Sara Montoya
Aurora,CO
Summary
Detail-oriented and compassionate administrative professional with over 8 years of healthcare and operations experience, including significant leadership as a Clinical Lead. Expertise includes patient coordination, referral management, medical billing, and interdepartmental communication, along with hands-on experience in supporting clinical staff, overseeing patient care processes, and training new team members. Recognized for maintaining accuracy, efficiency, and confidentiality while fostering collaboration between clinical and administrative teams. Proficient in navigating EMR systems, verifying insurance, and ensuring seamless patient and provider experiences through effective leadership and workflow optimization.
Overview
9
9
years of professional experience
Work History
Administrative & Operations Specialist
Financial Health Institute, NPO
12.2023 - 03.2025
- - Managed office operations, HR, and compliance including onboarding, payroll, and benefits.
- - Oversaw accounting processes: invoicing over 5 vendors, A/R, A/P, and financial reporting.
- - Scheduled meetings, coordinated partner communications, and maintained vendor relations.
- - Created and implemented standard operating procedures (SOPs) to improve efficiency.
- - Supported program delivery and ensured confidentiality in all administrative tasks.
- Remote
Admin Operations Float
Associates of Otolaryngology
09.2022 - 01.2023
- - Supported more than 5 departments including triage, records, scheduling, allergy, and sleep medicine.
- - Handled billing, insurance verification, and collections for specialty departments.
- - Monitored scheduling queues, managed voicemails, and maintained accurate patient records.
- - Assisted with special projects and trained new staff across departments.
Medical Assistant / Clinical Lead
Associates of Otolaryngology
10.2015 - 09.2022
- - Coordinated patient referrals for 5 departments, authorizations, and pre-certifications for procedures and testing.
- - Supported 6 physicians with exams, procedures, and daily scheduling needs.
- - Managed patient records, triage calls, and insurance verification.
- - Developed clinical competency guidelines and assisted with staff hiring and training.
- - Served as liaison between providers, patients, and administrative departments.
Education
Bachelor’s - Healthcare Administration
Pima Medical Institute
Tucson, AZ06.2023
Associate’s - Healthcare Administration
Pima Medical Institute
Tucson, AZ06.2021
Certificate - Medical Assisting
Pima Medical Institute
Denver, CO06.2015
High School Diploma - undefined
Grandview High School
Aurora, CO05.2009
Skills
- QuickBooks Online
- EMR Systems
- Microsoft Office
- Excel
- Insurance Portals
- Calendar management
- Office administration
- Records management
- Data entry
- Payroll administration
Timeline
Administrative & Operations Specialist
Financial Health Institute, NPO
12.2023 - 03.2025
Admin Operations Float
Associates of Otolaryngology
09.2022 - 01.2023
Medical Assistant / Clinical Lead
Associates of Otolaryngology
10.2015 - 09.2022
High School Diploma - undefined
Grandview High School
Bachelor’s - Healthcare Administration
Pima Medical Institute
Associate’s - Healthcare Administration
Pima Medical Institute
Certificate - Medical Assisting
Pima Medical Institute
Core Competencies
- Referral Coordination & Patient Scheduling
- Insurance Verification & Prior Authorizations
- EMR / EHR Systems (Epic, Allscripts, etc.)
- Medical Billing & Coding (ICD-10, CPT)
- Provider & Patient Communication
- Records Management & Compliance
- Office Administration & Workflow Optimization
- Training & Staff Support