MIRIAM MARTINEZ
Fort Worth,TX
Summary
Experienced operations and customer service professional with 25 + years of experience in healthcare, medical office operations, banking, mortgage servicing, financial services, hospitality, and administrative environments. Currently supporting daily medical office front-office operations, patients services, scheduling, insurance verification, referrals records management payments, financial reporting, and staff training.
Strong ability to coordinate high volume workflows, support providers and clinical teams, resolve patient concerns, maintain accurate documentation, and ensure smooth day-to-day office operations. Experienced with financial controls, cash handling, account reconciliation, compliance, reporting, and confidential patient information. Recognized for being dependable, organized, detail-oriented and able to work effectively in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Medical Front Office Receptionist
Centrum Health
Fort Worth, Texas
07.2025 - Current
- Managed appointment scheduling to optimize medical office calendars and provider availability.
- Scheduled and followed up on patient appointments, collected and processed patient payments and maintained patient files.
- Support patients with a friendly front-desk check-in.
- Verified patient demographic information at time of check-in and check-out.
- Collected copayments and processed basic billing forms.
- Assisted with insurance verification and patient demographic intake.
- Verified insurance coverage and collected patient demographic information.
- Coordinated referrals and follow-up visits to ensure seamless patient care.
- Coordinated referrals between primary care providers and specialists.
- Executed accurate data entry into practice's EMR system to maintain up-to-date patient records.
- Scanned documents into the practice EMR system.
- Retrieved faxes and uploaded documents to patient charts to assist clinical staff.
- Prepared charts for new patients prior to their appointment.
- Informed providers of any changes in patient status or medical history updates during visits.
- Monitored waiting room activity and ensured that all patients were attended to in a timely fashion.
- Resolved customer service issues in a timely manner while maintaining professionalism.
- Provided excellent customer service through courteous interactions with patients and families.
- Followed HIPAA guidelines when handling confidential patient information.
- Monitored inventory levels of office supplies to ensure availability.
- Assisted with administrative tasks such as filing, faxing, copying documents.
- Trained new staff members on front desk operations and process.
- Carried out daily tasks by professionally communicating with physicians, medical assistants.
Mortgage Teller Operations
Texas Bank Mortgage
Fort Worth, Texas
10.2019 - 03.2025
- Handled mortgage payment postings and escrow-related payment inquiries
- Processed customer deposits, withdrawals, and loan payments.
- Balanced cash drawer and verified daily teller transactions.
- Reviewed checks, identification, and transaction details to ensure accuracy and compliance with banking regulations
- Assisted clients with account inquiries and service requests.
- Prepared currency bundles, coin orders, and teller supplies for branch operations
- Referred customers to loan officers for mortgage account support and guidance
- Maintained confidential records and followed banking policies during customer transactions
- Managed high volumes of currency efficiently to ensure smooth transactions.
- Ensured all customer records were kept confidential in compliance with company policies.
- Built and maintained client relationships through quality, personalized interactions.
- Verified customers' identification to ensure compliance with laws and regulations.
- Performed transactional, operational, and customer support tasks using knowledge of bank procedures and products.
- Issued and redeemed money orders, cashier checks, traveler checks and savings bonds.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Identified and reported fraudulent activity or suspicious behavior, contributing to security and risk management.
- Instructed employees on proper cash drawer operations to enhance performance.
- Assisted customers in opening new accounts and completing required paperwork.
- Identified transaction errors when debits and credits did not balance.
- Resolved problems or discrepancies concerning customers' accounts.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
Escrow Assistant
Texas Secure Title Company
Fort Worth, Texas
08.2021 - 12.2021
- Supported escrow officers with closing document preparation.
- Reviewed title files for accuracy before settlement.
- Resolved routine file issues and followed compliance steps for escrow processing.
- Provided customer service through phone calls or emails promptly and professionally.
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Coordinated with attorneys, lenders, buyers, sellers, title companies, appraisers, insurance agents, surveyors, and other stakeholders to facilitate seamless transactions.
- Reviewed title reports for accuracy, ensuring compliance and reducing potential closing delays.
- Monitored progress of each transaction from beginning to end ensuring timely completion.
- Collaborated with team members to ensure all aspects of an escrow are completed accurately.
- Executed notarization of legal documents, affirming authenticity and supporting smooth transaction progress.
- Facilitated clear and effective communication between brokers, borrowers, and lenders.
- Drafted settlement statements for review by both parties prior to closing.
- Processed payments from buyers and sellers in a timely manner.
- Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents.
- Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
- Performed quality control checks on all documents associated with an escrow account.
- Ensured compliance with state laws and regulations regarding real estate transactions.
- Developed detailed spreadsheets for tracking and reporting purposes in Microsoft Excel for record-keeping and reporting.
Education
Tax Preparation Diploma
Harcourt Learning Direct
Cambridge, MA11-2000
High School Diploma -
Alhambra High Scool
Phoenix, AZ06-1996
Skills
- Appointment scheduling
- Patient intake
- Patient scheduling
- Referral management
- Patient referral management
- EMR documentation
- Medical records management
- Insurance validations
- Medical billing
- Co-payment collection
- Front desk operations
- Office administration
- HIPAA compliance
- Microsoft office
- Attention to detail
- Problem solving
- Team collaboration
- Financial record keeping
- Patient record maintenance
- Appointment setting
- EMR / EHR
Timeline
Medical Front Office Receptionist
Centrum Health
07.2025 - Current
Escrow Assistant
Texas Secure Title Company
08.2021 - 12.2021
Mortgage Teller Operations
Texas Bank Mortgage
10.2019 - 03.2025
Tax Preparation Diploma
Harcourt Learning Direct
High School Diploma -
Alhambra High Scool