Sara Chapa
Houston,TX
Summary
Hardworking and reliable with strong ability in computer and people management skills. Highly organized, proactive and punctual with a team-oriented mentality. Ambitious person who loves learning new skills. Adaptable and driven with a strong work ethic and ability to thrive in team-based or individually motivated settings.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Clerk/Financial Planner Lead
Niagara Bottling
10.2022 - Current
- Restocked consumables, critical spare parts, and inventory.
- Provided PO delivery status updates for outstanding orders from respective vendors.
- Reviews daily requisitions for purchase orders for the company.
- Corrects and manages AP MRO Outstanding Issues with requisitions and invoices.
- Received all UPS, FedEx, etc.
- Managed inter-organizational shipping and receiving of inventory using Oracle EBS.
- Performed weekly and quarterly cycle counts, along with researching and reconciling discrepancies.
- Followed the 6S Process (Sustain, Sort, Straighten, Shine, Standardize, and Safety) in an office/manufacturing setting.
- Tracked, maintained, and filed warranty claims with respective vendors while maintaining good relationships.
- Added parts to inventory using agile software.
- Facilitated planning meetings toward a shared goal.
- Provided database support on-site, acting as a subject matter expert.
- Assisted with annual machine rebuilds.
- Created plans for optimizing labor availability.
- Organized time sheets and calendars for the team.
- Confirmed that material and labor costs are properly captured.
- Organized and maintained filing systems for confidential documents.
- Assisted customers with inquiries and complaints in a professional manner.
- Processed payments, refunds, and exchanges accurately and efficiently.
Clerk/Financial Planner Lead
Country Pure Foods
01.2022 - 10.2022
- Reviewed files, records, and other documents to obtain information or respond to requests.
- Delivered messages and ran errands to fit the daily schedule.
- Inventoried and ordered materials, supplies, and services.
- Answered directed calls and took messages for any updates that were required.
- Maintained and updated records in the database systematically and manually.
- Collected and entered payment data into the system, maintaining complete confidentiality and accuracy.
- Monitored office supply stock levels and placed timely orders for replenishment.
- Retrieved requested files and delivered them to appropriate personnel.
- Inspected incoming materials for damage.
- Coordinated packaging, shipment, and return of materials due to defect or damage.
- Developed relationships with suppliers to obtain competitive prices.
- Utilized tracking systems to verify cargo routes and delivery dates.
- Arranged meetings and organized calendars to aid in job performance.
Medical Referral/Purchasing Coordinator
Village Medical
06.2021 - 01.2022
- Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process
- Weighed patient need, provider availability and insurance coverage to determine optimal scheduling
- Scheduled appointments with specialists on behalf of clients
- Called insurance companies to get precertification and other benefits information on behalf of patients
- Referred clients to appropriate team members, community agencies and organizations to meet treatment needs
- Obtained client medical history, medication information, symptoms and allergies
- Called and faxed pharmacies to submit prescriptions and refills
- Checked patient insurance, demographics & health history to keep information current in chart
- Coordinated patient scheduling, check-in and check-out payments for proper billing
- Adhered to strict HIPAA guidelines to protect patient privacy
- Used organization & people skills in work place to make sure every patents visit was easy and memorable
Shipper
Flowers Bakery
05.2019 - 06.2021
- Organized inventory and coordinated movement between receiving, storage and shipping to facilitate operations
- Investigated inventory discrepancies to maintain recordkeeping validity
- Obtained required documentation to move cargo onward
- Organized storage areas to maximize movement efficiency and minimize labor
- Tagged and stored product inventory in correct areas and locations
- Prepared accurate shipping orders and bills of lading to direct routes
- Reviewed and followed pick sheets to prepare, pack and scan orders
- Compared shipment contents with paperwork to support inventory accuracy and records management
- Prepared shipments for postage through careful packing, sealing and labeling of materials
- Operated lift and hand trucks to transfer materials to and from target areas
Dental Referral/Purchasing Coordinator
Gonzalez Dental
05.2018 - 05.2019
- Maintained daily calendars, set appointments with clients and planned daily office events
- Processed payments and updated accounts to reflect balance changes
- Maintained customer records with timely and accurate database updates
- Managed large volumes of daily outgoing calls while adhering to predetermined quotas
- Contacted previous and potential clients to offer services and products to suit needs
- Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules
- Provided exceptional customer service with appropriate appointments
- Took information from potential customers to assess needs
- Answered telephones and directed calls to appropriate staff members
Education
High School Diploma - Business
Heights High School
Houston, TX06-2018
Skills
- Analytical thinker
- Production planning
- Product packaging
- Relationship management
- Customer service
- Records management
- Inventory control
- Medical scheduling
- Customer relationship management
- Quality assurance
- Administrative experience
- Organizational skills
- HIPAA experience
- Event planning
- Filing management
- Work Order Management
- Efficient multitasker
Certification
- IASSC Certified Lean Six Sigma Green Belt Certificate
- Texas Notary Republic
- Maintenance Training Workshop Certificates
Extracurricular Activities
- ROTC Drill Team
- Former Teen Court Member
- Distributive Education Clubs of America (DECA)
- Former Ladies of Power Member
- TWIC Card Holder
- Green Belt Lean Six Sigma Holder
Timeline
Clerk/Financial Planner Lead
Niagara Bottling
10.2022 - Current
Clerk/Financial Planner Lead
Country Pure Foods
01.2022 - 10.2022
Medical Referral/Purchasing Coordinator
Village Medical
06.2021 - 01.2022
Shipper
Flowers Bakery
05.2019 - 06.2021
Dental Referral/Purchasing Coordinator
Gonzalez Dental
05.2018 - 05.2019
High School Diploma - Business
Heights High School
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