Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Naomi Ortega

Katy,TX

Summary

Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven.

Overview

12
12
years of professional experience

Work History

Client Service Manager

Diligent Delivery Systems, NDLI Logistics
01.2016 - Current
  • Manage and improve operational processes, policies, and systems in support of the organization’s mission and to improve efficiency and quality
  • Standard Operating Procedures (SOP) development and implementation
  • Stat billing / Route billing reconciliation
  • Handle weekly, biweekly and monthly stat and route billing report
  • Approve mid-month and end of month invoice (payroll)
  • CXT driver and route setups
  • Manage the status of accounts and balances and identify inconsistencies
  • Issue and post bills, receipts, and invoices
  • Ensure all clients remain informed on their outstanding debts and deadlines
  • Provide solutions to any relative problems of clients
  • Write thorough reports on billing activity with clear and reliable data
  • Update accounts receivable database with new accounts or missed payments
  • Searching each financial statement for any payment inconsistencies or errors
  • Collaborating with patients or customers, third party institutions and other team members to resolve billing inconsistencies and errors
  • Creating invoices and billing materials to be sent directly to a customer or patient
  • Inputting payment history, upcoming payment information or other financial data into an individual account

Operations Supervisor

HSD, Diligent Delivery Systems formally NDLI Logistics
06.2014 - 01.2016
  • Supervision of the Care Center operations
  • Insures proper staff coverage in the Care Center
  • Oversee and insures CSR optimal performance through the stat log matrix
  • Manage, review, and approves Care Center employees’ timecards
  • Executes staff’s disciplinary actions
  • Recruit, mentor and develop customer service agents and nurture an environment where they can excel through encouragement and empowerment
  • Performs Care Center’s employee reviews
  • Documents current policies, procedures, and standards (e.g
  • Lockbox protocol) in the Care Center ensuring proper execution, as well as implementing new procedures for improvement
  • Standard Operating Procedures (SOP) development and implementation
  • Maintains, updates and supports online markets and Care Center’s dispatching information on data base (eBook)
  • Partners with HR to maintain office policies as necessary
  • Coordinates with IT department on all office systems and equipment needs
  • Act as a liaison between the field mangers and the Care Center by maintaining proper communication and interaction
  • Determines call center operational strategies by conducting needs assessments, performance reviews, capacity planning; identifying and evaluating production, productivity, quality, and customer-service standards; contributing information and make recommendations to senior management to improve customer experience and CSR growth.

Operations Specialist

Noble Logistics Inc
10.2011 - 07.2014
  • Operated administrative duties at operations desk; answer multiline phones, direct customers and employees to different resources, and make appointments for 10 plus staff members
  • Trained new employees on operations; develop interpersonal skills and communication
  • Reconciled daily financial transactions over quantities larger than 3,000 dollars
  • Supervised 15 other workers to ensure productivity and great customer service
  • Processed daily reports of piece counts, percentages of line hauls over 3,000 pieces on a daily basis
  • Created daily operations report for Noble Logistics nation-wide
  • Facilitated the new hire process by assisting with the I-9, W4, and direct deposit paperwork
  • Ensured that OS&D process is handled effectively and create data entry to keep in records
  • Approved city delivery access to national dealers using INLS on a daily basis

Team Member

Menchie’s Frozen Yogurt
01.2011 - 11.2011
  • Reconciled financial transactions daily
  • Assisted in preparing and making yogurt as well as yogurt topping preparation
  • Maintained the cleanliness and safety of children’s play area
  • Provided a sanitary and friendly dining experience for customers

Office Assistant

Noble Logistics Inc
04.2011 - 08.2011
  • Provided customer service in person, through e-mail, and phone
  • Train new employees on operations; develop interpersonal skills and communication
  • Reconcile daily financial transactions over quantities larger than 3,000 dollars
  • Process daily reports of piece counts, percentages of line hauls over 3,000 pieces daily

Education

Associate of Science -

Lone Star College System
Spring, TX

Skills

  • Account Resolutions
  • Exceptional Interpersonal Communication
  • Technical Support
  • Time Management
  • Client Needs Assessment
  • Customer Relationship Management
  • Increasing Savings
  • Financial Statements
  • Billing and Filing
  • Data Entry
  • Handling Complaints
  • Microsoft Excel

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Client Service Manager

Diligent Delivery Systems, NDLI Logistics
01.2016 - Current

Operations Supervisor

HSD, Diligent Delivery Systems formally NDLI Logistics
06.2014 - 01.2016

Operations Specialist

Noble Logistics Inc
10.2011 - 07.2014

Office Assistant

Noble Logistics Inc
04.2011 - 08.2011

Team Member

Menchie’s Frozen Yogurt
01.2011 - 11.2011

Associate of Science -

Lone Star College System

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Naomi Ortega