Administrative Assistant Customer Service

Michaele Chase

Administrative Assistant

**************@*****.*** • 619-***-****

Temecula, CA

Summary

Resourceful leader with over ten years of experience gaining extensive knowledge of administrative responsibilities and procedures. Excellent time management skills and ability to multitask and prioritize work. Analytical person with strong attention to detail. Demonstrated ability to catalyze lucrative results. Enthusiastic and happy. High-level expertise in written and verbal communication skills. Knowledge of and comfortable with computers and Microsoft Office products. Strong organizational skills. Proven success in deploying improvements to administrative, accounting, and operational processes resulting in superior performance and efficiency.

Areas of Expertise

Office Administration

Revenue Cycle Management

AP, AR, Billing, Payroll, Bank Reconciliations

GAAP

Team Leadership and Training

Vendor Management

Customer Service

Microsoft Office Suite

Scheduling

Data Entry

Sales and Marketing

Professional Experience

Equity Management and Realty Services January 2023 – March 2025

Client Accounting Specialist

Accounting position in a fast-paced centralized accounting service environment providing financial services to community associations and homeowners. Provide training and assistance to Community Association Managers and other branch personnel with regard to financial statement review, budget implementation, A/R, A/P, GL, and other accounting procedures. Partner with multiple stakeholders such as community managers, vendors, peers, and clients.

●Oversee office tasks such as processing checks by sorting, coding, and filling out A/R income form.

●Review and approve monthly financial statements for various clients. Monthly reports consisting of but not limited to Balance Sheet, Income Statement, Monthly Trends, Delinquencies, Prepaid accounts, Bank reconciliation and General Ledger.

●Answer questions for Community Association Managers, Board Members, and Homeowners regarding monthly financial statements and payment allocations.

●Oversee and request A/P and A/R corrections, bank reconciliation, journal entries and account adjustments.

●Manage recurring charges, such as homeowner assessments, parking, and storage.

●Define problems, collect data, establish facts, and draw valid conclusions.

●Manage Transition in of new clients, including communicating internally about new clients, setting up bank accounts, closing bank accounts, processing new and updated signature cards, and budget entry.

●Vendor maintenance to include obtaining W-9 and COI, invoice matching, and payment approval.

AppleOne Employment Services May 2022 – January 2023

●Temporary to direct hire assignment as Client Accounting Specialist for Equity Management and Realty services.

●Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, boards of directors, and homeowners.

●Willingness to grow and take on new projects as needed.

Never Alone Living Assistance, Temecula, CA July 2016 – November 2021

Office Manager / Staffing Coordinator

Spearheaded office operations and office management programs (inventory, scheduling, administration, human resources, and finance) to drive continuous improvement of service delivery and operational efficiency for a company specializing in providing in-home care services to diverse patient population.

●Responsible for the operations and administration of a medical office. Ensure office is running optimally by supervising office staff and conducting other administrative duties.

●Supervise secretaries, receptionists, and medical billers and coders.

●Oversee billing, payment posting, and collections.

●Schedule appointments.

●Recruit new team members and administer onboarding and training programs to ensure quick adoption of SOPs and policies.

●Direct cross-functional teams of six personnel and developed schedules that established optimal levels of workforce coverage at both office and patient service levels, while maintaining low payroll expenses.

●Optimize office budget through strict oversight of inventory procurement and utilization.

●Increased revenue and maximized cash flow by expediting service requests, cultivating a loyal base of repeat customers, and achieving highest conversion rates for new referrals.

●Managed high-volume inbound and outbound communications with internal and external stakeholders and leveraged SME knowledge on home health services and coverage to provide accurate answers to RFIs.

●Streamline office administration procedures, hastening client onboarding, billing, and collection.

Coastal Mobility Corporation, Poway, CA August 2011 – June 2016

Office Manager

Coordinated team members and proactively revamped cross-departmental operational processes to advance the short and long-term objectives of a company specializing in providing durable medical equipment (DME) to clinical institutions and private clients.

●Led consultative sales and negotiations with private and business clients – gathered client requirements to develop tailored proposals and closed deals with focus on optimal profit margins.

●Streamlined supply chain procedures and administration to ensure timely delivery of products to client locations, earning trust and repeat business.

●Analyzed inventory and sales to forecast and procure products, supplies, and other items, while avoiding excess.

●Enhanced revenue cycle management, compressing total days in A/R down to 45 and eliminating any accounts aged 120 days or more.

●Supported the accounting department through assistance with A/P, A/R, payroll, bank reconciliations, DME billing, and P&L analysis via QuickBooks.

●Managed office administration and data management, maintaining 100% accuracy of critical documents and data across multiple systems and databases.

Additional Experience

Account Manager, Physicians Professional Billing Services, Santee, CA June 2009 – March 2011

Orchestrated revenue cycle management and overall office operations in service of six hospital-based physicians on a concurrent basis.

Office Manager, Community Chiropractic Center, Poway, CA, April 2006 – August 2008

Managed practice operations, healthcare administration, and team members.

Education

Business Administration

Grossmont Community College, El Cajon, CA

Medical Assistant Certificate

Institute of Medical and Dental Technology, Mesa, AZ2

Diploma

Don Antonio Lugo High School, Chino, CA

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