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Customer Service Office Manager

Location:
Cranberry Township, PA
Salary:
$52,000/year minimum
Posted:
August 27, 2023

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Resume:

CHRISTINE PUSATERI

*** ******* ***** *****, ********* Township, PA 16066 · 724-***-****

ady9i4@r.postjobfree.com

PROFESSIONAL SUMMARY

Seasoned adult educator/instructor and real estate salesperson with over 10+ years of combined experience in the fields of real estate, customer service, testing administration/assessment, recruiting, teaching/training, workplace education and ESL. Dedicated to lifelong learning and personal growth, I am committed to continuing my career with an organization that will utilize my varied skills and valuable experience to benefit mutual growth and success.

EXPERIENCE

AUGUST 2022-PRESENT: TMF Document Specialist (reports to Director of Collaborator Network Services), NSABP FOUNDATION, INC., PITTSBURGH, PA

SUMMARY: Under the administration of the Director of Collaborator Network Services, the TMF Document Specialist contributes to the support of breast and colorectal cancer research and the management of clinical trials by

performing support tasks related to the set-up, maintenance and close out of the Trial Master File.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·Process study documentation in accordance with Standard Operating Procedures (SOPs), Work Instructions (WIs), GCP, ICH guidelines and study specific TMF Plans.

·Support the set-up, maintenance, and closure of TMF repositories.

·Support documentation collection activities, including:

oDocument scanning and indexing for trial using an electronic TMF

oDocument filing for trials using a paper TMF

·Perform quality review of documents submitted for entry into the TMF and liaise with project teams to resolve any issues identified

·Maintain compliance with departmental quality, performance, and utilization targets

·Complete administrative tasks (e.g., status reports) as requested

·Maintain compliance with company requirements (e.g., time tracking, training)

·Participates in preparation/reconciliation of TMF documentation related to audits, inspections, and shipments.

·Participates in study specific training as required.

·For Paper documents, responds promptly to each request received for a project document or project file, ensures timely and appropriate delivery to the requestor, and timely and accurate re-filing upon return. Ensures that all applicable paperwork is completed upon release and return of each project document and/or project file from the Document Control Room

·Ensures the security and compliance of all documents related to active and archived projects ADDITIONAL RESPONSIBILITIES:

·Maintain professional knowledge by reviewing professional publications, attending professional meetings, and establishing personal networks

·Understand the policies, procedures, regulations, and practices necessary to conduct the normal function of this position

·Maintain confidentiality and perform duties in a responsible and ethical manner

Perform additional duties as assigned

SKILLS/ACCOMPLISHMENTS

·Experience in a clinical trials environment

·Knowledge of applicable regulations and guidelines with respect to regulatory documents and familiarity with medical terminology

·Familiarity with electronic TMF system

·Strong verbal, written and organizational skills with a collaborative approach

·Ability to manage and prioritize multiple tasks to meet deadlines in a dynamic environment

·Proficiency in Microsoft Office Suite and Adobe Acrobat

APRIL 2022- MAY 2022: Front Office Receptionist/Customer Service (reports to Office Manager), TRI-STATE ORTHOPAEDICS & SPORTS MEDICINE, INC., SEVEN FIELDS, PA

SUMMARY: making/scheduling patient appointments in an efficient and timely manner; checking patients in/out; chart prep; document scanning; obtaining/entering complete demographic and insurance information; assisting customers in person/on the phone, providing information, and communicating with various departments.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·Verify necessary information and records in the medical record and computerized scheduling system

·Schedule, coordinate, and reschedule patients’ appointments/relay necessary messages to staff and providers

·Greet and register patients in a polite, prompt, helpful manner; provide any necessary instructions/directions; inform appropriate department/person of person's arrival performing appropriate check-in and check-out functions

·Maintain clean, orderly check-in/check-out areas

·Prepare patient charts for upcoming appointments

·Answer telephone, screen calls, take messages, and provide information

·Maintain and update current patient information/ensure patient scheduling/appointment confirmation

·Complete necessary paperwork/ use computer system to generate information necessary for billing

·Answer questions regarding patient appointments and testing

·Comply with all Tri-State Orthopaedics & Sports Medicine Inc. policies and procedures; maintain strict confidentiality related to medical records and other data

·Utilize appropriate modules of the automated financial management system for scheduling, information verification, entering charges, co-payment collection/reconciliation and other tasks

SKILLS/ACCOMPLISHMENTS:

·Medical Terminology

·Medical Office

·Word Processing

·U.S. Health Insurance Portability and Accountability Act (HIPAA)

·Professional Phone Skills

·Chart-prep

·Customer Service

DECEMBER 2021-MARCH 2022: Associate Team Leader (reports to Office Manager), H&R BLOCK, CRANBERRY TOWNSHIP, PA

SUMMARY: Support a single retail office during tax season to consistently exceed client expectations and provide daily operations direction for the tax office; deliver outstanding client experience; promote teamwork & collaboration

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·Support the Multi-Unit Team Leader, serving as onsite point of contact for tax office, associates and clients, ensuring quality and consistent execution to promote the values of H&R Block

·Execute and hold all tax office associates accountable to Standard Operating Procedures (SOP) execution and client service experience, with escalation to the Multi-Unit Team Leader and District General Manager as necessary

·Serve as point of contact for onsite escalated client service concerns

·Ensure clients are scheduled properly and conflicts are resolved, with escalation to the Multi-Unit Team Leader and

District General Manager as necessary

·Lead the office from the front desk, providing phone coverage and engaging with clients to deliver an outstanding experience

·Lead daily activities to ensure that all tax office associates have been scheduled and work is completed according to deadlines, with attention to quality standards, priorities, and overall goals

·Lead daily huddles and communicate essential information to office associates

SKILLS/ACCOMPLISHMENTS:

·Experience working in customer service or similar role

·Strong organizational skills and ability to plan and manage day-to-day office operations

·Customer-centric mindset and effective communication skills

·Computer proficient with the ability to use MS Office

·Demonstrated ability to work independently with minimal supervision

·Enthusiastic, determined, resilient under stress and a will to win attitude

·Able to work a flexible work schedule of 40 hours per week and flexibility based on business needs

·Experience supervising or managing people

·History of delivering outstanding customer experiences

APRIL 2021-DECEMBER 2021: Mail Process Operations Center Coordinator I (reports to Supervisor and Office Managers), FRAGOMEN, DEL REY, BERNSEN & LOEWY, LLP, WEXFORD, PA

SUMMARY: the Mail Process Operations Center (MPOC) Coordinator I is responsible for providing effective and efficient mail processing services to internal clients across the US East Coast/Midwest/Southeast.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

·Assure all mailings are accounted for and accurately updated into system

·Scan, file and maintain physical files and supporting documentation

·Open or close records/cases; maintain all records as requested by supervisor

·General administrative duties as needed (i.e., faxing, copying, typing, etc.)

·Meet assigned deadlines and communicate case progress/status/issues to supervisor

·Follow up with client for outstanding documentation

·Maintain client contact information

·Update and manage status reports; build knowledge of firm and client processes

·Learn procedural and processing requirements for various types of non-immigrant and immigrant visa petitions and applications (i.e., drafting and assembling non-immigrant and immigrant petitions and applications)

SKILLS/ACCOMPLISHMENTS:

·Ability to prioritize and balance competing demands and meet deadlines in a fast-paced professional services environment

·Excellent communication and interpersonal skills and ability to communicate effectively at all levels: in person, by phone and by email

·Ability to effectively manage and prioritize multiple people and various tasks simultaneously

·Skilled in a variety of technology tools, including Microsoft Office & Excel

·Ability to anticipate situations and respond quickly and professionally

·Strong organizational skills and excellent attention to detail

·Extensive file and document management experience

·Continuously demonstrated interest in expanding knowledge and responsibilities in casework preparation

·Flexibility and initiative regarding assignments for self and team

·Proven experience in handling multiple deliverables efficiently

·Ability to provide information and respond to requests for assistance with courtesy and tact

·Team player as well as self-motivated and committed to excellence in the workplace

JANUARY 2020-APRIL 2020: Client Service Professional (reports to Office Manager), H&R BLOCK, CRANBERRY TOWNSHIP, PA

SUMMARY: Deliver an outstanding client experience by creating a warm and welcoming first and lasting impression that exceeds the unique needs and preferences of each client; responsible for welcoming clients, identifying and addressing the client’s need, and maintaining a pleasant and business-like atmosphere and attitude; interact with clients in person or via telephone through inbound and outbound calls; use H&R Block systems to schedule and confirm appointments, check in clients, match clients to the optimal Tax Professional (using client matching software); effectively manage client flow in a tax office; routinely balance cash register; receive cash, check, and credit card payments for provided tax services; and provide clients with completed tax returns and checks.

ESSENTIAL DUTIES AND RESPONSIBILITIES: Deliver Outstanding Client Experience; Promote Teamwork & Collaboration

·Greet clients in a personalized, warm, friendly, and inviting manner by using proper phone and office protocol

·Match clients to tax professional that is best available to fulfill the client needs by using tools and systems provided such as Client Matching, Client Check-in, Appointment Manager, and Prior Client Calling Program (PCCP)

·Schedule clients the way they want to be scheduled

·Manage client wait time expectations

·Set clear expectations and explain drop-off procedure

·Assure client focus, confidentiality, and privacy before, during, and after service

·Identify and communicate products or services to help unique client needs

·Identify front desk service barriers and proactively offer solutions

·Handle client exits by verifying current and future needs have been fulfilled

·Own resolution of client issues, using appropriate escalation process, as needed

·Treat everyone as a client and ensure all interactions positively reflect H&R Block

·Understand and follow all office procedures and systems, including opening, closing, POS, cash drawer reconciliation, paperwork filing, and H&R Block products

·Understand and support the district and office priorities

·Contribute to an office environment that promotes a positive client and associate experience

·Partner with team to maintain office cleanliness, organization, and availability of H&R Block materials

·Proactively respond to unmet needs of client and office

·Be an active and cooperative member of office team by participating in office and district level marketing activities to grow business

OCTOBER 2018-DECEMBER 2019: Administrative Assistant/Receptionist Backup/Medical Records Processing, MATIS, BAUM, O’CONNOR, PITTSBURGH, PA

·Administrative Assistant and Receptionist Backup: Order breakfast/lunches when required; scan documents- billing and accounting; reviews and prepares trial listing for all counties; coordinate submission and retrieval of files from storage; monitor and assist all persons arriving and departing from the firm; conference room setup for meetings, etc.

·Maintain case management database; assist LA's and paralegals with filing and scanning and various projects; open, scan, and save the mail using the appropriate naming conventions; overflow work- light word processing functions; legal filing clerk

·Complete paper filing of all legal documents for open case files for 10 Matis, Baum, O’Connor attorneys and 5 legal secretaries; complete assigned receptionist duties: answer phones, address telephone inquiries, transfer phone calls to appropriate attorneys/staff/voicemail; greet and direct visitors/clients to appropriate firm attorneys/staff and to board/meeting rooms; make sure all board/meeting rooms are stocked with necessary supplies for all depositions, mediations, and meetings; prepare all UPS correspondence/packages for mailing; handle e-mails and electronic correspondence as required by office manager; prepare, sort, and distribute mail for legal secretaries when required; schedule and order all food for attorney and staff lunches and weekly breakfasts; address all incoming deliveries and makes sure all deposition transcripts, packages, and correspondence are delivered to appropriate recipients

·Complete additional receptionist duties as required by office manager, including shut down of computer, printer, and scanner, and placing phone system on automated night system at end of work office hours

·Assist paralegals with maintaining expert witness database, entering deposition and trial transcripts and other expert reports and documents into database system

·Scan invoices, billing documents, checks, open payable/receivable documents, and open/closed case file documents to assist with paperless record keeping

·Coordinates and monitors the purchasing of all firm and kitchen supplies; responsible for inventory, purchasing, receiving, and stocking

·Process incoming medical records from RAW to FINALIZED according to firm’s protocol: log incoming records onto medical records log; sort scanned/printed records according to category guidelines; put Bates numbers on PDFs of organized records and create Tabs; rescan/print; give to Copy Center to tab and bind; bookmark electronic versions of medical records; log completion from RAW to FINALIZED on medical records log; give finalized printed records to attorneys

JULY 2018-OCTOBER 2018: Temporary office overflow assistant for legal filing project/work assignment for 11 attorneys and 5 legal secretaries; temporary receptionist and office overflow duties; scanning project of invoices and open/closed case files for record keeping for law firm, MATIS, BAUM, O’CONNOR, PITTSBURGH, PA; assignment through SPECIAL COUNSEL, PITTSBURGH, PA (Legal Staffing & Recruiting Agency)

·Complete paper filing of all legal documents for open case files for 11 Matis, Baum, O’Connor attorneys/5 legal secretaries

·Complete assigned receptionist duties: answer phones, address telephone inquiries, transfer phone calls to appropriate attorneys/staff/voicemail; greet and direct visitors/clients to appropriate firm attorneys/staff and to board/meeting rooms; make sure all board/meeting rooms are stocked with necessary supplies for all depositions, mediations, and meetings; prepare all UPS correspondence/packages for mailing; handle e-mails and electronic correspondence as required by office manager; prepare, sort, and distribute mail for legal secretaries when required; schedule and order all food for attorney and staff lunches and weekly breakfasts; address all incoming deliveries and makes sure all deposition transcripts, packages, and correspondence are delivered to appropriate recipients; complete additional receptionist duties as required by office manager, including shut down of computer, printer, and scanner, and placing phone system on automated night system at end of work office hours

·Scan invoices, billing documents, checks, open payable/receivable documents, and open/closed case file documents to assist with paperless record keeping

2003-2022: Referring Agent/Licensed Real Estate Salesperson-Standard (Commonwealth of Pennsylvania; license number available upon request), REFERRAL ASSOCIATES Of Pennsylvania, Inc. (2005-present); Prudential Preferred Realty (McKnight Road, Pittsburgh, PA) (2005) and Coldwell Banker Real Estate Inc. (Gibsonia & Allison Park, PA) (2003-2005)

·Provide public with referrals to realtors at Berkshire Hathaway HomeServices The Preferred Realty; commission based

·Realtor/Sales Agent

2000-2002: Test Administrator, ASI SOLUTIONS INC./AON, BOSTON, MA

Excellent work/performance reviews; excellent success with off-site testing at multiple locations/facilities; experience with standardized computer testing, uploading patches, scoring, calibration; experience with screening non U.S. Citizens for proper work authorization according to Immigration & Naturalization guidelines and conducting on-site criminal background checks for particular client; duly appointed Notary Public of the commonwealth of Massachusetts (commission expired September 27, 2007)

·Assess prospective Verizon candidates’/employees’ skills for non-management positions through administration of standardized and computerized tests; score tests and assist potential candidates/employees to apply for positions according to Verizon’s policies, guidelines, and procedures

·Provide recruiting and staffing services to a wide variety of clients (i.e., major pharmaceutical companies/USPS according to their protocol)

1996-2000: Workplace Education Instructor, JCP & ASSOCIATES, INC., WORCESTER, MA (Company no longer in existence)

·Best record of successful testing achievements for the Workplace Education Program; recognized by employees for dedication to quality work; enhanced the quality standards for production by effectively increasing employees’ skills; achieved outstanding attendance record; excellent work/performance reviews; experience with cross-cultural communication and multi-lingual students

·Taught workplace education, improving reading and writing skills, English as a Second Language (ESL), Job-Related Language and GED to employees of Norton Company (abrasive manufacturing); experience teaching American and many foreign employees (from countries such as Ghana, Nigeria, Vietnam, Poland, Russia, Mexico, China, Brazil, and Puerto Rico)

1994-1996: ESL Instructor, QUINSIGAMOND COMMUNITY COLLEGE, WORCESTER, MA

·Experience teaching multi-level and multi-ethnic work groups using available materials and resources effectively; designing curriculum to meet both individual and group needs; monitoring skill development to accurately evaluate effectiveness of programs so as to provide feedback to on-site coordinators and management

·Taught English as a Second Language (ESL) to foreign employees in community and workplace education programs at various locations: Norton Company, St. Paul’s Cathedral, University of Massachusetts Medical Center, Marlboro Nursing Home, and Quinsigamond Community College; also taught GED and Job-Related Reading

EDUCATION

03/2018-05/2018: The Phlebotomy Training Center of Pittsburgh, Pennsylvania; Diploma: Basic Phlebotomy Program,

May 25, 2018; Academic Performance: 94.1%

Course: (30 hours); Clinical Practice: UPMC Cranberry Passavant: April 30, 2018; May 1-3, 2018 (30 hours)

09/1990-09/1993: Clark University, Worcester, MA: Master of Arts-ENGLISH

·Master of Arts-English: May 22, 1994; Concentration: Romanticism; Cumulative GPA: 3.59

·Master's Thesis, 1994: William Wordsworth's Conception Of The Relationship Between Imagination And Nature: Development And Changes Over The Period Of 1798-1814

09/1987-05/1990: Deree College, The American College of Athens, Greece: Bachelor of Arts, Major: ENGLISH

·Bachelor of Arts, Major: English: June 22, 1990

·Graduated with High Distinction

·Cumulative GPA: 3.93

ADVANCED SKILLS

·Excellent written and verbal communication skills

·Confident and articulate

·Public speaker

·Culturally sensitive and diverse

·Internationally traveled teacher/trainer

·Genuine desire to achieve, excel, and evolve

·Self-motivated, hard-working individual

·Strong interpersonal skills and positive work ethic

·Fully committed to providing the highest possible standards of customer service/client satisfaction

·Enjoy working directly with customers and the general public

·Enthusiastic and friendly disposition

·Professional and courteous telephone and face-to-face etiquette

·Ability to work in a fast-paced environment/able to adapt to challenging situations

·Focused, versatile, dependable, accountable, multi-tasker, flexible, positive, outgoing, detail-oriented, meticulous

LANGUAGES

English (Native Language): fluent; Greek: advanced; French: proficient

BASIC SOFTWARE/TECHNICAL SKILLS

·Strong computer skills and experience using Windows-based computer systems

·Ability to operate standard office equipment and desktop computers/digital devices

·Ability to reconcile receipts and prepare bank deposits

·Utilize POS systems, balance cash register, and perform cash drawer reconciliation



Contact this candidate