Loraina Velez
Sacramento,CA
Summary
Detail-oriented professional dedicated to enhancing patient experiences through efficient administrative support and effective communication. Proven ability to manage financial processes, ensuring timely service compensation while maintaining compliance with regulations.
Overview
18
18
years of professional experience
Work History
Department Clerk
Kaiser Permanente
Sacramento, CA
07.2024 - Current
- Register and admit patients to service area.
- Assisted patients with co-pays, applicable fees, facility information, and administrative services to enhance patient experience.
- Facilitated payment collection, contributing to timely service compensation.
- Verified charges from fee schedule, issued cash receipts, prepared charge slips, and balanced cash receipts to maintain accurate financial records.
- Secure information necessary for preparation of required forms.
- Initiated and completed Release of Information forms.
- Relay instructions to patients in preparation for examination.
- Make follow-up appointments for patients seen in the service area.
- Perform log out and distribution of ED Records.
- Accurately maintain ED logs and documentation forms.
- Maintain required patient statistical records.
- Comply with EMTALA regulations as pertains to job duties.
- Utilize Health Connect for patient records.
Receptionist/Cashier Optical Services
Kaiser Permanente
Elk Grove, CA
04.2023 - 07.2024
- Assisted patients with check-in and check-out processes to ensure smooth and efficient patient flow.
- Provided friendly assistance to patients, ensuring a welcoming environment during check-in.
- Followed patient registration and check-in policies to maintain compliance and accuracy.
- Collected fees and informed patients of available payment options to facilitate transactions.
- Verify and/or update all demographic information.
- Determine patients' membership/benefits according to the benefit display.
- Established accounts for various patient types, including workers' compensation and confidential.
- Working knowledge of Health Plan coverage types, for example (but not limited to) traditional, deductible, etc.
Office Manager
The Building Pros General Contractor Inc.
Citrus Heights, CA
12.2020 - 04.2023
- Oversaw accounts payable and receivable functions to maintain financial accuracy and efficiency.
- Reduce and control company expenses by making sure all purchases were pre-approved and necessary.
- Ordered and distributed office supplies while managing a fixed office budget to optimize resource allocation.
- Performed bank account reconciliations to ensure financial records matched bank statements.
- Job Costing on all jobs to make sure we are on track to meet budget hours and material.
- Aided with project scheduling, coordinating the sequence of all construction activities to maintain workflow.
- Payroll. Prepare weekly and monthly reports.
- Obtain building and specialty permits from local jurisdictional agencies.
Brand Ambassador
Old Navy
Elk Grove, CA
11.2020 - 06.2021
- Actively seek out and engage with customers in the store.
- Assess customers' needs, provide assistance and information on products.
- Delivered customer service aligned with brand standards to enhance customer satisfaction.
- Facilitated engaging conversations during Cashwrap transactions to create positive shopping experiences.
- Process returns and customer issues courteously and professionally.
- Maintain the store to meet brand standards.
- Ensured all Cashwrap supplies were consistently stocked and arranged for efficient access during customer transactions.
- Coordinated and executed the timely processing of incoming shipments to maintain inventory levels.
Brand Ambassador
Banana Republic
Walnut Creek / Concord, CA
11.2015 - 11.2020
- Actively seek out and engage with customers in the store.
- Delivered customer service aligned with brand standards, enhancing customer experience.
- Assess customers' needs, provide assistance and information on products.
- Resolved returns and customer issues with professionalism, ensuring customer satisfaction.
- Facilitated genuine conversations during Cashwrap transactions, ensuring accuracy and efficiency.
- Maintained organization and availability of Cashwrap supplies for efficient transactions.
- Executed additional tasks as required by management.
- Coordinated incoming and outgoing shipments to ensure timely delivery.
Office Administrator
LeapFrog Plumbing
Walnut Creek, CA
04.2019 - 08.2020
- Pull building permits and obtain business licenses.
- Maintain accurate financial records and transactions.
- Reconcile monthly credit card statements to ensure accuracy.
- Prepare and process bank deposits.
- Produce reports for staff meetings and update the Price Book.
- Back up the Dispatcher daily, Prepare and coordinate daily work schedules.
- Answer incoming service calls including customer complaints and concerns.
- Write up work orders, Estimates, and invoices.
- Updated marketing materials including coupons, newspaper ads, and social media pages.
Project Assistant
Bay Cities Paving & Grading Inc.
Concord, CA
07.2017 - 02.2019
- Collected, organized, and reviewed project paperwork (dailies, DEWRS, material, and trucking tags) to ensure compliance and facilitate timely project execution.
- Collected, tracked, and processed Certified Payroll from Subcontractors weekly, reconciling discrepancies to maintain compliance and accurate reporting.
- Process Bay Cities Certified Payroll to project owners or General Contractors Document Tracking & Releases.
- Requested and tracked Supplier Releases monthly, ensuring all conditional and final releases were documented accurately.
- Create new project information packets, subcontracts, and purchase orders, Project Payroll.
- Create Extra Work Bills and reconcile for accuracy.
- Set up document tracking log and directory per project.
Office Manager
Advanced Voice and Data, Inc.
Concord, CA
10.2008 - 07.2017
- Managed accounts payable and receivable processes to ensure timely payments and accurate financial records.
- Assisted with payroll processing, prepared weekly and monthly financial reports to support accurate budgeting.
- Order and distribute office supplies while adhering to a fixed office budget.
- Set up and managed paper and electronic filing systems, maintained accurate records and correspondence to enhance organizational efficiency.
- Reduce and control company expenses by making sure all purchases are pre-approved and necessary.
- Coordinated domestic travel arrangements, including airfare, hotel, and transportation bookings, to ensure seamless event planning.
- Facilitated union contract negotiations to secure favorable terms for the company and its employees.
- Assist the Operations Manager in the review, approval and archiving of all closeout documents.
- Determine the project schedule, which includes the sequence of all construction activities.
- Job Costing on all jobs to make sure we are on track to meet budget hours and material.
- Review plans and specifications during the schematic design of pre-construction.
- Obtain building and specialty permits from local jurisdictional agencies.
Education
High School Diploma -
Horizons Center For Independent Studies
Concord, CA 06-1993
Skills
- Invoice processing
- Payment processing
- Basic bookkeeping
- Customer relationship management
- Data entry
- Microsoft Office proficiency
- Organizational skills
- Time management
- Attention to detail
- Subcontractor management
- Data entry
References
References available upon request.
Timeline
Department Clerk
Kaiser Permanente
07.2024 - Current
Receptionist/Cashier Optical Services
Kaiser Permanente
04.2023 - 07.2024
Office Manager
The Building Pros General Contractor Inc.
12.2020 - 04.2023
Brand Ambassador
Old Navy
11.2020 - 06.2021
Office Administrator
LeapFrog Plumbing
04.2019 - 08.2020
Project Assistant
Bay Cities Paving & Grading Inc.
07.2017 - 02.2019
Brand Ambassador
Banana Republic
11.2015 - 11.2020
Office Manager
Advanced Voice and Data, Inc.
10.2008 - 07.2017
High School Diploma -
Horizons Center For Independent Studies