Heide L. Perez Agosto
Kissimmee,FL
Summary
Focused office coordinator with several years of experience. Enthusiastic and well-organized with drive for continuous improvement. Adept in implementing process enhancements to boost team productivity and office efficiency. Well-organized administrative professional experienced in office support. Effectively coordinate documents, records, and resources to maintain smooth daily operations.
Overview
20
20
years of professional experience
Work History
Clinical and Office Coordinator
Side by Side Behavioral Health
KISSIMMEE, FL
05.2023 - Current
- Coordinated office operations and procedures to ensure organizational effectiveness and efficiency.
- Supported other teams with various administrative tasks when required.
- Assisted with special projects as requested from time-to-time by management team.
- Monitored office budget expenditures on a monthly basis.
- Followed up with customer inquiries via phone or email promptly.
- Handled confidential information in a discreet manner.
- Greeted visitors and directed them to the appropriate area or person.
- Scheduled appointments for staff members using Quickbook calendar system.
- Guided team members to minimize delays and maintain high-quality daily production.
- Managed office inventory and placed new supply orders.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Delegated work to staff, setting priorities and goals.
- Recruited, interviewed and selected employees to fill vacant roles.
- Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
Bankruptcy Specialist
Doral Bank
San Juan, Puerto Rico
01.2009 - 02.2015
- Coordinated the timely and accurate filing of proof of claims with the court clerk
- Proofread legal documents, discharges, trustee payments, dismissals and correspondence for legal team
- Maintained current and robust law library to help lawyers fully prepare for every case
- Organized the supporting materials and prepared exhibits for trial cases.
- Customer Service
- Management
- Provided support services for attorneys handling more complex cases involving reorganization or liquidation proceedings.
- Analyzed debtor's financial situation including income sources, assets, liabilities and expenses.
- Attended hearings before the United States Trustee or Bankruptcy Court Judge representing debtors in bankruptcy proceedings.
Bankruptcy Specialist / Office Manager
Rivera Colon's Law Firm
San Juan, Puerto Rico
11.2004 - 12.2008
- Filing of bankruptcy cases verification and logistics for the delivery of documents for legal proceedings and meetings
- Legal documents such as writings, contracts, and wills on behalf of clients or to support case litigation.
- Customer Service
- Office Management, Administration and budget
- Follow-up on payment plans with the trustees of the cases and hearings
- Assist in scheduled meetings, trial dates, discharges, dismissals and any other situation that arises with the client
- Organization of supporting materials, proof of claims and prepared exhibits for trial cases
- Scheduled meetings with clients and preparation of documents and minutes of meetings.
- Coordinated with attorneys concerning legal aspects of cases when needed.
- Attended hearings before the United States Trustee or Bankruptcy Court Judge representing debtors in bankruptcy proceedings.
- Monitored progress of cases through completion ensuring all deadlines are met timely.
Education
BBA - Allied Health Management
Florida Technical College
Kissimmee, FL07-2023
Diploma - Medical Billing and Coding Specialist -
Florida Technical College
Kissimmee, FL12.2019
BBA - Business Administration And Management
Universidad Interamericanca
Bayamon, Puerto Rico 05-1999
Diploma - Administrative Assistance -
Education Department of Puerto Rico
10.1995
Skills
- 8 Years in Customer Service
- Office Management
- Bilingual
- Healthcare HR Trained
- Staff Management
- Inventory Coordination
- Insurance Verification
- ICD-10
- Billing and Coding
- Microsoft Office Suite
- Charting/Records Management
- Telephone Triage
- Healthcare Administration
- HIPAA Trained
- Healthcare HR Trained
- Business Management
- Documenting/Recording Information
- Scheduling
- Client Relations
- Expense Reporting
Timeline
Clinical and Office Coordinator
Side by Side Behavioral Health
05.2023 - Current
Bankruptcy Specialist
Doral Bank
01.2009 - 02.2015
Bankruptcy Specialist / Office Manager
Rivera Colon's Law Firm
11.2004 - 12.2008
BBA - Allied Health Management
Florida Technical College
Diploma - Medical Billing and Coding Specialist -
Florida Technical College
BBA - Business Administration And Management
Universidad Interamericanca
Diploma - Administrative Assistance -
Education Department of Puerto Rico
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