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Shubhangi Patel

@shubhangipatel

Administrative Assistant at Lakeside Performance Gas Services who ensured accurate client billing and compliance documentation.

United States

Message

What I'm looking for

I’m seeking a finance-, credit-, or AML-focused role where I can apply analytical precision and compliance-driven attention to detail.

At Lakeside Performance Gas Services, I cross-checked purchase orders against technician-added costs to correct invoice discrepancies before dispatch. I also processed technician files and maintained confidential billing and compliance documents under the company’s quality management system.

At Imarketing Solutions Group, I handled donor calls, processed payments, updated records, and resolved billing concerns while following privacy and data security standards.

At Enactus Centennial, I set pricing and sold youth wellness kits alongside a 10-person team, generating $1,000 in revenue. I tracked sales and revenue in Google Forms, and I’m pursuing a B.S. in Business Administration (Finance) at Fayetteville State University with Bloomberg certifications in finance, market concepts, spreadsheet analysis, and ESG.

Experience

Work history, roles, and key accomplishments

Administrative Assistant

Lakeside Performance Gas Services

Oct 2022 - Jul 2025 (2 years 9 months)

Ensured billing accuracy by cross-referencing purchase orders against technician-added costs, processed 10-15 technician files daily, coordinated dispatch for 5+ service calls per day, and managed confidential billing documents for 50-60 client accounts monthly with zero compliance violations.

Bill Review Reconciliations Data Entry Dispatch Coordination SLA Compliance Quality Management Systems Confidential Records Management Excel

Live Call Assist Agent

Imarketing Solutions Group

Oct 2019 - Mar 2023 (3 years 5 months)

Managed a high-volume queue of 100-150 donor calls per shift, achieving a 30-40% first-call resolution rate, processed payments, updated records, and resolved complaints in real time while maintaining privacy and data security compliance.

Call Handling First Call Resolution Payment Processing Data Entry Privacy Compliance Customer Service Problem Solving

Systems Support Officer (Co-op)

Ontario Government

May 2021 - Aug 2021 (3 months)

Provided IT help desk support for a team of 12-15, resolving 10-15 tickets weekly including remote OBS Studio installations, developed process documentation for Ontario Land Tribunal operations, and managed physical and digital files.

IT Helpdesk Troubleshooting OBS Studio Process documentation Spreadsheets File Management

Administrative Assistant (Co-op)

Enactus Centennial

Jan 2021 - Apr 2021 (3 months)

Generated $1,000 in revenue for youth wellness kits by setting pricing strategy and selling products alongside a 10-person team, tracked sales through weekly reports in Google Forms, and kept the team on schedule by authoring meeting agendas and minutes.

Sales Pricing Strategy Revenue Tracking Google Form Meeting Agendas Minutes Team Coordination