Daniela Perez Santos
Sanford,NC
Summary
Flexible hard worker ready to learn and contribute to team success.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Patient Service Representative
Pinehurst Medical Clinic Inc.
Sanford, NC
03.2026 - Current
- Assisted patients in scheduling and confirming appointments to ensure timely access to care.
- Responded to patient inquiries with professionalism and empathy daily.
- Coordinated communication between medical staff and patients to enhance understanding and satisfaction.
- Verified insurance information and collected payments while scheduling appointments to streamline patient intake process.
- Processed insurance information for patients during registration seamlessly.
- Managed patient records using electronic health record systems accurately.
- Answered incoming calls in a professional manner.
- Adhered to HIPAA regulations when handling confidential patient information.
- Obtained proper authorization and identification to release confidential medical records.
Cycle Count / Assistant Team Lead
Pentair
Sanford, NC
02.2023 - 02.2026
- Led the material management team during annual and quarterly physical inventories by coordinating labor, schedules, and count execution, ensuring accurate completion and minimal production disruption.
- Directed material discrepancy resolution projects through data analysis and cross-functional coordination, resulting in thousands of dollars saved through recovered inventory and corrected records.
- Investigated inventory variances by analyzing receiving, picking, and transaction errors, identifying root causes and preventing repeat discrepancies.
- Collaborated with management to define project selection criteria to support traceability, audit readiness, and uninterrupted production flow.
- Generated and analyzed inventory accuracy reports and variance logs to identify trends and systemic issues, supporting data-driven decision-making.
- Generated and analyzed inventory accuracy reports and variance logs to identify trends and systemic issues, facilitating informed decision-making.
Service Greeter
Toyota
Sanford, NC
10.2022 - 02.2023
- Delivered a positive customer service experience by welcoming customers and coordinating vehicle drop-offs, contributing to high customer satisfaction in a fast-paced service environment.
- Advised customers on Toyota service plans and maintenance options by explaining cost and quality impacts, enabling informed financial decisions.
- Advised customers on Toyota service plans and maintenance options by clearly explaining cost and quality impacts, supporting informed financial decisions.
- Identified service upgrade opportunities by assessing customer needs during intake, enhancing service revenue and customer value.
- Maintained accurate service logs and documentation to ensure effective communication between service advisors and technicians.
Plan for Every Part Auditor/ Production Technician
Pentair
Sanford, NC
09.2018 - 09.2022
- Managed daily material logistics update requests, ensuring accurate production planning and timely material availability.
- Collaborated with production teams to resolve material consumption issues by validating usage data and logistics parameters, reducing line disruptions.
- Created and maintained PFEPS records for all part numbers by auditing and cataloging data in the materials database, standardizing material planning processes.
- Validated material flows into production lines to ensure correct delivery methods, quantities, and timing.
- Validated material flows into production lines, confirming correct delivery methods, quantities, and timing to support uninterrupted production.
- Improved factory layout and material storage methods by assessing space utilization and accessibility, supported lean manufacturing principles.
Education
High School Diploma -
Lee Senior High School
Sanford, NCSkills
- Applications:
- Patient registration
- Insurance verification
- EHR management
- EMR knowledge
- Insurance Processing
- Microsoft Office
- Microsoft Excel
- SAP management
- Patient communication
Certification
Medical Terminology, Forklift Certified
SKILLS
- Languages:
- Spanish (Fluent)
- English (Fluent)
Timeline
Patient Service Representative
Pinehurst Medical Clinic Inc.
03.2026 - Current
Cycle Count / Assistant Team Lead
Pentair
02.2023 - 02.2026
Service Greeter
Toyota
10.2022 - 02.2023
Plan for Every Part Auditor/ Production Technician
Pentair
09.2018 - 09.2022
High School Diploma -
Lee Senior High School