Plan and coordinate our annual fundraising banquets, assist the chapter president with leadership duties and act as secretary to the chapter.

 Timely management of the CSR inbox and distribute or take action as necessary Log faxed, emailed and verbal requests for quotes Enter purchase orders Expedite orders Provide quotations and offer solutions Provide custom quotations and drawings Change orders Order follow up Obtain freight quotes Voice of the customer logging and charting Enter Wiki material Enter faxed, emailed and verbal leads in the lead utility Provide copies of invoices, packing slips, manuals upon request Assist visitors in the reception area when the receptionist not available Provide support to Customer Service Team Provide limited support to the Sales Team Work with our logistics team and partners Cover Receptionist for breaks, lunches, company functions and various other reasons Participant on the Voice of the Customer team to compile information and maintain the VOC tracking sheet.  Participate on a team to improve the late order process by redesigning the flow chart outlining updated processes.

 Serve as first point of contact for clients, patients, providers and vendors Consistently track and follow up on provider certifications, insurance and immunizations to ensure compliance with federal, state and local requirements. Manage existing therapists and the addition of new providers and clients in the Kinney Reporting System, which is a county based system. Serve as second point of contact for the IEP Direct site and the NPI site. Efficiently obtain, track and follow up on prescriptions for speech, occupational and physical therapy services provided to new and existing clients. Created and maintain the transition report tracker as well as proof, format and print client transition reports. Log receipt of various release forms such as HIPAA and FERPA forms. Mange reservations of conference, developmental and/or therapy rooms and AV equipment. Assemble new client files and disassemble discharged client files. Create new office documents and reformat existing office documents on an as needed basis. General office duties which include inbound and outbound phone calls, draft and mail letters, filing, shredding, process outgoing mail, faxing, copying, printing, scanning, laminating, assisting team members and ad hoc research and projects.Served in a limited capacity as Receptionist, Administrative Assistant and Medical Billing Person for the Independent Clinical Psychologist, Dr. James L. Leitgeb. Duties associated with this include completing medical forms and submitting them to insurance companies for payment, transcribing dictated letters, progress notes and statements of account; researching various topics and billing inquires; rescheduling appointments; making copies, creating and/or altering forms and/or questionnaires.

 Concise managing of the concession phone account including the bill, ordering equipment, returning old equipment, usage reporting and maintaining accurate tracking records. Manage multiple calendars of the Associate Directors and their Supervisors. Manage allotted budget and reconcile the credit card statements associated with each. Efficiently make travel arrangements and accurately complete related expense reports. Maintain the center’s organizational chart and the email distribution lists for the entire center. Secure IDs for new hires, promoted employees and employees returning to work. Submit IT tickets for systems issues and facilities tickets for building/facility issues. Schedule appointments, meetings, interviews, trainings, conference calls and webinars. Order office supplies for the call center. Handle reservations of conference rooms. Create and maintain the Associate Director on call schedule. Create Word, PowerPoint and Publisher documents, including presentations. Complete the monthly training and vacation calendars as well as the weekly team itineraries. Field customer escalations and direct to appropriate person for resolution. Run and complete various reports. General office duties which include inbound/outbound phone calls, filing, faxing, copying, printing, assisting team members, ad hoc research and various projects.Additional support provided to HR, Training, Operations, Supervisors and Representatives within the call center. Schedule appointments for HR related issues, assist with interview prescreening, set up/schedule mandatory HR trainings and transcribe voice mail resignations. Provide efficient, effective administrative support to multiple Associate Directors, Director and Admin Team. Special projects include, coordinate the 2006, year-end Rochester Tri-Ops presentation, create flow charts, pivot table reports, flyers and informational cards. Member of the safety team.

 Assist customers with closing on home equity lines of credit and loans on a national level. Ensure required documents have been received prior to closing. Cover federal, state and local disclosures, explaining the content of the closing documents and the details of the product. Answer questions pertaining to the documents, document wording, disclosures and product. Maintain the most up-to-date working knowledge of each state’s regulations and requirements. Assist with the notary process and return of documents. Collaborate with other departments to resolve customer issues. Follow up on accounts to see if they have been funded. Managed inbound phone calls. Provide assistance to other departments to help manage their workloads.I often performed “emergency” closings for customers in addition to answering more detailed questions about the documents and training new Closing Facilitators. I maintained consistent results of funding accounts on the 3rd day, which is the earliest an account can fund. When necessary, I completed more closings than the slated number of available closing slots per shift.

 Consistently maintained expected targets. Train, advise and provide process support to others. Participate in identifying system enhancements to increase efficiency and accuracy. Work with Territory Managers to clear deductions taken by customers. Audit rebate information for legitimacy, issue credits and/or re-bill when necessary. Maintain documents that support future deductions.Work in conjunction with Territory Managers and District Managers to maintain accurate product pricing, resolve invoice disputes, keep pricing contracts updated, clear deductions and keep rebate information up to date. Created a quick reference manual for replacement.