Self-assured individual trained to be focused Compliance Specialist as a result of three years' working for a residential services organization. Determined to exceed expectations and promote developed skills in customer service and property management.
Overview
4
4
years of post-secondary education
7
7
years of professional experience
Work History
Compliance Specialist
Berkshire Residential Investments
San Jose, CA
08.2018 - Current
Managed Tax Credit Program Compliance - 128 households P
Prepared multiple annual reports for City of San Jose and state of California
Drove 20% of community’s revenue stream Partnered with bond administrator vendor
Coordinated leasing within program and market rate apartments
Handled tenant and vendor relations.
Served as subject matter expert by advising staff and customers and working directly with external agencies throughout audits or to remedy compliance issues.
Front Office Specialist
Northern California Retina Vitreous Associates Medical Group
Mountain View, CA
04.2017 - 05.2018
Managed front office, referral process and surgery scheduling for ophthalmology practice.
Maintained multiple doctor clinic scheduling and electronic medical records software.
Greeted, registered and checked in an average of 50 patients daily.
Managed over 100 customer calls per day.
Scheduled appointments, sent reminders and updated master calendar.
Determined amounts due and accepted payments
Ran form copies, faxed information and made phone calls to patients, other providers and insurance companies.
Administrator / Referrals Coordinator
Charles River Eye Associates
Boston, Winchester, MA
12.2012 - 03.2016
Managed front office and physician referral process for ophthalmology practice in two locations.
Managed accounts receivable and collected patient co-payments
Maintained three physicians' appointment calendars
Filed and prepared patient charts, interfaced with patients’ primary care physicians to obtain insurance referrals.
Called insurance companies to get referrals and other benefits information on behalf of patients.
Maintained accurate records on in-progress and completed referrals, for over 300 charts, ensuring full data integrity throughout process.
Education
MA - B.A - English
University of Massachusetts - Boston
Boston, MA
01.1996 - 01.2000
Skills
Information gathering
undefined
Additional Information
Massachusetts Real Estate Sales License 2012
Software
Yardi
Microsoft 365
Mac OS
Timeline
Compliance Specialist
Berkshire Residential Investments
08.2018 - Current
Front Office Specialist
Northern California Retina Vitreous Associates Medical Group
04.2017 - 05.2018
Administrator / Referrals Coordinator
Charles River Eye Associates
12.2012 - 03.2016
MA - B.A - English
University of Massachusetts - Boston
01.1996 - 01.2000
Similar Profiles
Ramon MendezRamon Mendez
Maintenance Technician at Berkshire Residential InvestmentsMaintenance Technician at Berkshire Residential Investments