Summary
Overview
Work History
Education
Skills
Timeline
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Julie Castaldi

Pineville

Summary

Compassionate and professional customer service expert with over 10 years of experience in fast-paced, client-facing environments, including medical offices, retail, education, and home care. Skilled in patient scheduling, front desk operations, appointment management, and providing personalized support to clients and patients. Known for maintaining a calm, polished demeanor while multitasking and solving problems efficiently. Passionate about helping others feel comfortable, informed, and cared for at every step of their journey.

Overview

34
34
years of professional experience

Work History

Caregiver, Elder Care

Self-Employed
Charlotte
05.2023 - Current
  • Provide in-home care for elderly clients, including assistance with daily living activities, medication reminders, meal prep, and mobility support.
  • Build and maintain trusting relationships with families and clients, ensuring emotional and physical well-being.
  • Coordinate appointments, transportation, and communication with healthcare providers.
  • Communicated effectively with families regarding client well-being and progress.
  • Maintained clean and well-organized environment for client happiness and safety.

Assistant Teacher

Carmel Christian School
Charlotte
10.2018 - 03.2020
  • Supported lead teacher in classroom management and lesson planning.
  • Supervised and engaged children in structured after-school activities in a private school setting.
  • Supported social-emotional development, and promoted respectful, inclusive behavior.
  • Maintained a safe environment, and clear communication with parents and school staff.
  • Assisted in planning activities that aligned with the school's values and standards.

Customer Service Representative

Arboretum Pediatrics
Charlotte
12.2016 - 10.2018
  • Scheduled and confirmed patient appointments via phone and electronic health systems.
  • Managed a high volume of inbound calls with empathy and professionalism.
  • Maintained accurate and confidential patient records in compliance with HIPAA.
  • Coordinated communication between medical staff and families.
  • Resolved billing questions and insurance claim issues effectively.

Customer Service Specialist

Handpicked Retail
Charlotte
08.2015 - 12.2016
  • Delivered excellent customer service while assisting with purchases and returns.
  • Handled cash register operations and inventory restocking.
  • Resolved customer concerns with a solutions-oriented approach.
  • Maintained detailed records of customer interactions and transactions.
  • Collaborated with team members to enhance service delivery processes.

Owner/Operations Manager

Mamma Lenas Restaurant
Waxhaw
01.1992 - 02.2015
  • Managed daily operations of a high-traffic family restaurant.
  • Created employee schedules, and supervised team performance.
  • Ensured high standards of food quality and customer service.
  • Analyzed and reported weekly, monthly, and yearly sales metrics.
  • Proficiently used Microsoft Office (Word, Excel, PowerPoint) for inventory and operations.

Education

High School Diploma -

Providence High School
Charlotte, NC
01.1992

Central Piedmont Community College
Charlotte, NC

Some College (No Degree) -

Lees-McRae College
Banner Elk, NC

Skills

  • Scheduling & Appointment Management
  • Front Desk Reception
  • EMR Systems
  • Customer Service
  • Insurance Verification
  • HIPAA Compliance
  • Conflict Resolution
  • Communication
  • Time Management
  • Team Collaboration
  • Professionalism
  • Discretion

Timeline

Caregiver, Elder Care

Self-Employed
05.2023 - Current

Assistant Teacher

Carmel Christian School
10.2018 - 03.2020

Customer Service Representative

Arboretum Pediatrics
12.2016 - 10.2018

Customer Service Specialist

Handpicked Retail
08.2015 - 12.2016

Owner/Operations Manager

Mamma Lenas Restaurant
01.1992 - 02.2015

High School Diploma -

Providence High School

Central Piedmont Community College

Some College (No Degree) -

Lees-McRae College

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Julie Castaldi