Nicole Avila
Glendora,CA
Summary
Highly motivated and detail-oriented administrative professional with extensive experience in healthcare operations, customer service, financial coordination, and medical records management. Proven ability to thrive in fast-paced, high-pressure environments while delivering accurate and efficient support. Strong interpersonal skills with a commitment to excellence and team collaboration.
Overview
25
25
years of professional experience
Work History
Client Services Representative
Stone & Gomez / Stone and Down Wealth Management
12.2011 - 07.2024
- Provided high-quality customer service as the first point of contact for clients
- Opened new client accounts and ensured proper documentation
- Answered calls and emails related to account inquiries
- Ran financial reports and maintained accurate data records
- Performed data entry and managed client databases
- Liaised with financial companies for mutual client needs
- Executed wires and fund transfers securely and accurately
- Assist with mortgage loan processing and collecting necessary loan documentation into a complete file for submission to the underwriter for approval
- Maintained comprehensive financial records and compliance files
Float Pool, CIS Project Management – Financial Services
City of Hope
07.2009 - 01.2010
- Performed high-volume data entry and insurance verification
- Delivered customer service support across departments
- Maintained and organized patient files
Cancer Data Clerk III
Huntington Hospital
03.2006 - 12.2006
- Prepared medical charts for abstraction
- Provided support and follow-up for cancer patients and associated hospitals
- Attended tumor board meetings and contributed clinical data
- Maintained pathology reports log and filing systems
Financial Assistant
CureSearch – Children’s Oncology Group
02.2005 - 02.2006
- Supported payment processes for institutional travelers
- Assisted in coordinating large-scale semi-annual meetings
- Processed and reviewed reimbursement and expense forms
- Scheduled conference calls and maintained financial logs
Receptionist
CureSearch – National Childhood Cancer Foundation
02.2004 - 02.2005
- Managed multi-line phone systems and greeted guests
- Handled mail distribution and courier tracking
- Maintained employee directories and scheduled conference rooms
Medical Records Clerk
Kaiser Permanente
07.2000 - 02.2004
- Managed patient chart requests, filing, and retrieval
- Assisted medical staff in locating patient records
- Performed high-volume data entry and phone support
Store Manager
All Wound Up Toy Store
07.1999 - 02.2000
- Oversaw daily store operations, staffing, and scheduling
- Managed payroll and bank deposits
- Provided frontline customer service and supervised team
Education
Ongoing Coursework - General Studies
Pasadena City College
Pasadena, CASkills
- Data Entry & Records Management
- Customer Service & Patient Support
- Insurance Verification
- Scheduling & Event Coordination
- Financial Processing & Reimbursements
- Microsoft Office Suite & Hospital Systems
- High-Volume Call Handling
- Administrative Support
- Microsoft Office (Word, Excel, PowerPoint, Outlook)
- 10-Key by Touch
- Eclipsys Registration & Scheduling
- Sunrise Acute Care, SRM, A2K
Timeline
Client Services Representative
Stone & Gomez / Stone and Down Wealth Management
12.2011 - 07.2024
Float Pool, CIS Project Management – Financial Services
City of Hope
07.2009 - 01.2010
Cancer Data Clerk III
Huntington Hospital
03.2006 - 12.2006
Financial Assistant
CureSearch – Children’s Oncology Group
02.2005 - 02.2006
Receptionist
CureSearch – National Childhood Cancer Foundation
02.2004 - 02.2005
Medical Records Clerk
Kaiser Permanente
07.2000 - 02.2004
Store Manager
All Wound Up Toy Store
07.1999 - 02.2000
Ongoing Coursework - General Studies
Pasadena City College
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