Maria Ortiz

• Patient Interaction: Greeted patients warmly upon arrival, checked them in, and ensured accurate completion of intake forms.
• Scheduling: Managed appointment scheduling, cancellations, and rescheduling using ECW software.
• Billing Support: Verified patient insurance information and eligibility, collected co-pays, input into census in excel spreadsheet and assisted with billing inquiries.
• Records Management: Maintained and updated patient records in compliance with HIPAA regulations.
• Phone Handling: Answered a high volume of calls, addressing patient inquiries, gave my best effort in answering or resolving patients concerns and directing calls to appropriate staff.
• Office Coordination: Collaborated with healthcare providers to ensure smooth office operations and efficient patient flow.
• Problem-Solving: Resolved scheduling issues and promptly and professionally addressed patient and/ or provider concerns & needs.
• Customer Service: Delivered excellent customer service with empathy, enhancing patient satisfaction and retention.

• Office management and organization
• Scheduling and calendar management
• Document preparation and record-keeping (e.g., contracts, reports for Sales Team, Customers, Vendors, and potential New Customers)
• Customer and Vendor communication
• Multi-tasking and prioritization

• Proficiency in QuickBooks for accounting and invoicing
• Budget tracking and expense reporting
• Accounts payable and receivable management
• Bank reconciliation and financial reporting
• Tax preparation support

• Sales order processing and tracking
• Customer service and relationship management
• Upselling and cross-selling techniques
• CRM software management
• Sales reporting and analysis

• Preparing Shipping and Receiving documentation
• Coordinating with carriers for shipments
• Ensuring timely delivery of goods
• Tracking and managing supply chain logistics
• Inventory management and stock control

• Expertise in QuickBooks
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
• Data entry and database management
• Familiarity with shipping software (e.g., FedEx, UPS, USPS platforms)
• Email and phone communication tools

• Strong organizational skills
• Attention to detail and accuracy
• Problem-solving and decision-making
• Excellent verbal and written communication
• Team collaboration and leadership

Professional Experience

• Provided exceptional customer service by resolving client inquiries and concerns via in-person meetings, phone, and mail communications, fostering positive customer relationships.
• Maintained precise financial records by inputting and reconciling accounts payable and receivable transactions, ensuring balanced budgets and adherence to financial standards.
• Reduced costs by implementing meticulous budget monitoring, expense tracking, and strategic procurement of essential supplies and equipment.
• Supported operational excellence by organizing and overseeing assignments, and aligning team efforts with business objectives.
• Successfully managed budgets and optimized resource allocation to enhance productivity, profitability, and overall performance.
• Coordinated with graphic designers and newspaper personnel to deliver compelling advertisements on time and within budget.
• Researched and collaborated with accountants to ensure company compliance with state and federal regulations, including requirements for business entity registration and adherence to State Board of Equalization mandates.

Data Entry and Management

• Proficient in using record-keeping software, including MS Excel and QuickBooks, for logging weights, inventory details, Company finances, and payroll.
• Experienced in auditing records to ensure accuracy and compliance.

Logistics and Operations

• Comprehensive knowledge of shipping and receiving processes, logistics, freight, and carrier operations.
• Familiar with warehouse management systems (WMS), scanning systems, and barcoding technology.
• Skilled in forklift operation and similar equipment.
• Well-versed in OSHA standards and other safety regulations.

Leadership and Team Management

• Experience supervising warehouse staff and effectively delegating tasks.
• Proven ability to troubleshoot inventory discrepancies and resolve workflow issues.
• Strong written and verbal communication skills for coordinating with vendors, customers, and team members.

Organizational Skills

• Efficient in time management, including planning schedules, prioritizing tasks, and meeting deadlines.
• High attention to detail, ensuring accuracy in inventory tracking, documentation, and workflows.

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