Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic
Estefanny Sotelo

Estefanny Sotelo

Houston,TX

Summary

Dedicated and empathetic Medical Assistant offering experience in direct patient care and medical office management experience. Committed to obtaining highest level of patient satisfaction. Dedicated to complying with regulatory and practice standards. Cultivates trust and rapport with patients through excellent communication and interpersonal skills.

Resourceful Referral Coordinator known for high productivity and efficient task completion. Skilled in managing patient referrals, coordinating with healthcare providers, and ensuring accurate record-keeping. Excel in communication, problem-solving, and time management to enhance operational efficiency and patient satisfaction. Committed to maintaining confidentiality and providing exceptional service in fast-paced environments.

Detail-oriented Assistant Manager offers more than extensive progressive record of accomplishment in leadership roles. Establishes clear guidelines and enforces consistent policies to keep staff satisfied and on-target to achieve important objectives. Excellent relationship-building, multitasking, and decision-making skills.

Overview

17
17
years of professional experience
2024
2024
years of post-secondary education

Work History

Medical Assistant

Parra Pediatrics
Houston, TX
07.2023 - Current
  • Managed patient records using electronic health record systems.
  • Coordinated patient appointments and follow-up visits efficiently.
  • Assisted physicians with patient care by taking vital signs, patient histories and preparing patients for examinations.
  • Administered injections, medications and treatments as directed by the physician.
  • Answered phones, scheduled appointments via phone and in person.
  • Educated patients on treatment plans and medication instructions.
  • Communicated effectively with patients regarding insurance and billing matters.
  • Supported front office staff with administrative tasks as needed.
  • Kept examination rooms clean, stocked with necessary supplies and prepared for incoming patients.
  • Registered new patients into practice management software program accurately entering demographic information.

Referral Coordinator

Parra Pediatrics
Houston, Texas
07.2023 - Current
  • Coordinated patient referrals between healthcare providers and specialists.
  • Managed appointment scheduling for patients with various medical professionals.
  • Maintained accurate patient records in electronic health systems.
  • Communicated effectively with patients regarding referral processes and timelines.
  • Collaborated with insurance companies to verify patient eligibility and coverage.
  • Assisted in resolving referral issues through effective problem-solving strategies.
  • Educated patients on necessary documents required for specialist visits.
  • Prioritized referrals according to urgency and adhered to appropriate referral deadlines.
  • Reviewed demographic, clinical and insurance information before sending to referred specialists.
  • Assisted in the development of referral processes and procedures.
  • Answered questions and resolved concerns raised by both patients and specialists.
  • Prior Authorization.

Assistant Manager

Foodarama
Houston, TX
12.2022 - 07.2023

Answered customer questions, and addressed problems and complaints in person and via phone.

  • Handled complaints from customers by empathetically listening, recording details, and offering solutions.
  • Completed frequent walk-throughs the store and directed team members to correct issues impacting store appearance or professionalism.
  • Supervised cashiers in processing credit, debit and cash payments to streamline sales.
  • Handled scheduling for store shifts to achieve adequate staffing.
  • Completed thorough opening, closing and shift change functions to maintain operational standards each day.
  • Prepared staff work schedules and assigned team members to specific duties.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Resolved customer inquiries and complaints requiring management-level escalation.
  • Operated cash register or POS system to receive payment by cash, check and credit card payments, issued receipts and provided change.
  • Helped customers find specific products, answered questions and offered product advice.
  • Processed sales transactions to prevent long customer wait times.
  • Processed refunds for worn, damaged and broken merchandis
  • Resolved conflicts between team members in an effective manner.
  • Assisted with customers requests to improve satisfaction.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Processed customer refund requests efficiently and accurately.
  • Reviewed transaction records to verify refund eligibility.
  • Processed returns and exchanges in accordance with store policy.
  • Assisted customers with product selection and purchase decisions.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Lottery and Lotto sales and cashed.
  • Lottery orders.

Receiving Clerk

Foodarama
Houston, TX
05.2022 - 12.2022
  • Received and inspected incoming shipments for quality and accuracy.
  • Operated pallet jacks to move goods safely.
  • Maintained accurate inventory records using warehouse management systems.
  • Communicated with vendors regarding order discrepancies or issues.
  • Verified that all merchandise was in good condition upon arrival, and reported any discrepancies or damages immediately.
  • Received incoming shipments and checked for accuracy of items and quantity against invoices and purchase orders.
  • Maintained a clean and safe work area in compliance with OSHA standards.
  • Reviewed work orders to check correctness of deliveries.
  • Completed necessary paperwork including packing slips, bills of lading, receiving reports. accurately and on time.
  • Updated inventory records to reflect new stock levels.
  • Maintained accurate records of incoming deliveries according to established procedures.
  • Investigated missing packages and shipments quickly by contacting carriers directly if needed.
  • Rejected deliveries containing damaged items or shortages and corresponded with shipper to rectify issues.
  • Routed received merchandise to proper storage areas according to product specifications.
  • Compared shipment contents with paperwork to support inventory accuracy and records management.
  • Inspected and recorded incoming and outgoing orders for count, damage and dates.
  • Making sure all prices from the invoices match with the weekly vendor ad.

Courtesy booth manager

Foodarama
Houston, TX
12.2019 - 05.2022
  • Managed booth operations during events to ensure smooth customer interactions.
  • Trained staff on product knowledge and customer service techniques.
  • Prepared balance sheets in accordance with gaming standards and internal controls.
  • Performed main banker duties by preparing deposits and accepting cash orders, preparing slot wallets and tills and consolidating cage transactions.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Assigned work and monitored performance of project personnel.
  • Smiled and greeted customers and resolved issues promptly and courteously to maximize customer service.
  • Balancing daily sales, making sure all payments were done correctly, making sure the money match with all the sales each day.
  • Make the order change for the week.
  • Make payments thru Western Union and Check Free Pay and Cashing checks.
  • Help customers with any issues with their bill payments.
  • Counting the registers drawers and fill them in daily and declaring them over or short.
  • Make the schedule for the operators weekly.
  • Filling all paper work that had to be send to the main office daily, weekly and monthly.
  • Lottery and Lotto sales and cashed.

Courtesy Booth Clerk

Foodarama
Houston , TX
06.2018 - 12.2019
  • Computed purchases, received and processed cash or debit card payment.
  • Money orders, western union, check free pay and cashing checks.
  • Provided customer assistance and answered inquiries at the courtesy booth.
  • Managed lost and found items, ensuring proper documentation and tracking.
  • Maintained cleanliness and organization of the courtesy booth area.
  • Trained new staff on operational procedures and customer service standards.
  • Balanced cash drawer at the end of each shift.
  • Operated cash register to process sales transactions.
  • Help customers with any issues with their bill payments.

Cashier

Foodarama
Houston, TX
12.2016 - 06.2018
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Accepted cash and credit card payments, issued receipts and provided change.
  • Helped customers find specific products, answered questions and offered product advice.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Verified customer age requirement for alcohol or tobacco purchases.
  • Processed sales transactions to prevent long customer wait times.
  • Maintained cleanliness and organization of checkout area to enhance customer experience.
  • Handled cash, credit, and electronic payments while ensuring security protocols.
  • Greeted customers and answered any questions they had about the store's products and services.
  • Helped customers find specific products, answered questions, and offered product advice.

Cashier

Teloloapan
Houston, TX
03.2011 - 08.2012
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Accepted cash and credit card payments, issued receipts and provided change.
  • Answered customer questions and provided store information.
  • Collected payments and provided accurate change.
  • Helped customers find specific products, answered questions and offered product advice.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Processed sales transactions to prevent long customer wait times.
  • Verified customer age requirement for alcohol or tobacco purchases.

Cashier

Family Thrift Stores
Houston, TX
01.2009 - 03.2010
  • Operated cash register or POS system to receive payment by cash, check and credit card.
  • Accepted cash and credit card payments, issued receipts and provided change.
  • Answered customer questions and provided store information.
  • Collected payments and provided accurate change.
  • Trained new team members in cash register operation, stock procedures and customer services.
  • Processed sales transactions to prevent long customer wait times.
  • Preserved appearance of store by arranging and replenishing displays and merchandise racks.
  • Helped customers find specific products, answered questions and offered product advice.

Visual Merchandiser

Family Thrift Stores
Houston, TX
12.2008 - 01.2009
  • Coordinated and merchandised seasonal collections and designs based on trending styles.
  • Performed stock processing by filling and stocking floor racks and backstock racks.
  • Ticketed items with pricing and markdowns and restocked sales floor according tomerchandising plan.
  • Greeted customers to determine wants or needs.
  • Organized store by returning merchandise to proper areas and restocked displays.

Education

Brookshire International Academy
California , Ca

Medical Assistance Technicians

Florida Career College
Miami, FL
01.2022 - 10.2022

Skills


  • Medication Administration
  • Updating Medical Records
  • Operating EKG Equipment
  • Verifying Insurance
  • Appointment Scheduling
  • Administer Injections
  • Vitals signs
  • Obtain Medical History
  • HIPAA Compliance
  • Examination Room Preparation
  • Covid-19 test, Flu test, Strep test
  • Adaptable and Flexible
  • Customer service
  • Cash handling
  • Staff scheduling
  • Sales transactions
  • Inventory management
  • Workflow organization
  • Verbal and written communication
  • Microsoft office expertise
  • Money handling
  • Employee scheduling
  • Patient care
  • Electronic health records
  • Vital sign monitoring
  • Team collaboration
  • Appointment setting
  • Appointment reminders
  • Patient scheduling
  • Insurance verification
  • Referral processing
  • Appointment scheduling
  • Data entry accuracy
  • Problem solving
  • Referral wait list management
  • Record preparation
  • Physician reports
  • Electronic patient charts
  • Pre-authorizations
  • Referral tracking
  • Physician authorizations
  • Referring physician communication
  • Bilingual in [Spanish and English ]
  • Prior authorizations with insurance

Languages

English
Limited
Spanish
Professional

References

References available upon request.

Timeline

Medical Assistant

Parra Pediatrics
07.2023 - Current

Referral Coordinator

Parra Pediatrics
07.2023 - Current

Assistant Manager

Foodarama
12.2022 - 07.2023

Receiving Clerk

Foodarama
05.2022 - 12.2022

Medical Assistance Technicians

Florida Career College
01.2022 - 10.2022

Courtesy booth manager

Foodarama
12.2019 - 05.2022

Courtesy Booth Clerk

Foodarama
06.2018 - 12.2019

Cashier

Foodarama
12.2016 - 06.2018

Cashier

Teloloapan
03.2011 - 08.2012

Cashier

Family Thrift Stores
01.2009 - 03.2010

Visual Merchandiser

Family Thrift Stores
12.2008 - 01.2009

Brookshire International Academy
Estefanny Sotelo