SANDRA SOTO
San Jose,CA
Summary
Executive Assistant Enthusiastic Administrative Assistant with over 10 years of experience managing business office functions and providing executive level support to principals and clients. Seeking a challenging position where my years of hands-on office management, customer relations and business administration experience can contribute to the growth of a successful enterprise.
Overview
27
27
years of professional experience
Work History
Community Liaison
Campbell Union High School District, Leigh H.S.
San Jose, CA
08.2021 - Current
- Created a Mandatory Homework Center for LatinX and SED students who were failing more than 2 classes.
- Acts as liaison to Latino community.
- Assists ELA/ELD (English Language Acquisition/English Language Development) Department Chair and (English Learner Content Specialist) in data collection and monitoring student progress.
- Assists with ELAC (English Learner Advisory Committee) and DELAC (District English Learner Advisory Committee).
- Assists underrepresented parent groups in gaining the skills needed to participate in and support the educational process; and to recruit parent volunteers as appropriate.
- Assists with assessments, cumulative file audits, reclassifications, financial aid, and other applications (i.e. Free and Reduced-Meal forms) and orientations for new students.
- Attends IEP’s and provides translation and Interpretation services and other written communications to parents.
- Communicates with EL parents, Latino community, and provides translation for Latino community.
- Establishes and maintains lines of communication among students, parents, school, and the community; advises parents of school resources and policies.
- May respond to crisis or emergency situations as directed by supervisor.
- Performs related duties and responsibilities as required by the position.
- Represents district and assigned schools to the community.
- Attends community meetings to represent the District and to gain an understanding of what activities in the community have an impact on students.
- Works with principal and ELA/ELD Department Chairs, (EL Content Specialist) and - to provide translations of school and district documents, and other written communications to assigned school(s) parent community.
- Works with the Director of Curriculum and Instruction and EL Content Specialist to facilitate EL Parent Organizations/Clubs and EL parent meetings.
- Attends evening meetings and workshops.
- Performs other duties related to job description as assigned by an administrator
Health Clerk
Campbell Union High School District, Branham H.S
San Jose, CA
04.2021 - 08.2021
- Created, faxed and filed healthcare records for office personnel.
- Supported clinical staff members by assisting with data entry, word processing, completing work orders and creating and maintaining files.
- Prepared outgoing correspondences and responded to telephone inquiries promptly.
- Entered data and verified completeness and accuracy.
- Administered first aid and gave health advice to students.
- Maintains records of health problems, accidents, and insurance.
- Referred students to sources of health aid.
- Called emergency equipment if needed.
- Kept the student health center clean and sanitary and maintained a record of the health supplies.
Surgery Scheduling Coordinator
Ryan Basham, M.D, Spectrum Eye Physicians
Los Gatos, CA
06.2019 - 12.2020
- Coordinated with facilities to set up surgeries for physician.
- Reviewed medical histories and current information to provide accurate information to surgeons.
- Verified insurance coverage and obtained pre-authorizations with AMD and Integrity Software.
- Worked with Microsoft Outlook, as well as Microsoft Word, Excel, and PowerPoint.
- Educated patients about surgeries and provided treatment plan documentation.
- Expertly managed all surgery services, including planning, scheduling and coordination, determination of procedures and procurement of supplies and equipment.
- Kept detailed records of office inventories and placed orders for more supplies.
- Answered phone calls and messages, scheduled appointments and handled patient inquiries.
- Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
- Contacted hospitals to confirm patients’ medical histories and prevent inaccurate diagnoses and treatments.
- Completed and filed financial documentation for accounting purposes.
- Organized paperwork such as charts and reports for office and patient needs.
- Improved timely payment of bills by developing flexible payment plans for patients.
Office Manager
Ryan Basham, M.D
Los Gatos, CA
07.2012 - 06.2019
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Built relationships with physicians to create steady referral pipeline.
- Managed 5 employees with various personalities and from different cultures for a physician practice.
- Established efficient workflow processes, monitored daily productivity, and implemented modifications to improve overall effectiveness of personnel and activities.
- Communicated with patients and addressed inquiries, appointment requests and billing questions.
- Improved office operations by automating client correspondence, record tracking and data communications.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Hired, managed, developed, and trained staff, established, and monitored goals, conducted performance reviews, and administered salaries for staff.
- Compared vendor prices and negotiated for optimal savings.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Performed billing, collection and reporting functions for office.
- Handled all incoming business and client requests for information.
- Prepared vendor invoices and processed incoming payments.
- Solved problems timely and effectively, ensuring customer satisfaction.
- Increased team productivity by reorganizing office supplies and protocols.
- Maintained computer and physical filing systems with AMD and Integrity software's.
- Maintained office supplies inventory by checking stock and ordering new supplies as needed.
- Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
- Operated ophthalmic equipment for patient eye examinations and prepared patients for examinations and surgeries.
- Explained pre- and post-operative procedures to patients and carefully reviewed surgical plans.
- Instructed patient in care of use of various types of contact lenses, demonstrating insertion, removal, and cleaning.
- Conducted corneal pachymetry as screening for Keratoconus, LRI surgery and glaucoma.
- Cleaned or sterilized ophthalmic or surgical instruments.
Office Manager
Arthur Basham, M.D
Los Gatos, CA
01.1998 - 07.2012
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Established efficient workflow processes, monitored daily productivity, and implemented modifications to improve overall effectiveness of personnel and activities.
- Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
- Recruited, hired, trained, and supervised staff.
- Monitored front areas so that any questions could be responded to quickly and effectively.
- Resolved issues through active listening and open-ended questioning, escalating major problems to the physician.
- Developed close working relationships with front office.
- Oversaw fiscal operations, including accounting, budgeting, authorizing expenditures and financial reporting.
- Gather Bank Statements, Credit Card Statements, Billing reports and Payroll reports for the CPA.
- Coordinate contractor work with IT, CPA and occasional construction projects.
- Research new vendors and obtain several quotes for the doctor to review.
- Facilitated new software transitions.
Education
Child Development Certificate in progress - undefined
West Valley College
High School Diploma - undefined
Leigh High School
Skills
- Microsoft Office, Excel, Word, Internet
- Explorer, Outlook, and email
- Accounting, Numeric filing
- Basic Accounting, Organizational
- Alpha, Payroll
- AP, Performance reviews
- AR, Personnel
- Attention to detail, Problem solving
- Billing, Processes
- Budgeting, Procurement
- Charts, Progress
- Excellent oral, Protocols
- Oral, Receiving
- CPA, Reporting
- Credit, Research
- Clients, Scheduling
- Client, Self-motivated
- Customer satisfaction, Spanish
- Data communications, Supervision
- Documentation, Phone
- Email, Telephone etiquette
- English, Phones
- Filing, Workflow
- Financial, Written
- Financial reporting, Written communication skills
- Front office
- Insurance
- Internet
- Explorer
- Inventory
- Listening
- Meetings
- Excel
- Microsoft Office
- Office
- Outlook
- Microsoft Outlook
- PowerPoint
- Word
- Microsoft Word
Timeline
Community Liaison
Campbell Union High School District, Leigh H.S.
08.2021 - Current
Health Clerk
Campbell Union High School District, Branham H.S
04.2021 - 08.2021
Surgery Scheduling Coordinator
Ryan Basham, M.D, Spectrum Eye Physicians
06.2019 - 12.2020
Office Manager
Ryan Basham, M.D
07.2012 - 06.2019
Office Manager
Arthur Basham, M.D
01.1998 - 07.2012
Child Development Certificate in progress - undefined
West Valley College
High School Diploma - undefined
Leigh High School
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