Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Gloria Martinez

Covina,CA

Summary

Resourceful Manager offering history of success coordinating and monitoring operations across various departments. Effective leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Highly committed with hardworking mentality to maintain quality of services and products.

Overview

21
21
years of professional experience

Work History

Individual Investor Representative

Millennium Trust Company
07.2021 - Current
  • Serve as the primary point of contact for individual clients, introducing brokers, Futures Commission Merchants, MAIN and Fund Sponsors
  • Support and guide clients through the investment process consistent with applicable IRS rules and regulations
  • Understand the new account, distribution, and investment process and be able to articulate the subject matter to all client bases.
  • Answer client inquiries regarding MTC products, services and fees in a timely and accurate manner.
  • Manage incoming and outgoing communications including phone queues, faxes and emails.
  • Maintain a professional approach to client service, consistent with MTC protocol and service levels.
  • Provide educated answers with regard to IRA functions and Internal Revenue Service Code including prohibited transactions and complex investment scenarios.
  • Onboard New clients

Office Administrator

Covina Dental Arts and Orthodontics
01.2018 - 05.2021
  • Guided and supervised office staff regarding proper work completion and adherence to dental practice standards.
  • Manage budgets, report and track business operations to obtain monthly goals.
  • Presented treatment plans to patients.
  • Coordinated staff schedules.
  • Completed bi-weekly payroll for 30 employees.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities
  • Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.

Dental Office Manager

Glendora Dental Arts
12.2010 - 01.2018
  • Manage budgets and accounts receivables, report, and track business operations to obtain monthly goals.
  • Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
  • Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
  • Oversaw facilities and equipment cleanliness and safety for optimal patient protections.
  • Supervised and led team of dental hygienists and support staff of 12.

Office Manager / Treatment Coordinator

Smile Select Dental
12.2004 - 10.2010
  • Insurance billing and data entry
  • Facilitated as a communication network between patients accounts and various suppliers (e.g., scheduling appointments, answering the telephone, billing and ordering supplies)
  • Manage, report and track business progress to obtain monthly goals
  • Addressed customer requests, inquiries and concerns frequently requiring analysis of situations to determine best use of resources.

Education

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
05.2004

Skills

  • Financial performance and revenue growth goals
  • Extensive knowledge in insurance billing
  • Accounts receivables
  • Treatment planning for General and Specialty practice
  • Strong communication skills
  • Knowledge in Microsoft Office Suite using PC or MAC
  • Goal –oriented individual with strong leadership skills, and excellent customer service skills
  • Expense Reporting
  • Staff Management
  • Database Entry
  • Payroll
  • Staff Supervision
  • Inventory Control
  • Office Administration and Management
  • Office Equipment Operation
  • Performance Monitoring
  • Policy and Procedure Modification
  • Eaglesoft, Dentrix Expertise

References

References are available upon request.

Languages

Spanish
Native or Bilingual

Timeline

Individual Investor Representative

Millennium Trust Company
07.2021 - Current

Office Administrator

Covina Dental Arts and Orthodontics
01.2018 - 05.2021

Dental Office Manager

Glendora Dental Arts
12.2010 - 01.2018

Office Manager / Treatment Coordinator

Smile Select Dental
12.2004 - 10.2010

Bachelor of Science - Business Administration

University of Phoenix

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