◾️ Researched multiple internal systems and collected confidential background information on immigrants seeking U.S. naturalization. ◾️ Analyzed the qualifications (and disqualifiers), according to U.S. immigration laws, in order to determine eligibility of immigrant applicants.◾️ Demonstrated knowledge of complex laws and regulations and applied independent decision-making abilities to write internal memos for cross-department reference.◾️ Documented processes and procedures while making recommendations to management for process improvements.◾️ Engaged in regular phone and email communications with external agency members to obtain information necessary for inclusion in the written memos. ◾️ Collaborated with peers for required projects, as well as volunteered for various elective projects.

◾️ Analyze state rules and regulations for insurance license applications of various lines of authority.◾️Interpret rule descriptions and enter the appropriate data to the Test Automation Software. Confirm data entry requirements.◾️Produced training manual for new staff to expedite the training process.

Executive Assistant | Truman Medical Centers (July 2018-Oct 2021)◾️Support the University Health Physicians (UHP) Board of Directors and UHP Committees (continued this role from 2015).◾️Schedule meetings (most monthly; some quarterly), secure meeting rooms, record minutes, ordered catering (before transitioning to virtual meetings due to COVID-19).◾️Oversee annual elections, update rosters, and send new calendar invites.◾️Developed master database to track all Board and Committee memberships, term expirations, contact information, etc. (The database I created in 2005 for TMC was still being used by the TMC Board Secretary so I made a copy and converted to use for the UHP Board.)◾️Support the Director of Physician Practice Operations (PPO)◾️Key Staff Liaison between the Director of PPO and the hospital’s Department Chairs.◾️Coordinate annual budget meetings between staff from TMC Finance, UHP Finance, and Physicians Department Chairs as well as schedule follow-up meetings. (approx. 3-month process)◾️Schedule meetings for Human Resources staff that support the physicians of University Health Physicians.◾️Temporarily filled in (13 months) responding to attorney offices requesting copies of billing records – in addition to my regular full-time duties.Executive Assistant to CFO | University Physician Associates (Oct 2015-June 2018)◾️Support the Chief Financial Officer and Management Team of a physician association (approx. 200 physicians)◾️Manage CFO’s calendar scheduling appointments, reserving meeting rooms, recording minutes◾️Coordinate weekly management meetings, collect topics for agenda, and kept meeting on schedule◾️Support the Board of Directors and Committees◾️University Physician Associates was officially renamed University Health Physicians on July 1, 2018, and merged administrative staff to Truman Medical Centers’ employment status. (CFO position eliminated.)

◾️Support the CEO and Executive Team (former university Presidents and Provosts)◾️Manage CEO's calendar and complex travel itineraries for business development around the country.◾️Schedule appointments and secure meetings with potential clients on behalf of CEO.◾️Organize weekly meetings with remote executives, secure web conferencing, and record minutes.◾️Effectively communicate with high profile individuals, recognizing their status within the field or within the business community. Frequent communication with financial investors.◾️Coordinate travel itineraries, conference registrations, and expense reports for all staff. ◾️Provide remote tech support to executives utilizing desktop sharing and coaching via telephone.◾️Manage corporate documents via web-based portal and maintain electronic filing system.◾️Oversee cash flow, process expense reports, prepare client invoices, and manage payables and receivables.NOTE: The organization no longer exists.

Served as Executive Assistant to owners:◾️Organized sales trips including securing meetings with potential clients and travel arrangements. ◾️Organized the first-ever Hospitality Suite at the annual conference, including creation of VIP invites. ◾️Planned and executed press release with the Mayor of Kansas City, Missouri, and the Commander, US Army Corps of Engineers, Kansas City District (November 2012).◾️Designed corporate stationery, business cards, and a template for project newsletters. Functions pertaining to office management:◾️Implemented office procedures to ensure consistent practices for the growing business, including development of an Administrative Training Manual and a Style Manual for business communications.◾️Accounts payable, receivables, and month-end reconciliation. ◾️Processed payroll and assisted with recruiting and benefits administration.

Chief Executive Assistant to President/CEO and COO (Nov 2005-Apr 2011)◾️Support the President/CEO – a national speaker, Past Chairman of the Kansas City Chamber of Commerce, Past Chairman of the American Hospital Association Board of Directors, and board member of many other nationally recognized organizations.◾️Heavy calendar management. Protected CEO's time by serving as gatekeeper.◾️Complex travel arrangements, collecting documents for various meetings, and expense reports.◾️PowerPoint presentations and internet research for speaking engagements and board meetings.◾️Heavy calendar management and meeting coordination for the Chief Operating Officer. ◾️Special projects included presentation portfolio for funding the Emergency Department, selling the concept to donors and raising $300,000. A similar portfolio was created for the Hyatt Sleep Center with a goal to raise $2 million in project funding.◾️Key Staff Liaison for the Board (30 Directors, 20 Advisors). Maintained board website and developed master database to track all Board and Committee memberships. Coordinated offsite annual retreat. ◾️Facilitated VIP meetings and events. ◾️Interacted with external high-profile constituents. ◾️Coordinated a trip for 65 nurses to attend an educational seminar at the Minneapolis Mall of America. Accompanied staff on trip to oversee all activities. Point of contact for airline and Mall event staff.◾️Coordinated Annual Holiday Event for Board of Directors and Senior Leadership (approx. 100 persons). Senior Administrative Assistant to CFO (Sept 2003-Nov 2005)◾️Support the Chief Financial Officer and the Senior Director of Finance.◾️Primary administrative contact for the Fiscal Responsibility Committee members of the Board, organizing monthly meeting, PowerPoint presentations, operate audiovisual equipment, and record minutes).