Joanna Villalobos
Fort Knox,KY
Summary
I am a client-focused and organized professional with advanced degree and diverse experience in customer service, business management and project coordination. Collaborative communicator to quickly build relationships with both clients and business audiences. Known for innovation and creative problem-solving abilities to address business challenges.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Manager/ Associate
Reliability To Your Life Inc.
Berkeley, CA
05.2022 - 01.2024
- Implemented safety protocols throughout the workplace to protect employees from harm.
- Formed and sustained strategic relationships with clients.
- Oversaw estimate evaluations for clients on-site, creating FOC (First-of-Contact) relationships with our clients
- Designed individual work schedules and employee training
- Developed and managed business budget
- First-of-contact(FOC) for client AND employee issues and complaints with continued follow-up FOC until point of resolution, making sure employees have the tools and resources to perform their jobs effectively for our clients as well as carrying out performances evaluations every 6 months to employees for current progressiveness
- Determined customer needs and calculated payment options based on consultative sales process.
- Kept up to date regulations and business operating clerical work
- Prepared monthly financial statements for review by executive leadership team.
- Promotional Marketing conductor, also creating more opportunities for our employees to gain commission when bringing in new clients
- Developed and implemented policies and procedures to improve operational efficiency.
- Maintained financial records, prepared budgets, and monitored expenditures for multiple departments.
- Managed a team of staff members, providing guidance and direction to ensure successful completion of projects.
- Conducted research on current industry trends to identify potential areas for improvement in business operations.
- Analyzed customer feedback data to generate reports on customer satisfaction levels.
- Created presentations to present findings from market research activities to senior management team.
- Designed strategies for improving the quality of services provided by the organization.
- Assessed employee performance evaluations and recommended changes or improvements as needed.
- Negotiated pricing agreements with vendors and suppliers based on organizational needs.
Independent Contractor/ Driver
Ontrac Delivery
Petaluma, CA
02.2022 - 02.2023
- Picked up medical specimens from local care providers for delivery to laboratory.
- Usual day is about 90 - 150 completed stops.
- Loaded and unloaded cargo from vehicles using appropriate equipment such as ramps or lift gates.
- Communicated with dispatch personnel regarding any delays or changes in route due to traffic or weather conditions.
- Organized and maintained records for all deliveries, including tracking numbers and delivery confirmation.
- Performed vehicle safety inspections before each shift, ensuring proper functioning of brakes, engine, lights, and other components.
- Collaborated with dispatch and team members to coordinate different routes and reallocate pickups and drop-offs.
- Reported issues to supervisors resulting in increased customer satisfaction.
- Independent owner and operator of Cargo Business
Medical Biller/Receptionist
Physical Therapy Specialties
Pleasanton, CA
11.2020 - 08.2021
- Reviewed patient insurance information to ensure accuracy and completeness of claims submission.
- Verified medical codes for diagnosis, treatments, procedures and supplies using ICD-10 coding system.
- Compiled and processed data for billing purposes utilizing billing software programs.
- Maintained up-to-date knowledge of government regulations related to healthcare reimbursement policies and procedures.
- Generated reports in order to track payments due from insurance companies or other third party payers.
- Submitted electronic claims to various insurance carriers.
- Answered incoming calls regarding billing inquiries from patients and and or providers in a professional manner.
- Researched discrepancies between billed charges and payments received from insurance companies or other third party payers.
- Performed daily reconciliation of accounts receivable with payment postings on the computer system.
- Performed follow up activities on unpaid claims with insurance companies or other third party payers by phone or written correspondence.
- Assisted with collection efforts as needed including contacting patients via phone, mail or email for collection of past due balances due to insurance denials or patient responsibility amounts owed.
- Created monthly aging reports to identify delinquent accounts for review by management team.
- Collaborated with managers to develop strategies for improving revenue cycle processes.
- Ensured compliance with HIPAA guidelines when handling confidential patient information.
- Maintained accurate records of all billing activity in accordance with departmental standards.
- Assisted in auditing process by verifying accuracy of submitted claim forms against documentation provided by physicians' offices.
- Processed refunds requests timely and accurately according to established protocols.
- Completed and submitted appeals for denied claims.
- Verified and processed Medicare claims with accuracy and efficiency.
Shift Manager
CVS Pharmacy
Castro Valley
03.2019 - 11.2019
- Monitored store operations to ensure compliance with company policies and procedures.
- Oversaw the training of new employees on customer service, product knowledge, and cash handling techniques.
- Conducted daily shift meetings to review sales goals, safety issues, promotions, and other topics.
- Maintained inventory levels by monitoring stockroom orders and restocking shelves as needed.
- Performed regular price checks to ensure accuracy in pricing throughout the store.
- Investigated customer complaints regarding merchandise quality or availability promptly.
- Ensured completion of all opening and closing duties were completed accurately according to established guidelines.
- Analyzed sales reports for trends in order to identify areas for improvement or growth opportunities.
- Processed weekly payroll information using appropriate software applications.
- Reviewed security footage regularly for suspicious activities or theft attempts.
- Organized special events such as holiday sales or promotional campaigns.
- Managed daily cash intake by counting out registers and tabulating profits.
- Communicated with other shift managers to facilitate continuum of customer service.
Shift Lead
Baskin Robbins
09.2016 - 12.2018
- Learned to assist customers by applying basic customer service
- Act as the contact point between customer and store manager
- Organized a team with tidiness skills all while in a fast-paced environment
- Initiated random audits to ensure and support the store revenue
Education
Medical Billing and Coding -
Carrington College
San Leandro High School
Skills
- Multi-tasked
- Positive Attitude
- Committed Team Player
- Medical Terminology
- Excellent Phone Skills
- Medical Billing
- Medical Coding
- Medical Records
- EMR Systems
- Insurance Verification
- Transcription
- Medical Office Experience
- Accounts Receivable
- Patient Care
- Data Entry
- HIPAA
- Microsoft Word
- Google Docs
- Anatomy Knowledge
- Auditing
- Spanish
- Business Development
- Budget Administration
- Policy Implementation
- Employee Management
- Logistics Management
- Data Confidentiality
- Data Collection
Certification
Driver's License (08/2023 - 08/2026)
Work Authorization
Authorized to work in the US for any employer
Relocation
California, Kentucky, 01/01/24
Personal Information
Willing To Relocate: Anywhere
Languages
Spanish - Expert
Timeline
Business Manager/ Associate
Reliability To Your Life Inc.
05.2022 - 01.2024
Independent Contractor/ Driver
Ontrac Delivery
02.2022 - 02.2023
Medical Biller/Receptionist
Physical Therapy Specialties
11.2020 - 08.2021
Shift Manager
CVS Pharmacy
03.2019 - 11.2019
Shift Lead
Baskin Robbins
09.2016 - 12.2018
Medical Billing and Coding -
Carrington College
San Leandro High School