Medical Assistant Customer Service

Monique

Platz

Administrative Medical Assistant

Contact

***** ** ****** ***,

Portland, OR 97229

503-***-****

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

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Skills

First Aid and CPR

Certification

Salesforce

Wealth Management

Excel

Customer Service

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A diligent college student in search of an administrative medical assistant position to gain valuable experience in patient care and customer service. Seeking to join a great team and obtain the opportunity to learn and grow, as well as obtain hours to apply towards a nursing program.

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Experience

Centria Autism Services/ Behavior Technician

October 2019 - April 2020, Hillsboro

• Worked with children in a number of skill areas such as, conversation skills, fine/gross motor skills, self-help skills, and pre-academic skills.

• Integrated the child's family into therapy sessions.

• Data collection and making data-based decisions.

• Learning strategies and procedures to teach children with developmental delays.

• Attended team meetings and coordinating with a team of therapists.

• Travelled to the home of each client on the therapist's caseload.

Resource Financial Planning / Financial Assistant

April 2016 - March 2019, Portland

• Processed a high-volume of new and old clients’ business transactions daily.

• Updated and maintained client information in Salesforce and Wealth Management.

• Consistent communication with Financial Advisors via weekly meetings. Provided daily reports to update them on clients’ finances.

• Answered internal project team and external client questions regarding financing status.

• Prepared financial and processed forms for Financial Advisors’ meetings.

• Collected and entered data for various financial spreadsheets.

• Provided a full range of administrative support - copying, filing, and scanning.

• Reconciled any discrepancies or errors identified during project completion and funding reviews.

• Suggested changes or improvements to increase accuracy, efficiency, and cost reductions.

Amazon Fulfillment Center/ Associate

January 2015 - April 2016, Hillsboro

• Receivined, processed, labeling, and stored incoming stock.

• Inspected all stock for damages.

• Organizing the warehouse space.

• Preparing orders for shipment.

• Operating stock management tools; for example, a forklift. ㅡ

Education Portland Community College / Nursing - Associates of Science Transfer Degree

September 2015 - Current, Rock Creek

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