Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Samantha Ortiz

Summary

Performance-driven leader providing high-level administrative and operational support, coordinating schedules, preparing and maintaining financials and documents, maintaining high levels of customer service, and being adaptable to a given situation while acting as a liaison between senior executives, vendors, team members, and community organizations. A reputation for driving efficiency and detail, remaining calm and calibrated in high-stress environments, and delivering best in class results. Authorized to work in the US for any employer

Overview

8
8
years of professional experience
1
1
Certification

Work History

Business Director

Sagora Senior Living
05.2018 - Current
  • Managed HR functions, including recruitment, on boarding, and employee relations, supporting a team of 50+ professionals
  • Maintain and assist with Accounts Payable, Recruiting, Hiring and HR responsibilities
  • Responsible for accurate and timely entry of all ancillary charges and revenue for 330+ resident monthly statements
  • Manages the community's budget/financial operations of $600,00+ including creating ways to increase revenue
  • Communicated closely with the Head of Operations regarding the needs, concerns, or issues in the community
  • Maintain communication with all vendors and regional district offices for support on driving sales, and knowledge
  • Supervises Receptionist desk and all associates of department
  • Maintain Resident billing data entry daily
  • Maintain Resident/associate files, ensuring all required paperwork is in order for state compliance
  • Ensure each new resident makes a happy, healthy transition to the community
  • Answers questions/assists residents throughout the day
  • Solving problems as they arise
  • Prepares daily check receipts logs for bank depositing and posting to resident accounts
  • Oversees the day-to-day operations of the business office, including staffing coverage and management
  • Created and updated spreadsheets and presentations for weekly, monthly and quarterly updates to upper management
  • Assists with any assigned administrative duties including account payable/receivables which may include: maintaining the billing spreadsheet to track adjustments, move-ins and move outs; processing ancillary tracking forms and direct debit forms; oversight of anniversary increases on resident lease agreements; familiarity with the Aging report
  • Lease signing and review /explain to the resident or responsible party the room rates, billing procedures, visitor/guest privileges, restrictions, resident procedures, etc
  • As instructed
  • Demonstrates an understanding of compliance and ethics program policies and procedures.

Scheduler/Assistant for Personalized Living Department

Brookdale Senior Living
10.2017 - 05.2018
  • Oversee and implement all aspects of company; providing vision and direction to Owners and demonstrating leadership skills to other associates
  • Supervises direct care staff as delegated by manager/supervisor
  • Answer phone calls to assist with customer/family/Associate inquiries on a on call cell provided by the company for after hours, weekends and when needed as a resource and manager
  • Schedule, reschedule, and verify patient appointments; schedule appointments with secondary care providers
  • Completes daily billing in a timely manner, ensuring state and SOX compliance regulations are followed in regards to billing practices
  • Use EMR software to manage patient records and files; reinforce and uphold patient confidentiality as required by HIPAA and clinic
  • Manage office and medical supply inventories; receive deliveries and organize supplies in stockrooms
  • Work in a fast-paced environment, handling multiple priorities
  • Maintains positive relationships and rapport with coworkers, residents, family members and community personnel.

Caregiver Associate for Personalized Living Department

Brookdale Senior Living
10.2016 - 10.2017
  • Facilitated the personal development of clients by helping them work through their limitations in order to enjoy adaptive recreation, athletics, continuing education, special events and community interactions
  • Provided care to elderly and disabled clients in a professional and compassionate manner
  • Duties include meal preparation, personal hygiene and bathroom needs, patient lifting, vitals recording and administering medication according to prescription schedule
  • Offered emotional support, companionship and conversation
  • Performed first aid and initiated emergency response procedures
  • Provided round-the-clock care for multiple clients at a time
  • High client referral rate
  • At least 80% of clients referred via word-of-mouth and positive reviews from individual clients and families.

Education

Associate in Science -

Lone Star College System
Houston, TX

Skills

  • Quality Assurance/Quality Control
  • Payroll Management
  • Data Entry
  • Organizational Skills
  • Human Resources
  • Scheduling
  • Finance & Accounting
  • Bookkeeping
  • Accounts Payable/ Receivable
  • Office Management
  • Human Resources
  • Data Analytics
  • Recruiting
  • Administrative Experience
  • Operations Management
  • Customer Service Management

Certification

CPR Certification

Timeline

Business Director

Sagora Senior Living
05.2018 - Current

Scheduler/Assistant for Personalized Living Department

Brookdale Senior Living
10.2017 - 05.2018

Caregiver Associate for Personalized Living Department

Brookdale Senior Living
10.2016 - 10.2017

Associate in Science -

Lone Star College System
Samantha Ortiz