NEREIDA VALDEZ
Houston
Summary
Successful at efficiently handling client inquiries, billing and administrative tasks. Familiar with contracts and other documents affecting billing processes. Prepares professional, polished statements, and business correspondence.
Overview
8
8
years of professional experience
Work History
Receptionist
West U Smiles
10.2025 - 02.2026
- Managed front desk operations, ensuring smooth visitor experience and efficient appointment scheduling.
- Coordinated communication between departments, enhancing collaboration and information flow.
- Oversaw inventory management of office supplies, maintaining adequate stock levels for daily operations.
- Confirmed appointments, communicated with clients, and updated client records.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in patients.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Operated multi-line telephone system to answer and direct high volume of calls.
- Answered phone promptly and directed over 50 patient calls per day.
Patient Care Coordinator
Brident Dental & Orthodontics
09.2023 - 06.2024
- Coordinated patient appointments, ensuring optimal scheduling and minimal wait times.
- Facilitated communication between patients and dental teams to enhance care delivery.
- Managed patient records using electronic health record systems for accuracy and compliance.
- Trained new staff on administrative procedures and patient engagement strategies.
- Streamlined insurance verification processes, reducing delays in treatment initiation.
- Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
- Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
- Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
Business Manager
Audi Central Houston
02.2023 - 05.2023
- Coordinated completion of necessary documents required for clients to complete their vehicle purchases.
- Managed high volumes of documents efficiently, prioritizing tasks according to deadlines and project requirements.
- Prepared digital files, physical documents and work requests in compliance with company guidelines.
- Worked with a variety of financial institutions to complete the funding process for each vehicle that was sold.
- Responsible for processing deposits and down payments as needed.
- Presented warranty and protection products to clients as seen adequate.
- Tracked requests and monitored reports to follow up on any pending documentation.
- Assisted finance managers in ensuring all client's information is submitted in the system for bank approvals.
- Conducted quality control audits on submitted documents, ensuring adherence to company policies and regulatory standards.
Receptionist
Audi Central Houston
07.2022 - 02.2023
- Greeted and welcomed clients to create a positive first impression of the dealership.
- Directed clients to specific salesmen, service advisor and/or specific destination to assure they received assistance in a smoothly manner.
- Scheduled appointments, gathering the correct and needed information from clients.
- Handled a multi-line phone system with more than 60 calls per day, ensuring every client was directed to the correct department.
- Answered incoming calls, returned missed calls, responded to voicemails and emails to relay messages as needed throughout personnel.
Account Specialist
World Finance
02.2022 - 07.2022
- Specialized in assisting customers with loan assistance that best suited their needs.
- Managed underwriting skills/protocol to analyze applicants financial status, credit, and stability to determine feasibility of granting loans.
- Handled software system that allowed to locate and notify customers of delinquent accounts by mail and telephone.
- Presented customers with a detailed explanation of contracts.
- Supported team in meeting varied monthly goals to improve company's performance.
- Assisted team in decreasing account delinquency by 15% month to month.
- Effectively managed day to day customer service skills to swiftly assist every customer while handling a multi-line phone system.
Patient Care Coordinator/Receptionist
Brident Dental & Orthodontics
08.2021 - 01.2022
- Handled patient inflow while maintaining a calm and professional environment.
- Multitasked having to administer various software's to meet patients' needs and fulfill their visit.
- Engaged in maintaining over 40 patient visits a day.
- Prepared and analyzed various financial plans to provide patients the care they need.
- Actively presented myself in weekly meetings to improve office production.
Financial Advisor
Barri Financial Group
06.2018 - 07.2021
- Swiftly and successfully resolved conflict resulting in customer satisfaction 100% of the time.
- Provided information to clients regarding financial products and services.
- Analyzed, prepared, and presented plans that best suited an individual client's requirements.
- Generated monthly reports on Quickbase and Excel to portray monthly achievements and goals.
- Engaged in upbringing the office's cross selling and goal targeting by 60%.
Education
High School Diploma -
Energy Institute High School
Houston, TX05.2017
Skills
- Data entry
- Microsoft Word
- Outlook
- Edge
- Excel
- Dentrix
- Eaglesoft
- AP
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Receptionist
West U Smiles
10.2025 - 02.2026
Patient Care Coordinator
Brident Dental & Orthodontics
09.2023 - 06.2024
Business Manager
Audi Central Houston
02.2023 - 05.2023
Receptionist
Audi Central Houston
07.2022 - 02.2023
Account Specialist
World Finance
02.2022 - 07.2022
Patient Care Coordinator/Receptionist
Brident Dental & Orthodontics
08.2021 - 01.2022
Financial Advisor
Barri Financial Group
06.2018 - 07.2021
High School Diploma -
Energy Institute High School