Julie Montez
Anaheim,CA
Summary
Experienced executive in strategic operations management, human resources, and business development with a strong ability to see the bigger picture and think outside the box. Successfully manages teams, client contracts, and customer service operations. Skilled in creating efficient and high-quality processes, negotiating contracts, and forming synergistic alliances with physicians, medical directors, senior executives, and employees. Known for honesty, loyalty, and polished professionalism with exceptional communication, marketing, analytical, networking, and presentation skills. A multifaceted executive with a proven track record in operations, administration, sales, and human resource management.
Overview
17
17
years of professional experience
Work History
Chief Administration Officer
AHP/Medlab2020/Mountain View Medical Laboratory
2022.01 - Current
- Create and maintain C-level relationships with medical physicians/providers, laboratory owners/directors, and school district personnel;
- Multi-location laboratory offering COVID-19 PCR, Toxicology, PGx and Blood testing, and Behavioral Health/Mental Wellness programs;
- Nearly 4 Million tests processed since 2021; Behavioral Health surveys and subsequent therapy visits;
- Direct oversight of Field Operations Division, Human Resource Administration, Revenue Cycle Management, Insurance Discovery Call Center, and Payor Contracts;
- Site cost analysis and review of sub-contracted vendor resulting in $1.56m in savings;
- Implementation and direct management of patient payment recovery with 40% success rate resulting in $2.9m recovered collections to date;
- Management of programs inclusive of hiring and training of medically licensed on-site personnel, SOP creation, process review of scheduling, collection services and creation of lean process improvement;
- RCM department creation and oversight inclusive of implementation of AdvancedMD billing software, denials management and Paid to Patient Recovery;
- Facilitated effective communication between departments by acting as a liaison between management teams on critical projects or initiatives;
- Creation and implementation of patient database and medical billing call center for insurance discovery resulting in 72% billing success rate;
- Implemented cost-saving measures through careful financial analysis of statewide locations positively impacting overall profitability;
- Business Development creation of RFP response and award with County of Orange;
- Provided exceptional customer service, addressing inquiries professionally and in timely manner;
- Developed strong working relationships with colleagues, contributing to positive work environment;
- Delivered quality results under pressure by prioritizing tasks effectively during high-stress situations or tight deadlines.
Operations Consultant/Investment Management
The JPM Group
2016.06 - Current
- Business Consultant: Business consultation with emphasis in Operations, Human Resources/Recruitment, Teamwork and Culture Development, Process Review, SOP creation and implementation, Training, and Property Management;
- Leveraged data-driven insights to executive team for process improvements and organizational restructuring efforts;
- Spearheaded standardization efforts across various functions, creating consistent procedures that yielded measurable results in operational efficiency;
- Conducted thorough market research to identify trends and inform business strategy development efforts;
- The JPMRealty Group: Residential Sales, Property Management of Investment, Residential and Commercial Properties;
- Sales Awards: Southern California Regional Sales Award Recipient - 2017; Top Producer 2018-2023; Triple Gold Award 2020-2021, and 2023; Orange Coast All Star 2021 Associate Leadership Council (ALC) Member 2018,-2021, Culture Committee Chair.
Chief Operating Officer
Comprehensive Drug Testing (CDT, Inc.)
2007.09 - 2016.05
- Professional Medical service organization with two unique business centers: Nationwide Occupational Medicine for government regulated workplace testing and customized Medical Testing Programs for high profile sporting organizations (MLB, NFL, NHL, and MLS);
- Business Development, Sales, Marketing, Operations, Administration, Financial review and analysis, Accounting, Benefits Administration, and Human Resources/Employee Management;
- Results driven hands-on multitasking executive with a proven track record of increased profitability through efficiencies in operations management, recruitment and training, human resources, networking, marketing, sales, and employee recognition strategies.;
- Attained 98.8% client satisfaction year over year and with stringent QA and error reductions to less than 1%;
- Oversaw day-to-day operations to keep organization running smoothly while meeting business goals;
- Direct oversight of 100+ contract collection personnel nationwide inclusive of scheduling, AP, AR, and annual on-site trainings;
- Direct oversight of proprietary software development from inception to field training for specimen collection processes;
- Consistent and confident interaction and communications with C-level executives, Physicians, Laboratories , Unions, and employees;
- Experienced executive with a keen understanding of the value of relationships with employees, service providers and customers coupled with an appreciation for what each brings to the success of any organization;
- Mentored team members by sharing knowledge, offering guidance, and providing constructive feedback, fostering a culture of continuous learning and development within the organization.
Education
Bachelor of Arts - Business Management with an emphasis in Human Resources
California State University, Fullerton
Fullerton, CA01.1991
Skills
- Operations and Team Management
- Human Resource Management
- Recruitment and Training
- Strategic Multi-level Networking
- Presentations/Marketing
- Analytical and Strategic Planning
- Relationship and Team Building
- Profit/Loss Creation and Analysis
- Payroll and Benefits Management
- Task/Timeline Project Management
- Property/Investment Management
- Customer Service-Focused
Timeline
Chief Administration Officer
AHP/Medlab2020/Mountain View Medical Laboratory
2022.01 - Current
Operations Consultant/Investment Management
The JPM Group
2016.06 - Current
Chief Operating Officer
Comprehensive Drug Testing (CDT, Inc.)
2007.09 - 2016.05
Bachelor of Arts - Business Management with an emphasis in Human Resources
California State University, Fullerton
Quote
“Humility is not thinking less of yourself, but thinking of yourself less,”
C.S. Lewis
Professional Highlights
- Increased Contract service providers and approved sites by 21% nationwide
- Attained 98.8% overall customer/client satisfaction with the State of California contracts
- Implemented Quality Assurance Programs resulting in a reduction of errors to less than 1%
- Increased Profit Margins by 23% by streamlining processes
Volunteer Experience
- Board President, Yorba Linda High School, Athletic Program, 2020-2022
- Board President, Canyon High School, Athletic Program, 2006-2009
- Communication Coordinator, Santa Clara de Asis Catholic Church, 2016-2022
- Web Administrator, National League of Young Men, 2018-2022
Professional Highlights
- Increased Contract service providers and approved sites by 21% nationwide
- Attained 98.8% overall customer/client satisfaction with the State of California contracts
- Implemented Quality Assurance Programs resulting in a reduction of errors to less than 1%
- Increased Profit Margins by 23% by streamlining processes
Volunteer Experience
- Board President, Yorba Linda High School, Athletic Program, 2020-2022
- Board President, Canyon High School, Athletic Program, 2006-2009
- Communication Coordinator, Santa Clara de Asis Catholic Church, 2016-2022
- Board Member/Web Admin - National League of Young Men, 2018-2022
Professional Highlights
- $2.9m revenue recovered from patient payment collections to date;
- Increased Contract service providers and approved sites by 21% nationwide
- Attained 98.8% overall customer/client satisfaction with the State of California contracts
- Implemented Quality Assurance Programs resulting in a reduction of errors to less than 1%
Volunteer Experience
- Board President, Yorba Linda High School, Athletic Program, 2020-2022
- Communication Coordinator, Santa Clara de Asis Catholic Church, 2016-2022
- Board Member/Web Admin - National League of Young Men, 2018-2022
- Board President, Canyon High School, Athletic Program, 2006-2009
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