Sarah Cordeiro
Columbus Energies
1
Language
12
years of professional experience
Dynamic and detail-oriented professional with a proven track record in fostering client relationships, identifying customer needs, and delivering exceptional service. Strong communication and interpersonal skills, combined with extensive experience in coordinating cross-departmental activities to drive strategic objectives. Adept at managing multiple projects simultaneously while maintaining a high degree of accuracy and a positive attitude. Committed to contributing to team success and achieving company goals through effective time management and problem-solving abilities in a challenging full-time role.
Work History
Administrative Assistant
7 Months- Streamlined office communication processes, enhancing information flow across departments.
- Developed and maintained filing systems, ensuring efficient document retrieval.
- Assisted in preparation of reports and presentations, improving overall data accuracy.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Improved customer satisfaction ratings by promptly addressing inquiries via phone, email, or in-person visits.
- Expedited invoice processing, ensuring accurate recording of financial transactions in the accounting system.
- Assist with placing and processing customer orders accurately and efficiently.
- Handle billing tasks, including preparing invoices, processing payments, and resolving billing discrepancies.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
Paralegal
8 Months- Drafted and prepared estate planning documents, ensuring accuracy and compliance with state laws.
- Communicated directly with clients to collect information, clarify objectives, and coordinate document execution with precision and discretion.
- Coordinated signing appointments, notarizations, and witness arrangements to ensure proper execution of all estate planning documents.
- Edited and proofread legal documents to ensure clarity, consistency, and adherence to firm standards.
- Maintained organized client files, asset summaries, and correspondence for efficient document retrieval and case management.
- Tracked key deadlines and deliverables to support timely completion of client matters.
- Managed the attorney’s professional and personal schedule, including meetings, client appointments, and daily priorities to maintain seamless operations.
- Handled confidential and sensitive information with the highest level of professionalism and integrity.
Geriatric Support Services Coordinator (GSSC)
1 Year- Conducted comprehensive client assessments and interviews with individuals, families, and groups to evaluate strengths, limitations, and needs; created and implemented personalized service or treatment plans to address identified goals.
- Increased access to essential resources by connecting clients to financial, housing, medical, and educational services, and partnering with local organizations to expand community support networks.
- Provided compassionate assistance via phone and in-person interactions, particularly for elderly clients, ensuring they received accurate information and appropriate referrals.
- Developed innovative, client-focused solutions to address unique challenges, delivering tailored support services aligned with individual needs while maintaining detailed records to track progress and identify areas for improvement.
- Prioritized and managed competing deadlines effectively, balancing responsiveness to incoming requests with high-quality service delivery.
Treatment Coordinator/Billing Specialist
7 Months- Explained treatment options and financial arrangements clearly, increasing case acceptance and helping patients make informed decisions.
- Maintained accurate treatment records, verified insurance coverage, and coordinated payments with insurance companies to ensure smooth billing.
- Managed billing and collection services, resolving outstanding balances and ensuring timely, accurate payment processing.
- Scheduled appointments and surgeries, managed pre-certifications, and ensured patient privacy and regulatory compliance in all communications.
- Delivered exceptional customer service and created a welcoming environment for patients and families, improving satisfaction and trust.
Account Executive
4 Months- Scheduled and conducted intake interviews with clients and caregivers within 24 hours, collecting required documentation and performing SORI/OIG background checks.
- Provided ongoing customer service while managing communications, including calls, emails, faxing, and mailing correspondence.
- Verified referral information and insurance eligibility through the MassHealth website to ensure accurate client processing.
- Completed and maintained all program paperwork in compliance with MassHealth and company regulations.
- Utilized multiple software programs daily to organize client data, documentation, and scheduling efficiently.
Patient Advocate
1 Year 7 Months- Delivered exceptional customer service and supported a positive patient experience through clear communication and responsiveness.
- Scheduled and coordinated patient appointments, optimizing doctors’ schedules and ensuring timely access to care.
- Processed payments, verified insurance information, and maintained accurate patient and billing records.
- Managed daily office operations, including handling calls, addressing patient inquiries, and assisting doctors and hygienists to improve workflow efficiency.
Credit Analyst
1 Year 9 Months- Engaged with clients to collect and verify financial data for accurate and timely credit analysis.
- Processed and submitted financial forms, ensuring compliance with internal standards and confidentiality requirements.
- Organized and maintained filing systems to support efficient access to credit documentation and records.
- Managed phone, email, and online chat communications (via Zoho), delivering prompt, professional, and high-quality customer service.
- Coordinated employee holiday events to strengthen team cohesion and promote a positive workplace culture.
Bookkeeper/Receptionist
2 Years- Managed financial operations, including reconciling client bank statements, processing payroll, and preparing state and federal tax payments in compliance with regulations.
- Ensured accuracy and efficiency in sales and meals tax submissions, maintaining strict attention to detail and regulatory standards.
- Provided professional client support through phone and in-person communication while maintaining organized and confidential financial records.
Bank Teller
2 Years 11 Months- Accurately processed customer transactions, including deposits, withdrawals, and loan payments, in compliance with established banking policies and procedures.
- Delivered professional and courteous service while addressing member inquiries, resolving account discrepancies, and promoting a positive banking experience.
- Maintained organized financial records and documentation to support efficient and compliant branch operations.
Education
Bachelor of Science - Business Administration And Management
High School Diploma
Skills
Verbal and Written Communication
Customer/Member Relationships & Satisfaction
Strong organization
Account Management
Client Relationship-Building
Accounts Payable and Accounts Receivable
Financial Reporting
Payroll Preparation
Office administration
Notary public
Calendar management
Administrative support
Languages
Portuguese
Full Professional
Interests
Enjoying the art of baking and pastry-making
experimenting with recipes.
Spending time with my dogs.
Reading
Cars
Timeline
Administrative Assistant
Columbus Energies
01.2026 - CurrentRead More
Paralegal
Sayer, Regan & Thayer
04.2025 - 12.2025Read More
Geriatric Support Services Coordinator (GSSC)
Bristol Elder Services
01.2024 - 01.2025Read More
Treatment Coordinator/Billing Specialist
Vanderpool Dental
06.2023 - 01.2024Read More
Account Executive
Vitra Health
01.2023 - 05.2023Read More
Patient Advocate
Perfect Smiles Dentistry
03.2021 - 10.2022Read More
Credit Analyst
Jewelers Board Of Trade
06.2019 - 03.2021Read More
Bookkeeper/Receptionist
Accounting Portfolios
06.2017 - 06.2019Read More
Bank Teller
St Annes Credit Union
07.2014 - 06.2017Read More
Bridgewater State University
Bachelor of Science from Business Administration And Management
Read More
Diman Regional
High School Diploma
Read More