Maria Castillo
San Antonio,TX
Summary
Detail-oriented Records Clerk with several years of experience working in records and information management. Assists team with other pertinent office and clerical duties. Excelling in bilingual customer service and office administration. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
4
4
years of professional experience
Work History
Administrative Coordinator/Senior Customer Service Representative
Unisource Discovery
San Antonio, TX
10.2022 - 01.2025
- Conducted administrative tasks such as call management, message handling, and data input.
- Research, retrieve, and deliver records in accordance with subpoenas.
- Resolved discrepancies by meticulously examining documents and records.
- Manage daily correspondence, emails, and scheduling of notary appointments.
- Coordinated subpoena service and reserve management workflows.
- Delivered timely progress reports to clients during ongoing communication.
- Handled sensitive information with discretion, maintaining confidentiality and compliance with relevant laws and policies.
- Answered phone calls, provided information and connected callers to appropriate personnel.
- Interpreted and explained work procedures and policies to brief staff.
- Managed incoming mail distribution and outgoing courier services.
- Reviewed invoices for accuracy before submitting them for payment approval.
- Assisted executives with personal tasks and scheduling to optimize their time management and productivity.
- Organized and maintained filing systems for sensitive documents.
- Guided employees in handling difficult or complex problems.
- Facilitated the onboarding process for new hires, including preparing workstations and coordinating orientation schedules.
- Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
- Assisted with customer requests and answered questions to improve satisfaction.
- Worked with cross-functional teams to achieve goals.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Provided technical support related to record retrieval systems.
- Processed incoming requests for record retrieval efficiently and accurately.
- Managed workflow processes associated with medical record retrieval activities.
- Resolved complex issues related to medical record retrieval requests from external sources such as attorneys, insurance companies or government agencies.
- Maintained an accurate filing system that allowed easy retrieval of records when needed.
- Processed incoming requests for records retrieval services.
- Maintained records of patent prosecution activities such as deadlines, payments.
- Compiled data from multiple sources into organized records for easy retrieval of information when needed.
- Maintained records of all data activities, including entry, storage, retrieval and analysis.
- Organized medical records for easy retrieval when needed by physicians or other healthcare personnel.
- Maintained and updated records retrieval databases.
- Organized records management systems for efficient retrieval of relevant documents.
- Managed document control processes including archiving and retrieval of records.
- Maintained accurate records documenting all therapeutic activities.
- Assisted with developing policies and procedures for Records Retrieval operations.
- Scanned paper documents into the electronic health record system for easy retrieval.
- Maintained records of shipments including inventory lists, tracking numbers.
- Produced reports summarizing activities related to record retrievals.
- Maintained updated records of all client interactions in company database system.
- Examined and recorded all incoming revenue for products and services.
- Reviewed existing policies regarding storage, retrieval, and disposal of confidential records stored in digital formats.
- Developed and implemented procedures for the retention, storage, retrieval, and destruction of confidential records.
Front Desk Attendant
De Zavala Dental Care
San Antonio, TX
08.2020 - 09.2022
- Welcomed patients while maintaining a professional and supportive environment.
- Handled front desk operations and coordinated daily tasks effectively.
- Collected co-payments to ensure seamless transactions.
- Explained treatment procedures clearly to patients.
- Executed payroll functions and weekly deposits within set deadlines.
- Organized patient charts prior to each appointment in order to save time during check-in process.
- Ensured that all HIPAA regulations were followed while handling confidential patient information.
- Monitored office supplies inventory and placed orders when necessary.
- Verified, updated and entered patient information into system.
- Scheduled cleanings and dental appointments for patients using appointment software.
- Greeted patients, provided them with necessary paperwork, and verified insurance information.
- Answered and managed incoming calls and emails.
- Scheduled tests, lab work or x-rays for patients based on physician orders.
- Performed administrative tasks such as filing documents, preparing reports, ordering supplies.
Education
High School Diploma -
Del Rio High School
Del Rio, TX05.2008
Skills
- Service Excellence Delivery
- Bilingual: Fluent in English and Spanish
- Reception and Customer Support
- Insurance Verification Expertise
- Office Administration
- Proficient in Microsoft Word and Excel
- Adobe Acrobat
- Calendars management
- Microsoft Access
- Microsoft Excel
- Time management
- Documentation and recordkeeping
- Appointment scheduling
- Data collection
- Data entry
- Records retention policies
- HIPAA compliance
- Electronic filing
- Legal document handling
- Medical records management
- Adobe acrobat
- Record retention
- Phone answering
- Clerical skills
- Computer operations
Languages
Spanish
Native/ Bilingual
Timeline
Administrative Coordinator/Senior Customer Service Representative
Unisource Discovery
10.2022 - 01.2025
Front Desk Attendant
De Zavala Dental Care
08.2020 - 09.2022
High School Diploma -
Del Rio High School
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