Summary
Overview
Work History
Education
Skills
Certification
Certifications
Timeline
Generic

Rashad K. Persons

American Canyon

Summary

I am a self-motivated individual, seeking a career that will provide stability, also a career that promotes professional and personal growth. I am eager to start a career that will give me a chance to utilize my skills and challenge me to perform at the highest level possible.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Senior Staff Assistant/Union Leader – Chemical Dependency Recovery Services

Kaiser Permanente
09.2022 - Current
  • Assists and Supports Directors and Senior Management
  • Organizes and expedites the flow of work for the manager or the department and initiates any follow-up action.
  • Frequently accesses highly confidential and sensitive information; handles such information with judgment and tact.
  • Arrange large conferences and meetings, including securing the rooms, equipment, and presentation materials; coordinates all logistics so that events run smoothly.
  • Maintains the manager’s calendar and occasionally makes travel arrangements. Performs other calendar-related or scheduling duties as needed.
  • Prepares special reports and presentations that require data gathering and comparing and summarizing data.
  • Help on-board new employees; may provide training.
  • Create spreadsheets and graphics for presentations.
  • Performs data input and maintains established databases; ensures data is accurate.
  • Monitors the department budget, tracks and compiles expense reports. Purchases department supplies and manages inventory. Submits and tracks department invoices.
  • Submit and track EVS/Engineering/Facilities' needs.
  • Prepares and corrects timecards. Tracks employee attendance.
  • Prepares documents for the manager from established templates, including meeting notes.
  • Receives and screens telephone calls or visitors. Answers questions and provides information related to general department operations, policies and procedures using discretion for matters pertaining to confidential or sensitive information.
  • May maintain the department’s website.

Medical Record Indexer/UBT Proxy/Safety Champion – Scanning Department

Kaiser Permanente
01.2018 - 09.2023
  • Reviewed work queues to retrieve scanned documents
  • Accessed and reviewed each scanned document and applied the required indices, such as medical record number, document type, department, provider name, date and other indices, which may apply.
  • Managing various projects.
  • Preparing and editing reports.
  • Ensuring quality service and products.
  • Maintaining databases and filing systems.
  • Determined whether there is an encounter or order, which matches the scanned document; if there is an existing encounter or order, link the scanned document to that encounter or order.
  • Distinguished Inpatient documents from outpatient documents and sent Inpatient documents to the Inpatient Queue in the scanning system
  • Performed visual quality review of each scanned document and sent any non-scanned or illegible documents to the Scanner for re-scanning.
  • Sent/Committed indexed documents electronically to the electronic medical record
  • Sent indexed/committed documents to the Quality Assurance Clerk
  • Performed routine maintenance on the scanning equipment
  • Performed other related duties as necessary, which included but not limited to Sorter/Prepper/Scanner work, filing, answering phones, and other departmental support work.
  • Used great tools to organize quick, simple, fun monthly team activities
  • Delivered a health or safety message in your huddle or UBT meeting
  • Supported UBT health and safety improvement projects, and remind your team to consider health and safety on all projects
  • Received and sent emails containing medical records and sensitive information, for processing and chart updates
  • Participated in monthly call-ins with other champions to get great ideas, tools and support, and provide feedback on what’s working
  • Spread health and wellness communications

Cashier/Receptionist – Audiology

Kaiser Permanente
12.2016 - 01.2018
  • Followed appropriate patient registration/check-in policies & procedures
  • Working knowledge of Health Plan coverage types, for example (but not limited to) traditional, deductible, etc
  • Collected co-pays & fees, informed patients of available payment options
  • Handled cash per the Cash Handling Responsibility Agreement (CHRA)
  • Demonstrated knowledge of & application to Patient Admin Appt. Registration

Appointment Clerk/UBT Co-Lead – Quality Outreach

Kaiser Permanente
01.2015 - 12.2016
  • Secured written appointments requested and accepted other appointments requests
  • Evaluated appointments request and determine type of appointments needed
  • Contacted patient for clarification when necessary
  • When necessary completed chart locators and routed to chartroom
  • Retained cancellations; routed other messages to appropriate departments
  • Advocated for partnership success
  • Prepared for meetings and huddles
  • Used appropriate meeting management tools
  • Troubleshooted where appropriate
  • Acted as point person for information
  • Kept team records
  • Ensured team is following charter and made sure the charter was relevant
  • Communicated with others (including sponsors and stakeholders)
  • Made off-line decisions when needed
  • Built relationships and shared expectations with co-lead partner(s)

PBX Communication Operator – Operators

Kaiser Permanente
09.2014 - 01.2015
  • Received and routed incoming calls to appropriate stations
  • Paged medical center personnel
  • Responded to the caller’s inquiries concerning the patient’s conditions
  • Announced appropriate and urgent messages over loudspeaker
  • Served as central communications point for all in-house emergencies (i.e., Code Red and Code Blue)

Personal Banker 2

JP Morgan Chase Bank
11.2011 - 07.2014
  • Managed assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor products and service recommendations
  • Made the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day, 7 days a week
  • Partnered with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Adhered to policies, procedures, and regulatory banking requirements
  • Demonstrated ability to make personal connections, engage and educate customers, asked open-ended questions, and listened to establish trust and built lasting relationships
  • Demonstrated excellent communication skills - in person and over the phone – and proved my ability to tailor features and benefits of products/services to customers with differing needs
  • Demonstrated a strong desire and ability to influence, educate, and connect customers to technology
  • Demonstrated ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
  • Operated within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Engaged and partnered with Management, team members and other lines of business to offer the most appropriate products

Universal Banker

U.S. Bank
11.2009 - 03.2011
  • Supervised the Branch
  • Trained new hires
  • Opened and closed the Branch
  • Performed routine transactions, new account transactions and worked directly with clients.
  • Was responsible for maintaining and balancing a cash supply for transactions
  • Provided comprehensive deposit services to individuals, fiduciaries, and small businesses in a retail office.
  • Engaged and partnered with Management, team members and other lines of business to offer the most appropriate products
  • Promoted a full range of products and services that best met the client's needs.
  • Received consumer loan applications and reviewed loan packages for required documentation.
  • Processed simple consumer loan packages and referred complex applications to qualified employees in the branch.
  • Assisted customers with account maintenance, online banking, mobile banking, and other complex account issues
  • Represented the Bank and its products and services with pride and enthusiasm.
  • Identified and pursued new or related customer opportunities for additional products and/or services.
  • Provided quality referrals to business partners.
  • Reviewed client transactions for red flags and fraudulent items.
  • Maintained awareness of current criminal scams used against banking clients.
  • Prevented clients from becoming victims of fraud.
  • Gathered data and processed various reports and forms (e.g., Currency Transaction Reports, Reg CC, holds, overdraft, etc.) to ensure compliance with Bank policies and procedures, Bank Secrecy Act/Anti-Money Laundering, and regulatory compliance programs

Teller/ Online Customer Service Representative

Wells Fargo Bank
10.2006 - 07.2008
  • Supported customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Completed operational activities while minimizing risks under established policies
  • Performed routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Received direction from managers and exercises judgment within defined policies and procedures
  • Escalated questions and issues to more experienced roles
  • I interacted with customers and individuals to demonstrate care, built relationships, and completed requested transactions
  • Focused on sales and retention
  • Examined checks for identification and endorsement
  • Built relationships; provided expert financial advice to customers
  • Guaranteed positive customer experiences and resolved all customer complaints
  • Received in bound calls and assisted customers with their accounts, via phone and email

Education

High School Diploma -

Jesse Bethel High
Vallejo, CA
07.2002

Skills

  • Over 10 years of Customer Service experience
  • Over 2 years of Call Center experience
  • Strong Analytical Skills Skills
  • Leadership & Development
  • Over 6 years of Sales experience
  • Over 4 years of Cash Handling experience
  • Interpersonal Communication Skills
  • Planning and Organization Skills

Certification

Basic Life Support (BLS)

  • [American Heart Association]

Certifications

AHA Basic Life Support (BLS)

Timeline

Senior Staff Assistant/Union Leader – Chemical Dependency Recovery Services

Kaiser Permanente
09.2022 - Current

Medical Record Indexer/UBT Proxy/Safety Champion – Scanning Department

Kaiser Permanente
01.2018 - 09.2023

Cashier/Receptionist – Audiology

Kaiser Permanente
12.2016 - 01.2018

Appointment Clerk/UBT Co-Lead – Quality Outreach

Kaiser Permanente
01.2015 - 12.2016

PBX Communication Operator – Operators

Kaiser Permanente
09.2014 - 01.2015

Personal Banker 2

JP Morgan Chase Bank
11.2011 - 07.2014

Universal Banker

U.S. Bank
11.2009 - 03.2011

Teller/ Online Customer Service Representative

Wells Fargo Bank
10.2006 - 07.2008

High School Diploma -

Jesse Bethel High
Rashad K. Persons