Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kayla Ortiz

Jacksonville,NC

Summary

Detail-oriented administrative professional with a track record in managing high-volume client workflows and ensuring accurate documentation. Expertise in coordinating communication between clients and healthcare providers while reducing application errors through meticulous information verification.

Overview

11
11
years of professional experience

Work History

Lactation Support Specialist

La Leche League International
01.2018 - Current
  • Documented and tracked 100+ client interactions, maintaining accurate records and follow-ups using Google Drive and Excel
  • Coordinated communication between clients and healthcare providers
  • Maintained accurate records and managed scheduling logistics

Executive Assistant (Remote)

Squared Away
08.2023 - 05.2024
  • Managed workflows for 5 clients simultaneously, balancing competing priorities and deadlines
  • Performed data entry, tracking, and document organization with a high level of accuracy
  • Used QuickBooks, Asana, and Excel to maintain structured records and workflows
  • Coordinated scheduling and logistics across multiple priorities
  • Reviewed and verified client information before execution to prevent errors

Client Services Associate

Navy-Marine Corps Relief Society
Camp Lejeune, USA
01.2015 - 01.2022
  • Screened and processed 100+ clients for financial assistance eligibility using structured guidelines
  • Reviewed and verified documentation for 100+ clients, maintaining compliance with internal guidelines
  • Managed high volume client intake (10+ daily cases) and scheduled appointments, ensuring accurate processing
  • Maintained organized records and ensured compliance with internal procedures
  • Reduced application errors by guiding clients through required documentation

Education

Certificate - Medical Administrative/Executive Assistant

Allied American University
05-2015

Bachelor of Arts - Global Studies

Azusa Pacific University
Azusa, CA
05-2014

Skills

  • Patient record management
  • Documentation management
  • Compliance verification
  • Schedule coordination
  • Client communication
  • Customer relationship management

Timeline

Executive Assistant (Remote)

Squared Away
08.2023 - 05.2024

Lactation Support Specialist

La Leche League International
01.2018 - Current

Client Services Associate

Navy-Marine Corps Relief Society
01.2015 - 01.2022

Certificate - Medical Administrative/Executive Assistant

Allied American University

Bachelor of Arts - Global Studies

Azusa Pacific University
Kayla Ortiz