Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Joselin Moreno

Summary

Enthusiastic Administrative Assistant and Accounting Specialist with expertise in anticipating professional needs and proactively identifying and resolving problems. Professional and knowledgeable office clerk offering several years of experience. Highly efficient planning, organized and dedicated. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

4
4
years of professional experience
4
4
years of post-secondary education

Work History

Scheduling Specialist

Elevate Patient Financial Solutions
7 2021 - 04.2024

- Establish rapport with callers to build loyalty and support retention goals. Provide detailed information about available services and requirements.

- Call customers to coordinate schedules and set appointments. -Balance employee availability, customer schedules and maximum load levels when scheduling appointments.

- Answer phone calls and e-mails, greeting patients and prospective patients and reminding them of upcoming appointments.

- Resolve scheduling conflicts as they occur.

- Organize Employee schedules and solve any problems they may confront during scheduling of projects.

- Communicate employee scheduling rationale effectively.

- Supervise that employees are taking their corresponding appointments on time.

- Collect and distribute messages to team members and managers to support open communication and high customer service.

- Assist other departments with calls from Spanish Speakers.

Sales Manager

Wireless for All
11.2018 - 07.2020

- Excellent problem solver with strong sales analysis and reporting skills.

- Interface directly with customers to provide assistance.

- Supervise product inventory; verify quantity and quality of products received.

- Managed front cashiers in areas of monies handling, shift breaks and customer service.

- Supervised all daily functions of store activity to ensure customer satisfaction and managed full and part time shift schedules of employees.

- Handled all aspects of inventory and bookkeeping.

- Warehouse inventory.

Accounting Specialist

Self-employed
01.2018 - 10.2018

- Organized budget documentation and tracked expenses to maintain tight business controls.

- Investigated daily variances and corrected errors to resolve discrepancies.

- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.

- Reported financial data and updated financial records in ledgers and journals.

- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.

- Analyzed Financial statements.

Administrative Assistant

COMERZULCA
04.2016 - 12.2017

- Executed record filing system to improve document organization and management.

- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

- Restocked supplies and submitted purchase orders to maintain stock levels.

- Conducted onboarding to help new hires adjust to administrative and performance aspects of jobs.

- Monitored and recorded company expenses.

- Managed account payable & Accounts receivable.

- Prepared weekly financial reports for General Manager.

- Bank Reconciliation.

- Warehouse inventory and monitor merchandise delivery.

Education

Bachelor of Science - Accounting

La Universidad Del Zulia
Maracaibo, Zulia
05.2013 - 05.2017

Financial Accounting

Harvard Business School Online
Boston, MA

Skills

    Microsoft Office

    OneNote

    Outlook

    Microsoft teams

    Bilingual English and Spanish

    Problem-Solving

    Strong Work Ethic

    Attention to Detail

    Inventory Tracking

    Multitasking

    Self Motivation

    Adaptability and Flexibility

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Sales Manager

Wireless for All
11.2018 - 07.2020

Accounting Specialist

Self-employed
01.2018 - 10.2018

Administrative Assistant

COMERZULCA
04.2016 - 12.2017

Bachelor of Science - Accounting

La Universidad Del Zulia
05.2013 - 05.2017

Scheduling Specialist

Elevate Patient Financial Solutions
7 2021 - 04.2024

Financial Accounting

Harvard Business School Online
Joselin Moreno