Raul Sosa
Rocklin,California
Summary
Dynamic and detail-oriented administrative professional seeking a secure position within a growth-oriented company. Proven expertise in clerical tasks, with a strong ability to adapt and acquire new skills quickly. Committed to contributing to team success and enhancing operational efficiency. Eager to leverage organizational talents to support business objectives in a challenging environment.
Overview
17
17
years of professional experience
Work History
Unit Assistant
Kaiser Permanente
Roseville, CA
02.2017 - Current
- Processes transfers and discharges using the Admit-Discharge-Transfer (ADT) system in the electronic medical record.
- Make follow-up appointments for patients as necessary.
- In conjunction with Discharge Coordinator, organizes transfers to skilled nursing facilities, including printing relevant sections of the patient chart.
- Prepared discharge packets and other documents for patients (including maternal/baby).
- Coordinate discharge times, contacts family members with discharge information, and otherwise facilitates a timely discharge when the patient is ready.
- Hours per week: 40hrs + hours
- Salary: $33.8003 Hourly
- Facilitated patient scheduling and appointment management to enhance operational efficiency.
- Coordinated departmental communications, ensuring timely information flow among team members.
Claims Assistant
The Zenith Insurance Company
Pleasanton, CA
04.2013 - 02.2017
- Facilitated support for examiners and management of assigned caseload through efficient clerical functions.
- Conducted comprehensive telephone investigations and ensured accurate disability status checks with physicians and policyholders as directed by examiner.
- Assisted in organizing medical examinations. Provided support in drafting physician cover letters with examiner's guidance. Composed routine narrative memorandums and letters as instructed by examiner.
- Prepares and types legal documents; Answers, Declaration of Readiness to Proceed, Compromise and Release, and other related forms and memorandums.
- Makes disability and medical payments within given authority. Inputs and monitors automatic disability schedule payments and cancellations.
- Timely management of assigned tasks by systems diary.
- Calculate wage statements and make appropriate adjustments in the system.
- Understands and complies with medical management protocols and standards.
- Hours per week: 40hrs
- Salary: $20.00 Hourly
Bankruptcy Specialist
Bank of America
Simi Valley, CA
01.2009 - 04.2013
- Communicate with attorneys and internal customers via Lender Processing Services (LPS) Desktop.
- Validate Proof of Claims for Chapter 13, 11 & 7 via Lender Processing Services (LPS) Desktop and AACER.
- Update information on AS400 (Iseries) relating to default loans.
- Answer telephone and responding to inquiries.
- Review loans daily to ensure that Bank of America is in compliance with both investor and governmental guidelines.
- Work closely with law firms as a way to make certain the Proof of Claims are complete and filed before exceeding court timelines.
- Interact with internal bank clients and vendors to enforce compliance with contract terms.
- Managing customer service request for copies of Collateral documents via SRM (Service Request Manager) website.
- Train new associates.
- Processing copy requests for employee loans.
- Working with vendors like Recall, Iron Mountain & Source Corp.
- Processing reconveyance approvals for New York Consolidation, Extension, and Modification (NYCE) loans.
- Hours per week: 40hrs
- Salary: $12.00 Hourly
Education
High School Diploma -
UMSA
MéxicoSkills
- Patient care expertise
- Medical terminology
- Data entry proficiency
- Policy enforcement
- Data confidentiality
- Information protection
- Documentation review
Languages
English / Spanish
Timeline
Unit Assistant
Kaiser Permanente
02.2017 - Current
Claims Assistant
The Zenith Insurance Company
04.2013 - 02.2017
Bankruptcy Specialist
Bank of America
01.2009 - 04.2013
High School Diploma -
UMSA
Qualifications
- Deep knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
- Great knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Profound ability to complete routine paperwork.
- Excellent skills in the use of operating basic office equipment, such as personal computers, photocopy machines, FAX machines, telephones, etc.
- Sound ability to follow routine verbal or written instructions.
- Excellent knowledge of related accreditation and certification requirements.
- In-depth ability to maintain confidentiality of records and information.
- Highly effective communication (written and verbal) skills.