Katie Coulter - Financial Advisor Resume Simple
SUMMARY
A highly motivated, creative, and results-driven professional with a solid history of achievement in business management. I am a self-starter, able to work well independently and as a team member.
SKILLS
  • management, counseling, loans, triage, time management, listening, financial management, organization, clients, budgeting, credit, call center
  • organization, inventory, evaluations
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Financial Advisor

    Hoag Memorial Hospital

    • I have been a liaison between the client, the client, and the community. In the absence of the management, the clients, the PSR and the customer service.
    • Responsibilities: budgeting, financial management, and communication with healthcare providers. Work closely with the client and family members to ensure that all medical services are provided.
    • Strong communication skills, computer skills, customer service, and client relations. Excellent interpersonal and communication skills, including but not limited to: Answering phones, listening to inquiries, and resolving issues.
    • Provide excellent customer service, communication, and problem solving, answering questions, and maintaining compliance with all company and regulatory requirements.
    • As a member of the Executive team, I was responsible for the administrative and clerical duties, including but not limited to, data entry, customer service, and communications.
    • Provided customer service and communication with patients, healthcare providers, and insurance companies. Managed and maintained the database of all appeals.
  • 2017-12-252017-12-25

    Administrative Assistant

    Roanoke Chowan Community College

    • Responsible for the management of the staff including training, scheduling, and payroll. As well as the performance of the job descriptions.
    • Provided support to the department Director and the general public. Responsible for the overall management of the facility. Established and maintained a strong relationship with the organization.
    • Managed inventory and maintained records for all evaluations and reports. Created and implemented new policies and procedures. Hired and trained staff.
    • Maintained a clean and safe environment for the department and the facility. Assisted with the opening of the building, and the maintenance of the equipment.