Heather Welch
Harlem,Ga
Summary
Results-driven professional with a strong background in leadership and team management. Consistently drives success and fosters collaboration among teams. Expertise lies in strategic planning, problem-solving, and adapting to dynamic environments. Known for reliability, effective communication, and delivering high-quality outcomes. Skilled at driving results and ensuring team cohesion.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Assistant Manager
Regional Financial
07.2023 - Current
- Open/Closing the office daily
- Data entry
- Scheduling
- Collection/Marketing call
- Collecting payments
- Title/Personal loans
- Maintained clean, safe, and organized store environment to enhance the customer experience.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Office Manager
Community Choice Financial
07.2022 - 07.2023
- Open/Closing office daily
- Data entry
- Scheduling
- Collection/Marketing call
- Collecting payments
- Title/Personal loans
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Office Manager/Receptionist
Georgia Family Crisis Solutions
10.2021 - 07.2022
- Open/Closing office daily
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Managed appeals process for denied claims, resulting in successful reimbursements from insurance companies.
- Filed and updated patient information and medical records.
- Ensured timely payments from insurance providers through submission of accurate and complete claims.
- Collected payments and applied to patient accounts.
Office Manager/Receptionist
E-Z Roofing & Construction, LLC
09.2019 - 10.2021
- Open/Closing office daily
- Data entry and maintaining customer files
- Reconciled accounts including posting accounts receivable and creation of deposits
- Collection and reconciliation of loan documents including applications, licenses, bank statements and other personal information
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Regulatory Coordinator/ Back up Receptionist
Southeastern Clinical Research Institute, LLC
11.2017 - 08.2019
- Conducted clinical trial start up for all new clinical trials
- Maintained regulatory files including making updates to existing regulatory logs
- Reconciled regulatory files to ensure that all required documentation was filed and documented accordingly
- Completed notifications to institutional review boards as necessary, including but not limited to, trial deviations, safety, continuing review, and closure notifications
- Completed clinical trial billing which included the creation of invoices for services rendered startup and closure
- Assisted with accounts receivable to ensure proper tracking of invoices and payment posting
- Completed necessary training as dictated by the clinical trial, applicable federal regulations, and site requirement
- Answered phones and greeted incoming customers
- Created badges for all visitors and completed notification of the proper contact
- Scheduled patients using the scheduling software which included the collection and data entry of all demographics, insurance, and contact information
- Coordinated regulatory submissions to ensure compliance with industry standards.
- Improved accuracy by reviewing and verifying regulatory documents.
- Assisted in regulatory training to increase team knowledge and compliance.
Assistant Manager/Customer Service Representative
Advance America
06.2016 - 10.2017
- Established accounts for new customers
- Reconciled accounts including posting accounts receivable and creation of deposits
- Maintained regulatory guidelines including state databases for consumers and truth in lending disclosures
- Collection and reconciliation of loan documents including applications, licenses, bank statements and other personal information
- Complete collection calls and reporting to consumer reporting agencies for delinquencies
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained clean, safe, and organized store environment to enhance customer experience.
- Developed strong working relationships with staff, fostering positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
Assistant Director/ Teacher
His Kids Learning Center
08.2013 - 05.2016
- Worked with teachers to create lesson plans for individual classes
- Completed reports for accidents, compiled documents and ensured reporting per state guidelines was completed
- Accepted payments and posted accounts receivable
- Worked with teachers on safety and reporting to ensure safety and prevent accidents
- Received certifications in CPR and First Aid
- Streamlined communication between teachers, parents, and administrators to foster collaborative learning environment.
- Oversaw recruitment, hiring, and onboarding process for new educators to maintain high-quality teaching staff.
- Planned and executed successful special events, such as college fairs, open houses, and parent-teacher conferences.
- Streamlined communication between teachers, parents, and administrators to foster a collaborative learning environment.
Manager
Cumbee’s Grocery
08.2008 - 08.2013
- Responsible for the management of 5 or less staff members per shift
- Created shift schedules for all employees
- Reconciled timesheets and processed payroll
- Responsible for inventory management and vendor shipments
- Responsible for reporting/oversight with the Bureau of Alcohol Tobacco and Firearms for alcohol and cigarette sales
- Balanced cash after each shift and created daily deposits
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Maintained professional, organized, and safe environment for employees and patrons.
- Cross-trained existing employees to maximize team agility and performance.
- Controlled costs to keep business operating within budget and increase profits.
Education
University of Phoenix - Health Care Administration
University of Phoenix
Phoenix, AZ12-2026
Associates of Art - Concentration on Business Management
University of Phoenix
Phoenix, AZ01.2021
Skills
- Customer service
- Money handling
- Team leadership
- Decision-making
- Problem-solving
- Time management
- Customer relations
- Operations management
- Recruiting and interviewing
- Business administration
Certification
- BLS, 06/15/25
- Georgia Notary, 10/12/26
Timeline
Assistant Manager
Regional Financial
07.2023 - Current
Office Manager
Community Choice Financial
07.2022 - 07.2023
Office Manager/Receptionist
Georgia Family Crisis Solutions
10.2021 - 07.2022
Office Manager/Receptionist
E-Z Roofing & Construction, LLC
09.2019 - 10.2021
Regulatory Coordinator/ Back up Receptionist
Southeastern Clinical Research Institute, LLC
11.2017 - 08.2019
Assistant Manager/Customer Service Representative
Advance America
06.2016 - 10.2017
Assistant Director/ Teacher
His Kids Learning Center
08.2013 - 05.2016
Manager
Cumbee’s Grocery
08.2008 - 08.2013
University of Phoenix - Health Care Administration
University of Phoenix
Associates of Art - Concentration on Business Management
University of Phoenix
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