Lisette Lopez
Cathedral City,CA
Summary
Hardworking employee with customer service, multitasking and time management abilities. Adapt and quickly master new skills.
Overview
19
19
years of professional experience
Work History
Front Desk-Patient Specialist
PEI-Shaaf Eye Center
Rancho Mirage, CA
02.2021 - Current
- Greeted patients and visitors in a friendly and professional manner.
- Assist with scheduling appointments, verifying insurance coverage, collecting co-payments, and updating patient information in the electronic medical records system.
- Answer incoming calls promptly, efficiently processed callers' inquiries, and transferred calls to appropriate personnel when necessary.
- Process payments for services rendered or future procedures
- Scan documents into the practice's system as needed.
- Assisted with referrals and prepared medical records for patients.
- Assist with administrative tasks such as filing, faxing, copying documents.
- Inform providers of any changes in patient status or medical history updates during visits.
- Provide excellent customer service through courteous interactions with patients and families.
- Retrieve faxes and uploaded documents to patient charts to assist clinical staff.
- Prepare correspondence and other documents as needed.
- Ensure compliance with HIPAA regulations regarding privacy of patient information.
Office Assistant
Desert View Tree Service
Palm Desert
08.2019 - 03.2020
- Performed administrative and clerical tasks while maintaining a high level of organization and accuracy
- Managed document filing, meeting schedules, and appointments with clients
- Processed work-order entries, created invoices, and provided quotes or estimates for new client acquisition
- Handling all office duties such as: answering in-bound calls, email correspondence, and faxing, etc.
Customer Service Lead/Sales Associate
Home Depot
Palm Springs
11.2013 - 04.2019
- Greeted and assisted customers while being the go-to lead for handling in-person and over the phone inquiries
- Oversaw operations of Customer Service Desk and collaborated with Service Department Supervisor to make product markdown decisions
- Led training and coaching of new associates while teaching customer service expectations and providing feedback for associate performance appraisals for multiple departments
- Managed many aspects of Order Fulfillment from start to finish for Special Orders, BOPIS, BOSS, and Store-to-Store
- Assisted in picking and staging products, releasing customer orders, credit card applications, POS register system and cash handling, and returns
- Managed daily logs/calendars for deliveries.
- Handled customer inquiries and complaints in a professional manner.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Mentored new employees on procedures and policies to maximize team performance.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Upsold additional items based on customer interests and needs.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Helped customers find specific products, answered questions and offered product advice.
- Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Inbound Sales/Account Management/ Video Technical Support Agent
Time Warner Cable
Palm Desert
06.2009 - 05.2013
- Maintained several different positions in a call center setting while completing a high volume order entries for new lines of business and service changes
- Handled and troubleshot customer billing inquiries, payment processing, and account adjustments/corrections
- Attended new product training sessions for new products and services, while grasping new concepts quickly and efficiently
- Provided technical support over the phone and guided customers through the process while continually providing a high customer satisfaction rating.
Customer Service Representative
Stowe Insurance
Indio
06.2008 - 12.2008
- Presided over various receptionist duties such as handling walk-in customers, in-bound and out-bound calls, payment processing, printing, scanning, and faxing
- Performed insurance quotes for auto, home, and life insurance policies while processing policy changes and cancellations
- Processed vehicle inspection documents and photos for insurance claims into the company system
- Updated new commercial policy records and mailed any new or renewed policy records to clients.
Customer Service Associate
Premier Residential Service
Palm Desert
11.2007 - 02.2008
- Managed scheduling of client appointments, work orders for all departments, and screened incoming calls from clients and vendors while handling and filing confidential files
- Performed data entry using QuickBooks for monthly billing reports, statements, and invoices as needed
- Translated all memos and letters from English to Spanish with accuracy.
Lead Customer Service Representative
Digital Streets
Rancho Mirage
03.2005 - 06.2007
- Handled incoming calls and demonstrated a high level of professionalism while handling irate customer calls
- Assisted in solving billing issues, payment processing and audits, customer account reconciliation, and completion of order entries for new lines of service
- Monitored cable service for all properties and provided billing solutions
- Responsible for the handling of large sums of money, maintaining financial logs for all properties, and assisted in bank deposits
- Supervised customer service when needed and conducted unsupervised opening and closing of the office.
Education
General Equivalency Diploma (G.E.D.) -
College of the Desert
04.2009
Skills
- Office Supervision
- Multi-Task Oriented
- Bilingual – Fluent (Spanish)
- Efficient
- Reliable
- Assertive
- Trainable
- Interpersonal Skills
- Team Player
- Effective Problem Solving
References
References Available Upon Request
Timeline
Front Desk-Patient Specialist
PEI-Shaaf Eye Center
02.2021 - Current
Office Assistant
Desert View Tree Service
08.2019 - 03.2020
Customer Service Lead/Sales Associate
Home Depot
11.2013 - 04.2019
Inbound Sales/Account Management/ Video Technical Support Agent
Time Warner Cable
06.2009 - 05.2013
Customer Service Representative
Stowe Insurance
06.2008 - 12.2008
Customer Service Associate
Premier Residential Service
11.2007 - 02.2008
Lead Customer Service Representative
Digital Streets
03.2005 - 06.2007
General Equivalency Diploma (G.E.D.) -
College of the Desert