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Work Background
Smith & Associates Real EstateReal Estate Agent
Feb. 2024Tampa, Florida, United States
AstonishPro LLCSr Director of Business Development
Jul. 2023
MIHARA & ASSOCIATES, INCReal Estate Agent
Mar. 2022 - Feb. 2024
Cornerstone DentalDirector of Sales and Operations
Nov. 2020 - Dec. 2021
Cornerstone Family DentalDirector of Operations
Mar. 2017 - Jan. 2022 Coached and advised senior business leaders resulting in maximized revenue, increased productivity, and developed customer-centric culture.
Enhanced organizational capability by ensuring broad-based knowledge of the business and cross-training team members.
Created and developed an in-house insurance plan for uninsured patients which allowed increased revenue and patient growth. Managed P&L, forecasting, and budgeting.
Managed business operations including finances, inventory, and systems management.
Responsible for meeting and exceeding production goals and controlling operational costs, maintaining high profit margins.
Increased revenue and production, over-the counter collections, and outstanding insurance payments ranging from 99% to over 105% from 2017 to 2018.
Decreased outstanding insurance claims from 61% to 94% in 2017 and closed the gap with no further outstanding claims by the end of 2018.
Doubled specialists’ revenue and production annually; thereby increasing gross income of the practice by 25%. Researched demographics, census data, geographic trends, and economic patterns for the future establishment of a third dental practice.
Wells FargoBranch Manager
Jul. 2012 - Dec. 2016Tampa/St. Petersburg, Florida AreaManaged employees to promotion within my branch, 3 of which lead to managerial positions.
Consistently exceeded monthly goals ranging from 105% to 115% of forecasted quota.
Increased sales and customer service quality from 76% to 97%.
Successfully passed yearly audit at 94%.
Increased customer service WOW scores from 68% to 90%.
Increased credit effectiveness from 89% to 102%.
Rewarded as Star Manager for three quarters in a row.
Responsible for the overall success of the store team and served as the face of Wells Fargo in the community.
Selected as Business Advocate and ran the Business proponent for the district. Responsible for hiring, training, coaching and developing a highly engaged service team. Maintained effective techniques at observing, coaching, and providing feedback to ensure consistent service team performance and excellent customer satisfaction. Used initiative and good judgment to manage the store’s budget and lead the store to achieve projected results.
Demonstrated excellence at managing complex customer concerns and transactions. Ensured compliance with all operational regulations, sales & service processes, policies and procedures, and completion of compliance requirements. Implemented effective scheduling, lobby management, and delegated essential tasks to ensure operational integrity while creating a positive customer experience.
Experienced in analyzing financial metrics and developing strategic partnerships.
Strong interpersonal skills with the ability to interact with all levels of the organization.
Sold retail banking products and services to customers and prospects. Managed customer portfolio, services relationships and cross-sold all products and services. Provided broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and exceeded sales standards.
Cornerstone Family DentalBusiness Development Operations Manager
Nov. 2009 - Apr. 2012Oldsmar, FLPlayed an integral role in the establishment of a new dental practice, while providing knowledgeable experience to facilitate in its grand opening. Successfully doubled production and increased revenue from $500,000 to over $1 million within the second year of being open. Established different marketing means to reach out to the community creating a reputable name for the office.
Managed multiple doctors and staff including hiring, firing, and training office personnel. Worked closely with specialists including consultations and treatment plans for the Endodontist, Periodontist, and Orthodontist. Managed patient treatment planning and financing with a high turn around in sales and production.
Organized and maintained dental office website, newsletter and referrals amongst other office operations.
Served as a liaison between the dental office and surrounding dentists, specialists and labs.
Reached out to neighboring schools educating and providing free service to the less fortunate.
Marketed in community fairs to promote the practice.
Increased and stimulated new patient growth by supporting sales, marketing and promotional programs.
Completed administrative tasks, such as bank deposits, revenue posting, staff payroll and bonus, accounts receivable reports and invoice processing correctly and within deadline.
Maintained facility and equipment cleanliness and safety
Brightnow DentalBranch Operations Manager
Sep. 2002 - Oct. 2009Tampa/St. Petersburg, Florida AreaDemonstrated excellent communication effectively and professionally to patients and staff.
Responsible for the answering of customers queries, problems and complaints.
Provided leadership and guidance regarding department goals, objectives and daily productivity.
Hands-on leadership of front desk procedures including scheduling, registration, treatment estimates, payment collection and Care Credit pre-approval.
Processed patients’ billing, statements, reimbursement claims, and posted transactions and data.
Verified insurance coverage for planned treatment.
Achieved revenue goals by effectively managing patient scheduling, staff productivity, collections and receivables and specialty referral process.
Managed patient treatment planning and financing.
Completed administrative tasks, such as flash report review, bank deposits, revenue posting, staff payroll and bonus, accounts receivable reports and invoice processing correctly and within deadline.
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