Susan Grady Email & Phone Number

Doylestown, Pa, Us

Montogmery County

Commonwealth of Pennsylvania Department of State, Burea of Commissions, Elections and Legistlation 210 North Office Building, Harrisburg PA 17120 issued my Public Notary Commission on January 19th, 2024

Warminster, Pennsylvania, United States

Following IRS Guidelines and working under the Grant Administrator as Site Coordinator using advanced level IRS training, I supervise a crew of 8 to 12 volunteers and manage client interactions for seasonal FREE income tax preparation and filing.

Ambler, Pa

Front desk phone and reception, top level administrative support, inventory management, corporate licensing processing and renewals, insurance certificate coordinator all for a first rate engineering firm with 4 USA locations.

Michener Art Museum

Seasonal Part Time Service Staff for Special Catered Events.

Doylestown

Part time service staff for fine dining and events in a beautiful private country club established in 1916. * I serviced this role along side my Catering by Design position and left DCC for better hours and further professional opportunity with CBD at the Michener Museum Cafe.

Usa

Reception with customer invoicing, and shipping dispatch. My duties included daily and monthly sales analysis and reporting. I initiated three new reports in “Stock 2004” to stream line data for accuracy and efficiency. In Quick Books, I entered invoices and bills, and processed monthly statements to customers. I also created an instruction manual using Word with special formatting and a linked table of contents. * This is a U.K. Company that sold its USA Branch which hired a full time accountant to replace my position.News Post: Watson-Marlow Fluid Technology Group (WMFTG), the world leader in niche peristaltic pumps and associated fluid path technologies, has acquired Aflex Hose limited and its subsidiary Aflex Hose USA LLC through its parent company Spirax-Sarco Engineering PLC. 11/30/2016

Doylestown, Pa

Follow IRS Guidelines working under the Grant Administrator as Site Coordinator for 5 seasons. Passed advanced level IRS testing and processed year end grant reporting using tax client databases. Supervise a crew of 8 to 12 volunteers and managed client interactions. Prepare and deliver equipment, supplies, and tax reference materials to seasonal offsite locations. *This was a fabulous opportunity to work with a nonprofit in a direct community service support program. It is now an all volunteer organization.

Plymouth Meeting, Pa

Inbound Call Center for health insurance and wellness products. Use multiple computer programs to capture information for seamless customer service. I also did provider searches via special internet websites and direct phone calls to doctor offices for confirmation of in-network participation with specific insurance carriers. Regularly met 95% metrics goals for quality assurance. * I left this wonderful company for a much higher paying and closer to home daytime office position with Aflex Hose.

Plumsteadville, Pa

Outbound client follow up for past due rental invoices to facilitate dispute resolution using professional business to business communications and creative networking, while accessing multiple computer programs and databases. * Temporary contract working part time day in conjunction with my full time evening role at Health Advocate.

Doylestown

Contact members to explain a wellness and chronic condition screenings and to schedule an in-home exam to begin enrollment of a monthly visiting nursing program. This requires strong presentation and customer service sales skills, along with computer skills to access the Share Point master schedule and databases in 3C Logic and Coriendo. * I left this role for a better opportunity with West Corporation's Heath Advocate in Plymouth Meeting.

Doylestown, Pennsylvania

Successful interactive customer relations with sales, new member services and loan applications Presented solutions to meet members needs with credit union product offerings. * This was a wonderful opportunity to see the other side of banking. I was enthusiastically recruited to a logistics position at Pop Health Care, which in turn helped me realize "the grass is not always greener on the other side of the fence." TruMark Financial is a respectful, professional organization with great community services. I highly recommend them for all banking products.

Doylestown, Pa

Supervise six drivers, plan and map 4 routes, 3 times daily, using Google maps and excel spreadsheets. I created an excel spreadsheet with formulas and charts to calculate mileage and maintenance for fleet management records. I also assisted with testing for implementation of Electronic Health Records system. And followed all HIPPA and Privacy Compliance on documents and communication. * I moved into the banking industry with encouragement from a former Bank CEO who was hired as a part time driver.

Danboro, Pa

Provided Administrative Support to Engineering Team. Data Entry for inventory items in JD Edwards’s internet based manufacturing software. My assignment was to assist with data clean up and time value ratios. * This was a temporary contract role to catch up on the company data entry back log.

Greater Philadelphia Area

Maintained, updated, and verified the accuracy of client information in database. Prepared and monitored the delivery of test materials to internationally located proctors and test sites. Reviewed, collated, and maintained log of all returned administrative and test materials. I was also customer support for incoming calls where I documented testing issues and forwarded the information to appropriate staff. * This was a contract role, and unfortunately the 2 hours commute, each way, was just too much for me to stay permanently. It is a beautiful and very professional organization.

Warrington, Pa

Direct client service via: phone, e-mail and online chat for website based procurement system. In cooperation with my manager, Jeff Mason, we designed and created educational documentation for client use and training. I helped train new employees in customer support services and supported quality control testing on web based system upgrades. I used the contact database SalesForce for contact updates. This role was engaging and interesting to me. * My role was merged into a new team under Cathy Boyd.

Danboro, Pa

Sales Support for regional sales team of six with annual 2 million sales. Data entry of all sales figures and commission reconciliation using RQMS software. Network and database administrator for office and all sales representatives and contact management software, Act and Goldmine. I was client support for pricing, literature, samples and directed marketing fax or mail campaigns. * The company downsized to a home office in 2007 and my position was modernized to a part time company consultant role using a seasoned industry friend of the owner.

Doylestown, Pa

Facilitated college class registration, transcripts, and grade processing in the Datatel System. Organized academic files by scanning, purging, and updating transcript files. Created annual final exam schedule using software and confirming campus logistics. I also did one year of service in housekeeping prior to registrar office position. * Due to administrative changes my position was terminated. I moved on to a better paying opportunity as office manager with Aqua Quest.

Doylestown

Radiology Department front office patient check-in. Processed high priority radiology readings directly to provider offices. Organized Radiology film file room creating valuable space and generating revenue by recycling. Also worked part time with Doylestown Free Clinic in conjunction with Radiology positionOne year initial service in the hospital kitchen and catering prior. * I left to join Delaware Valley College and take advantage of the free tuition benefit to complete my goal of earning my Bachelor's Degree in Business Management.

Associates Of Science, Business Supervision & Management

Bachelors Of Science, Business Administration General Business

Certificate Medical Coding And Electronic Health Records, Electronics Health Records And Practice Management

Activities and Societies: Health Information Technology Certification Program for Medical Coding, Billing, and Electronic Records.

Art/Art Studies, General

Medical Terminology

Medical Terminology course taken while employed at Doylestown Hospital.

Official Certification With The State Of Pennsylvania, Public Notary License Through 2028