Remote Data Entry & Medical Records Specialist

Stephanie Holder

HR & Medical Operations Specialist Employee Health, Benefits Administration, Clinical Operations Phone: 646-***-**** • Email: *********@*****.*** • LinkedIn: www.linkedin.com/in/stephanie-holder3 PROFESSIONAL SUMMARY

Hybrid HR and Medical Operations professional with 30 years of experience supporting employee health services, benefits-adjacent processes, ADA accommodation coordination, corporate clinic operations, and high-trust administrative support within a global organization. Known for discretion, reliability, cross-functional coordination (HR, vendors, accounting, IT), and maintaining accurate records and smooth workflows across U.S. and international sites.

CORE SKILLS & KEYWORDS

• HR Operations Support

• Employee Health Services

• Benefits / Leave & Accommodation Coordination (ADA)

• Corporate Medical Clinic Administration

• Phlebotomy Medical Assisting

• Health Promotion & Wellness Programs

• Vendor & Supplier Onboarding (Multi-Region)

• Purchase Orders (POs) Invoice Processing Chargebacks/Credits

• Expense Reports Travel & Logistics Coordination

• Medical Records Management Records Retention Iron Mountain

• Systems Access Requests Ticket Tracking IT/HR Systems Liaison

• Inventory & Supply Management (AED Program, Lactation Supplies)

• Compliance Documentation Legal Notice Tracking

• Microsoft Office (Word, Excel, Outlook)

PROFESSIONAL EXPERIENCE

Citibank — New York, NY

HR Benefit Analyst (Medical Administration & Clinical Operations Support) January 1996 – January 2026

• Supported on-site corporate medical clinic operations and employee health services within a high-volume, confidential environment.

• Performed duties as a Medical Assistant and Certified Phlebotomist, conducting employee physicals and screenings (height, weight, temperature, blood pressure) and drawing laboratory blood samples.

• Coordinated health promotion initiatives including cholesterol screening and blood pressure monitoring; supported wellness programming such as Heart Walk activities.

• Reviewed accommodation documentation and routed ADA-related submissions to MetLife and internal HR partners for processing, ensuring timely follow-through and accurate records.

• Managed shared departmental mailbox communications during COVID operations; maintained lists and ensured appropriate clinic access and approvals to support remote/hybrid work requirements.

• Processed invoices and prepared documentation for purchase orders across multiple regions, supporting medical department operations in the U.S. and international sites (including Australia, Costa Rica, Argentina, Brazil, Guatemala, Mexico, and Hong Kong).

• Submitted checks and managed chargebacks/credits in coordination with Accounting; maintained clean documentation to support audit readiness.

• Tracked and maintained legal notices received by the medical department, ensuring secure handling and organized retention.

• Owned supply and inventory workflows, ordering office and clinic supplies, lactation equipment, and managing restocking/maintenance for the AED program across the U.S. and Canada.

• Prepared expense reports for management and department personnel; coordinated travel arrangements and car services for leaders, medical staff, and patients as needed.

• Led supplier onboarding across multiple countries (U.S., U.K., Ireland, Australia, Hong Kong), partnering with internal stakeholders to ensure compliance and smooth activation.• Onboarded Citi employees and non- employees for multiple sites, ensuring required access and documentation were completed accurately and on schedule.

• Served as liaison to HR Systems and IT teams for the clinic medical system; tracked tickets, escalated issues, and supported resolution to minimize operational downtime.

• Submitted and tracked system and device access requests; troubleshot end-user issues related to computers, phones, and clinic systems to maintain continuity of care and operations.

• Updated and maintained clinic medical forms and operational documentation to align with evolving needs and processes.

• Coordinated annual due diligence testing for the medical system, including off-hours testing schedules, documentation, and follow-up.

• Organized, managed, and transferred archival records to Iron Mountain for multiple sites, supporting records retention requirements and secure storage practices. CERTIFICATIONS

• Certified Phlebotomist

• CPR Certified

TECHNICAL SKILLS

Microsoft Word • Microsoft Excel • Microsoft Outlook • Corporate HR/Medical Clinic Systems • PO/Invoice Processing Platforms

ADDITIONAL HIGHLIGHTS

• 30-year tenure with progressive responsibility (reception clinical support medical administration HR/medical operations coordination).

• Trusted handler of sensitive employee medical and administrative information; consistent adherence to confidentiality standards.

• Experienced supporting multi-site and multi-country operations with strong documentation, follow-through, and stakeholder management.

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