Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
2023.05 - 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
2009.01 - 2015.02
  • 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
2004.11 - 2008.12
  • 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, FL
2023-07

Diploma - Medical Billing and Coding Specialist -

Florida Technical College
Kissimmee, FL
12.2019

BBA - Business Administration And Management

Universidad Interamericanca
Bayamon, Puerto Rico
1999-05

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
2023.05 - Current

Bankruptcy Specialist

Doral Bank
2009.01 - 2015.02

Bankruptcy Specialist / Office Manager

Rivera Colon's Law Firm
2004.11 - 2008.12

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
Heide L. Perez Agosto