Overview
Work History
Education
Skills
Software
Certification
Timeline
Summary
Affiliations
Hi, I’m

Josie Lopez

Josie Lopez

Overview

17
years of professional experience
1
Certificate

Work History

EXP Realty Of California, Inc.
Rancho Cucamonga, CA

Realtor Sales Assistant (Commercial/Residential)
08.2022 - Current

Job overview

  • Advised prospective clients on current market activities and optimal buying or selling choices.
  • Promoted property sales through advertisements, open houses and participation in multiple listing services.
  • Generated lists of properties compatible with buyers' needs and financial resources.
  • Managed sales pipeline by actively following up with prospects and hot leads.
  • Pushed through objectives, persuading clients to purchase by applying advanced sales techniques.
  • Attended progress meetings and cold call sessions to hone lead generation skills.
  • Maintained current and accurate CRM database of prospective customers.
  • Kept sales moving forward by attending inspections, preparing contracts and mitigating issues.
  • Wrote purchase agreements, disclosures and other contractual documents, using DocuSign to obtain signatures and complete paperwork.

Leisure and Travel
Indio, CA

Sales & Marketing Concierge
10.2022 - 02.2023

Job overview

  • Acknowledged and greeted guests entering or leaving building, promoting pleasant environment.
  • Directed incoming calls and messages to appropriate staff or residents.
  • Offered guests details regarding hotel's amenities, local arts and culture, nightlife, dining options, attractions and museums.
  • Present and deliver sales presentation in accordance with all company policies, compliance standards and regulatory requirements while maintaining minimum performance goals (80% time)

Epic Management, Inc.
Beaumont , CA

Patient Registration Representative
04.2021 - 09.2021

Job overview

  • Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
  • Set up patients in system by documenting key data, confirming eligibility and verifying insurance benefits.
  • Explained financial responsibilities to patients as well as payment options and potential collection procedures imposed upon patients and other responsible parties.
  • Imaged and scanned patient and registration documentation into electronic patient records.
  • Managed incoming telephone calls and directed callers to personnel.

Independent Phlebotomy Provider Group
Rancho Cucamonga, CA

Mobile Phlebotomy Technician
08.2015 - 02.2021

Job overview

  • Provided mobile phlebotomy services for Kaiser Permanente patients in home and nursing care facilities.
  • Identified patients using proper procedures prior to specimen collection.
  • Collected blood samples using vacutainer tubes, tourniquets, syringes, butterfly needles, and straight needles.
  • Developed and maintain positive customer relations and coordinate with team members to ensure requests and questions are handled appropriate.
  • Transported specimens following established protocol for temperature and light.
  • Provided secretarial and office management support while building cooperative working relationships.

Huntington Memorial Hospital
Pasadena, CA

Phlebotomy Technician
06.2010 - 08.2015

Job overview

  • Followed physician orders when administering therapeutic phlebotomy.
  • Identified patients using proper procedures prior to specimen collection.
  • Resolved unusual test orders by contacting physicians, nursing stations or reference laboratories.
  • Obtained blood samples for medical testing and transfusion through venipuncture or capillary puncture.
  • Prepared and packaged specimens for courier transport.
  • Provided secretarial and office management support while building cooperative working relationships.
  • Kept office equipment functional and supplies well-stocked to promote efficient operations.
  • Responded to customer issues to provide immediate resolution and improve retention.

Quest Diagnostics
Arcadia, CA

Phlebotomist (Float)
07.2006 - 05.2010

Job overview

  • Verified patient identification prior to collection of specimens using two forms of ID verification.
  • Used multiple electronic medical software to conduct patient intakes.
  • Counseled patients to ease fears, explain procedures and enhance cooperation during blood draws.
  • Obtained specimens from adults, children, and infants for laboratory tests through venipuncture or capillary puncture using syringes, butterfly needles and straight needles.
  • Centrifuged blood specimens in test tubes and capillary tubes to separate cells and sediment from blood serum.
  • Stored collected specimens according to established protocols for transport to the laboratory.

Education

ADHI Real Estate School
Riverside, CA

Certificate from Real Estate
06.2019

UCLA Medical Center For Prehospital Care
Los Angeles

Certificate from Basic/Advanced Phlebotomy
01.2005

Rancho Cucamonga High School
Rancho Cucamonga, CA

High School Diploma
06.2002

MSJC
San Jacinto

Associate of Science from Business Administration And Management

North-West College
La Puente, CA

Certificate from Medical Assistant

Skills

  • Verbal and Written Communication
  • Multitasking and Time Management
  • Office Equipment Operation
  • Professional and Courteous
  • Strong Organizational Skills
  • Task Prioritization
  • Database and Client Management Systems
  • Ease with Computers and Technology
  • Problem Solving
  • Good Work Ethic

Software

Skyslope

MLS

Loopnet

Zipforms

Care 360

Cerner

ARUP Send outs

Quest Diagnostics Send outs

Epic

Certification

  • CA Licensed Realtor-DRE#02094182
  • CA Licensed Notary Public-COMM#2241518
  • CA Licensed Phlebotomy Technician- CPT#0009085

Timeline

Sales & Marketing Concierge

Leisure and Travel
10.2022 - 02.2023

Realtor Sales Assistant (Commercial/Residential)

EXP Realty Of California, Inc.
08.2022 - Current

Patient Registration Representative

Epic Management, Inc.
04.2021 - 09.2021

Mobile Phlebotomy Technician

Independent Phlebotomy Provider Group
08.2015 - 02.2021

Phlebotomy Technician

Huntington Memorial Hospital
06.2010 - 08.2015

Phlebotomist (Float)

Quest Diagnostics
07.2006 - 05.2010

ADHI Real Estate School

Certificate from Real Estate

UCLA Medical Center For Prehospital Care

Certificate from Basic/Advanced Phlebotomy

Rancho Cucamonga High School

High School Diploma

MSJC

Associate of Science from Business Administration And Management

North-West College

Certificate from Medical Assistant

Summary

Dedicated administrative processional with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.

Affiliations

  • Volunteer for Feeding America, Banning, CA and Carol's Kitchen in Beaumont, CA

Similar Profiles

CREATE PROFILE
Josie Lopez