Heidi Engelman
Milton
Summary
Experienced with managing office communications, schedules, and records. Utilizes strong organizational and multitasking skills to ensure smooth office operations. Track record of effective communication and problem-solving in dynamic environments.
Overview
29
29
years of professional experience
Work History
Secretary Manager
United Food & Commerical Workers Local 38
07.2023 - 12.2024
- Handled payroll processing accurately and efficiently, ensuring all employees were compensated fairly according to company policies.
- Enhanced office efficiency by streamlining filing systems and implementing effective organizational strategies.
- Supported executive team with timely and accurate document preparation, leading to increased productivity.
- Coordinated travel arrangements for executives, optimizing itineraries to minimize costs while maximizing convenience.
- Assisted in the development of annual budgets, contributing to the achievement of financial targets by monitoring expenses closely.
- Oversaw inventory management tasks such as ordering supplies and maintaining proper stock levels for efficient day-to-day operations.
- Maintained strict confidentiality in handling sensitive information, protecting company interests and employee privacy.
- Handled sensitive information with discretion while maintaining confidentiality at all times.
- Completed bi-weekly payroll for employees.
- Created reports, presentations and other materials for executive staff.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Coordinated office events, seminars and meetings for staff and clients.
OR Scheduler
Geisinger Medical Center
11.2020 - 07.2023
- Schedule surgeries for 2 Pediatric, 2 Generalists and 3 Head and Neck (Cancer) Surgeons
- Backup scheduler for the Cochlear Implant Surgeons
- Schedule EKG, Post-Ops, Pre-Ops, PCP Clearance
- Template Changes
- Prioritize surgeries by tiers with physicians
- Communicate with physicians, OR staff and nurses
- Schedule Sedated Auditory Brainstem Response (SABR) with Peds Sedation
Patient Navigator
Geisinger Medical Center
05.2017 - 12.2020
- Contact patients to schedule appointments and procedures
- Identify patient's needs and desires
- Communicate with healthcare professionals
- Evaluate Nurse and Provider messages and respond to patients with direction in a timely manner
- Utilize customer service skills
Customer Service Representative
Spring Window Fashion Inc.
12.2013 - 05.2017
- Escalated customer concerns, store issues and inventory requirements to supervisor
- Reviewed account and service history to identify trends and issues
- Reviewed customer data to access current issues and determine solutions
- Addressed customer service inquires quickly and accurately
- Answered incoming calls and directed them to the designated office
- Documented conversation with patients to track any requests, problems, and potential solutions
Tax Preparer
Jackson Hewitt Inc.
01.2012 - 04.2017
- Determined eligibility for tax credits and deductions through careful research and oversight
- Applied federal and state regulations to prepare accurate and compliant tax returns for clients
- Handled private documents
- Uncovered eligibility for tax credits which helped clients save money
Cook, Cashier, Customer Service Representative
Service at Pizza Town
01.1996 - 12.2013
- Prepared food
- Answered incoming phone calls for to-go orders
- Trained new employees
- Placed orders to replenish stock inventory
- Prepared bank deposit
Customer Service Representative
Estes Express Lines
01.2006 - 04.2008
- Reviewed customer data to assess current issues
- Documented conversation with customers to track requests, problems, and potential solutions
- Addressed customer service inquires quickly and effectively
- Consulted with customers to determine the best method to resolve service and/or billing issues
- Collected customer feedback
- Made recommendations for procedures or product changes to enhance customer satisfaction
- Processed orders from companies being shipped
Medical Billing Associate
Healthcare Management Group
07.2003 - 03.2006
- Prepared and submitted claims to insurance companies electronically and manually
- Prepared and attached required claim documentation such as referrals and treatment plans to reduce denials
- Processed claims
- Posted charges, payments and adjustments to individual accounts
Patient Account Representative/ File Clerk
Geisinger Health South
01.2001 - 06.2003
- Process payments, co-pays, insurance payments
- Filed records
- Entered data into respective patient files
- Organized and maintained office supplies
- Temporary for Audit Issues
Education
High School Diploma -
Milton High School
Milton, PA06.1993
Skills
- Office administration
- Document preparation
- Meeting scheduling
- Proofreading expertise
- Calendar management
- Expense tracking
- Travel arrangements
- Report generation
- Budget monitoring
- Budget planning
- Teamwork
- Data retrieval systems
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Critical thinking
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
- Planning and prioritization
- Relationship building
- Team coordination
- Microsoft office
- Flexible schedule
- Team building
- Data entry
- Task prioritization
- Work Planning and Prioritization
- Self motivation
- Interpersonal skills
- Records and database management
- Conflict resolution
- Scheduling and calendar management
- Goal setting
- Office coordination
- Professionalism
- Scheduling
- Record keeping
- Inventory control
- Administrative support
- Administrative background
- Workflow planning
- Electronic filing systems
- Bookkeeping
- Event planning
- Negotiation
Acknowledgments
- Cancer Dinner and Chinese Auction Benefit, 04/01/14, Watsontown, PA
- Breast Cancer Calendar Benefit, 10/01/18, 06/01/19, Danville, PA, Organized function where all proceeds went to ladies in the area with cancer
Timeline
Secretary Manager
United Food & Commerical Workers Local 38
07.2023 - 12.2024
OR Scheduler
Geisinger Medical Center
11.2020 - 07.2023
Patient Navigator
Geisinger Medical Center
05.2017 - 12.2020
Customer Service Representative
Spring Window Fashion Inc.
12.2013 - 05.2017
Tax Preparer
Jackson Hewitt Inc.
01.2012 - 04.2017
Customer Service Representative
Estes Express Lines
01.2006 - 04.2008
Medical Billing Associate
Healthcare Management Group
07.2003 - 03.2006
Patient Account Representative/ File Clerk
Geisinger Health South
01.2001 - 06.2003
Cook, Cashier, Customer Service Representative
Service at Pizza Town
01.1996 - 12.2013
High School Diploma -
Milton High School
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