LORI BOFMAN
Santa Monica,CA
Summary
With 17 Years of diverse experience in administrative, customer service, retail management, front office management, and executive assistance, I bring expertise to any role. Exceptional interpersonal communication skills allow effective connection with customers, management, co-workers, and individuals from various backgrounds. Strong leadership abilities and a commitment to providing excellent customer service. Skilled in troubleshooting with a track record in problem-solving and decision-making. Known for organizational skills and attention to detail, excelling at handling multiple tasks, mastering new procedures, and applying knowledge to new situations. Successfully hired, trained, and supervised up to 10 employees. Self-starter and quick learner who consistently exceeds expectations. 10 Years of experience as a Front Office Supervisor professional with a successful history as an executive assistant and estate manager. Dedication lies in facilitating seamless corporate and administrative operations for business owners and CEOs. Adept at managing personal responsibilities alongside professional duties while ensuring utmost confidentiality of sensitive information and security of valuable assets.
Overview
33
33
years of professional experience
Work History
Lead Patient Care Coordinator
Regenerative Medicine LA
06.2021 - Current
- Increased staff productivity by coordinating schedules, delegating tasks, and monitoring performance metrics regularly.
- Maintained high levels of customer service while managing difficult situations or disputes involving patients or family members.
- . Supported clinical staff in providing exceptional care through seamless coordination of appointments, referrals, tests, and follow-up visits.
- Promoted a positive work environment through open lines of communication, regular feedback sessions, and team-building activities.
- Collaborated with multidisciplinary teams to develop comprehensive care plans for patients with complex needs.
- Developed strong relationships with external vendors and suppliers to secure necessary resources at competitive prices.
- Enhanced patient care by implementing efficient scheduling and coordination processes.
- Managed high call volumes efficiently, triaging calls effectively and directing them to appropriate personnel as needed.
- . Assisted in the development of departmental budgets and actively monitored expenses to ensure adherence to financial targets.
- Reduced administrative errors by implementing standardized documentation procedures for patient records.
- Ensured compliance with HIPAA regulations by training staff on privacy policies and overseeing proper handling of sensitive patient data.
- . Fostered a culture of teamwork, accountability, and continuous learning among the Patient Care Coordination team.
- Delivered excellent patient experiences and direct care.
- Communicated with patients, ensuring that medical information was kept private.
- Designed and introduced leadership development, coaching and team management model, resulting in promotion of employees into increased levels of responsibility.
- Established and maintained effective communication with staff, physicians and community organizations to promote high quality patient care.
- Liaised with other healthcare professionals to develop comprehensive patient care plans and provide highest quality of care.
Executive Assistant
Martin Defense Group
01.2018 - 01.2021
- Provided a full range of support services for the President/CEO including orchestrating daily business activities and managing the personal family agenda as needed 24/7
- Managed and maintained the scheduling of the CEO's business meetings and travel agenda
- Managed confidential business files, emails, and personal records
- Maintained inventory of office supplies for six office locations and implemented organizational strategies to remain under budget
- Arranged business meetings and planned company events, parties, and dinners
- Researched data for documents and correspondence emails for CEO
- Acted as representative of executive leadership regarding internal and external relations and correspondences and screening communications
- Coordinated travel arrangements, prepared itineraries, planned logistics, and submitted expense reports
- Managed multiple luxury homes and automobiles both in and out-of-state which included furnishing, renovating, and providing proper utilities and insurances.
Surgery Coordinator
Dr. Charles Lee
01.2014 - 01.2018
- Liaised between patients, surgical facility, and physicians to provide seamless surgical experience for patients
- Managed all surgery services including planning, scheduling, determination of procedures and procurement of supplies and equipment
- Updated policies and procedures for continuous improvement of resident assessments and care
- Worked closely with patients to deliver excellent and direct individualized patient care
- Secured patient information and maintained patient confidence by completing and safeguarding medical records
- Educated patients about surgeries and provided Pre and Post Op treatment plans.
Front Office Supervisor
Younique Cosmetic Surgery
01.2008 - 01.2013
- Managed front office operations which included scheduling, billing, insurance, consultations, handling of documents/reports, ordering of supplies, and employee payroll
- Organized all company events including parties, dinner meetings, and lunch events with pharmaceutical representatives
- Provided personal assistance for surgeons including scheduling of meetings, travel arrangements, and running errands.
Front Office Supervisor
Alpha Surgical Group
01.2006 - 01.2008
- Supervised 4 employees for Otolaryngology and Plastic Surgery Office
- Performed variety of tasks including scheduling patient appointments, insurance verification, managing physician schedules, and composing correspondence
- Collected copay, coinsurance, deductibles, and past due balances
- Complied with strict procedures to protect sensitive patient information, medical records, and payment data.
Business Manager
Senior Artist Colony
01.2005 - 01.2006
- Responsible for managing newly constructed building of 137 units generating 97% occupancy while managing a staff of 5 people
- Assisted project manager with scheduling subcontractor activities and assisted in overseeing multiple subcontractors to ensure construction projects were completed on time and on budget
- Developed marketing strategies to help advertise available apartments for lease
- Oversaw daily management operations, managed accounting, trained property managers, and mediated tenant disputes, labor disputes, and contractor challenges.
Leasing Consultant
Medici
01.2002 - 01.2005
- Responsible for showing apartments to prospective tenants and negotiating lease contracts for 2 buildings totaling 635 units
- Performed administrative duties such as rent collection, communication with tenants via written correspondence, maintaining property facilities, and administering lease closings.
Senior Customer Service Representative
Southwest Airlines
01.1992 - 01.2001
- Provided assistance to customers including booking reservations, ticket sales, baggage handling, and gate services
- Served as acting supervisor when requested by executive management and received special Customer Service Agent Award from management for 8 consecutive years.
- Provided backup support during peak periods or staff shortages to ensure seamless service delivery to clients at all times.
- Resolved customer service issues using company processes and policies and provided updates to customers.
- Enhanced customer satisfaction by promptly addressing and resolving complex inquiries and complaints.
- Developed solutions-oriented approaches when faced with challenging situations or dissatisfied customers.
Education
Management - Certificate
Legacy Partners
Irvine, CA01.2004
Trade School - Travel Industry
Travel Institute of The Pacifice
Honolulu01.1987
High School Diploma -
Pearl City High School
Pearl City, HI1986
Skills
- Managing/assisting corporate operations
- Communicating and hiring vendors/contractors
- Managing/coordinating personal responsibilities
- Overseeing, training, and supervising staff
- Estate, property, and project management
- Coordinating/planning events, meetings, diners
- Scheduling business and household services
- Coordinating business and personal travel
- Financial bookkeeping and expense reports
- Writing system procedures/manuals/protocols
- Strong leadership and communication skills
- Strong organizational skills, time management
- Microsoft Office (Word, Outlook, Powerpoint, Excel, Teams)
- Aesthetic Pro
- Jamis
References
Available upon request.
Timeline
Lead Patient Care Coordinator
Regenerative Medicine LA
06.2021 - Current
Executive Assistant
Martin Defense Group
01.2018 - 01.2021
Surgery Coordinator
Dr. Charles Lee
01.2014 - 01.2018
Front Office Supervisor
Younique Cosmetic Surgery
01.2008 - 01.2013
Front Office Supervisor
Alpha Surgical Group
01.2006 - 01.2008
Business Manager
Senior Artist Colony
01.2005 - 01.2006
Leasing Consultant
Medici
01.2002 - 01.2005
Senior Customer Service Representative
Southwest Airlines
01.1992 - 01.2001
Management - Certificate
Legacy Partners
Trade School - Travel Industry
Travel Institute of The Pacifice
High School Diploma -
Pearl City High School
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