Katherine Aguilar
Cypress,TX
Summary
Talented Intake Specialist offering 6 years of experience in conducting intake interviews and summarizing data with speed and efficiency. Connects with clients easily to provide thoughtful and compassionate assistance. Manages client files and prioritizing tasks to achieve optimal productivity. Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Outgoing Intake Coordinator with experience overseeing multiple tasks and managing employees successfully. Hardworking professional committed to providing outstanding customer service and assistance. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Passionate about promoting lasting customer satisfaction by delivering quality service and unparalleled support. Proficient in customer service best practices and related options. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Dynamic Bilingual Customer Service Representative with 9 years of experience handling incoming calls, resolving customer issues, inputting orders and processing shipments. Native English speaker and fluent in Spanish. Dedicated to maintaining highest customer satisfaction while processing large volumes of calls in busy offices.
Overview
14
14
years of professional experience
Work History
Field Supervisor and Intake Coordinator
Crescent Home Healthcare
06.2019 - Current
- Communicated with referral sources, physicians, and associated staff to check documentation for proper signatures.
- Organized paperwork such as charts and reports for office and patient needs.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Entered referrals into appropriate system based on type of referral obtained.
- Supported office staff and operational requirements with administrative tasks.
- Completed intake assessment forms and filed clients' charts.
- Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
- Enhanced office productivity by handling high volume of callers per day.
- Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Monitored front areas so that questions could be promptly addressed.
- Interceded between employees during arguments and diffused tense situations.
Store Manager
Advance America
01.2017 - 05.2019
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Assisted with hiring, training and mentoring new staff members.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Approved regular payroll submissions for employees.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Reconciled daily sales transactions to balance and log day-to-day revenue.
- Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
- Supervised guests at front counter, answering questions regarding products.
- Trained new employees on proper protocols and customer service standards.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- 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.
- Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
Store Manager
Loan Depot Title Loan
02.2010 - 12.2016
- Managed inventory control, cash control, and store opening and closing procedures.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Completed point of sale opening and closing procedures.
- Rotated merchandise and displays to feature new products and promotions.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
- Assisted with hiring, training and mentoring new staff members.
Education
Langham Creek High School
Houston, TX05.2007
Skills
- Technical Knowledge
- Quality Control
- Work Order Review
- Schedule Development
- Operations Planning
- Site Management
- Schedule Coordination
- Data Collection
- Appointment Scheduling
- Chart Updating
- Health Screening
- Patient Management
- Strong Clinical Judgment
- Intake and Discharge
- Patient Care Planning
- Evaluations
- Insurance Plan Expert
- HIPAA Education
- Fluent in Spanish
- Patient Assessment
- Multi-Line Phone Systems
- Patient Scheduling
- Travel Coordination
- Staff Management
- Data Entry
- Scheduling
- Microsoft Office
- Customer Service Management
- Meeting Coordination and Support
- Customer Service
- Phone and Email Etiquette
Additional Information
References :
- Tamaria De la Rosa Friend & coworker since 2017
- #346-988-1061
- Cesar Larraga Friend & Coworker Since 2014
- #832-620-2677
- Sandra Rocas
- #346-639-3449
- Kemia Cardona Friend & coworker since 2014
- #832-433-5102
Languages
Spanish
Native or Bilingual
Timeline
Field Supervisor and Intake Coordinator
Crescent Home Healthcare
06.2019 - Current
Store Manager
Advance America
01.2017 - 05.2019
Store Manager
Loan Depot Title Loan
02.2010 - 12.2016
Langham Creek High School
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