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
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 -
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