Summary
Overview
Work History
Education
Skills
Certification
Timeline
Personal Information
Generic

Marcee Weist

Post Falls

Summary

Detail-oriented administrative professional with extensive experience in providing exceptional customer service, managing schedules, and supporting team projects. Known for strong organizational skills and adaptability in fast-paced environments, contributing positively to team dynamics and operational success.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Excellence Coordinator

Precision Tax Relief
Coeur d'Alene, ID
03.2022 - 01.2026
  • Acted as the main point of contact for client inquiries, providing timely and accurate responses.
  • Coordinated client intake processes, enhancing efficiency and accuracy of information collection.
  • Managed communication between clients and tax professionals, facilitating timely responses to inquiries.

Accounts Payable Specialist

KWI Properties, LLC
Post Falls, ID
12.2021 - 02.2022
  • Processed and verified invoices, purchase orders, and expense reports for accuracy and compliance with company policies
  • Managed vendor relationships by resolving payment discrepancies, answering inquiries, and maintaining open lines of communication
  • Maintained organized filing system for all accounts payable documents, for easy retrieval when needed

Bank Teller II

Mountain West Bank
Coeur d'Alene, ID
03.2021 - 12.2021
  • Triaged 100 to 200 calls per day while rearranging schedules to accommodate patient emergencies.
  • Completed client transactions accurately, recommending additional services based on patient needs.

Project SEARCH Job Coach

Tesh, Inc.
Coeur d'Alene, ID
10.2020 - 03.2021
  • Provided one-on-one coaching and support to individuals seeking employment, helping them develop job search strategies and improve their interview skills
  • Conducted comprehensive assessments of clients' skills, interests, and goals to identify suitable career paths and job opportunities
  • Collaborated with employers to understand their hiring needs and match qualified candidates from the client pool
  • Advocated for reasonable accommodations at workplaces ensuring equal access for individuals with disabilities

Patient Services Representative

SCL Medical Group
Butte, MT
07.2019 - 07.2020
  • Provided exceptional customer service to patients, a fostering a pleasant experience throughout their visit
  • Scheduled and confirmed patient appointments, efficiently managing a high volume of calls and inquiries
  • Assisted with the check-in process by verifying patient demographics, collecting co-payments, and explaining office policies

Receptionist/Administrative Assistant

Butte Veterinary Center
Butte, MT
07.2018 - 07.2019
  • Triaged 100 to 200 calls per day while rearranging veterinarian schedules to accommodate patient emergencies
  • Completed 100+ client transactions a day by accurately collecting payment and recommending additional veterinary services based on individual patient need

Education

Paralegal Studies -

University of Great Falls
Great Falls, MT
05.1999

No Degree - Accounting/Business Management

Western Governors University
Salt Lake City, UT

Skills

  • Customer service
  • Event planning
  • Data entry
  • Microsoft Office

Certification

Driver's License

Timeline

Client Excellence Coordinator

Precision Tax Relief
03.2022 - 01.2026

Accounts Payable Specialist

KWI Properties, LLC
12.2021 - 02.2022

Bank Teller II

Mountain West Bank
03.2021 - 12.2021

Project SEARCH Job Coach

Tesh, Inc.
10.2020 - 03.2021

Patient Services Representative

SCL Medical Group
07.2019 - 07.2020

Receptionist/Administrative Assistant

Butte Veterinary Center
07.2018 - 07.2019

Paralegal Studies -

University of Great Falls

No Degree - Accounting/Business Management

Western Governors University

Personal Information

Driving License: Yes

Micro-Credentials in Applied Business Skills, Management, and Business Essentials

Marcee Weist