Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Work History
03/2022 to Current
Lead Medical Assistant Wonderful Citrus , ,
  • Assisted with routine checks and diagnostic testing by collecting , preparing and processing various specimens.
  • Coordinated with labs and desired subcontractors to ensure safe and timely pick up of specimens.
  • Directed patients to exam rooms, fielded questions, documented medical information, and prepared for physician examinations.
  • Taught patients about medications, procedures and care plan instructions.
  • Gathered and set up equipment and supplies to arrange instruments according to surgeons' preferences or instruction, and handled sonogram.
  • Performed and documented pre-surgery, adverse events, and post-surgery work up.
  • Monitored patient intake forms, insurances, referrals, and medical history to ensure smooth and timely processing with accurate information.
  • Ensured patient understood all information and followed up on any medical care while coordinating with the servicing provider and staff.
  • Sent and handled electronic requests for new appointment request, pledges, and daily blasts.
  • Worked closely with patients to deliver excellent and direct individualized patient care through counseling and call screening.
  • Prepared billing statements for internal records, verified correct diagnostic coding, and posted payments from patients and insurances .
  • Posted daily log and payments in accordance with corporate / billing protocols.
  • Communicated with insurance providers to ensure accurate coverage.
  • Unkept office, waiting rooms, operating and exam rooms cleanliness in accordance with COVID and CDC guidelines / restrictions.
  • Replenished and recorded daily stock level of supplies, medication, testing equipment and specimens.
12/2021 to 05/2022
Child Care Provider Raymond James , ,
  • Taught children to organize toys, wash hands and interact with other children.
  • Prepared foods and beverages for children based on dietary guidelines and individual restrictions.
  • Maintained effective schedule balance between rest periods, active play, and eating.
  • Applied positive behavior techniques to show how to react to situations.
  • Demonstrate the ability to maintain a calm demeanor in emergent circumstances.
  • analyzing the weather, environment, and overall safety with good judgment in the absence of parents.
  • Put children to sleep after individual nighttime routine and monitoring them until parents arrival.
11/2020 to 12/2021
Medical Assistant Oltarsh & Associates , ,
  • Prepared initial patient charts for admission at front desk with insurance packages and last visit notes.
  • Remained aware of provider schedules and scope of practice on evolving basis to organize and schedule appropriate care.
  • Promptly answered multi-line phone system and greeted callers enthusiastically fulfilling all needs.
  • Organized paperwork such as charts and reports for staff, patient and doctors needs.
  • Collected and documented patient medical information such as blood pressure, height, weight, pulse, oxygen level, and temperature as well as medical history and fielded questions.
  • Did procedures such as EKG, ABI, ANS, VNG, Balance Test, Dexa, Spirometry, MCT, Holters, and preparations for Stress Echo's, MRI's, Mammograms and X-Ray's.
  • Called and faxed pharmacies, insurance agencies, and New York state, to submit prescriptions, refills, audits, and medical records request.
  • Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
  • Did venipuncture to collect and process specimens through paper and electronic requisitions.
  • Verified appropriate lab couriers picked up collected lab specimens and worked with their protocols.
  • Arranged appointments with surgical centers and radiology, confirming times with patients and preparing admission, insurance, authorizations, and referral forms.
  • Smoothly assisted, positioned and secured patients at therapy devices to support safe treatment protocols.
  • Placing patients on stimulant machine, assessing their level of tolerance, and conducting therapy as needed through exercises etc.
  • Reviewed patient records, identified medical codes and created doctors notes for billing purposes to guard against fraud.
06/2018 to Current
Secretary / Clerk Company Name , ,
  • Answered multi-line phone system and transferred callers to appropriate staff member using multi-line switchboard to over 30 clients a day.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Maintained immigration attorneys' schedules to enable timely client service delivery and promote firm’s income growth.
  • Collaborated with outside counsel to interpret and apply technical immigration policies and procedures.
  • Communicated with customers via phone, text, and email to assist with their cases and educate clients.
  • Performed office-related support tasks and clerical functions, including putting back over 60 files a day in desired places, insuring paperwork is in corresponding files, and creating an organized system.
  • Maintained office supplies by checking stocks and placing orders.
  • Kept all areas clean and organized to offer positive first impression to every visitor.
  • Contributed to client case file preparation and verified inclusion of required documentation.
11/2019 to 02/2022
Financial Advisor Trainee Company Name , ,
  • Educated clients on various financial matters and provided professional recommendations based on each clients' individual needs.
  • Cultivated and strengthened relationships with new clients and existing clients with various follow up calls and appointments.
  • Prepared and hosted conferences while coordinating agendas and advisory teams to facilitate due diligence processes.
  • Boosted sales and exceeded sales target by employing consultative sales tactics and superior customer care.
  • Created business plans and identified target customers by interacting on phone and in person, handling all inquiries and providing quotes.
  • Worked collaboratively to support other teammate in their business ventures and assist in closings as well as follow ups.
Expected in 01/2021
Associates of Occupational Studies: Medical Assistant
St. Paul's School of Nursing - Rego Park, NY,
Expected in 06/2019
High School Diploma:
John Adams High School - Ozone Park, NY,

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School Attended

  • St. Paul's School of Nursing
  • John Adams High School

Job Titles Held:

  • Lead Medical Assistant
  • Child Care Provider
  • Medical Assistant
  • Secretary / Clerk
  • Financial Advisor Trainee


  • Associates of Occupational Studies
  • High School Diploma

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