Summary
Overview
Work History
Education
Skills
Timeline
AccountManager

Marlene Ortega

Clint,TX

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

12
12
years of professional experience

Work History

Account Manager

ADP
El Paso, TX
04.2019 - Current
  • Serve as an account manager in servicing ADP’s products/technologies with firms/clients
  • Resolve our client issues within our tax team to provide solutions to our firms/clients
  • Serve as a subject matter expert in handling routine clients request for our firms/clients
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Offered payroll-related subject matter expertise to firms to resolve payroll discrepancies.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
  • Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards.
  • Built relationships with customers to establish long-term business growth.

Administrative Assistant

ABRI Transportation Services, LLC
El Paso, TX
08.2016 - 04.2019
  • Kept management informed by reviewing and analyzing special reports; summarizing information; identifying trends, organizing office operations and procedures, and controlled payroll
  • Type accurately, prepare and maintain accounting documents and records
  • Post customer payments by recording cash, checks, and credit transactions
  • Maintain records by microfilming invoices, debits, and credits
  • Coached new employees on administrative procedures, company policies and performance standards.
  • Processed invoices and expenses using QuickBooks to facilitate on-time payment.
  • Maintained staff directory and company policy handbook for human resources department.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Performed calculations in overtime, vacation and sick hours to provide accurate data to payroll processing database.

Titles and Documentation Specialist

GO Financial
Mesa, AZ
06.2014 - 05.2016
  • Provided assistance with inbound and outbound document processes, document sorting, logging and work order creation.
  • Prepared digital files, physical documents and work requests in compliance with company guidelines.
  • Reviewed and researched –utilizing guidelines and policies per county and state
  • Managed file archival and information retrievals.
  • Worked with all levels of management to support departmental needs and opportunities
  • Examined internal work strategy to meet expected deadlines
  • Identified audit parameters to comply with quality standards.
  • Prepared documents for projects in accordance with project manager, team or client specifications.
  • Collaborated with quality assurance team to comply with regulatory requirements.

Claims Representative

Fred Loya Insurance
03.2010 - 05.2014
  • Inbound calls- reviewed appropriate forms of coverage, deductibles, and limits, within assigned limits
  • Outbound calls- ensure regular and timely follow-up with customer
  • Determined policy status on coverage accordingly, while keeping proprietary information confidential
  • Liaison for claims adjusters and attorneys
  • Administrative duties and data entry
  • Reviewed scripts specific to claims

Education

Bachelor’s Degree - Healthcare Administration

Southwest University
12.2019

Skills

  • MS Word, Excel, PowerPoint, Access, and Outlook
  • Business Development
  • Time Management
  • Teambuilding and supervision
  • Leadership abilities
  • Self-motivated, capable of multiple tasks in a fast-paced environment
  • Ability to work individually or within a group setting
  • Effective verbal and written communication skills
  • Organized and detail oriented
  • QuickBooks
  • Technical and financial
  • Issue and Complaint Resolution
  • Calm and Professional Under Pressure
  • Critical Thinking
  • Team Meetings
  • Conflict Resolution

Timeline

Account Manager

ADP
04.2019 - Current

Administrative Assistant

ABRI Transportation Services, LLC
08.2016 - 04.2019

Titles and Documentation Specialist

GO Financial
06.2014 - 05.2016

Claims Representative

Fred Loya Insurance
03.2010 - 05.2014

Bachelor’s Degree - Healthcare Administration

Southwest University
Marlene Ortega