Summary

Top-performing administrative professional with over 10 year track record with unwavering commitment to customer service, record keeping, general office management, with the ability to build productive relationships, resolve complex issues and win customer loyalty. Strategic business and partnership building skills. Well-versed in oral and written communication, multitasking and perseverance to task completion. Proficient in executive support; scheduling appointments, relaying messages, writing correspondence, ensuring a safe and professional environment. Strong background in MS Word, Excel, Novell Systems and MS Outlook. Proven academic and professional achiever, possess unique clerical and computer skills required to assist the executives and organization to achieve its mission.

Experience

Kern Behavioral Health and Recovery Services

Adult System of Care – WISE Team

Office Services Technician

October 2016 – Present Date

Perform various clerical duties, utilizing standard office equipment to include: screening incoming calls, taking and transmitting messages, distributing mail, making photocopies, typing, data entry and word processing.

Cover front Reception area, schedule Doctor appointments for clients, and make appropriate changes to the Doctor’s schedule on the computer system. Notify Doctor of any changes, cancellations, and rescheduled appointments.

Prepare client charts for Doctor appointments; notify Doctor and Case Managers of documents / client consents that need signatures. Prepare documents for upcoming client appointments.

Run and work on reports for Supervisor daily, compose a variety of spreadsheets and logs for team tracking by using Microsoft Office (Microsoft Word, Microsoft Excel, MS Outlook) and Word Perfect.

Assemble team meeting agenda packets, take meeting minutes, and distribute meeting minutes to appropriate individuals.

Process variety of forms and paperwork, using established procedures while protecting Personal Health Information (PHI).

File documents alphabetically, numerically, and standardized by Medical Records guidelines.

Maintain departmental records; coordinate records retention activities for assigned department.

Proofread, edit, and update variety of documents to ensure quality control.

Monitor and maintain office inventory and supply levels.

Perform client chart audits for new cases, monthly and annual audits.

Research and resolve discrepancies with supporting information. Update client demographics and medical insurance information.

ACT 1

Infinity Communications and Consulting

E-Rate Support Specialist

June 2016 – September 2016

Assist in maintaining client portfolios for E-rate Deadlines and Compliance. Accurately update and maintain client files.

Provide timely and successful delivery of the client needs as they relate to the yearly E-rate cycle.

Audit telecommunication bills to access information for grant documents.

Assist with company incoming calls and direct to the appropriate departments in a timely fashion.

Operate office equipment such as photocopiers, facsimile machines, scanners, and computers (specifically Microsoft Office).

Ensure positive client experience while resolving requests and inquiries through exceptional written and verbal communication.

Tracking necessary deadlines, funding disbursements and form certifications to secure the timely handling of clients E-rate funding.

Manage multiple tasks simultaneously with thoroughness, familiar with business documentation to assist with reports and agendas.

Demonstrated excellent planning and organizational skills to ensure assigned tasks are completed on or before specific due dates.

Chevron Valley Credit Union

Communications Center Supervisor

December 2005 - April 2015

Facilitated action planning process through large and small working group meetings.

Led monthly staff meetings and motivate team members to be productive and proactive.

Review financial statements, activity reports, and other performance data to measure productivity and goal achievement.

Determined areas needing cost reduction and program improvement.

Oversee activities directly related to offering products or providing services to meet customer needs.

Manage staff, prepare work schedules, delegate and assign specific duties, establish and implement departmental policies, goals, objectives, and procedures conferring with board members, organization officials, and staff members as necessary.

Determined goods and services to be sold by listening to customer needs, assist team members with conflict resolutions to

meet the demand of the company goals.

Directed & administered organization’s day-to-day operations.

Responsible for all new and current proposed objectives, initiatives, and organization standards to ensure execution of best practices.

Interviewed, hired, trained, guided, directed, and provided new employees with information regarding protocol, standards, and procedures within the organization according to an established system of conduct.

Conducted administrative activities such as management and leadership training, and scheduling.

Handled full-line phone system while multi-tasking with various projects.

Chevron Valley Credit Union

Bank Teller – Communications Center Representative

December 2004 – December 2005

Practice and knowledge of personnel and budget management, including cash management, sales, accounts receivable.

Practice and knowledge of staff performance evaluations, hiring and training staff to ensure goals and objectives are met.

Responsible for the implementation and evaluation of staff and report to upper executive management.

Maintain records and prepare short-and-long term business forecast budget analysis.

Develop team-building activities to maintain morale among staff and colleagues to ensure consistent teamwork

and collaboration.

Writing reports and correspondence on matters related to customer accounts.

Performing clerical and administrative duties, including controlling and monitoring the levels of cash in the teller drawer and following all check cashing and cash handling procedures while adhering to all bank security, audit, and compliance requirements.

Law Offices of F. Bari Nejadpour & Associates

Paralegal Specialist

March 2004 - July 2004

Perform legal and factual research; perform records research.

Identify relevant judicial decisions, statutes, legal articles, codes and other pertinent material, organize and analyze information.

Cross check and validate information, prepare written reports, draft legal documents (briefs, pleadings, appeals, agreements, contracts and legal memoranda).

Help prepare legal arguments, applications, declarations and motions, prepare correspondence, check and edit legal forms and documents for accuracy.

Build and maintain databases and files, organize and track case files.

Review, monitor new and updated laws and regulations, maintain law library.

Co-ordinate law office activities such as: subpoena delivery, locate and interview witnesses.

Help with trial preparation including witness lists; exhibits and trial binders assist the lawyer in the courtroom.

US Bancorp

Teller Coordinator

May 1998 - May 2001

Assisted Managers with daily operations of the branch.

Audited Tellers quarterly; Audited Branch Balance Reports; oversaw the branch to insure daily branch balancing, handled cash shipments, audited large and small Cash Vaults daily.

Set weekly Teller work schedules, handled Teller Annual Evaluations.

Ensure that customers’ loan information is processed and maintained appropriately.

Provide information to clients regarding bank services; Manage specialized services such as checking and savings accounts.

Resolve discrepancies in accounts, ensure that customers’ loan information is processed and maintained appropriately.

Ensure staff members have a good working knowledge of bank products and services, listen attentively to customers, provide accurate information, and regularly identify opportunities to help customers with additional products and services, including referrals to other areas of the bank, provide strong support for any sales and service initiatives undertaken by the

Bank and regularly discuss customer service goals and concerns with staff.

Education

R.O.P. Bank of America Teller Training - Panorama City, CA

Studied: Bank Teller Training Course

Graduated: June 1994 - Certificate of Completion

John H. Francis Polytechnic High School - Sun Valley, CA

Studied: General Courses & Humanities AP Classes

Graduated: June 1995 - High School Diploma

Pasadena City College - Pasadena, CA

Studied: General Courses, Psychology, Sociology,

Government, Economics - Attended: August 1997

InterCoast Colleges - Burbank, CA

Studied: All Branches of Law

Graduated: February 2004 - Certified Paralegal Specialist

Knowledge of:

PC/Mac Software

Powerlink System, PPS System

MS Word, Excel, MS Outlook

Novell System, Metavante Program

Policy implementation strategies

Core Competencies:

Organized and efficient

Attention to detail

Result oriented

Fosters teamwork

Reliable & flexible

Ability to:

Work independently and in a team to

meet goals and objectives

Communicate and follow oral, written

instructions and organization bylaws

Organize and direct daily activities of self

and others

Skills in:

Effective oral and written communication

Identifying and resolving issues/concerns

Coaching, training, and evaluating

performance of staff/employees

Self manage departments and staff

Easily adapting in different areas of the

Company to complete tasks and projects

Core Competencies & Knowledge, Abilities, and Skills

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