Sandy Thompson
Medical Office Assistant
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
20
20
years of professional experience
3
3
Certifications
1
1
Language
Work History
Financial Advisor
First West Credit Union
01.2017 - 03.2024
- Recommended specific investments to help clients meet financial goals.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Educated clients on potential risks and rewards associated with various investments.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Advised clients on mortgage, education and personal loans.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Monitored pipelines to track and log status of loans.
- Provided mentorship and guidance to junior colleagues, fostering a collaborative team environment that encouraged professional development and knowledge sharing.
- Collected customer information and completed new account forms.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Medical Office Manager
Peach City Medical
09.2007 - 01.2017
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Managed 3 employees with various personalities and from different cultures for 3-physician practice.
- Assisted physicians with clinical documentation to ensure complete and accurate records for each patient visit.
- Identified opportunities to streamline processes and improve office operations and efficiency.
- Addressed and remedied all patient or team member issues.
- Ensured a safe, comfortable environment for patients by promptly addressing any concerns or issues that arose during their visits.
- Completed bi-weekly payroll for 3 employees.
- Organized and updated databases, records and other information resources.
- Developed close working relationships with front office and back office staff.
- Passionate about learning and committed to continual improvement.
- Skilled at working independently and collaboratively in a team environment.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Learned and adapted quickly to new technology and software applications.
- Organized and detail-oriented with a strong work ethic.
- Worked flexible hours across night, weekend, and holiday shifts.
- Self-motivated, with a strong sense of personal responsibility.
- Strengthened communication skills through regular interactions with others.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Medical Office Assistant
Dr. Waters And Dr. Sheehan
01.2005 - 09.2007
- Received and routed laboratory results to correct clinical staff members.
- Registered and verified patient records before triage with most up-to-date information.
- Assisted with medical coding and billing tasks.
- Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
- Supported administrative tasks such as ordering supplies, inventory management, and filing medical documents for streamlined office workflow.
- Maintained a clean reception area conducive to a professional atmosphere.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Improved patient satisfaction by efficiently scheduling appointments and managing patient records.
- Ensured smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
- Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Updated patient information and insurance details for accurate electronic medical records.
- Used EMR to schedule appointments for doctor visits and procedures.
- 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.
- Obtained payments from patients and scanned identification and insurance cards.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Medical Office Assistant
Apple Plaza Walk-In
04.2004 - 09.2007
- Received and routed laboratory results to correct clinical staff members.
- Registered and verified patient records before triage with most up-to-date information.
- Assisted with medical coding and billing tasks.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Conducted patient intake interviews, recording and documenting relevant information.
- Restocked each medical room with adequate supply of medications and supplies in preparation for patients.
- Supported administrative tasks such as ordering supplies, inventory management, and filing medical documents for streamlined office workflow.
- Gathered forms and copied insurance cards to collect patient information for billing and insurance filing.
- Maintained a clean reception area conducive to a professional atmosphere.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
- Greeted visitors and initiated triage processes for clients to streamline patient flow.
- Ensured smooth daily operations by managing incoming calls professionally while addressing inquiries or directing them to appropriate personnel.
- Contributed to a positive work environment by maintaining organized files and facilitating clear communication between staff members.
- Enhanced office productivity by assisting in training new hires on software systems, office procedures, and best practices.
- Provided compassionate support to patients during check-in/check-out process, addressing concerns and answering questions as needed.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Performed various administrative tasks by filing, copying and faxing documents.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
- Relayed care and medication advice to patients to relieve physicians during peak hours.
- Provided prompt, polite and professional in-person and telephone customer service.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Paid attention to detail while completing assignments.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Worked well in a team setting, providing support and guidance.
- Passionate about learning and committed to continual improvement.
- Skilled at working independently and collaboratively in a team environment.
Education
No Degree - Medical Office Assistant
Okanagan College, Penticton, BC
Penticton, BC 05.2001 -
Skills
Excellent Communication
Task Prioritization
Decision-Making
Multitasking
Attention to Detail
Professionalism
Appointment Coordination
Reliability
Preparing Treatment Rooms
Medical Transcription
Billing and coding
Self Motivation
Computer Skills
Understanding of medical terminology
Organization and Time Management
Positive Attitude
Team Player
Certification
Mutual Funds License
Timeline
Medical Office Assistant
05-2024
Financial Advisor
First West Credit Union
01.2017 - 03.2024
Medical Office Manager
Peach City Medical
09.2007 - 01.2017
Medical Office Assistant
Dr. Waters And Dr. Sheehan
01.2005 - 09.2007
Medical Office Assistant
Apple Plaza Walk-In
04.2004 - 09.2007
No Degree - Medical Office Assistant
Okanagan College, Penticton, BC
05.2001 -