Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anna Ortiz

San Antonio

Summary

Dynamic manager with a proven track record at Ortiz Mortuary Inc., excelling in customer service and team leadership. Successfully developed strategies that enhanced customer satisfaction and compliance with industry regulations. Skilled in performance evaluation and documentation, fostering a culture of excellence and accountability within teams.

Overview

23
23
years of professional experience

Work History

Manager

Ortiz Mortuary Inc.
San Antonio
08.2020 - Current
  • Managed inventory and supplies to ensure materials were available when needed.
  • Delegated work to staff, setting priorities and goals.
  • Ensured compliance with industry regulations and company policies.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Analyzed customer feedback data to develop action plans for improving services offered.
  • Ensured compliance with all applicable laws, regulations, industry standards.
  • Enforced customer service standards and resolved customer problems to uphold quality service.

Personal Assistant Supervisor

Christus Santa Rosa
San Antonio
09.2007 - 03.2023
  • Maintained confidential files related to personnel records or other sensitive information.
  • Prepared documents such as reports, presentations, agendas, and correspondence.
  • Developed processes for efficient workflow within the departmental structure.
  • Processed invoices related to business expenses incurred by the executive team.
  • Scheduled and confirmed appointments, preventing scheduling conflicts and optimizing time management.
  • Assisted in the hiring and onboarding process of new staff, providing training and support as needed.
  • Submitted reports to and reviewed reports with supervisor.
  • Followed standard infection control protocols to avoid illness or contamination.
  • Reported major concerns or deterioration in client's mental or physical condition to supervisor immediately.
  • Trained new employees on company policies and procedures.
  • Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
  • Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
  • Conducted regular performance evaluations, providing constructive feedback and setting individual goals.

QA Specialist

Med Team
San Antonio
01.2006 - 09.2007
  • Audited charts of all PA Supervisors
  • Corrected, returned, and then re-audited the chart to make sure corrections were completed.
  • Job duty was to make sure we had all proper documentation in the charts that was need monthly, & yearly.
  • Made sure that the visits were completed when the attendants were there to sign off every six months.
  • Audit the charts to determine making sure proper documentation was in there regarding falls or hospitalization.
  • Traveled to Corpus monthly to QA charts
  • I traveled to New Braunfels at least two times out of the month to QA charts.
  • The QA Specialist job description was to ensure that the charts were in compliance for when we had an audit.
  • Job as QA Specialist, when we were audited by the state we always passed due to the hard work that was applied reviewing charts.
  • QA Specialist had to stay in compliance with all up dated regulations.

Personal Assistant Supervisor

Med Team
San Antonio
02.2002 - 09.2007
  • Performed calendar management and scheduling of appointments.
  • Work diligently with CPS/APS regarding cases with clients if needing to make reports.
  • Supervisory Visits every 6 months (usually 2 visits per year)
  • Evaluations, as needed, from the attendants.
  • Trained providers as they came to class going over all the regulations complete all documentation prior to hiring.
  • Hiring/ Firing providers & floaters (employees).
  • Completed performance evaluations for increase in pay and worked with Admin. to secure the employee job.
  • Documentation for the file with every supervisor visit.
  • Follow up with family as needed.
  • Traveled to Corpus Christi to complete supervisory visits, and New Braunfels as needed help.
  • Carried a caseload of 150 - 300 clients, along with providers.
  • Communication with the clients and attendants.
  • Prepared documents such as reports, presentations, agendas, and correspondence.

Education

Associate of Science - Mortuary Science/ Nursing

San Antonio College
San Antonio, TX
01-2013

Skills

  • Customer service
  • Team leadership
  • Employee training
  • Performance evaluation
  • Conflict resolution
  • Document preparation
  • Quality assurance
  • Relationship building
  • Schedule preparation
  • Safety procedures
  • Verbal and written communication
  • Recruiting and interviewing
  • Decision-making
  • Documentation and reporting

Timeline

Manager

Ortiz Mortuary Inc.
08.2020 - Current

Personal Assistant Supervisor

Christus Santa Rosa
09.2007 - 03.2023

QA Specialist

Med Team
01.2006 - 09.2007

Personal Assistant Supervisor

Med Team
02.2002 - 09.2007

Associate of Science - Mortuary Science/ Nursing

San Antonio College

Similar Profiles

CREATE PROFILE