Raneldy Baltodano

• Managed client communications and scheduled appointments for financial consultations.
• Organized and maintained client files and financial documents for easy access.
• Coordinated client onboarding processes, ensuring compliance with regulatory standards.
• Collaborated with team members to streamline office procedures and improve efficiency.
• Organized documents required for account opening process in accordance with company policies and procedures.

Delivered administrative support to coworkers, taking on additional tasks during peak times.

• Handled incoming calls, directing inquiries to the appropriate departments.
• Greeted clients and visitors with professionalism and a welcoming demeanor.
• I organized the branch conference room to connect with prospective customers and proactively address objections with knowledgeable responses.
• Facilitated front desk operations for a busy, high-volume office.
• Assist with wire transfers, journals, and statements for clients.
• Kept an updated inventory of office supplies.

• Prepared treatment rooms for patients by cleaning surfaces and restocking supplies.
• Secured patient information and maintained patient confidence by completing and safeguarding medical records.
• Collected forms, copied insurance cards and coordinated patient information for billing and insurance processing.
• Interviewed and engaged patients to obtain medical history, chief complaints and vital signs.
• Scheduled appointments for patients via phone and in person.
• Educated patients about medications, procedures and physician's instructions.
• Organized charts, documents and supplies to maintain team productivity.