Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Poonampreet Kaur

Abbotsford,BC

Summary

To obtain a Full-time position in your organization and use my knowledge, and skills to achieve the organization’s goal.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Medical Office Assistant

Central Valley Medical Clinic
04.2023 - Current
  • Adhered to strict HIPAA guidelines to protect patient privacy.
  • Answered telephone calls to offer office information, answer questions, and direct calls to staff.
  • Provided prompt, polite and professional in-person and telephone customer service.
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
  • Updated patient information and insurance details for accurate electronic medical records.
  • Coordinated patient scheduling, check-in, check-out and payments for billing.
  • Prepared patient charts by gathering and organizing medical records ahead of appointments.
  • Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
  • Received, recorded and filed medical payments by check, cash, and credit card.
  • Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
  • Prepared and processed patient referrals and transfer requests.

Financial Management Officer

AAR Mortgage
04.2019 - 11.2021
  • Interviewing client for Mortgage, Personal Loans.
  • Handled payments and disbursements for [Number] [Type] customers.
  • Recorded, interpreted and communicated financial data and plans using [Software].
  • Offered budget development and financial planning to clients.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

Customer Service Representative

Domino’s Pizza Winnipeg
09.2018 - 06.2019
  • Financial Advice
  • Collecting Cash/cheques from clients and deposit into the bank
  • Auditing Loan files
  • Managing daily collections activities, Receive calls – Orders
  • Direct and record Orders
  • Quality check

Office Assistant

CW International Service Inc
09.2017 - 05.2018
  • Data entry - Excel sheets
  • Attending walk-ins and phone calls
  • Replying to Emails and directing email
  • Profile analysis for Admission
  • Filing of Profiles and processing - Delegation
  • Day-to-day customer handling

Business Development Manager

Future Overseas Education
11.2015 - 08.2016
  • Develop a growth strategy focused on customer satisfaction
  • Conduct research to identify new markets and customer needs
  • Promoting Company and services
  • Arrangement of business meetings with clients
  • Organize Education fairs – Recruitment of Students

Education

Post Graduate Certificate Diploma - Applied Business Management, Marketing Management

University of Manitoba- Extended Education

Post Graduate Certificate Diploma -

University of Bedfordshire

Master of Science - Business and Management

Centennial College

Skills

  • Self-motivated and a good
  • Communicator
  • Customer service
  • Possess good customer-
  • Handling skills
  • Task prioritization
  • Teamwork and leadership
  • Skills
  • Hard- worker
  • Flexible and Reliable
  • Appointment Coordination
  • Administrative Duties

Certification

Sales Business development Brand Management Video Advertising Certificate of Google AdWords. Marketing Digital Marketing

Languages

English
Full Professional

Timeline

Medical Office Assistant

Central Valley Medical Clinic
04.2023 - Current

Financial Management Officer

AAR Mortgage
04.2019 - 11.2021

Customer Service Representative

Domino’s Pizza Winnipeg
09.2018 - 06.2019

Office Assistant

CW International Service Inc
09.2017 - 05.2018

Business Development Manager

Future Overseas Education
11.2015 - 08.2016

Post Graduate Certificate Diploma - Applied Business Management, Marketing Management

University of Manitoba- Extended Education

Post Graduate Certificate Diploma -

University of Bedfordshire

Master of Science - Business and Management

Centennial College
Poonampreet Kaur