Lindsey Moritz Email & Phone Number

Cleveland, Oh

Manage often-complex estimating and scheduling functions for one of the region’s leading distributors of commercial doors, finish hardware, access control systems, and specialty items for the architecture, contractor, and building owner markets. Print and organize architectural plans for bidding purposes, analyze data to create accurate quotes, and summarize key project information to guide business development and project management efforts. Perform extensive data entry of all orders, tax codes, project information, product specifications, and project stakeholders, facilitating the creation of complete and effective bid packets. Support projects on an ongoing basis, updating Job Control files and entering change orders to fuel accurate purchasing and billing.➥ Play an integral role in the efficiency of daily operations, providing direct support to the Sales organization while indirectly supporting any of the company’s 50 team members.➥ Navigate often-competing priorities and the administrative support needs of multiple key stakeholders, providing courteous assistance, efficient support, and a quick turnaround.➥ Acquired the knowledge critical to succession planning as the organization entered a period with a high number of retiring employees; cross-trained to provide continuity of support.➥ Manage a high volume of quotations each week—some may take a matter of hours while others may take an entire week—performing extensive research to pinpoint required supplies.➥ Serve as one of only three associates officially trained on the new Windows-based computer system, acting as a training resource for peers on system utilization.➥ Pay attention to the details, not only creating accurate and timely bid packets, but also formatting information in an easy-to-understand, aesthetically pleasing manner.

Navarre, Oh

Served as a dedicated on-campus resource for students wishing to make payments for school, activities, and pay-to-participate fees, ensuring the accurate collection and recording of funds. Collected fundraising donations from students, tracked incoming monies, and routed to the appropriate department. Provided ad hoc project and administrative assistance to the Treasurer’s Office.➥ Designed and maintained spreadsheets to record financial transactions, prepared deposit slips, ensured 100% accuracy in data entry, and routed funds and reports internally.

Chardon, Oh

Stepped into a multi-physician practice on the unexpected departure of the receptionist, picking up processes and systems quickly in order to provide seamless administrative, customer service, and front desk support. Processed insurance documentation and physician referrals; updated patient files in the EMR system; and routed incoming calls, mail, and patient / medical information.✰ Ensured 100% regulatory compliance by updating internal forms and handbooks to reflect new requirements; maintained the work Relative Value Units (RVUs) to ensure accurate and appropriate Medicare reimbursement formulas for physician services.

Niles, Oh

Worked in the Billing Department to contact past-due telecom customers to establish payment arrangements and collect on delinquent accounts. Gained experience communicating with often-irate customers, proactively deescalating calls to drive mutually agreeable outcomes