Bryan Ortiz
Pico Rivera,CA
Summary
Results-driven Collections Coordinator skilled in accounts receivable management and debt resolution. Optimized collections processes to achieve maximum receivables. Expertise in negotiation and communication strengthens client relationships and improves financial outcomes. Focused on delivering effective solutions through strategic problem-solving and collaboration.
Overview
1
1
Language
12
12
years of professional experience
Work History
Collections Coordinator
Cambrian Financial Management Services (CFMS)
Long Beach, CA
12.2024 - Current
- Overdue Accounts - Payer Source(s)
- Contacted payer sources (primarily regional centers) regarding overdue accounts to facilitate collection of 100% receivables.
- Monitor Company's accounts receivable and identify overdue accounts.
- Recorded all contacts and attempts made regarding delinquent payer source accounts and documented payments received.
- Resolve Payer Source(s) issues and complaints concerning billing
- Submitted regular reports on unpaid accounts and repayment progress to keep stakeholders informed.
- Resolve Delinquent Statements – Client(s)
- Identify client accounts that are delinquent, following each billing run, to resolve barriers to collect 100% of Receivables.
- Decision to pause services, and contact client to resolve the issue(s)
- Take action to resolve issues - pausing services, contact clients, contact payer source, contact Independent Facilitators, draft spending plan changes, etc.
- Created and implemented payment plans for clients lacking funds within allocated budgets to ensure coverage of overspend.
- Work with manager and CFO to identify strategies to reduce errors
- Training newly onboarded billing specialists.
Billing Specialist
Cambrian Homecare
Long Beach, CA
10.2023 - 12.2024
- Prepared, reviewed, and submitted claims or invoices to payer sources, ensuring adherence to company policies and payer-specific requirements
- Oversaw claims processing and payer billing to maintain accurate financial records.
- Verified authorization as needed and monitored claim status to facilitate timely processing
- Utilize reports to ensure all billable services are invoiced
- Ensured compliance with payer-specific portal requirements and submission protocols to maintain operational integrity
Administrative Assistant
Keller Williams Realty - APLA Group
Studio City, CA
07.2021 - 10.2023
- Conducted administrative tasks such as scheduling appointments, preparing meetings, managing client gifts, and handling document filing and mail correspondence to maintain office efficiency.
- Co-developed office management processes and protocols with Keller Williams – APLA Group Studio City branch Office Manager to enhance office workflow and expedite task completion.
- Coordinate with Keller Williams clients to verify that they receive and understand documentation that is relevant to property sales transactions, such as proposals and escrows.
- Developed and finalized comprehensive product proposals for clients during the listing, on market, and sale phases of 23 successful property transactions.
- Review and reconcile information requests regarding property schematics, use type, construction date, and costs from Keller Williams clients across Los Angeles County.
- Analyzed property data, including parcel type and use type, using LA County Assessor Portal and property research tools to support informed decision-making.
Picker
Roocchi Traders Incorporated
Commerce, CA
06.2020 - 07.2021
- Selected and gathered merchandise for customer orders efficiently.
- Collected customer orders and organized them in boxes with receipts for efficient transfer to conveyor for packing.
- Operated warehouse equipment to transport items across the facility.
- Maintained inventory accuracy through regular stock checks and adjustments.
Packer
Roocchi Traders Incorporated
Commerce, CA
06.2020 - 07.2021
- Packaged products accurately for shipment and distribution.
- Verified picked orders from conveyor to ensure accuracy of items in each box. Packed and labeled boxes for dispatch to loading dock after confirming item integrity.
- Inspected items for quality and ensured proper packaging standards.
- Operated packing machinery to streamline the packing process.
Alumni Advisor
Sigma Alpha Epsilon
La Verne, CA
06.2018 - 05.2021
- Led Sigma Alpha Epsilon chapter executive board in financial management and organizational leadership, fostering strategic decision-making and enhancing operational effectiveness.
- Provided guidance to members on leadership and personal development.
- Organized and scheduled events to strengthen fraternity bonds promoting brotherhood and alumni relations.
- Facilitated workshops on fraternity values and community engagement.
Closing Shift Supervisor
T.M Produce
Monterey Park, CA
08.2016 - 07.2021
- Supervised closing shift operations and ensured smooth transitions.
- Led cleaning crew to complete nightly sanitation tasks efficiently at end of shift.
- Maintained facility and equipment compliance with United States Department of Agriculture (USDA) sanitation inspection standards.
- Managed inventory levels and organized product displays for efficient access.
- Trained staff on company policies and customer service best practices.
Accounting Intern
T.M Produce
Monterey Park, CA
08.2016 - 07.2021
- Prepared balance sheets, income statements, and invoices to support financial reporting.
- Managed filing and data entry to maintain accurate financial records.
- Documented financial transactions and collaborated with accounting department members.
Athletic Training Intern
EROD Training
Pico Rivera, CA
01.2015 - 01.2016
- Educated little league baseball players on proper biomechanical movement during training, enhancing performance and minimizing injury risk.
- Assisted in developing personalized training programs for athletes.
- Monitored athletes' progress during training sessions and provided feedback.
- Collaborated with coaches to ensure alignment of training objectives.
- Coordinated information sessions for parents on proper nutrition for young athletes, promoting optimal performance and well-being on and off the field.
Education
Masters - Health Administration
University of La Verne
La Verne, CA05-2020
Bachelor of Science - Kinesiology
University of La Verne
La Verne, CA05-2018
Some College (No Degree) - Biology
Cypress College
Cypress, CASome College (No Degree) - Biology
Fullerton College
Fullerton, CASkills
- Accounts receivable management
- Collections optimization
- Debt resolution
- Strong negotiation skills
- Credit control
- Business correspondence writingcollections
- Billing oversight
- Billing problem resolution
- Payment plan management
- Payment plan coordination
- Receivable collection
- Financial reporting
- Regulatory compliance
- Dispute resolution
- Delinquent account management
- Client payment solutions
- Client confidentiality
- Billing practices
- Collection agency relations
- Records maintenance
- Records management
- Data management
- Data analysis
- Portfolio management
- Efficiency enhancement
- Performance improvements
- Goals and performance
- Effective communication
- Conflict resolution
- Financial reporting
- Persuasion strategies
- Problem solving
- Decision-making
- Team coordination
- Training and development
- Stress management techniques
- Relationship building
- Collections
- Financial management
- Financial recordkeeping
- Collection agency relations
- Payment plan coordination
- Stress management techniques
- Record keeping proficiency
- Credit reporting
- Business correspondence writing
- Financial management
ADDITIONAL INFORMATION
- Autism Speaks Walk, Assistant Field Organizer
- Juvenile Diabetes Research Foundation (JDRF) Walk, Assistant Field Organizer
EDUCATION
- Activities: Kinesiology Society, Sigma Alpha Epsilon (SAE)
- Leadership:
- Kinesiology Society – Treasurer
- Sigma Alpha Epsilon – Treasurer, Fundraising Chair & Recruitment Chair
Hobbies and Interests
Football, Real Estate, Motorsport, Star Wars
Languages
Spanish
Professional
Timeline
Collections Coordinator
Cambrian Financial Management Services (CFMS)
12.2024 - Current
Billing Specialist
Cambrian Homecare
10.2023 - 12.2024
Administrative Assistant
Keller Williams Realty - APLA Group
07.2021 - 10.2023
Picker
Roocchi Traders Incorporated
06.2020 - 07.2021
Packer
Roocchi Traders Incorporated
06.2020 - 07.2021
Alumni Advisor
Sigma Alpha Epsilon
06.2018 - 05.2021
Closing Shift Supervisor
T.M Produce
08.2016 - 07.2021
Accounting Intern
T.M Produce
08.2016 - 07.2021
Athletic Training Intern
EROD Training
01.2015 - 01.2016
Masters - Health Administration
University of La Verne
Bachelor of Science - Kinesiology
University of La Verne
Some College (No Degree) - Biology
Cypress College
Some College (No Degree) - Biology
Fullerton College