KERRI L. PATE
***** ******* ******, ********* #****
Overland Park, KS 66213
Email:*************@*******.***
SUMMARY OF QUALIFICATIONS:
● Advanced skills in public relations and office management in a surgical office setting
● Proven ability to manage multiple projects in a medical office environment with efficiency
● Demonstrated ability to develop an excellent rapport with doctors, staff, and patients in a general surgery clinic
● Positive and outgoing work ethic in a fast paced environment PROFESSIONAL EXPERIENCE:
WellSky, Overland Park, KS
RECEPTIONIST (July 2019-November 2019)
● Answer telephones and direct the caller to the appropriate associate, provide answers to caller's questions when appropriate. Provide a high level of customer service to callers.
● Collect, sort and distribute incoming and outgoing mail by operating manual and electrical mailing equipment. Pick up and takes mail to post office using own car
● Coordinate the pick-up and delivery of express mail services (FedEx, UPS, etc.)
● Assist with other related clerical duties such as photocopying, filing and collating. Assist with special projects as needed.
● Order, receive, stock and distribute office and kitchen supplies. Maintains office environment to ensure the office & kitchen is kept clean and neat. Report building maintenance issues as needed.
● Maintain fax machines, assist users, send faxes, and retrieve and route incoming faxes.
● Supervises the maintenance of office equipment, including copiers, fax machine, etc.
● Greet and direct visitors coming to the office
CHILDREN’S MERCY KANSAS CITY, Kansas City, MO
ADMINISTRATIVE ASSISTANT III (September 2018 – March 2019)
● Provide oversight for entire scheduling process
● Perform receptionist clerical functions
● Promote therapeutic, safe and cost effective family care
● Participate in clinic and hospital performance improvement activities
● Attend education programs, unit meetings and assigned committees
● Communicate with clinic staff any changes, rescheduled appointments, or other issues concerning the schedule
● Ensure calls are answered and returned in a timely fashion
● Schedule and re-schedules the majority of appointments for the clinic
● Time management, organization and work prioritization
● Doctor and patient interaction to schedule surgeries acceptable to both parties relating date, time and location
KELLY RESERVE APARTMENTS, Overland Park, KS
LEASING AGENT (July 2018 - September 2018)
● Maintain excellent customer service with existing and prospective residents
● Respond to internet leads, answer prospect calls and conduct property tours
● Utilize established sales and marketing strategies to increase property traffic, maintain closing ratios and work to achieve 100% occupancy
● Maintain thorough product knowledge of the property and competition
● Collect deposit and or/fees associated with move-in
● Accurately prepare and have through knowledge of lease-related paperwork
● Assist residents with questions, maintenance requests, payment of rent or other questions on a daily basis
● Follow policies relating to but not limited to Fair Housing FIRST UNITED TITLE AGENCY, LLC, Overland Park, KS
ADMINISTRATIVE ASSISTANT (March 2018 - June 2018)
● Data Entry
● Customer service/answering incoming calls
● Client check in
● Basic office administration
● Daily Deposits
● Handling Supply Orders monthly for multiple offices
● Basic correspondence to other offices and coworkers/clients with pertinent office information and documents
● Stocking Supplies
THE UNIVERSITY OF KANSAS HEALTH SYSTEM, Kansas City, KS ADMINISTRATIVE MEDICAL ASSISTANT (July 2010 - November 2017)
● Work directly with surgeons, patients, and faculty in coordinating multiple doctors’ daily schedules and calendars
● Prep for clinic appointments by making appointment reminder calls, printing recent office notes, operative reports, and pathology reports
● Triage patient phone calls and route them to the appropriate department as well as ensure their questions are answered in a timely manner
● Update and maintain faculty curriculum vitae within the Department of Surgery and assist with documentation and submission of university promotion materials in SharePoint
● Schedule patient referrals, surgeries, CT scans, ultrasounds, and other needed studies
● Handle daily office tasks such as sorting mail, submitting billing sheets, scanning records into Epic, filing of charts, and sending out welcome packets to new patients
● Consistently recognized as a team leader within the department and cross-trained to lean many different positions including the Super User role in Image Now and back up supervisor for the Sutherland Institute
● Submit expense reports and travel reimbursement requests
● Maintain and track important documents for the department such as license information, DEA licenses, and CME certificates
● Filled in and learned many other services such as the bariatric program when the administrative assistant went on lengthy medical leave
TANNERS BAR AND GRILL, Overland Park, KS
WAITRESS/SERVER (July 2009 - April 2016)
● Enjoyed interacting with new and regular customers to enhance their experience and promote future business
● Displayed a calm demeanor and was able to thrive in a fast-paced environment
● Excelled in customer relations with high acclaim from guests and management
● Demonstrated patience and professionalism in dealing with large groups and large crowds during peak hours
● Duties involved one-on-one interaction with customers to ensure the best experience possible
● Managed large customer parties during special occasions and events PREMIER MORTGAGE / LEADERONE FINANCIAL, Overland Park, KS LOAN OFFICER / SENIOR MORTGAGE BANKER (January 2006 - July 2009)
● Contacted potential clients to assess their needs and assist them in obtaining better loan rates in order to finance or refinance a home loan
● Performed all duties involved in the process of obtaining a home loan
● Coordinated with other companies to obtain necessary loan paperwork
● Met directly with clients to discuss their financial goals, concerns and obstacles
● Served as a financial advisor to a diverse group of clients
● Helped clients repair their personal credit reports PROFESSIONAL ACHIEVEMENTS:
● 2017 Designated Master Template Builder for the Department of Surgery
● 2017 Trained Super User for Epic
● 2016 Nominated as Employee Survey Ambassador for the Department of Surgery
● 2016 Trained as Assistant Supervisor for the Department of Surgery Sutherland Institute Clinic
● 2014 Designated Image Now Super User for the Department of Surgery
● 2007 Rainmaker Award for excellence and personal achievement in sales and production
● 2006 Top Producer in Sales for Premier Mortgage
● Actively participated in Status Connection to build large referral network
● Successfully worked two jobs for over nine years EDUCATION:
Johnson County Community College, Overland Park, KS Associate in Arts – December 2001
TECHNICAL SKILLS:
Cerner
Entrata
RamQuest
Microsoft Office Suite–Word, Excel, Power Point, Outlook IDX
O2/Epic
SharePoint
Image Now