Susanna Simmons
Spectrum Medical Evaluators
Bonita
5
years of professional experience
Dedicated and driven professional with a strong background in administration, operations, account management, and client relations. Skilled in scheduling, documentation management, data entry, contract support, cross-department communication, and coordinating high-volume workflows. Known for creating structure, improving accuracy, and supporting teams with exceptional organization, reliability, and communication. Also, brings successful sales experience that strengthens relationship building and client support.
Work History
Site Financial Coordinator
9 Months- Coordinate financial operations and payment processing for medical evaluation sites throughout California.
- Manage weekly payment reports, reimbursement tracking, credits, EFT reporting, and financial record maintenance.
- Review completed evaluations and appointment schedules to verify billing accuracy and payment eligibility.
- Maintained detailed spreadsheets and databases for payment tracking, staffing coordination, office locations, and financial reporting to enhance operational efficiency.
- Prepared and submitted payment reports, ensuring compliance with company procedures and timely reporting to support financial accuracy.
- Investigated payment discrepancies, credits, outstanding balances, and account-related issues, facilitating resolution to maintain financial integrity.
- Maintain detailed spreadsheets and databases used for payment tracking, staffing coordination, office locations, and financial reporting.
- Generate operational and financial reports used to support business decisions and workflow improvements.
- Assist with implementation of updated payment procedures designed to improve accuracy and reduce administrative adjustments.
- Maintain accurate records and documentation supporting financial and operational processes.
- Coordinate site logistics, office access, key management, and operational support across multiple locations.
- Supported recruiting, staffing coordination, and special administrative projects.
Account & Administrative Support
2 Years 8 Months- LA Department of Children and Family Services – Account & Administrative Support
- Managed daily operations for 20+ DCFS in county testing locations and 150+ out-of-county partners.
- Coordinated scheduling for client appointments, staff training, and site rotations to optimize site operations.
- Managed invoicing for both out-of-county DCFS locations and LA County, ensuring accurate billing for all types of requested testing.
- Created and maintained the LA DCFS drug testing calendar while auditing parent attendance.
- Conducted onboarding for new sites and staff, including system access, documentation, and training.
- Conducted site visits to ensure each location was fully prepared and compliant for DCFS use.
- Delivered group and one-on-one training via Zoom, Teams, and in person.
- Audited sites, validated, and organized all testing documentation, compliance forms, and reporting logs.
- Maintained detailed spreadsheets to track incidents, schedules, testing activity, and out-of-county cases for effective reporting.
- Provided 24/7 operational support and troubleshooting for staff and partner sites.
- L.A. CADA – Account & Operational Coordination
- Led operations for 11 L.A. CADA sites across LA County, managing scheduling, tracking sample volumes, processing orders, and providing ongoing site support.
- Established and launched accounts for all 11 sites, onboarding staff and implementing operational processes for sample collection and submission.
- Delivered comprehensive training on company portals and products, both in person and via Zoom and Teams, to ensure operational readiness across all locations.
- Served as the primary communication liaison between L.A. CADA sites, clients, and internal teams.
- Supported staff and partner sites with system troubleshooting and operational concerns.
- Collaborated with leadership to improve workflows, increase accuracy, and streamline communication.
- Sales / Customer Support – Phamatech
- Managed the customer service inbox and answered high-volume calls and emails daily, addressing client questions and resolving issues until full satisfaction.
- Acted as the primary liaison between clients and laboratory staff, ensuring smooth communication and operational flow.
- Scheduled in-house testing appointments for clients and coordinated with lab staff.
- Followed up on leads and identified new clinical testing opportunities to support company sales growth.
- Built and maintained strong client relationships to enhance retention and account expansion.
- Bids, Contracts & Proposal Support – Phamatech
- Worked directly with CEO to prepare bid packets, contract proposals, and RFP submissions.
- Researched business opportunities aligned with company capabilities.
- Organized, collected, and verified required forms, signatures, certifications, and agency documentation.
- Submitted proposal packages across government, healthcare, and private platforms.
- Maintained a tracking system for upcoming bids, deadlines, requirements, and submission status.
- Assisted leadership with communication between vendors, agency contacts, and internal teams during proposal development.
Sales Representative
10 Months- Sales Representative – Rivo Holdings – San Diego, CA | May 2022 – Mar 2023
- Managed high-volume customer communication via phone, email, and voicemail to enhance customer satisfaction.
- Resolved client issues while ensuring accurate account information for streamlined service.
- Resolved client issues and maintained accurate account information.
- Processed loan agreements, contracts, and documentation with strong attention to detail.
- Performed data entry and updated customer records in internal systems.
- Exceeded sales goals consistently by leveraging strong communication and relationship-building skills.
Leasing Agent
9 Months- Leasing Agent – Wasatch Property Management – San Diego, CA | May 2021 – Jan 2022
- Marketed and presented rental properties to secure lease agreements, contributing to increased occupancy rates.
- Scheduled and coordinated showings, application appointments, and follow-ups to streamline leasing process.
- Prepared and executed leases, renewals, notices, and other tenant documentation.
- Scheduled showings, application appointments, and follow-ups.
- Managed tenant files, tracked rent payments, and maintained organized digital and physical records.
- Responded to tenant inquiries and coordinated maintenance requests to enhance tenant satisfaction and retention.
Education
High School Diploma
Skills
Customer relationship management (CRM) integration
Financial software
Customer service
Task prioritization
Professional communication
Financial reporting
Relationship building
Financial data entry
Inventory data entry
Windows
Timeline
Site Financial Coordinator
Spectrum Medical Evaluators
01.2026 - CurrentRead More
Account & Administrative Support
PHAMATECH, INC.
05.2023 - 01.2026Read More
Sales Representative
Rivo Holdings
05.2022 - 03.2023Read More
Leasing Agent
Wasatch Property Management
05.2021 - 02.2022Read More
San Diego High School
High School Diploma
Read More