Mercedes Perez
Lakeland,FL
Summary
Dedicated case management professional with extensive knowledge and a strong work ethic, recognized for high productivity in fast-paced environments. Demonstrates adaptability to last-minute changes while excelling in conflict resolution, data entry, and customer relationship management. Proven ability to enhance customer service experiences through empathy, and efficient task completion. Career goals include further developing leadership skills to drive team success in dynamic settings.
Overview
12
12
years of professional experience
1
1
Certification
Work History
ROI Specialist
Peace River Center
05.2025 - 06.2025
- Reviewed and verified requests for medical records.
- Retrieved appropriate patient information from electronic health records (EHR) or paper charts from each department the patient was assisted in.
- Ensured that all requests were valid, authorized by each department manager/ doctor/nurse, and full and complete before processing.
- Followed HIPAA guidelines and state/federal laws to protect patient privacy.
- Ensured all releases of information were legally compliant.
- Identified and handled any unauthorized or suspicious requests.
- Communicated with patients, attorneys, insurance companies, and healthcare providers regarding record requests.
- Answered inquiries about the status of requests or documentation requirements.
- Maintained detailed logs and records of all requests and disclosures.
- Accurately tracked timelines and ensured timely processing of requests.
- Used electronic systems/ROI-specific software to access and release records.
- Scan, fax, email, or mail medical records as requested and appropriate.
- Double-checked released records for accuracy and completeness.
- Ensured sensitive or restricted information was redacted or withheld appropriately.
- Assisted with audits related to health information management or legal requests.
- Provided reporting data to management regarding request volumes and turnaround times.
- Provided professional, courteous assistance to all requestors.
- Handled complaints or escalations with discretion and problem-solving.
Paralegal
DDB Law
12.2023 - 02.2025
- Maintained accurate records of client information using case management software systems.
- Prepared and submitted a variety of legal pleadings to OJCC, including Petitions for Benefits, Medical Treatment, TPD/TTD, Motions, Discovery requests, Notices, and Subpoenas.
- Coordinated logistics for depositions, mediations, hearings, and trials with opposing counsel, courts, and clients.
- Evaluated and synthesized depositions, transcripts, and legal documents for attorney analysis.
- Analyzed discovery process including reviewing various legal documents for attorney assessment.
- Prepared and maintained trial materials, encompassing exhibits and witness lists.
- Managed court calendar with daily case schedules.
- Attended client interviews to gather key insights.
- Handled issuance of important notifications to relevant parties including court officials and clients.
Housing Specialist (Remote)
Nan McKay & Associates
11.2023 - 01.2025
- Managed compliance and progression of assigned HCV caseload.
- Executed yearly recertifications within specified deadlines including the interim recertifications according to requirements.
- Oversaw and facilitated client transitions to new housing.
- Assessed and calculated housing assistance payments and tenant rent using specialized software.
- Educated participants on program requirements and family obligations.
- Resolved concerns between owners, tenants and Public Housing Authorities (PHA)
- Conducted transactions through PHA systems, ensuring precision and completeness of records.
- Executed job functions adhering to PHA's Administrative Plan, HUD regulations, and state and local mandates.
Paralegal
Dream Team Law
09.2020 - 12.2023
- Managed case files, ensuring all documents were accurately filed and easily accessible
- Drafted legal pleadings such as dissolution of marriage, paternity, guardianships, child support modifications, timesharing, parenting plans, adoption, notices, motions, orders, and subpoenas.
- Coordinated logistics for depositions, mediations, hearings, and trials with opposing counsel, courts, and clients.
- Evaluated and synthesized depositions, transcripts, discovery and legal documents for attorney analysis.
- Prepared and maintained trial materials, encompassing exhibits and witness lists.
- Managed the court calendar with daily case schedules while handling the issuance of important notifications to relevant parties, including court officials and clients.
- Attended client interviews to gather key insights.
- Acted as the primary contact and facilitated notification issuance to opposing counsel, the clerk of courts, court reporters, translators, mediators, and clients.
- Prepared Trial Binders and Exhibits.
Paralegal/Administrative Assistant
Strems Law
11.2017 - 08.2020
- Coordinated and managed case files, ensuring all documents were accurately filed and easily accessible in Pre-Litigation and Litigation.
- Coordinated with various legal entities and industry experts to facilitate case progress.
- Filed complaints, answers, discovery, motions, notices and subpoenas with court clerk, counsel and experts within strict timeframes.
- Executed administrative functions including photocopying, scanning, and organizing legal documents.
- Facilitated communication between different departments within the organization.
- Organized and consolidated information from multiple sources into structured reports.
- Oversaw inventory levels for office supplies to ensure availability.
- Managed logistical aspects of meeting planning to guarantee seamless operations.
Accounts Receivable Manager
Professional Techonology Repairs
01.2016 - 10.2017
- Managed invoice and account balance queries from customers, covering more than $3 million in value.
- Managed daily posting and reconciliation of customer payments, including checks, wires, and credit cards.
- Resolved billing-related concerns through collaboration with relevant departments.
- Maintained audit-ready records.
- Ensured adherence to credit limit guidelines while processing new customer entries.
- Implemented new procedures within Accounts Receivable department to increase accuracy.
- Contributed to developing strategies for better financial outcomes for the company.
Store Manager
Wendys Restaurant
03.2013 - 12.2015
- Executed opening and closing procedures efficiently.
- Streamlined operations and improved client engagement.
- Oversaw project advancement through the establishment of detailed plans and precise budgets.
- Handled day-to-day banking activities, ensuring accuracy in deposits and withdrawals.
- Evaluated staff efficiency and took corrective measures.
- Structured weekly schedules maintaining fiscal guidelines and efficient floor coverage.
- Synchronized business tasks focusing on production processes, price setting and sales strategies.
- Maintained strict adherence to company policies and safety standards.
- Assigned tasks to team members and defined priorities.
- Implemented performance protocols and evaluated staff compliance routinely.
- Reviewed customer feedback to make operational improvements and promote satisfaction.
Education
Housing Specialist - Housing CSO-PH
Nan Mckay & Associates
02-2024
Home Health Aide - Medical Field
Life Line Institute
09-2016
Paralegal - Legal Studies
Florida International University
01-2016
Skills
- Bilingual
- Case Management
- Time Management
- Critical Thinking
- Problem Solving
- Microsoft Outlook, Word, Teams, Excel
- Detail-oriented
- Legal research
- Document drafting
- Data analysis and organization
- HIPPA Regulations & Compliance
Certification
- Paralegal
- Housing Specialist
- Home Health Aide
References
References available upon request.
Timeline
ROI Specialist
Peace River Center
05.2025 - 06.2025
Paralegal
DDB Law
12.2023 - 02.2025
Housing Specialist (Remote)
Nan McKay & Associates
11.2023 - 01.2025
Paralegal
Dream Team Law
09.2020 - 12.2023
Paralegal/Administrative Assistant
Strems Law
11.2017 - 08.2020
Accounts Receivable Manager
Professional Techonology Repairs
01.2016 - 10.2017
Store Manager
Wendys Restaurant
03.2013 - 12.2015
Home Health Aide - Medical Field
Life Line Institute
Paralegal - Legal Studies
Florida International University
Housing Specialist - Housing CSO-PH
Nan Mckay & Associates
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