Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Claudia Urbina

Miami,FL

Summary

Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving. Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

16
16
years of professional experience

Work History

Real Estate Agent

Lifestyle Internation Realty
2022.03 - Current
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Negotiated, facilitated, and managed real estate transactions.
  • Advertised client properties through websites, social media, and real estate guides.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Developed and maintained relationships with clients through networking, postcards, and cold calling.
  • Communicated with clients to understand property needs and preferences.
  • Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
  • Provided exceptional support during the negotiation process, advocating for clients'' best interests at all times.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.

Manager/Treatment Coordinator

Aesthetic Dentistry By Dr. Garcia DDS
2018.01 - 2021.04
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained detailed records of patient treatments, ensuring accurate billing and efficient followups.
  • Increased case acceptance rates through persuasive presentation of treatment options and benefits.
  • Explained treatment choices to patients and helped determine best options.
  • Provided exceptional customer service to create a welcoming atmosphere for patients and their families.
  • Researched billing issues, scheduled appointments and verified insurance coverage.
  • Laid out potential payment plans for patients.

Office Manager

Gateway Dental
2016.02 - 2018.01
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.

Accounts Receivable and Billing Clerk

Haul O Way Towing
2008.07 - 2014.04
  • Assisted with account setup, ensuring all necessary information was collected and inputted correctly to facilitate accurate invoicing and payment processing.
  • Delivered high-quality work under tight deadlines while maintaining attention to detail resulting in increased productivity.
  • Supported audit preparation efforts by gathering required documentation and responding to auditor inquiries regarding accounts receivable activity.
  • Collaborated with sales teams on contract reviews ensuring that all invoicing terms and conditions were accurately reflected in client agreements.
  • Reduced billing errors by accurately reviewing invoices and promptly addressing discrepancies.
  • Improved customer satisfaction through timely resolution of billing inquiries and disputes.
  • Enhanced cash flow by efficiently processing and managing accounts receivable.
  • Expedited month-end closing activities by efficiently completing assigned tasks related to account reconciliation, adjustments, and write-offs as necessary.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Submitted cash and check deposits and generated cash receipts to record money received.

Education

Associate of Science - Criminal Justice

Keiser University
Miami, FL
06.2010

High School Diploma -

John A Ferguson Sr High School
Miami, FL
06.2007

Skills

  • Strong organizational skills
  • Excellent teamwork
  • Highly Professional
  • Works well independently
  • Lead Follow Up
  • Social Media Marketing
  • Client management
  • Appointment Scheduling
  • Knowledge of dental insurance
  • HIPAA Compliance
  • Team Leadership
  • Time Management
  • Complex Problem-Solving
  • Office Administration

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Real Estate Agent

Lifestyle Internation Realty
2022.03 - Current

Manager/Treatment Coordinator

Aesthetic Dentistry By Dr. Garcia DDS
2018.01 - 2021.04

Office Manager

Gateway Dental
2016.02 - 2018.01

Accounts Receivable and Billing Clerk

Haul O Way Towing
2008.07 - 2014.04

Associate of Science - Criminal Justice

Keiser University

High School Diploma -

John A Ferguson Sr High School
Claudia Urbina