Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Kirbie Montalvo

Sanford,FL

Summary

Versatile Medical Office Coordinator possessing first-rate communication skills and personable demeanor demonstrated across 10 years in patient-focused roles. Excellent knowledge of medical terminology and billing procedures. Experienced in transcription, bookkeeping, records management and industry software applications.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Business Office Coordinator

Brookdale Senior Living
12.2024 - Current
  • Streamlined office processes by implementing efficient filing systems and organizational strategies.
  • Facilitated the onboarding process for new employees by organizing orientation sessions and providing necessary resources.
  • Ensured compliance with industry regulations by maintaining accurate records and documentation for audits or inspections if needed.
  • Managed financial transactions, including invoicing, expense tracking, and payroll processing for timely payments.
  • Enhanced customer satisfaction by responding promptly to inquiries and resolving issues professionally.
  • Resolved financial discrepancies and customer billing issues with timely attention.
  • Completed bi-weekly payroll for 70 employees.
  • Maintained strict confidentiality of sensitive information, upholding the highest level of professionalism at all times.

Medical Office Coordinator

CenterWell Home Health
07 2023 - 12.2024
  • Maintained a high level of confidentiality by handling sensitive patient information with discretion and care.
  • Ensured compliance with regulatory standards by maintaining up-to-date knowledge on healthcare policies and procedures.
  • Assessed processes and procedures, complying with OSHA, and HIPAA regulations.
  • Implemented knowledge of home health policies and procedures to assist with staff vacancies.
  • Created and maintained on call after hours nursing schedule.
  • Improved medical team collaboration by coordinating schedules, meetings, and conferences.
  • Assisted with internal office vacancies
  • Supported billing staff by making corrections to invoices and insurance submissions.
  • Increased office efficiency with effective management of medical records and documentation.
  • Proactively identified areas for improvement within the office workflow, implementing changes that led to increased productivity among staff members.
  • Traveled to neighboring branches to train new administrative hires.
  • Facilitated smooth onboarding processes for new hires, leading to faster integration into the workplace culture.
  • Conducted routine HR audits to ensure data accuracy in personnel files, payroll records, and benefit enrollments.
  • Maintained optimal supply levels by closely monitoring and proactively replenishing supply inventory.
  • Organized spaces, materials and catering support for internal and client-focused meetings.
  • Completed bi-weekly payroll for 75 employees.
  • Administered employee leave requests in accordance with FMLA guidelines, maintaining compliance with regulations while providing necessary accommodations for staff members.
  • Streamlined in-office events and team building to boost morale and employee retention.
  • Assisted employees in resolving conflicts through mediation services, leading to improved working relationships among team members.
  • Developed and maintained up-to-date database of employee records, ensuring compliance with legal requirements.
  • Collaborated with managers to identify and address employee relations issues.
  • Promoted culture of continuous improvement, encouraging staff to share innovative ideas for organizational growth.

Administrative Specialist/Human Resources Designee

CenterWell Home Health
04.2023 - 08.2023
  • Safeguarded sensitive information through the proper handling of confidential documents and secure storage methods.
  • Handled mail, packages, emails, document transmissions and other types of data with both manual and automated tracking strategies.
  • Improved customer satisfaction with prompt and professional responses to inquiries and concerns.
  • Collaborated with medical providers to obtain necessary documentation for claim submission, reducing delays in payment processing.
  • Assisted with order tracking and the recovery of unbilled claims.
  • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
  • Uploaded physician progress notes, history, and physicals into electronic medical records.
  • Managed electronic medical records for 500 patients.

Payroll Assistant/Scheduling Coordinator

Granny Nannies
09.2020 - Current
  • I confirmed previously worked shifts each day, making sure that the caregivers clocked in and out properly with all of the necessary documentation
  • Assisted the caregivers with troubleshooting issues with their app for the company
  • Ensured that clients were being billed appropriately for services, and made sure the caregivers were paid correctly
  • Verified signatures on timesheets each week to prevent fraud
  • Managed schedules of 150 care personnel to keep shifts properly staffed
  • Copied and faxed important information for patient and client records
  • Developed effective scheduling processes to achieve production objectives
  • Guided employees in handling difficult or complex problems
  • Utilized MS Office and Excel to analyze data and create spreadsheets
  • Completed timely changes and updates to schedules in the central scheduling system
  • Provided reminder calls to scheduled caregivers prior to scheduled visits
  • Entered information into the system to update status reports
  • Resolved client complaints or answered clients' questions
  • Recommended solutions related to staffing issues and proposed procedural changes to managers.

Medication Technician

Savannah Court & Cottage
11.2017 - 07.2019
  • Reminded patients to take prescribed medications or nutritional supplements
  • Collected specimens from patients for laboratory testing purposes
  • Liaised with nursing staff to prepare and administer prescribed medications to patients
  • Safeguarded patient privacy with strict adherence to HIPAA protocols
  • Kept medical supply room and patient rooms stocked with necessary supplies, equipment and instruments.

Certified Nursing Assistant

Serenades by Sonata
06.2014 - 09.2020
  • Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status
  • Looked for physical, emotional and symptomatic changes in patient condition and obtained necessary care for medical concerns
  • Answered signal lights, bells or intercom systems to determine resident needs
  • Facilitated activities of daily living, personal hygiene management, feeding and ambulation
  • Exhibited compassionate care and communication regarding issues surrounding death and dying
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.

Education

Bachelors in Health Services Administration -

University of Central Florida
12.2020

A.A -

Seminole State College
05.2016

Skills

  • Payroll Processing
  • Data Analysis
  • Strong Work Ethic
  • Conflict Resolution
  • Microsoft Office Suite
  • Timesheet Management
  • UKG/Dimensions
  • Medicaid/LTCI
  • Medicare
  • Artiva
  • Types 100 WPM
  • Office Management
  • HIPAA Compliance
  • Staff Training and Development

Certification

  • Certified Nursing Assistant
  • CPR/First Aid

Languages

Spanish
Professional Working

Timeline

Business Office Coordinator

Brookdale Senior Living
12.2024 - Current

Administrative Specialist/Human Resources Designee

CenterWell Home Health
04.2023 - 08.2023

Payroll Assistant/Scheduling Coordinator

Granny Nannies
09.2020 - Current

Medication Technician

Savannah Court & Cottage
11.2017 - 07.2019

Certified Nursing Assistant

Serenades by Sonata
06.2014 - 09.2020

A.A -

Seminole State College

Medical Office Coordinator

CenterWell Home Health
07 2023 - 12.2024

Bachelors in Health Services Administration -

University of Central Florida
Kirbie Montalvo