position in Business whereby I may utilize my educational

background and work experience.


Easton CardioVascular Associates, Stewart Medical October 2010 to February 28, 2019

2001 Fairview Avenue Position: Account Representative

Easton, PA 18042

. Answered phones and directed patients to medical staff or Billing Area.

. Assisted patients with scheduling appointments and with payment to bills.

. Received billing information from hospital and posted procedure to patient’s account in order

for payment to be made to provider.

. Retrieved medical records for inquiries from Insurance Companies and other medical facilities.

National Penn Investment Services July 2006 to October 2010

1620 Pond Road Position: Registered Sales Assistant

Allentown, PA 18104

Processed all Investment Representatives work to Insurance Company or Mutual Fund Company insuring accuracy and completion of work.

Contacted prospective clients arranging appointments for Investment Representatives.

Assisted clients with any questions regarding their investment choices.

As a Series 6 Sales Assistant, made Mutual Fund purchases and redemptions.

Completed Monthly Reports and correspondence to clients and Insurance Companies.

Fulton Financial Advisors August 2000 to June 2006

Bath Pike Position: Registered Sales Assistant

Bethlehem, PA 18018

Responsible for one Investment Representative work to be processed accurately and completely to Insurance or Mutual Fund Company.

Arranged appointments and seminars for Investment Representative.

Answered questions for prospective clients as well as firm clients.

Assisted firm clients with any paperwork for Insurance Company; i.e.: death claims, Required Minimum Distributions, purchases or redemptions.

Accountable for deposits made into client’s account. Purchased and redeemed any Mutual Fund trading.

Maintained client’s files and correspondence.

First Union Bank (Wachovia) June 1982 to August 1998

3840 Freemansburg Avenue Position: Benefit Specialist

Easton, PA 18045 Reassigned as Financial Service Rep

Trained ten staff members of affiliate Banks during mergers and acquisitions on Bank’s policies and practices, insuring proper handling of benefits programs.

Informed new employees of flexible benefit program.

Established new procedures and updated present procedures in Human Resources Operations Manual.

Assisted in automation of Human Resources files for active and retired employees.

Forecasted annual benefit budgets being able to remain below or within set budget.

Muhlenberg Medical Center July 1981 to December 1981

Schoenersville Road Position: Benefit Specialist

Bethlehem, PA 18017

Involved in recruitment of all levels of employees.

Conducted orientation program for all new employees.

Maintained and updated records for Management in Ancillary Departments for any Personnel and Payroll changes.

Alton Fabrics, Inc., Division of Argo November 1979 to July 1981

1801 Union Blvd. Position: Personnel Supervisor

Allentown, PA 18102

Represented Company’s interest at Unemployment Compensation hearings which resulted in 100% favorable decision for the employer.

Screened and interviewed all applicants for both plant and clerical positions.

Appointed as Safety Coordinator and established monthly tours of facility.


Wilkes University

Wilkes Barre, PA 18702

B.S. in Business Administration, Minor in Psychology, May 1979


Investment License: Series 6 & 63

Career Institute of Technology – Word, Excel

Moravian College – Benefit and Compensation Management

Northampton Community College – Personnel and the Law Industrial Relations

References furnished upon request.

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