Juanita Ortega

I previously worked at Vecino Sanos Healthy Neighbors Foundation, due to Covid 19 and my kids having to do remote learning I had to resign. I am a stay at home Mom, I make custom made pinatas. I am also a religion Teacher.

• Maintain regular contact with clients by calling and text messages.
• Develop education and social programs to provide kids with knowledge

• Activity Director & Accounts Receivables
• Managed filing system, entered data and completed other clerical tasks.
• Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
• Assisted coworkers and staff members with special tasks on daily basis.
• Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
• Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
• Completed forms, reports, logs and records to quickly handle all documentation for Blue Cross Blue Shield and Presbyterian.
• Continually sought methods for improving daily operations, communications with clients, recordkeeping and data entry for increased efficiency.
• Interacted with residents doing direct activities.
• Drafted invoices, researched discrepancies, and performed other daily duties.
• Organized and entered new residents data.
• Completed monthly financial closing for AR department.
• Contacted insurance companies and private pay customers to request payment for outstanding balances.
• Created and submitted invoices according to company policy.
• Planned and managed recreational activities for residents.
• Managed personal shopping and finances for residents.

• Bookkeeper
• Prepared general ledger account reconciliations & revenue & performed other assigned month end closing duties.
• Entered and maintained daily revenue for multiple department.
• Prepared monthly reports.
• Made daily deposits & balanced daily ledgers.
• Prepared financial reports.

• Interacted well with customers to build connections and nurture relationships.
• Trained new employees on proper protocols and customer service standards.
• Trained and guided team members to maintain high productivity and performance metrics.
• Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
• Formulated Policies & managed daily operations
• Helped the GM to ensure day-to-day business operations ran smoothly.
• Scheduled employees for shifts, taking into account customer traffic and employee strengths.
• Assisted in recruiting, hiring and training of team members.
• Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
• Managed purchasing, sales, marketing and customer account operations efficiently.
• Reported issues to higher management with great detail.