QUYEN TU
SAN JOSE
Summary
Experienced administrator focused on business efficiency and operational improvements. Dedicated and decisive leader with strategic and forward-thinking mindset. Brings progressive industry experience, willingness to learn and adaptability to changing circumstances.
Overview
8
8
years of professional experience
Work History
Senior Marketing Director Financial Assistant
WFG
Alviso
02.2022 - Current
- Managed calendars to ensure efficient use of time; scheduled appointments as needed.
- Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
- Monitored email accounts regularly and responded appropriately within established timeframes.
- Checked postings and documents for correctness, accuracy and proper coding.
- Provided administrative support to the finance department, including filing, data entry, and document management.
- Processed invoices, payments, receipts, disbursements. in a timely manner.
- Reduced financial discrepancies, ensuring on-time, accurate deposit balances, incoming checks, available revenues and receipts for investment processes.
Medical Receptionist
DXD Corp
SAN JOSE
10.2021 - 10.2023
- Greeted and checked in patients, updating patient information in computer system. Checked patients in and out for appointments and collected co-payments.
- Communicated with patients with compassion while keeping medical information private.
- Maintained confidentiality of patient information according to HIPAA regulations.
- Arranged hospital admissions for patients as required.
- Scheduled patient appointments, verifying accuracy of appointment times with providers.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
- Processed patient payments and scanned identification and insurance cards.
- Assisted with filing of medical records and documents, maintaining accurate electronic files.
- Prepared charts for new patients, ensuring all necessary forms were completed correctly.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Checked patients in and out for appointments and collected co-payments.
TAX OFFICE ADMINISTRATOR
KBLAA CORP
Danese
01.2017 - 10.2021
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
- Maintained records of client information such as social security numbers, income levels, deductions.
- Scheduled appointments with clients to discuss their tax return needs.
- Established work procedures or schedules to organize daily work of administrative staff.
- Organized and maintained documents, files and records.
- Worked with cross-functional teams to achieve goals.
Education
Business Administration
Everett Community College
Everett, WAAccounting and Finance
Mission College
Santa Clara, CASkills
- Time management
- Team leadership
- Adaptability
- Microsoft office
- Multitasking
- Fast learner
- Independent
- CRM management
Languages
English
Native/ Bilingual
Vietnamese
Native/ Bilingual
Timeline
Senior Marketing Director Financial Assistant
WFG
02.2022 - Current
Medical Receptionist
DXD Corp
10.2021 - 10.2023
TAX OFFICE ADMINISTRATOR
KBLAA CORP
01.2017 - 10.2021
Business Administration
Everett Community College
Accounting and Finance
Mission College
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