ANDREA FIGUEROA
Moxee,WA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Financial Specialist
Yakima County Auditors
Yakima, Washington
03.2024 - Current
- Register/transer mobile homes
- Register/transfer vehicles and vessels
- Renew registration
- Record document
- Issue marriage licenses
- Customer facing and answering phones
- Filing documents
- Mailing out documents
Escrow Assistant
VALLEY TITLE GUARANTEE
05.2022 - 03.2024
- Order office supplies
- Scanning documents to archive
- Answer phones calls and direct customers to appropriate department
- Review documents that will be recorded with the County
- Mail out documents to customers
- Type up policy reports
- Send and receive bank account wires
- Disburse checks to complete payoffs or commissions
- Maintained open communication with lenders, brokers and borrowers.
- Scheduled signings and gathered required paperwork.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Examined purchase and sale agreement for potential items of concern and addressed immediately.
- Forwarded title clearing documentation to title officer for approval.
- Obtained documents such as proof of insurance and HOA statements.
- Followed-up on status of releases, policies, and return of recorded documents.
- Processed and verified all new account applications and documents.
LEAD PATIENT SERVICE COORDINATOR
VIRGINIA MASON MEMORIAL
09.2015 - 05.2022
- Greet and check in patients that enter the clinic in a professional, positive and courteous manner and at times under stressful situations
- Use computers and Excel application, office equipment, scanning in documents, distributing faxes, running mail, creating incoming referrals
- Input data to CHIF system, while multitasking in a customer service environment
- Paying attention to detail and accuracy in scheduling rooms and directing incoming calls
- Maintaining schedules, outlook calendars, and forming part of interview panel
- Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
- Maintained confidentiality of patient data and condition to safeguard health information.
- Worked with patients to schedule tests and procedures.
- Assisted patients with completing necessary paperwork and forms to provide healthcare facilities with essential information to bill for services.
- Provided support and guidance to patients and families to navigate healthcare systems.
- Coordinated transportation to get patients to and from medical appointments.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet production goals.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Assisted in recruitment of new team members, hiring highest qualified to build team of top performers.
- Collected, arranged, and input information into database system.
Receptionist / Tax Preparer
H&r Block
12.2009 - 03.2020
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Identified potential audit red flags to minimize risk of IRS audits.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Offered clients recommendations to reduce tax liabilities.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Handled cash transactions and maintained sales and payments records accurately.
- Restocked supplies and submitted purchase orders to maintain stock levels.
Education
MEDICAL OFFICE ADMINISTRATION ASSIST. CERTIFICATE -
Charter College
Anchorage, AKSkills
- Schedule Coordination
- Clerical Support
- Bi-Lingual
- Clear communication
- Dependable
- Problem Solving
- Team Work
- Self-Motivation
- Data Entry
- Goal Oriented
- Attentiveness
Languages
Spanish
Native/ Bilingual
Timeline
Financial Specialist
Yakima County Auditors
03.2024 - Current
Escrow Assistant
VALLEY TITLE GUARANTEE
05.2022 - 03.2024
LEAD PATIENT SERVICE COORDINATOR
VIRGINIA MASON MEMORIAL
09.2015 - 05.2022
Receptionist / Tax Preparer
H&r Block
12.2009 - 03.2020
MEDICAL OFFICE ADMINISTRATION ASSIST. CERTIFICATE -
Charter College