Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

CLAUDIA CASTANEDA

Portland,OR

Summary

Developing an effective contribution to utilize the trained skills and work experience in customer service and Marketing also in both medical and accounting field. Gain personal growth employment opportunity, while making a significant contribution with company.

Overview

9
9
years of professional experience

Work History

Sales Associate/Apprentice Optician

Warby Parker
Portland, Oregon
11.2024 - Current
  • Assisted customers in selecting eyewear that best suits their needs.
  • Maintained product displays and organized merchandise on sales floor.
  • Educated customers about lens options and frame styles available.
  • Handled customer inquiries and resolved issues to ensure satisfaction.
  • Participated in inventory management and stock replenishment activities.
  • Worked with optometrists to achieve further education for patients.
  • Operated optical equipment for lens fitting and measurement procedures.
  • Collaborated with optometrists to ensure accurate prescription fulfillment.
  • Scheduled appointments and maintained organized patient records efficiently.
  • Performed administrative tasks such as filing paperwork and scheduling appointments.
  • Corrected problems with frames through repair and adjustment techniques.

Billing Specialist

ECommission Financial Services
Austin, TX
12.2023 - 08.2025
  • Trained new team members on billing procedures and software usage.
  • Maintained detailed documentation of billing transactions and communications.
  • Answered customer inquiries regarding billings, payments, account status.
  • Investigated incorrect billings and processed refunds as necessary.
  • Worked closely with clients to discuss payment arrangements when needed.
  • Processed credit card transactions through Point-of-Sale terminals or online systems.
  • Performed data entry into accounting software programs such as QuickBooks.
  • Developed financial reports detailing accounts receivable aging status.
  • Developed strong professional rapport with Brokerages and Real Estate Agents.

Assistant Manager

Neighborhood Goods
Austin, TX
05.2021 - 12.2023
  • Coordinated team schedules and managed daily operations for efficient workflow.
  • Assisted in training new staff on company policies and procedures.
  • Developed marketing strategies to enhance customer engagement and retention.
  • Analyzed sales data to identify trends and inform business decisions.
  • Implemented inventory management systems to optimize stock levels and reduce waste.
  • Monitored employee attendance records, timekeeping, and payroll information.
  • Managed customer service inquiries and complaints in a timely manner.
  • Supervised daily operations including scheduling shifts, assigning duties.
  • Collaborated with management on developing strategic plans for achieving business goals.

Project Manager

Outbound Engine
Austin, TX
04.2021 - 06.2023
  • Developed project plans and timelines to guide project execution.
  • Communicated with clients to gather requirements and provide updates for online marketing.
  • Facilitated team meetings to address challenges and foster collaboration.
  • Implemented project management software to streamline workflows and reporting.
  • Managed multiple projects with competing deadlines simultaneously.
  • Built and established strong partnerships with clients and small business owners.
  • Monitored progress of each project to ensure timely delivery of deliverables in accordance with established quality standards.
  • Prepared monthly forecasts of expected revenues from software sales.
  • Utilized CRM software tools to track customer interactions and manage sales pipeline.

Medical Billing Specialist

Pulmonary & Critical Care Consultants of Austin
Austin, TX
11.2020 - 03.2021
  • Processed medical claims using advanced billing software and systems.
  • Reviewed insurance policies to verify patient coverage details.
  • Communicated with healthcare providers to resolve billing discrepancies.
  • Maintained detailed patient records for accurate billing information.
  • Assisted patients with billing inquiries and payment arrangements.
  • Trained new staff on billing procedures and software usage.
  • Adhered to HIPAA regulations when handling confidential patient information.
  • Posted charges, payments and adjustments.
  • Completed appeals and filed and submitted claims.
  • Maintained current working knowledge of CPT and ICD-10 coding principles, government regulation, protocols and third-party billing requirements.
  • Managed patient check-in and check-out processes for efficient scheduling.
  • Coordinated appointments using electronic health record systems for streamlined operations.
  • Answered phone calls, providing information and directing inquiries to appropriate staff.

Front Desk Billing Specialist

Hill Country Allergy & Asthma Clinic
Austin, TX
05.2019 - 11.2020
  • Managing medical insurance claims on all payments, or appeals.
  • Managing patients' information on referrals by either retrieving or issuing referrals.
  • Analyzing payment plans by scheduling payment arrangements for patients.
  • Conducting good working relationships with all medical representatives who maintain all newly updated medical samples for the clinic's patients.
  • The ability to maintain a client-patient relationship by assisting the physician's long-term patients and providing them with a special billing rate, as per the physician's request.
  • Confirming all patient appointments.
  • Verifying the patient's insurance providers and their claims.
  • Verifying the correct medical coding procedures and all updated new medical codes, posting all payments made by insurance providers, and patients.
  • Providing patients with all proper paperwork formalities.
  • Inside sales: pertaining to all cosmetic procedures, along with the clinic's suggested cosmetics for patients after procedures.
  • Obtaining referrals from patients, and their primary doctors.
  • Light cleaning duties, such as assisting with maintaining CDC-compliant, sanitized areas in a medical clinic.
  • Worked closely with patients to discuss payment arrangements when needed.
  • Maintained accurate records of collections, adjustments and denials in the system.
  • Reviewed medical records to ensure accuracy of billing information and patient data.

Medical Billing Coordinator

Aprima
Richardson, Texas
02.2017 - 04.2019
  • Processed medical claims ensuring compliance with Aprima billing guidelines.
  • Reviewed and corrected billing errors prior to submission to insurance companies.
  • Maintained accurate patient records within Aprima's electronic health record system.
  • Monitored accounts receivable status to ensure timely payments from patients or insurers.
  • Reconciled monthly payments received from payers against invoices sent out.
  • Maintained accurate patient accounts in compliance with HIPAA regulations.
  • Reviewed medical records for accuracy and completeness prior to billing.
  • Resolved coding issues by working closely with healthcare providers.
  • Investigated denied or rejected claims due to incorrect coding or lack of authorization.

Education

High School Diploma -

ROWLETT HIGH SCHOOL
Rowlett, TX
01.2012

Some College (No Degree) - College Algebra, Speech, Government Course, & English Literature

EASTFIELD COMMUNITY COLLEGE
Dallas

Skills

  • Project management
  • Marketing strategy
  • Verbal and written communication
  • Public relations
  • Social media management
  • Web design
  • Leadership
  • Effective communication
  • Critical thinking
  • Customer service
  • Data analysis
  • Appointment scheduling
  • Sales
  • Accounts receivable
  • Accounts payable
  • Bookkeeping
  • Billing software

References

References available upon request.

Timeline

Sales Associate/Apprentice Optician

Warby Parker
11.2024 - Current

Billing Specialist

ECommission Financial Services
12.2023 - 08.2025

Assistant Manager

Neighborhood Goods
05.2021 - 12.2023

Project Manager

Outbound Engine
04.2021 - 06.2023

Medical Billing Specialist

Pulmonary & Critical Care Consultants of Austin
11.2020 - 03.2021

Front Desk Billing Specialist

Hill Country Allergy & Asthma Clinic
05.2019 - 11.2020

Medical Billing Coordinator

Aprima
02.2017 - 04.2019

High School Diploma -

ROWLETT HIGH SCHOOL

Some College (No Degree) - College Algebra, Speech, Government Course, & English Literature

EASTFIELD COMMUNITY COLLEGE

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