Nancy Lomeli
Glenn Hights,TX
Summary
Dynamic professional with a strong background in billing and order intake since 2013, demonstrating expertise in accurate data entry and meticulous account maintenance. Proven track record of enhancing client satisfaction and retention through efficient service delivery. A detail-oriented approach ensures high-quality results while managing multiple tasks effectively. Committed to fostering positive relationships with clients and contributing to overall business success.
Overview
15
15
years of professional experience
Work History
Patient Intake Advocate II
Inogen
Plano, TX
01.2020 - 02.2026
- Reviewed and verified documentation to ensure orders are prepared for entry.
- Oversaw phone backup operations to ensure data integrity and accessibility.
- Evaluated patient needs and coordinated appropriate care pathways for Spanish-speaking individuals.
- Coordinated follow-up efforts with medical offices to rectify discrepancies in patient records.
- Assisted in resolving representative issues following shipment completion. Helped coordinate communication between teams to address post-shipment concerns. Supported efforts to enhance customer satisfaction through effective problem resolution.
- Supported training initiatives to improve employee performance and productivity.
- Conducted thorough insurance verification to facilitate seamless patient care and financial transactions.
- Managed the faxing of critical documentation to healthcare providers, maintaining accuracy and confidentiality.
Order Intake Quality Advocate II
Inogen
Richardson, TX
01.2011 - 01.2020
- Order Confirmation for Insurance order
- RDM / Intake / RUL / NME after order entry is completed.
- Checking all required documents are attached in Salesforce for confirmation
- Insurance verification
- Open order report for older accounts completed or needs worked process
- Inventory transaction for RDM
- Backup for Ultrav process
- Co-wrote DCR for Order confirmation
- Cash
- Process cash order that come for sales rep
- Process Friends and Family order
- Process DTP loaner / Marketing loaner
- Process online order
- Process Amazon online order
- Process Walmart online order
Office Administrative Assistant
Dallas Career Institute
Dallas, TX
01.2011 - 01.2013
- Process cash payment for students.
- Review all documentations
- Help student fill out proper documentations to start CNA program
- Order supplies
- Register students with the State of Texas for CNA test
Education
Medical Assistant -
Remington College
01.2008
Skills
- Flexible
- Analytical Thinking
- Attention to detail
- Strategic planning
- Bilingual
Timeline
Patient Intake Advocate II
Inogen
01.2020 - 02.2026
Order Intake Quality Advocate II
Inogen
01.2011 - 01.2020
Office Administrative Assistant
Dallas Career Institute
01.2011 - 01.2013
Medical Assistant -
Remington College