Experience

KSE Engineering, P.C.
• United States
• Civil Engineering
• 1 - 100 Employee
• Office Manager

  • Jan 2017 - Present


Loving Arms Elder Care

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Operations Manager/Client Relations Manager

  • Oct 2010 - Nov 2016

  CLIENT RELATIONS MANAGER (MAY 2016-PRESENT) - Process incoming new client prospect inquiries - Establish relationship, trust, and sincere connection while providing details of services - Schedule initial assessment meeting with client and company President - Enter client information into software and maintain information through duration of care - Maintain frequent communication with clients and family to ensure efficacy of care - Field concerns and questions and work with management for solutions - Human Resources/Recruiting * Recruiting initiatives through local colleges to pursue candidates in the nursing and healthcare programs * Initial phone interview for first impression determination of company fit * Perform face-to-face interviews * Make recommendations of employment to company President * Gather, process, and manage Workman’s Compensation claims OPERATIONS MANAGER (SEPTEMBER 2010-MAY 2016) - Scheduling Coordinator – Prepared and distributed a 40-client and 45-caregiver schedule - Human Resources/Recruiting * Recruiting initiatives through local colleges to pursue candidates in the nursing and healthcare programs * Initial phone interview for first impression determination of company fit * Perform face-to-face interviews * Maintained employee files, including certifications necessary to comply with company’s licensure * Initiated, created, and implemented Progressive Disciplinary Action program * Initiated, created, and implemented Employee Performance Reviews process * Created and implemented Workman’s Compensation process - Client Relations Manager – As listed above (under Client Relations Manager) - Payroll and Billing Support – Produced Excel spreadsheet reports for employee payroll and client billing - Initiated, created, and implemented operational templates - Instrumental in researching client/caregiver software program, learned and trained management



Mediscribe, Inc

• United States
• Information Services

• Subcontractor

  • Sep 2003 - Sep 2010

  – Accurately and efficiently transcribed office notes dictated by the referred physician to the referring physician – Accurately and efficiently transcribed office notes dictated by the referred physician to the referring physician



Creative Financial Group

• United States
• Financial Services
• 200 - 300 Employee

• Business Manager

  • Jan 1991 - Jan 2003

  o Supported two Managing Partners for a fast-paced, growing financial planning firm o Coordinated and managed professional schedules through Outlook o Supported new recruits to establish responsibilities and successful business practices o Planned meetings and events for company o Communicated with clients on a daily basis to ensure satisfaction with questions asked, problems solved, viable solutions offered o Maintained excellent client relationships between Managing Partner and client, and Managing Partner and recruiting team o Produced PowerPoint presentations for client and interoffice meetings o Prepared, processed and reviewed all client paperwork for accuracy of information o Worked closely with underwriters to ensure efficient and timely processing o Arranged complete travel itinerary o Upheld confidentiality requirements of position held o Created a paper tickler system to ensure work was completed in the time frame expected o Obtained Life and Health, Series 6 and 63 certifications to further my knowledge and my ability to assist clients