Heather *******

PROFESSIONAL EXPERIENCE
Manager, Heather Maria Beauty                                                                      3/13 – present
Supervise a team of 5 freelancers responsible for exceptional customer/client support and experience.
Monitor performance of 5 freelancers customer interactions to ensure customer is being treated with empathy and timely resolution.
Resolved issues escalated to management to achieve quickest resolution and work-related satisfaction of freelancer work.
Interpreted the results of surveys to develop a new strategy for handling customer complaints.
Achieved an average of 5 stars CSAT (customer satisfaction).
Provide performance feedback to freelancers regarding customer service and behavior.
Analyze data reports using Google Sheets, 17 hats, Honeybook and internal database storage systems to better understand and improve business performance.
Delegate and prepare work schedules to accommodate daily appointments.
Coordination and communicate opportunities to build brand awareness.
Responsible for ordering supplies, maintaining inventory.
Responded to customer requests for services, products, and company information.

Admintrative Support Specialist, The Woodlands 2/07 – 11/13

Responsible for patient support phone operations.
Clearly communicated with doctors and other members of the nursing staff.
Maintained thorough knowledge of inventory as well as maintenance.
Complete medical records requests and corresponding invoices from physician offices and medical facilities.
Evaluates patient’s financial status and establish budget payment plans and reports the status of delinquent accounts to manager.
Acted as a liaison between management and staff, providing first level counseling to staff.
Maintained appointment schedules, schedules surgeries/ procedures and obtains appropriate authorizations and referrals, provides appropriate patient instructions per physician orders.
Utilize ICD-9CM and CPT coding
Make necessary adjustments to patient demographic, insurance, and account balance information
Interacted with patients in an empathetic and professional manner.
Maintenance of patient charts using EMR; keying data into computer to maintain office and patient records.

Admintrative Support Specialist, Dr. Kevin Hurson                                   11/01- 2/07
Responsible for patient support phone operations.
Maintained and managed Medical Billing Claims.
Collected, posted, and managed patient account payments.
Submitted claims to insurance.
Prepared and reviewed patient statements.
Reviewed delinquent accounts and call for collection purposes.
Processed payments from insurance companies.
Maintained strict confidentiality.
Process pending items including charges, payments, and personal information updates via inbound calls.
Assist in educating onboard teammates on new insurance and HIPAA guidelines for current year.
Complete medical records requests and corresponding invoices from physician offices and medical facilities.
Evaluates patient’s financial status and establish budget payment plans and reports the status of delinquent accounts to manager.
Handle collections on unpaid accounts while adhering to company benchmarks as assigned.
Identify trends/recurring issues and present them to supervisor for further investigation and resolution.
Provide specialty billing and coding recommendations and share information to the billing team.
Acted as a liaison between management and staff, providing first level counseling to staff.
Maintained appointment schedules, schedules surgeries/ procedures and obtains appropriate authorizations and referrals, provides appropriate patient instructions per physician orders.
Utilize ICD-9CM and CPT coding.
Interacted with patients in an empathetic and professional manner.
Maintenance of patient charts using EMR; keying data into computer to maintain office and patient records.

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Heather * ****

Senior Advisor for the Battalion Family Readiness Group
U.S. Army – Fort Campbell, KY
January 2016 to January 2017
• Advised the company-level leaders I was responsible for in order to maximize their support to families
of military members while they were serving abroad.
• Organized and held monthly meetings and events to provide opportunities for mentorship.
• Responsible for planning significant events including a military ball for 750 people. Involved from start
to finish to secure venue, caterer, decorations, and fundraising to cover costs for these types of events.

Family Readiness Group Leader
U.S. Army – Schofield Barracks, HI
May 2010 to January 2012
• Volunteer position responsible for ensuring families are supported emotionally and physically while
their spouse is serving in the military.
• Doing this by planning and holding monthly meetings to distribute information and form a plan for
the month.
• Attended monthly steering meetings for the higher unit in order to better support the families in the
area of responsibility.

Assistant Girls’ Varsity Volleyball Coach
Gateway Christian School – Roswell, NM
August 2007 to December 2007
• Supported the Varsity Girls’ Volleyball Coach in a high school setting.
• Held daily practices, and participated in games while traveling as well as tournaments.
• Managed a team of Junior Varsity team unassisted.

Office Manager and Parish Administrator
St. Andrew’s Episcopal Church – Roswell, NM
December 2006 to December 2007
• I was responsible for the day-to-day operations of a well-established church.
• Processed payroll for less than 10 employees.
• Responded to parishioner requests regarding membership, baptism, and confirmation among other
things.
• Contributed to the monthly newsletter by writing updates to the church happenings as well as providing
a calendar of events for upcoming months.
• Kept the minutes for the monthly Vestry Board meetings.
• Maintained the schedule for all building maintenance as well as processing payments involved in the
upkeep of the grounds.
• Managed accounts payable and receivable using QuickBooks.
• Processed all incoming donations on a daily basis and provided reports to the Vestry Board and
parishioners.
• Responsible for all banking operations – deposits, checks, correspondence, etc.
• Compiled weekly information for the bulletins then typed, printed, and put together those handouts
to be distributed to the parish on Sundays.

Lead Teller
JEFFERSON STATE BANK – San Antonio, TX
June 2005 to May 2006
• Responsible for day-to-day cash handling operations at a high-volume banking center.
• Responsible for vault balance as well as other tellers’ cash drawers and balances daily while ensuring
a smooth running teller line.
• Responsible for the cash going out and coming in from the Federal Reserve.

Teller
JEFFERSON STATE BANK – San Antonio, TX
March 2004 to June 2005
• Handled transactions for personal and commercial accounts.
• Responsible for giving access to safe deposit boxes, notarizing documents for customers, basic account
maintenance, processing payments to loans, and opening checking and savings accounts among other
basic operations.

Real Estate Receptionist
RE/MAX – San Antonio, TX
January 2004 to May 2004
• Fielded incoming calls regarding real estate listing on the MLS.
• Routed calls to the proper agent if available.
• Utilized basic office skills including copying, typing, answering the phone, customer service, basic
correspondence, and organizing files while keeping a tidy and organized workspace.

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Nicole ****

Project Coordinator- Scrum Master

Brontech Solutions

02/2020-10/2022
Guided team on Agile practices, encourage adaptation, iteration and an environment that fosters Agile
Reported data at Scrum of Scrum. Tracked burn down issues and progress as well as worked with teams to resolve issues
Worked with software development and testing team members to design and develop robust solutions to meet client requirements for functionality, scalability and performance
Coached organization in adoption of scrum values, principles, and practices
Recommend improvements and assist in changes to improve practices
Develop crucial functional requirement specifications, create detailed user cases and process flow diagrams to support functional specifications
Servant leader on the Scrum team who guides and coaches the team on how to use Agile
Remove impediments, guided the team to remove impediments by finding the right personnel to remove the impediment
Facilitate Agile Scrum Ceremonies, including daily Scrum, Sprint Planning, Backlog Grooming, Retrospectives, etc.
Works collaboratively with IT and partner teams to support development and software delivery
Facilitated daily stand-ups and scrum ceremonies for two scrum teams
Project Coordinator

 

 

BetterFocus Tech
03/2017 – 01/02020
Collaborated with stakeholders towards continuous improvement of project management practices Tracked, escalated, and removed impediments
Facilitated in setting up Acceptance Criteria, creating test plans, recording test result for all the user stories Develop and deliver status reports

Assist PM to develop and execute the project plan, project schedule, and monitor progress.
Assist PM in providing timely and accurate input for resource and revenue forecasting activities
Worked with teams in how to best manage workflows, and how to be self-empowered to make their own decisions

 

 

Health & Retirement Researcher 04/2015 – 02/2017

University of Michigan

Reviewed project specifications and designed technology solutions that met or exceeded performance expectations
Complete decentralized production interviews with respondents in-person or by telephone using standardized interviewing techniques
Write and submit routine reports and correspondences in a timely manner by mail or email daily
Complete cognitive assessments and physical measures; blood pressure, hearing test, balance test, saliva sample, and blood samples
Work in a variety of locations including disadvantaged neighborhoods, locked/gated communities, and rural setting

 

Office Manager 03/2012 – 02/2015

G. J. Child & Associates

Updated personnel handbooks and individual records to keep filed accurate and detailed
Delivered targeted advice on issues such as applicable employment regulations, compensation strategies and internal systems to
help company update antiquated or ineffective approaches

Received patients and scheduled appointments
Managed patient billing and insurance information
Created daily reports that reduced inaccuracies in patient billing
Contacted insurance agencies to quickly resolve billing and payment issues

 

 

Pharmacy Technician
03/2009 – 03/2012
CVS
Consulted with insurance company representatives to complete claims processing, resolve concerns, and reconcile payments
Counted, measured and compounded medications following standard procedures
Communicated with patients to collect information about prescriptions and medical conditions or arrange consultations with
pharmacists

Maintained the highest-level customer satisfaction
Interacted with insurance providers concerning billing and reimbursement
Maintained and updated patient profiles

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Accountant & Company Administrator (Part-Time Remote)

A small group of commonly owned companies is seeking a polished and knowledgeable accountant who can take over controller and bookkeeping responsibilities for each business. The right candidate will be a degreed accountant or CPA who is versed in QuickBooks Online and has proven experience in managing bookkeeping and accounting including reconciliations, cash management, receivables, payables, customer billing, financial projections and similar areas. In addition, this role would include some administrative management for employee benefits, HR, vendor management and similar responsibilities. No prior experience in these additional areas is required.

 

This is considered to be a part-time position, but full-time requirement will be considered as well. This role will work fully remote and have the ability to block time for flexibility in daily balance of time commitments to work on individual’s daily schedule. This will be the right opportunity for someone with a strong professional manner, who has a commitment to accounting excellence and who is looking for a fun, flexible and growing business team.

 

Must be self-motivated, deadline oriented, able to multi-task and have tremendous client service skills. Duties will include:

 

Prepare accounting records by compiling and analyzing account information

Bank account reconciliation including trust accounting

Tracking and managing receivables and payables

Processing payroll through QuickBooks Payroll

Managing and working with business team on customer invoices through QuickBooks or business specific software

Post financial transactions to accounts and prepare financial statements

Study financial trends to determine future business needs

 

 

Applicants should be proficient in typical office software and accounting packages.

 

Right individual will be a responsible self-starter and energetic team player.

 

Start Date:

Immediate

Anticipated hours are flexible, but typical team operates on EST normal operating hours.

 

To Apply:

Please send resume, cover letter and compensation requirements to: tom@thelawpracticeexchange.com

Emails only please.  No calls.

If you think you will be a good fit for this role, please send a copy of your resume with cover letter. This position is available immediately.

 

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Hannah *****

EDUCATION

Graham Highschool, Saint Paris, Ohio

Highschool Diploma

Professional Experience:

Hair Co, Mark Knupp Muffler & Tire Inc, Self-Employed Bookkeeper, and In-Home Daycare

In-Home Daycare Provider: February 2017 – current

● Care for the physical and emotional needs of the children in my care.
● Prepare, serve, and clean up meals, snacks, and drinks.
● Maintain a clean and safe workspace throughout the day.
● Maintain a schedule that provides instruction, play, and rest time.
● Maintain spreadsheets of expenses, schedules, and payments.
● Prepare year end tax forms.

 

Part-Time Office Clerk: August 2021 – current

The Flooring Gallery, West Liberty, Ohio

● Create invoices from work orders on Quickbooks online and mail.
● Post payments to accounts.
● Answer phones and help customers on the sales floor when in the office.
● Maintain the filing system in the office.
● Provide support to other office and sales staff.

 

Receptionist & Bookkeeper: May 2012 – June 2013

Mark Knupp Muffler & Tire Inc, Piqua, Ohio

● Provide customer service and support in person and over the phone.
● Answer phones and manage schedules.
● Balance and prepare deposits three times a week.
● Tire Sales
● Maintain inventory on computer software.
● Reconcile accounts with the vendors and make payments.
● Create Invoices in computer software
● Maintain filing and records

 

Receptionist: April 2009 – April 2012

The Hair Co, Urbana, Ohio

● Provide customer service and support in person and on phone.
● Manage schedules for multiple employees using computer software.
● Track and order inventory for store front.
● Clean and maintain store front and guest waiting areas.
● Balance cash register at the end of each day.
● Open and close salon.

Other Related Experience:

Women’s Ministry Coordinator: May 2022 – current

Urbana Grace Church, Urbana, Ohio

  • Organize monthly events
  • Manage team of volunteers
  • Facilitate monthly meetings through Microsoft Teams
  • Create a budget for the year and an expense plan
  • Track and keep records of expenses

Team Member of Women’s Ministry Retreat Team: September 2021 – April 2022

Marysville Grace Church, Marysville, Ohio

  • Work with team on organizing and executing a 3 day retreat at a hotel.
  • Track registration and responsible for all communication to registrants.
  • Organize several activities that would meet all needs and wants.
  • Work with team over the weekend to bring unity and productiveness to the event.

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‘Tis the Season to Say No: 3 Tips for a Less Stressful Holiday

Working during the holidays can be exhilarating, but more often than not, it’s also stressful, tiring and overwhelming. If you find yourself constantly overbooked or doing more than you should to make sure the holidays are perfect, it’s time to get some perspective and say no to some things so you can enjoy the holidays and your family more fully. Here are three tips on how to balance work and the holidays so you can create a less stressful holiday season and still achieve all your holiday goals.

1) Prioritize

Create two lists: one list of things you have to get done such as work tasks and a list of things you want to do such as creating crafts with your kiddos. Prioritize these based on your schedule. Now, we aren’t saying you have to give up one to do the other, but it does help to write it all down on a calendar so you can figure out what to do. For example, if you need to make cookies or wrap gifts this week then plan accordingly. If time permits and you are looking forward to making those items, that’s awesome! Give yourself permission to go back and forth between the different lists; if there is time left over at the end of the day then feel free to jump into wants from have-to without guilt. This method helps cut down on holiday stress which means more quality time with family during December!

2) Set Boundaries

We are all guilty of overbooking ourselves and over committing to work projects and holiday parties. If you find yourself in this position, it’s okay to say no to some things so you can focus on being with family and friends during the holidays. Be proactive and communicate your boundaries to others. There is nothing wrong with turning down projects or events when they conflict with important time off during the holidays.

What if I have already agreed to do something? As difficult as it might be, if there are conflicts between obligations that have already been agreed upon, then talk them out openly. If a project is too much work without having time for family or if a party will be too much without also having time for self-care, then there is not enough room in your schedule and you need to let go or renegotiate expectations. You’re not obligated; you’re choosing what matters most to you.

3) Simplify

Work and family should be able to co-exist, but this is easier said than done. The holidays are a time of celebration and togetherness, but it can be difficult to balance work obligations with spending quality time with your loved ones. Sometimes it helps to just simplify your schedule and what you want to do. Do you want to spend the time solely with family? Take off work. Do you want to get a couple of extra work projects done before the end of the year? Block off time where you will only be doing that and nothing else. Just remember, keep things simple and whatever you do not need to do, don’t do it! Save it until next year! And remember, don’t stress yourself out because you do not want to fall ill. Take time for yourself to rest and relax too. 

How do you stay stress free with work and family during the holiday season? Let us know!

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The Top Five Ways to Avoid Making a Bad Hire

At some point, many companies hire someone they later regret. It happens more than you may think. But that doesn’t mean you should let it happen to your business, and there are a few key things you can do to avoid the bad hires. Hiring the wrong person can be costly, not only in terms of the money you spend but also in terms of the time and energy you expend trying to train them or fill their shoes with someone better suited for the role. While there’s no guaranteed way to find the perfect hire every time, these five strategies will help minimize your chances of making a bad hire.

Set Clear Expectations

Define exactly what you expect of a person in their job role. Be clear about the tasks you want them to perform and your expectations for their performance. Write down these expectations so there is no ambiguity. Remember, you cannot control how someone does their job so focus on what they should do as opposed to how they do it.

Show Appreciation

No matter how much you may be in need of someone, do not hire them without first showing that you value and need them. This is especially important when hiring remote employees. Keep in mind that the best way to show appreciation is not by talking about what they can do for you, but rather by letting them know how they will make your company better. When it comes to remote jobs, even small things like sending a quick email or text message or giving them an unexpected high-five through Skype can go a long way in demonstrating that you care about their work and want them around for the long haul.

Define Goals

Start by asking the candidate to define what their goals are for the job. You should be able to tell quickly whether or not someone is qualified based on their goals, and this will also give you an idea of what qualities they’re looking for in their next position. Ask questions that will help you figure out how well they’ll work within your environment: What would you like to accomplish if you are hired for this position?  How do you define success? What were some of your previous jobs, and why did you leave them? After hearing the answers to these questions, ask yourself if you can meet their expectations. If so, then there’s a good chance that this person is worth pursuing further, and it will let you know if they are a cultural workplace fit.

Understand Work-Life Balance

As an employer — especially one who is hiring remotely — it is important to understand a job candidate’s work-life balance. If they are stay at home moms, working around their schedules will be very important. During an interview, ask the job seeker what sort of schedule they are looking for/need when it comes to their work day. They may have different hours during the week and weekends. Discussing these needs beforehand can help create a better work-life balance and avoid any misunderstandings down the line.

Pay Attention to Red Flags

Any red flag you notice in an interview is most likely a reflection of the kind of work that person will perform for your company. For example, if someone shows up late to an interview, that could mean they are not taking the hiring process seriously, and they may be late for company meetings and deadlines. There are other similar red flags to pay attention to: 

  • Is the person constantly distracted by what’s going on in their home rather than focusing on the interview? This shows they may not be able to concentrate on their work.
  • Is the person unable to give specific, detailed examples of past work history? This could mean they exaggerated their job seeking materials and may not have the experience needed.
  • Does the person make remarks that make you uncomfortable or seem overly negative? This could escalate and cause issues down the line.

These are just a few examples of red flags, so we always advise you to trust your instincts. Remember, you don’t want to hire a candidate too quickly, you want the right and experienced candidate that will grow with your company!

What are ways you avoid making bad hires for your company? Let us know! If you’re an employer that’s nervous about the hiring process and about potentially making the wrong decision, check out our Concierge Services! Our experts will complete the entire hiring process for you. With years of experience, they can point out red flags you might miss as well as amazing attributes.

 

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Aprille *******

A. Kaye Cosmo, Houston, TX— Cosmetologist, Business owner
January 2014 – PRESENT
● Maintained and consulted a customer base of over 150 clients providing a variety of hair and skin services.
● Provided client specific hair, scalp, and skin analysis recommending custom products increasing revenue and
customer satisfaction.
● Managed day-to-day business operations.
● Implemented a virtual sales and marketing channel for products and services.
● Maintained social media sites gaining 5,000 + followers by posting unique, trending client styles and services.
● Completed daily account reconciliation to track sales activity.

SKC Gulf Coast, Houston, TX— Administrative Specialist
July 2012 – January 2013
● Selected for special project to convert existing contract files to an encrypted online system.
● Processed inventory request for field management.
● Updated customer profiles in inventory management system.
● Prepared a comprehensive list of the items in shortage and placed monthly orders with the vendor.
● Assisted to maintain financial records by handling client payments using spreadsheets and checked monthly
statistical reports ensuring accuracy.
● Generated purchase orders, sales orders, and packing slips used to ship out air quality measurement equipment
parts.
● Prepared, processed, and reviewed invoices reflecting sales inventory order activity for replacement parts.

Zales, Houston, TX — Associate Sales Manager/Jewelry Consultant
October 2009 – September 2013
● Provided consultative sales support for fine jewelry customers.
● Updated store marketing collateral to reflect cooperate marketing promotions.
● Facilitated employee sales training for new hires.
● Managed daily staffing needs for store opening and closure.
● Increased sales team productivity through weekly sales meetings and trainings.
● Consistently met or exceeded monthly sales quotas over a two-year period.
● Balanced multiple customers’ needs simultaneously in a fast-paced retail environment.
● Planned and prepared work schedules and assigned employees to specific tasks.
● Supervised employees engaged in sales work, taking of inventories, keeping operating records and preparing daily
record of transactions.

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Bookkeeper

Small business bookkeeper – work from home approximately 8 hours per week

My trusted bookkeeper of 14 years is retiring and will train an experienced bookkeeper in our established procedures for the following duties that are performed using a remote virtual desktop to access QuickBooks Desktop Pro.

  • Process customer invoices (approx 50 / month) and manage accounts receivable.
  • Process accounts payable (approximately 15 vendors)
  • Process payroll bi-weekly
  • Process sales tax payments for 5 states (NC, SC, GA, IN, OH)
  • Generate 1099’s
  • Perform month end closings
  • Generate P&L and Balance Sheet reports Monthly
  • And other special projects/reporting when assigned

While work can be performed remotely 100%, preference will be given to an applicant living in the Charlotte, NC metro area.

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