Joannie Maldonado Rivera
Fort Myers,FL
Summary
Friendly Customer Service experience with can-do attitude and willingness to help at all times. Seasoned customer service specialist with background in providing advice on diverse customer situations.
Data Entry, Accounting experience, I love to work as a team with everyone.
Overview
11
11
years of professional experience
Work History
Patient Service Representative
Florida Gynecologic Oncology
Fort Myers, FL
05.2023 - Current
- translate for physicians spanish to english for patients
- Inputted patient demographic data into electronic health record system.
- assisted chemo nurse with chemo patients appointments & needs
- Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
- Adhered to HIPAA regulations when handling confidential patient information.
- Supported hospital and clinic operations using customer service skills and detailed system knowledge.
- Utilized technology and specialized software to maximize productivity.
- Provided helpful assistance by anticipating and responding to needs of patients and family members.
- Supported emergency department registration during peak times, ensuring rapid patient processing.
- Collaborated with clinical and administrative staff to meet patient needs.
PSR
Gulfcoast Healthcare System
Lehigh Acres, FL
04.2022 - 04.2023
- chaperone with physicians in room with patients
- Entered insurance, demographics and health history into patient database.
- Called patients to confirm scheduled appointments and obtain additional details.
- Checked patients in and out for appointments and collected co-payments.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
- Processed patient payments and scanned identification and insurance cards.
- Protected patients by observing strict HIPAA guidelines.
- Photocopied insurance cards, documented details and verified patient coverage for upcoming procedures or appointments.
- Answered multi-line phone system and directed callers to requested personnel and departments.
- Greeted each patient pleasantly and offered desk sheet for easy sign-in.
- Delivered high-quality administrative and customer service to sustain patient and work flows.
- Managed office phone lines by checking voicemail, returning calls and directing messages to team members.
- Greeted patients and visitors to answer questions or refer inquiries to appropriate personnel.
- Applied knowledge of medical terminology and insurance processes to support office administration productivity.
Receptionist Administrator
Zivkovic & Associates
FT. MYERS, FL
07.2021 - 04.2022
- Greeting Tenants and future tenants
- Buildium Property Management Software
- Account Receivable- Intake Rent and Mortgage payment
- Daily Deposits check/Cash
- Keep up with the office requirements (Filing, answering phones, Replying back to emails at a timely manner
- Assisting property managers
- Tracked and coordinated preventive maintenance and pressing repairs with outside vendors.
Receptionist/Customer Services/Admin Assistant
SWFL CAM Services
Fort Myers, FL
07.2018 - 05.2021
- Multi Task answering phone and computer work
- TOPS & CINC Software Program
- Work ARC or ACC modification applications to condo & Homeowner Board for approvals
- Certificate Of Approvals for home or units purchase/Lease
- Organize and filing
- Lee county Property Appraiser
- Lee Clerk.Org (For Condo or HOA Docs & By Laws)
- Estoppel Request & Condo questionnaires
- Collecting payments for HOA's , Over due payment, App fees, Questionnaires
- Mail Outs
- Excel spread sheets (Accounting)
- Directed clients to appropriate personnel to address concerns, resolve complaints or answer account-related questions
- Managed and anticipated clerical needs of company employees, including copying, faxing and file management
Administrative Assistant / Accountant (Temp)
Crown Linen LLC
Fort Myers, FL
05.2019 - 07.2019
- Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures
- Processed financial documents including contracts, expense reports and invoices
- Communicated with vendors to place and receive orders, request maintenance services and deliver instruction on behalf of office management
- Tracked and submitted employee time sheets to accounting department for payroll processing
- Created and maintained spreadsheets and developed administrative and logistical reports
Bilingual Certified Tax Specialist
HR Block
Fort Myers, FL
11.2015 - 04.2019
- Filing 1040 EZ,1040A Schedule A B C D & Self Employment Taxes, Amendments & Audits
- Microsoft Outlook, HR Block software, E file , Tax Act
- Politely assisted customers in person and via telephone
- Provided an elevated customer experience to generate a loyal clientèle
- Answered product questions with up-to-date knowledge of sales and store promotions
- Developed reputation as an efficient service provider with high levels of accuracy
- Provided onsite training
- Created communication strategies to meet client objectives
- Developed exceptional attendance record with special attention to punctuality and preparation to work upon arrival
Bilingual Customer Service Representative/ Shipping Department Assistant Manager
Direct Cellars
Fort Myers, FL
05.2017 - 12.2017
- Inbound out bound calls nation wide / and UK for wine club members
- UPS Exceptions for address updates, orders returned to sender Emailed or Left Voice mails
- Wine Direct Software & Company Website
- Exigo Administration site software
- Company Outlook Software
- Reviewed and provided comments on the adequacy of documents and took necessary steps to cure any deficiencies.
- Consulted club members and distributors out in the field to progress more along with company
Bilingual Enrollment Specialist
Alta Resources
Gateway, FL
12.2014 - 08.2015
- Website of BCBS & Market Place(Healthcare.gov) Enrollment
- Described product to customers and accurately explained details and care of merchandise
- Answered product questions with up-to-date knowledge of sales and store promotions
- Handled daily heavy flow of paperwork and cooperated with the accounting departments on invoicing and shipping problems
- Accurately documented, researched and resolved customer service issues
- Mastery of customer service management systems and databases
Education
High School Diploma -
New Direction Academy High School
2006
Rasmussen College
Skills
- Bilingual Fluent English & Spanish
- Knowledge in Microsoft Office, Outlook, Word, Excel,Intergy,avality
- Knowledge in Quick books - Payroll, Book keeping, & Accounts
- Adobe, Sales Force TOPS & CINC, Tax software proficiency
- Public Notary
- Strong client relations point,
- Quick learner
- Scheduling
- Compliance testing knowledge
- Strong organizational skills
Accomplishments
Competitive Analysis
Accounting Reviews
- Performed competitive analysis to make recommendations for future company growth.
Accounting Reviews
- Conducted detailed technical and analytical review of federal/state corporate, partnership and S corporation tax returns, FAS 109 provisions, and quarterly estimates prepared by associates.
Skills
- Client Relations
- Computer Proficient
- Creative Problem Solving
- Customer Satisfaction
- Lead Development
References
Mattie Richardson:HR BLOCK Supervisor Fort Myers FL
Cell: 973-981-4224
Dirk Sauer:Sanibel Limo Company Owner Sanibel FL
Cell: 239-258-9420
Jaqueline Franco-Accountant
Cell-321-301-7545
Timeline
Patient Service Representative
Florida Gynecologic Oncology
05.2023 - Current
PSR
Gulfcoast Healthcare System
04.2022 - 04.2023
Receptionist Administrator
Zivkovic & Associates
07.2021 - 04.2022
Administrative Assistant / Accountant (Temp)
Crown Linen LLC
05.2019 - 07.2019
Receptionist/Customer Services/Admin Assistant
SWFL CAM Services
07.2018 - 05.2021
Bilingual Customer Service Representative/ Shipping Department Assistant Manager
Direct Cellars
05.2017 - 12.2017
Bilingual Certified Tax Specialist
HR Block
11.2015 - 04.2019
Bilingual Enrollment Specialist
Alta Resources
12.2014 - 08.2015
High School Diploma -
New Direction Academy High School
Rasmussen College
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