Helen Alderete
San Antonio,TX
Summary
Highly motivated professional who wants to offer orderly and committed administrative assistant offering solid skills in customer relations and resilience to handle challenges of fast-paced environments. Bringing detail-oriented and decisive nature with sound judgment, good multitasking abilities and self-motivated nature. Comfortable working alone or with teams to accomplish on-time and accurate clerical tasks.
Overview
21
21
years of professional experience
Work History
Administrative Associate
San Antonio Metro Health District
San Antonio
06.2022 - Current
- Conduct planning and scheduling of monthly site visits for enrolled TVFC provider offices
- Schedule site visits both TVFC Compliance Site Visits and TVFC Compliance/IQIP based off site visit schedule
- Conducts the preparation of the TVFC Compliance and TVFC/IQIP site visit folders to include the material needed for a successful site visit
- Viewing and putting together each folder so it contains the necessary documents prior to supplying the folder to the Health Program Specialist
- Assist with any other administrative duties as needed for the TVFC/IQIP program
- Conducts filing of TVFC Compliance and TVFC/IQIP site visit forms once the Health Program Specialist has conducted the visit
- Forms that must be filed into the VFC cabinet will be the original signed cover letter by the Immunization Program Manager, signed TVFC Compliance Site Visit Acknowledgment of Receipt, and the TVFC Site Visit Assessment form
- Participate in meetings and trainings hosted by CDC, DSHS, and San Antonio Metropolitan Health District as requested by the IQIP Supervisor to enhance program knowledge and overall self-development
- Assist with purchase request, supply and print orders as needed
- Performs a variety of clerical duties in assigned department including maintaining personnel records and payroll, data entry, filing, distributing mail, answering telephones, and taking messages
- Types and proofreads reports, letters, memos, flyers, and statistical charts
- Responds to inquiries about department services and activities; assists visitors as necessary
- May prepare payroll and associated transactions; assists in compiling and maintaining personnel records; (e.g., weekly earnings, absences, supervisory reports, change of status, terminations, and personnel requisitions).Verifies and reviews correspondence for conformance with established policies and procedures
- Orders and maintains inventory of office supplies
- Coordinates, organizes, and maintains general office records
- Prepares routine reports and correspondence
- May research and compile data for special projects and reports
- Orders supplies and equipment; maintains petty cash fund
- Issues permits and collects associated fees
- Performs related duties and fulfills responsibilities as required.
Benefits & Referral Specialist
Dermatology Associates of San Antonio
San Antonio, TX
04.2021 - 11.2021
- Verified insurance, processed incoming new patient referrals, records requests, and scheduled patients with all Dr's in the office
- Assisted with answering incoming phone calls, returning calls from afterhours voicemails
- Checked patients in for their appointments at the correct arrival time
- Helped reschedule appointments, if necessary, along with making new appointments / follow ups
- Verified insurance coverage of each patient (new & existing)
- Handled payments for services not covered by insurance
- Explained coverages to patients
- Obtained referrals for patients when they are not covered
- Updated patient's information/keeping records in files on computer
- Filled out documentation required for billing
- Resolved registration and case-related concerns prior to a patient's appointment
- Ensured patients have been cleared for specialty service office visits
- Obtained referrals from primary care physicians
- Verified eligibility and benefits to establish office visit
- Worked on daily list for designated physician(s) and followed up with office via fax to determine patient coverage, coordination of benefits, etc
- Did pre-certification for surgical procedures (call insurance company to verify if deductible met, fax clinical to insurance company pre-certification department to obtain authorization for procedure)
- Responded to phone calls from internal doctor teams, check in/check out staff, or primary care physician offices and responded accordingly
- Assisted billing department to obtain retro referrals for services that were rendered (either office visits or surgical procedures)
- This would include hospital procedures, office visits or outpatient surgical procedures
- Reviewed daily schedules to verify that visits have been through pre-authorization process
- Any new additions to the schedule I would coordinate benefits and follow up with the respective departments
- Reviewed personal faxes for newly scheduled surgery and conducted insurance verification and obtain proper authorizations
- Reviewed internal practice management system for requests from doctor’s team offices, rescheduled surgeries, rescheduled office visits, etc
- Explained benefits information to patients who arrive to visit who may not understand their portion of the bill (co-pay, deductibles, etc.)
- Data entered pre-authorization deductibles, co-insurance, out-of-pocket and related information into patient demographic record.
Account Services Representative
Security Service Federal Credit Union
San Antonio, TX
04.2019 - 02.2020
- Received mailed & email request to restructure existing accounts to a trust or primary/secondary
- Prepared and mailed out documents for account restructure upon receipt of the completed document
- Reviewed and analyzed customer information file reports to include but not limited to errors of duplicate records like SSN, DOB, addresses, etc
- Performed maintenance to correct errors, determined the cause, and communicated the findings to the management team for further review
- Also processed certain OMNI request for maintenance, post monetary transactions for credit or debit on credit union account promotions such as (FedEx fees, monthly R&R, special payroll credits)
- Performed GL offsets as well for most of debits and credits related to these transactions
- Prepared Child Support Liens along with other State legal lien documents for multiple states and filed paperwork once request was done through mail or email
- Answered phones from other departments regarding accounts along with verifications about company's request, filed unclaimed property and contacted customers regarding any freezes and inactivity to their bank accounts.
Administrative Assistant/Receptionist
Adaptive Health Services
09.2018 - 04.2019
- Provided a wide range of administrative and office support activities for the department's managers/supervisors to facilitate the efficient operation of the organization
- Carried out day to day operations in employee relations, training and development, organization development, executive administration, and new hire employment
- Listened job postings, logged and distributed resumes, liaised with candidates, scheduled interviews, coordinated pre-employment tests, administered pre-employment background checks, assembled new hire packets, input employee data and maintained employee files, coordinated training and development activities for employees, assisted with record keeping required by federal and state laws, assisted with employee’s events such as probationary and annual reviews, communicated with payroll and benefits regarding new employees and changes of employee status, performed general clerical duties such as mailing, faxing, photocopying, assisted in employee relations, received and directed visitors and clients, maintained employee files and the HR filing system, prepared agendas for meetings and prepared schedules, ensured day to day efficient operation of the office including HR department and Quality Assurance department.
Phone Banker
Wells Fargo Inc
San Antonio, TX
01.2017 - 09.2018
- Effectively responded to routine and complex customer inquiries regarding consumer products and services
- Quickly answered customer inquiries in a friendly and courteous manner, delivered exceptional service to our customers by going out of the way to please them
- Provided first call resolution, while following strict procedures that meet compliance guidelines
- Educated customers on services needed and how they can succeed financially
- Transferred customers to the correct department depending on needs and concerns
- Updated customers account information and replaced debits cards and credit cards, along with filing claims/disputes.
Account Technician II
Security Service Federal Credit Union
09.2015 - 12.2016
- Received mailed & email request to restructure existing accounts to a trust or primary/secondary
- Prepared and mailed out documents for account restructure upon receipt of the completed document
- Reviewed and analyzed customer information file reports to include but not limited to errors of duplicate records like SSN, DOB, addresses, etc
- Performed maintenance to correct errors, determined the cause, and communicated the findings to the management team for further review
- Also processed certain OMNI request for maintenance, post monetary transactions for credit or debit on credit union account promotions such as (FedEx fees, monthly R&R, special payroll credits)
- Performed GL offsets as well for most of debits and credits related to these transactions
- Prepared Child Support Liens along with other State legal lien documents for multiple states and filed paperwork once request was done through mail or email
- Answered phones from other departments regarding accounts along with verifications about company's request, filed unclaimed property and contacted customers regarding any freezes and inactivity to their bank accounts.
Healthcare Services Engagement Specialist/Data Entry Rep
Carenet Healthcare
04.2013 - 08.2015
- Answered multiple phone calls from existing and new clients that have our leads health insurance providers
- Assisted them with making appointments with their primary physicians while updating data on their file of what screenings they have already completed and needed to be done before the deadline
- Helped them find physicians if they requested one, and answered any health questions they had regarding their benefits and screenings
- Gave info on the important numbers they needed in case they needed an insurance card replaced or wanted to change benefits plan, along with updated important information on their account.
Mental Health Worker/Active Treatment Specialist
San Antonio State Hospital & School
San Antonio, TX
02.2005 - 11.2009
- Collaborated with psychiatrists and medical professionals to ensure optimal client care.
- Assessed clients' mental health, abilities and disabilities to develop individualized treatment plans.
- Maintained accurate records of all client interactions including medication changes, therapy sessions.
- Adhered to HIPAA confidentiality requirements by safeguarding files.
- Adapted therapeutic approaches based on each patient's unique needs and preferences.
Education
Por Vida Academy Charter High School -
High school
06.2006
GED Diploma -
Palo Alto College
Skills
- Banking
- Accounting
- QuickBooks
- Debits & Credits
- Benefits administration
- EMR systems
- HIPAA
- Medical office experience
- Medical receptionist
- Multi-line phone systems
- Insurance verification
- Medical Records
- Medical Terminology
- Clerical Support
- Customer Service
- Office procedures
- Medical insurance
- Data Processing
Timeline
Administrative Associate
San Antonio Metro Health District
06.2022 - Current
Benefits & Referral Specialist
Dermatology Associates of San Antonio
04.2021 - 11.2021
Account Services Representative
Security Service Federal Credit Union
04.2019 - 02.2020
Administrative Assistant/Receptionist
Adaptive Health Services
09.2018 - 04.2019
Phone Banker
Wells Fargo Inc
01.2017 - 09.2018
Account Technician II
Security Service Federal Credit Union
09.2015 - 12.2016
Healthcare Services Engagement Specialist/Data Entry Rep
Carenet Healthcare
04.2013 - 08.2015
Mental Health Worker/Active Treatment Specialist
San Antonio State Hospital & School
02.2005 - 11.2009
Por Vida Academy Charter High School -
High school
GED Diploma -
Palo Alto College