Summary
Overview
Work History
Education
Skills
Languages
Work Availability
Software
Work Preference
Quote
Timeline
ResearchAssistant
Carolina A. Portillo

Carolina A. Portillo

Princeton Junction,NJ

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

18
18
years of professional experience

Work History

New Patient Coordinator

Stop Obesity
05.2020 - 08.2024
  • Develope new client relationships by actively engaging with potential customers and highlighting the benefits of Bariatric Surgery.
  • Coordinate with patients to schedule surgery date.
  • Work closely with patients and medical team to ensure patients were in compliance test and documentations need for surgery date
  • Prepare Paypal Links and sent to clients to comply with initial deposit and made sure final balance was paid accordingly on surgery day
  • Provide support and guidance to patients and families to navigate the difficulties of having Surgery overseas..
  • Coordinate the patients' transportation and hotel reservations overseas.
  • Collaborate with marketing team to develop targeted promotional materials and campaigns.
  • Negotiate surgery prices on behalf of the organization while adhering to set guidelines; leading to successful sales of Bariatric all-inclusive packages
  • Increase Bariatric surgery sales by establishing strong relationships with clients and identifying patients bariatrics needs
  • Boost customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Fiscal Coordinator

Child Care Connections
01.2007 - 07.2019
  • Improved financial efficiency by streamlining and automating fiscal processes.
  • Coordinated with auditors to facilitate smooth and efficient annual audits, resulting in timely submission of reports.
  • Streamlined invoice processing to improve payment timelines and vendor relationships.
  • Trained staff on financial policies and procedures, fostering a culture of fiscal responsibility throughout the organization.
  • Developed, implemented and maintained internal standards, processes and routines based on group requirements.
  • Supported financial director with special projects and additional job duties.

Education

Masters - Human Services

Lincoln University
Lincoln University, PA
05.2010

Skills

  • Bilingual in Spanish
  • Client Account Management
  • Customer Needs Assessment
  • Payment Processing
  • Listening Skills
  • Attention to Detail

Languages

Spanish
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Microsoft office

Work Preference

Work Type

Full Time

Work Location

RemoteHybrid

Important To Me

Career advancementWork-life balancePersonal development programsWork from home option401k matchPaid sick leaveTeam Building / Company Retreats4-day work week

Quote

Every problem is a gift—without problems we would not grow.
Tony Robbins

Timeline

New Patient Coordinator

Stop Obesity
05.2020 - 08.2024

Fiscal Coordinator

Child Care Connections
01.2007 - 07.2019

Masters - Human Services

Lincoln University
Carolina A. Portillo