Frances Perez
Houston,TX
Summary
I am a very determined and driven individual eager to learn, grow and gain experience with a fast-paced and stable company. Over 22 years’ experience in administrative Specialist /receptionist, providing support for medical clinics and professional companies with strong administrative skills, including great customer service, strong communication, and organizational skills, poised for contributing unique perspectives from bilingual experiences along with strong foundational expertise in coordination, planning and developing and maintaining correspondence documents and databases.
Overview
23
23
years of professional experience
Work History
Office Receptionist – Administrative Assistant
Select Water
05.2024 - Current
- Greeted customers and all members in a professional and friendly manner
- Prepared shipments in a timely manner for customers with Saia, FedEx, UPS, and USPS
- Tracked and managed inventory ordered office supplies, and reconciled invoices to encourage cost-effective solutions
- Executed record filing system to improve document organization and management
- Monitored premises, screened visitors, updated logs, and issued passes to maintain security
- Kept reception area clean and neat to give visitors a positive first impression
- Entered orders into the COBRA database; responded to emails; collected payments from clients and updated account balances
- Sorted and distributed mail correspondence between departments
- Entering insurance certificates; responded to emails
- Notarizing legal documents
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Answered phone promptly and directed incoming calls to correct offices.
- Confirmed appointments, communicated with clients, and updated client records.
Office Receptionist – Administrative Assistant
CBRE Loan Services
10.2023 - 02.2024
- Greeted customers and all members in a professional and friendly manner
- Answered multi-line phone system, responded to inquiries, and transferred calls to correct departments and personnel
- Entering insurance certificates; responded to emails
- Kept reception area clean and neat to give visitors a positive first impression
- Assisted internal staff with clerical support to employees, clients by copying, faxing, and filing documents
- Monitored premises, screened visitors, updated logs, and issued passes to maintain security
- Executed record filing system to improve document organization and management
- Prepared documents for shipping promptly for customers with (FedEx, UPS, and USPS)
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
- Sorted and distributed mail correspondence between departments
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Answered central telephone system and directed calls accordingly.
- Maintained confidentiality of information regarding clients and company.
- Resolved customer problems and complaints.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Managed multiple tasks and met time-sensitive deadlines.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Scheduled office meetings and client appointments for staff teams.
Office Receptionist – Administrative Assistant
Peterson Scharck & Associates
11.2022 - 10.2023
- Answered multi-line phone system, responded to inquiries, transferred calls to correct departments and personnel
- Set up meetings with requested A/V services, catering
- Assist in helping HR with billing and invoicing
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Answered central telephone system and directed calls accordingly.
- Confirmed appointments, communicated with clients, and updated client records.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Managed multiple tasks and met time-sensitive deadlines.
- Assisted with onboarding new clients and securing paperwork completion.
- Maintained visitor log for entering and leaving facility for security purposes.
- Scheduled office meetings and client appointments for staff teams.
- Organized, maintained and updated information in computer databases.
- Routed incoming mail and messages to relevant personnel without delay.
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
Office Receptionist – Administrative Assistant
Yellow Rose Midwifery Group
07.2020 - 11.2022
- Schedule appointments, register patients, including insurance verification, and maintain patient records in accordance with HIPPA compliance policies
- Greet and check in patients promptly
- Order diagnostic tests and communicate results to patients
- Assist in translating clinical documents and forms
- Manage office and medical supply inventories; receive deliveries and organize supplies in stockrooms and exam rooms
- Act as back-up for other departments as needed, assist in blood drawings and deliveries
- Collected payments, processed transactions and updated relevant records.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Office Receptionist – Administrative Assistant
Houston Foam
02.2016 - 07.2020
- Greeted customers and all members in a professional and friendly manner
- Answered phone calls to field inquiries from clients, vendors, and various other callers seeking information
- Prepared shipments promptly for customers with (FedEx, UPS, and USPS)
- Kept reception area clean and neat to give visitors a positive first impression
- Assisted internal staff with clerical support to company employees, clients by copying, faxing, and filing documents
- Entered orders into cobra database; responded to emails; collected payments from clients and updated account balances
- Monitored premises, screened visitors, updated logs, and issued passes to maintain security
- Sorted and distributed mail correspondence between departments
Office Receptionist – Administrative Assistant
Flexin MFG
01.2010 - 02.2016
- Answered multi-line phone system, responded to inquiries, transferred calls to correct departments and personnel
- Used QuickBooks for invoices and late notices of payments
- Greeted daily visitors and customers upon arrival; helped and answered questions to build rapport and retention
- Entered invoice for customer in QuickBooks database software and updated information
- Set up meetings with requested A/V services, catering
- Orchestrated shipments with (FedEx, UPS, USPS, and Expo Logistics) promptly between offices and customers
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
- Provided clerical support to company employees, helping in the warehouse if needed, copying, faxing, and filing documents
- Tracked and managed inventory ordered office supplies, and reconciled invoices to encourage cost-effective solutions
- Executed record filing system to improve document organization and management
Office Receptionist – Administrative Assistant
Good Neighbor Healthcare Center
06.2003 - 01.2010
- Schedule appointments, register patients, including insurance verification, and maintain patient records in accordance with HIPAA compliance policies
- Greeting patients professionally both in person and on the phone
- Notifying providers of patient arrival
- Maintaining office inventory and equipment by anticipating supply needs and expediting supply orders
- Ensuring the availability of treatment information by retrieving and updating patient records
- Collected payments, processed transactions and updated relevant records.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Education
High School Diploma -
Marquee Learning Center
Houston, TX01-2004
Skills
- Communication & Problem solving
- Bilingual Spanish
- E clinical Works
- QuickBooks
- Microsoft Outlook & Microsoft Office Suite
- Cobra & Oasis Database
- Adobe
- Highly organized and detailed oriented
- Great customer service & Mitel Phone Connect
- Notary
- Planning
- Microsoft office
- Excellent communication
Languages
Spanish
English
Timeline
Office Receptionist – Administrative Assistant
Select Water
05.2024 - Current
Office Receptionist – Administrative Assistant
CBRE Loan Services
10.2023 - 02.2024
Office Receptionist – Administrative Assistant
Peterson Scharck & Associates
11.2022 - 10.2023
Office Receptionist – Administrative Assistant
Yellow Rose Midwifery Group
07.2020 - 11.2022
Office Receptionist – Administrative Assistant
Houston Foam
02.2016 - 07.2020
Office Receptionist – Administrative Assistant
Flexin MFG
01.2010 - 02.2016
Office Receptionist – Administrative Assistant
Good Neighbor Healthcare Center
06.2003 - 01.2010
High School Diploma -
Marquee Learning Center