Heide L. Perez Agosto
Kissimmee,FL
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
20
20
years of professional experience
Work History
Office Manager
Side by Side Behavioral Health
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.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed detailed plans based on broad guidance and direction.
- Identified and communicated customer needs to supply chain capacity and quality teams.
Office Manager
ABA Happy Kids
05.2015 - 05.2018
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Developed detailed plans based on broad guidance and direction.
- Launched quality assurance practices for each phase of development
- Defined clear targets and objectives and communicated to other team members.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Established team priorities, maintained schedules and monitored performance.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Identified and communicated customer needs to supply chain capacity and quality teams.
Bankruptcy Specialist
Doral Bank
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.
- Filed documents with bankruptcy courts within expected timeframes to prevent delays.
- Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections.
- Communicated pertinent information to clients via phone, email, and mail.
- Attended court hearings and depositions to take notes and document proceedings.
- Prepared various exhibits for attorneys for public meetings, zoning commission meetings, and legal resolutions.
Bankruptcy Specialist / Office Manager
Rivera Colon's Law Firm
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.
- Collaborated with attorneys and other legal personnel on bankruptcy documentation reviews, making necessary corrections.
- Collaborated with attorneys to develop strategies for each case.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
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
San Juan, PR05-1999
Diploma - Administrative Assistance -
Tomas C. Ongay
Departamento De Educacion De Puerto Rico10.1995
Skills
- 8 Years in Customer Service
- Bilingual
- Healthcare HR Trained
- Insurance Verification
- Billing and Coding
- Microsoft Office
- Charting/Records Management
- HIPAA Trained
- Scheduling
- Expense Reporting
- Staff hiring
- Strategic planning
- Facility management
- Inventory control
- Document management
- Information protection
- Customer relations
- Staff management
- Event coordination
Education
other
Timeline
Office Manager
Side by Side Behavioral Health
05.2023 - Current
Office Manager
ABA Happy Kids
05.2015 - 05.2018
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 -
Tomas C. Ongay
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