MARY-JENN HERRERA
San Antonio,TX
Summary
I am an organized office leader with over 20 years of experience keeping busy operations running smoothly, most recently serving as a Practice Manager at AEG Vision. I specialize in orchestrating daily resources, tracking data pipelines, and bringing people and paperwork together. I am ready to bring my transferable skills into the mortgage world as a Set Up Coordinator at Velocio Mortgage. I excel at setting up complex files, reviewing records for compliance, catching data errors, and keeping outside vendors on track. Known for my positive, people-first attitude, I learn new software quickly and aim to make the back-end financing process completely seamless and stress-free for your team and homebuyers.
Overview
28
28
years of professional experience
Work History
Practice Manager
AEG Vision
San Antonio, TX
02.2025 - Current
- Implemented streamlined scheduling systems to facilitate efficient patient management and service delivery.
- Implemented staff training programs to improve team performance and service delivery.
- Coordinated financial management initiatives, optimizing budget allocation across departments.
- Developed strategic marketing plans to increase patient engagement and retention.
Refractive Surgery Coordinator
See It Clearly
San Antonio, TX
06.2023 - Current
- Coordinated patient status updates and appointment scheduling for surgeons, ensuring seamless communication and efficient workflow.
- Coordinated surgical scheduling to optimize operating room utilization and reduce patient wait times.
- Implemented patient education programs, enhancing understanding of surgical procedures and recovery processes.
- Managed communication between surgical teams, ensuring alignment on patient care plans and schedules.
Clinical Research Coordinator
R and R Research
San Antonio, TX
10.2020 - 06.2023
- Reviewed participants' medical records to track and report adverse events, ensuring compliance with study protocols.
- Educated potential participants on research study objectives and procedures, facilitating informed consent and enrollment.
- Monitored participants throughout study activities to ensure adherence to protocol requirements and enhance data integrity.
Clinical Research Coordinator
Eye Associates of South Texas
San Antonio, TX
10.2019 - 10.2020
- Developed, coordinated, and implemented research and administrative strategies to successfully manage assigned protocols.
- Developed and maintained clinical trial documentation, including case report forms, informed consent forms, and regulatory documents, to support trial integrity.
- Reviewed participants' medical records to identify and report adverse events and protocol deviations.
- Conducted quality assurance checks on data in electronic databases to ensure accuracy and compliance.
- Discussed research study with potential research participants.
- Responded to internal and external data queries and audit findings.
Ophthalmic Assistant, Scribe, Surgical Technician
Sun Eye Care
El Paso, TX
04.2015 - 10.2019
- Conducted patient evaluations for general clinic and refractive consults/surgery to ensure appropriate treatment plans. Pursued leads and converted inquiries into consultations.
- Guided customers in selecting lens options and frame styles, enhancing their overall eyewear experience.
- Assisted ophthalmologists with patient examinations and procedures to ensure high-quality care.
- Prepared examination rooms, ensuring equipment was sanitized and ready for use.
- Facilitated patient flow by managing schedules and coordinating appointments effectively.
Refractive Surgery Coordinator
Parkhurst Nuvision
San Antonio, TX
12.2013 - 12.2014
- Collaborated with ODs to update patient status, coordinated appointments for referred patients, and strengthened professional relationships. Pursued leads, prospected sales opportunities, and converted initial inquiries into consultations.
- Coordinated surgical schedules, ensuring optimal utilization of operating rooms and resources.
- Communicated effectively with patients regarding preoperative instructions and postoperative care protocols.
- Managed patient records using electronic health record (EHR) systems, maintaining accuracy and confidentiality.
Center Manager
Lasik Vision Institute
San Antonio, TX
06.2013 - 12.2013
- Executed growth initiatives in San Antonio, enhancing brand presence and driving sales.
- Led sales meetings and coached staff, aligning activities with assigned goals.
- Provided continuous training and developmental opportunities to help employees achieve company and personal goals.
- Performed regular performance reviews, identifying improvement areas for individual employees.
- Prepared staff work schedules and assigned specific duties.
Certified Surgical Technician
Lasik Vision Institute
San Antonio, TX
03.2007 - 12.2013
- Recorded medications administered before, during, and after surgery according to physician orders, contributing to patient safety and effective care.
- Prepared specimens for pathology testing, adhering to established protocols to ensure accurate diagnostics.
- Cleaned surgical instruments post-use, ensuring compliance with established protocols to maintain hygiene standards.
Surgical Coordinator
TLC
San Antonio, TX
02.2006 - 03.2007
- Communicated effectively with patients, families, and healthcare staff to facilitate smooth surgical processes.
- Prepared operating rooms for upcoming procedures, ensuring compliance with departmental standards and readiness.
- Troubleshot scheduling conflicts to ensure optimal use of operating room time and resources.
Retail Manager
Lenscrafters
San Antonio, TX
06.1998 - 02.2006
- Led, coached, and developed retail employees to achieve sales goals.
- Fostered positive employee relations by building and developing a high-performing retail team.
- Monitored store performance metrics including sales goals, labor costs, and shrinkage rates to inform operational decisions.
- Engaged with customers by proactively meeting needs and enhancing overall shopping experience.
- Maintained accurate inventory levels by controlling damages and markdowns.
Education
Associates - Business Administration
San Antonio College
TXSkills
- Healthcare administration
- Client relations
- Sales experience
- Efficient appointment management
- Process improvement
- Team management
- Strong focus on accuracy
- Organizational skills
- Effective multitasking
- Responsive to change
- Service excellence
Accomplishments
- MARY‑JENN HERRERA
- File Initiation & Documentation Accuracy
- Third‑Party Coordination
- Compliance & Quality Assurance
- Customer Support & Follow‑Up
- Cross‑Functional Communication
- Appointment & Workflow Scheduling
- Data Entry & System Updates
- Organizational Excellence
- Multitasking & Adaptability
San Antonio, TX 78207 📞 210‑947‑8405 📧 maryjenn.herrera@icloud.com
PROFESSIONAL SUMMARYDetail‑oriented operations professional with extensive experience managing sensitive documentation, coordinating multi‑step workflows, and serving as the primary liaison between clients, specialists, and external partners. Known for accuracy, organization, and a calm, customer‑focused approach. Skilled in reviewing records, resolving discrepancies, updating databases, and ensuring compliance — strengths that directly support loan file setup, verification ordering, and communication responsibilities for a Mortgage Set Up Coordinator at Velocio Mortgage.
CORE SKILLS ALIGNED TO MORTGAGE SETUPTimeline
Practice Manager
AEG Vision
02.2025 - Current
Refractive Surgery Coordinator
See It Clearly
06.2023 - Current
Clinical Research Coordinator
R and R Research
10.2020 - 06.2023
Clinical Research Coordinator
Eye Associates of South Texas
10.2019 - 10.2020
Ophthalmic Assistant, Scribe, Surgical Technician
Sun Eye Care
04.2015 - 10.2019
Refractive Surgery Coordinator
Parkhurst Nuvision
12.2013 - 12.2014
Center Manager
Lasik Vision Institute
06.2013 - 12.2013
Certified Surgical Technician
Lasik Vision Institute
03.2007 - 12.2013
Surgical Coordinator
TLC
02.2006 - 03.2007
Retail Manager
Lenscrafters
06.1998 - 02.2006
Associates - Business Administration
San Antonio College