• Take Notes on TPE Calls and Send Out After Call Summary to Team (Tuesdays and Wednesday) • All Reporting • Handling Non-Simple SWC Emails • Managing and Uploading Content on SSNIT• Meetings • Master Team Leader Tool • Pacesetter • Incentive Tracking • Customer Feedback Tracking • Auditing Call Range • Training Admins • Training Coaches• Open Office Hours for Coaches and Admins to Call and Ask Questions • Coaches Camp Incentives (Order Prizes and Create Certificates)• Coaches Camp Presentations – Create Awards PowerPoints• Managing Agenda Planning for all Training Events• Misc Special Projects• Managing Recruiting Spreadsheet • Managing TPE Call Schedule

Calendar Management:• Schedule All Internal and External Coaching Calls• Tracking Weekly Calls – Ensuring all deliverables are met and that we are meeting all requirements to speak to all coaching clients twice per month and internal team members once per week.• Scheduling and Tracking all Consulting Update calls and working weekly on the agenda for these calls.• Confirming all weekly internal and external meetings and sending corresponding CSF reports.• Schedule call interviews / adding applicable notes and resumes to calendar.• Schedule time blocks to create scripts/proposals/training manuals/agenda’s ect..for clients and internal trainings.• Schedules travel dates for Shadow days with Team and Consulting Clients as well as personal travel • Scheduling Team reviews• Works with other Team members to schedule all Financial Reviews and Internal Pow Wow meetings for LeadershipEmail Management • Daily management of the Inbox, making sure key correspondence from Team members and clients are flagged and responds in a timely manner• Responding to all email and completing tasks that are within EA’s wheelhouse and knowledge • Unsubscribe from all spam • Proof Read Emails Manage and update Client / Internal Coaches / Consulting Clients through InfusionSoftConsulting Prospect Management• Keeping Consulting Prospects in View at all times• Weekly Follow-up or check-in’s on ongoing prospectsRecruiting Prospect Management• Keeping Recruiting Prospects in View at all times• Weekly Follow-up or check-ins on ongoing prospectsGeneral Tasks related to all Consulting/Coaching/Internal EventsMisc. Weekly TasksManage/Delegate & Work with Personal Assistant – Following up on tasks and assisting with travel and personal tasks as needed.

Surgery Scheduling – Schedule all surgeries and procedures for two physicians. This includes calling hospital to coordinate scheduling a room, checking benefits and eligibility for the patient, adding the surgery to the physicians Outlook calendar and putting all necessary information into our computer database. Co-Surgery Coordinator – Responsible for coordinating joint surgeries and meetings between physicians in our practice. Checkout – Point of contact for all patients leaving the office. Responsible for scheduling future visits and balancing account upon their departure. Reporting – Responsible for compiling multiple reports that are requested by management. Physician Liaison – Take questions/concerns and requests from our physicians and relay them to the proper channels. Answering Incoming Calls – Triage to nurses when necessary and schedule New Patient as well as Follow Up appointments. Answer questions about billing concerns.

Answer Incoming Calls – Triage to nurses when necessary and scheduled New Patient as well as Follow Up appointments. Referral Coordinator – Receive incoming referral from fax, input patient information and contact to schedule first appointment. Reporting – Completing daily reports including Visit Summary Sheets.

IV Sedation Scheduling/ Coordinator – Work with the anesthesia department on coordinating IV dates with the existing associate schedule. Responsible for booking patients for that month and be the point of contact to reach parents regarding approvals and denials. Team/ Associate Scheduling & Time Off Requests – Responsible for posting & scheduling all team schedules in Google Calendar as well as Time Force. Also responsible for handling time off requests and paid vacation time from team members. Reporting – In charge of gathering reports for managements such as “Wait Times, Scheduling, Production and Daily Sheet Reports” Site Visits/ Staff Training – Responsible for regularly visiting locations to ensure that each office is running according to protocol and is being efficient in their duties. When necessary, training staff on new as well as old tasks. In charge of training all new hires for front office positions until they were ready to be put into their specific office location. HR Liaison – Filter HR issues as the HR liaison. Initial direct point of contact for all staff issues, if unable to solve then I direct the staff member to the correct channel. In charge or hiring process from looking over resumes, selecting and interviewing candidates and processing all new hire paperwork for new employees. Payroll Processing – In charge of checking and correcting all timecards as well as adding any vacation time before it was submitted for final payroll. Oversight of All Locations – I was in charge of overseeing all aspects for several Pediatric Dental Offices throughout California. Aspects included that offices were properly staffed, EOBs were being filed and followed up accordingly. Claims were verified as being correct before being sent for payment. Handling and resolving parent’s complaints.

Office Manager – Managed an office staff of 5 employees as well as a HVAC Rater staff of 8 employees. HVAC Certificate Processing – Processed HVAC certificates for a large number of New Tract Homes as well as Existing HVAC Units in Older Homes. Tax Credits – Participated in a tax credit incentive program and would gather all information to process the requested certificates for Builders. Rater Scheduling and Dispatch – Set schedules for our raters for each day’s work as well as re-worked the schedules to ensure all jobs were completed and that we had arrived on time. Personal Assistant to Owner – Ran miscellaneous errands for the owner upon his request. Responsible for scheduling meetings as well as travel and coordinating with existing personal schedule. Billing and Collections – In charge or creating and submitting all invoices as well as following up on collections once a month. Would also process all incoming payments for paid invoices.