Claudia Bolanos

• Interview potential candidates, collect medical records, send medical record to IVF clinic for review and approval
• Move gestational carrier through screening by keeping in constant communication via email, text or phone call to ensure their profile is complete
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•Managed Intended Parents escrow account throughout their surrogacy journey by reviewing and distributing payments

• Ensure adequate medical insurance evidence of coverage is collected and reviewed for surrogacy

• Managed medical insurance information during open enrollment to ensure a surrogacy friendly policy is purchased

• Create estimated cost based on surrogates compensation packages

• Calculate estimated lost wages, travel, and medical expenses

• Audit escrow accounts throughout the surrogacy journey to ensure sufficient funds are available to cover estimated expenses

• Coordinate payments with outside facilities and reconcile credit card on a monthly basis.

• Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation.
• Resolved clients complaints and answered questions via email or phone calls.

• Answered multi-line phone system, routing calls, delivering messages to staff and greeting customers.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.
• Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
• Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.