Executive Assistant and Project Coordinator

JULIE SHANNON WILSON

Executive Assistant / Project Coordinator / Customer Service

Royse City, TX 682-***-**** **************@*****.*** linkedin.com/in/julieswilson Highly accomplished Executive Assistant with extensive experience in healthcare, medical device, and sales environments. Adept at managing complex projects, optimizing administrative functions, and providing high-level support to C-suite executives and senior leadership. Proven ability to streamline operations, enhance team collaboration, and drive organizational efficiency through meticulous planning, advanced technical proficiency, and exceptional communication skills. A strategic partner dedicated to fostering positive relationships and achieving impactful results in fast-paced, dynamic settings. Core Expertise

Project Coordination Customer Implementation Calendar & Travel Management Onboarding & Training Facilitation Vendor Relationship Management Purchase Order Processing Revenue Cycle Optimization Medical Claims Resolution AI Utilization HIPAA Compliance Adherence Software Support Troubleshooting Customer Relationship Building CRM Salesforce Knowledge Billing & Vendor Invoice Coordination Professional Experience

Project Coordinator IV, Neuromodulation Society Relations, New Therapies, Medtronic, Remote 2021-2026

● Assigned to handle projects and temporary assignments as needed. Assisted with the Ad board projects to make sure the physicians, submitted their CVs, their contracts were on file and up to date, and they were paid for their time efficiently.

● Managed calendars and scheduling for three executives. Made sure that each calendar was color coded as instructed by the given executive.

● Saved the company $10,000, by targeting Salesforce access that was no longer in use.

● Created and distributed a field ready notification to make sure the field achieved a 100% rating on their Cornerstone Training.

● Assigned as an interim meeting planner for Regional/State convention events. Helped the team manage vendor orders, order marketing collateral, and shipment of banners.

● Scheduled a quarterly internal meeting within the Society Relations Team and manage the power point presentation for each meeting. Collected information from each manager, made sure the team was aware of a theme for the meeting, and created a slide that held anniversaries and birthdays.

● Created and managed the purchase order process from start to finish. Made sure each vendor was paid in a timely manner by using Readsoft to track payments.

● Arranged air, hotel, and car travel for the three executives along with manage their expenses through the Concur expense tool. Used BCD travel to book airfare.

Therapy Brands, Theranest, MY Clients Plus, Remote 2020-2021 Remote Account Manager Revenue Cycle Management

● Communicated with payers and providers throughout the claims process. Utilized payer portals and telephonic systems to obtain claim information.

● Investigated ICD10 coding conflicts during claim denials or rejections.

● Created a weekly informational email chain, “Julie's Corner,” to educate providers on payment rejections, software, and billing best practices.

● Discovered, tracked, and captured missing reimbursement revenue. Recovered over $50,000 in Medicare/Medicaid clams that were not processed and not paid.

● Maintained confidentiality and HIPAA compliance while working with mental and behavioral health providers. JULIE SHANNON WILSON PAGE 2

Remote Software Support Specialist

● Answered software questions via ticket systems, providing support and education to users.

● Responded to inquiries via email and inbound/outbound calls to resolve software, account setup, and claim submission issues.

● Acted as the primary contact for customers troubleshooting billing issues (837Files/CMS1500).

● Built and nurtured relationships with new and existing customers.

● Collaborated with clearinghouses to obtain Timely Filing documentation for providers.

● Assisted customers in identifying reasons for claim rejections or failures.

● Adapted to technology updates and new program introductions.

● Communicated with tact and empathy to assist customers via phone and email. Remote Administrative Services and Talent Sourcing Specialist Contractor, Binx Business/Inverse Medical, Remote 2019-2020

● Sourced candidates and scheduled phone screens using BambooHR.

● Presented candidates to the President and scheduled interviews, adding them to calendars with appropriate time zones.

● Maintained constant communication with candidates.

● Completed employee verification forms and checked references.

● Submitted offers and completed the hiring process through BambooHR.

● Updated and organized online folders for a contracted company.

● Utilized Excel to maintain and systematize vendor information.

● Researched and supplied time-sensitive information.

● Created an Excel template for vendor maintenance. Executive Administrative Assistant, Carevide, Greenville, TX 2016-2019

● Coordinated on-boarding information for new hires, disseminate compliance information and required testing to new hires, well versed in Human Resource (HR) ADP technology.

● Served as the Executive Administrator to the C-Suite Leadership Team and the liaison for communication to Board of Directors and assist with travel expenses for Board of Director and C-Suite.

● Transcribed the Board Minutes to a Board packet via recording device and condensate content. Kept the CEO organized in email and up to date when important events were happening.

● Managed the executive’s vehicle registration and made any household bill payments. Provided personal assistance to the CEO as needed. Scheduled the CEO personal travel with other co-workers to Seattle and created a detailed agenda for their trip. Early Career

Executive Assistant to President/Sales Administrator, Quest Medical, Allen, TX Remote District Sales Administrator, Medtronic, Memphis, TN Operations Manager/HR Assistant, Regus, Dallas, TX Regional Vice President Sales Administrative Coordinator/Call Center Advocate/SAP Bidding Assistant, American Airlines, Fort Worth, TX

Education

Bachelors of Arts Kinesiology, Summa Cum Laude, University of Texas at Arlington, Arlington, TX Continued education, Paris Junior College, Paris, TX

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