Judith Tapia
San Jose,CA
Summary
Accomplished Office Manager's Assistant at Palka Narang, DDS, adept in office administration and budgeting, enhanced operational efficiency through expert data entry and bilingual communication skills. Demonstrated success in insurance billing, fostering client relationships, and streamlining financial processes. Achieved significant improvements in patient record management and financial reporting accuracy. Offering these skills and strong work ethic.
Overview
26
26
years of professional experience
Work History
Office Manager's Assistant
Palka Narang, DDS
12.2019 - 01.2024
- Processed medical insurance claims and payments.
- Oversaw accounting, budgeting, and financial reporting.
- Managed office bookkeeping with insurance billing and patient payments.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Assisted with medical coding and billing tasks.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Created, maintained and updated filing systems for paper and electronic documents.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Frequently double-checked patient histories and current information while scheduling follow-ups and other appointments.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Prepared and processed patient referrals and transfer requests.
- Performed various administrative tasks by filing, copying and faxing documents.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Receptionist
Willow Dental Health Center
07.2005 - 11.2019
- Confirmed appointments, communicated with clients, and updated client records.
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Answered phone promptly and directed incoming calls to correct offices.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
- Handled cash transactions and maintained sales and payments records accurately.
- Cultivated positive relationships with clients through professional demeanor and excellent interpersonal skills.
- Maintained confidentiality of information regarding clients and company.
- Collected cash, Credit card, payments, processed transactions and updated relevant records.
Administrative Financial Assistant
Publicidad Cine Video, S.A.
01.1998 - 08.2004
- Resolved outstanding account issues through effective communication strategies tailored toward each unique situation.
- Handled sensitive financial information with discretion, adhering to strict confidentiality policies at all times.
- Increased financial transparency through the creation of accessible, easy-to-understand reports for non-financial staff members.
- Coordinated travel arrangements for executives, optimizing expenses while maintaining a high level of comfort and convenience.
- Enhanced financial accuracy with thorough record-keeping and data tracking.
- Optimized office workflows by organizing files, managing databases, and updating essential documents as needed or requested by colleagues or management team members.
- Reduced budget discrepancies by conducting regular audits and reconciling accounts.
- Managed accounts payable and receivable, ensuring timely payments and accurate billing.
- Improved cash flow management, analyzing expenses and monitoring revenue streams.
- Managed filing system, entered data, and completed other clerical tasks.
Education
No Degree - Accounting Asociate
Evergreen Valley College
San Jose, CA05.2025
Accounting And Bookkeeping / Certificate
Independence Adult Center
San Jose, California12.2018
GED -
Campbell Adult And Community Education
San Jose05.2016
Skills
- Budgeting and finance
- Office Administration
- Data entry proficiency
- Billing
- Bilingual
- Microsoft Excel
- Microsoft Word
Timeline
Office Manager's Assistant
Palka Narang, DDS
12.2019 - 01.2024
Receptionist
Willow Dental Health Center
07.2005 - 11.2019
Administrative Financial Assistant
Publicidad Cine Video, S.A.
01.1998 - 08.2004
No Degree - Accounting Asociate
Evergreen Valley College
Accounting And Bookkeeping / Certificate
Independence Adult Center
GED -
Campbell Adult And Community Education
Similar Profiles
JAYNE RISACHERJAYNE RISACHER
Title Administrative Assistant at Pfeffer, Hanniford & Palka, CPA’s, PCTitle Administrative Assistant at Pfeffer, Hanniford & Palka, CPA’s, PC
Daniel PonceDaniel Ponce
Discount Tire at Matt PalkaDiscount Tire at Matt Palka
Satish HatmodeSatish Hatmode
Senior Marketing Manager at Narang RealtySenior Marketing Manager at Narang Realty
Brandon Zaragoza-UribeBrandon Zaragoza-Uribe
Journeyman Sheet Metal Worker at Paragon Mechanical Inc.Journeyman Sheet Metal Worker at Paragon Mechanical Inc.
Sophia BouviaSophia Bouvia
Associate at In-N-Out BurgerAssociate at In-N-Out Burger