Results-driven professional with over 25 years in administration and customer service. Expertise in abuse procedures and OSHA regulations, complemented by strong analytical, problem-solving, and communication skills. Committed to enhancing business processes and fostering a collaborative environment. Experienced in Electronic Medical Records (EMR) systems, including EPIC and Avatar.
Overview
27
27
years of professional experience
Work History
Community Health Worker II
Compunnel/Bay Area Community Health (BACH)
04.2026 - Current
Provided patient-centered support in a fast-paced federally qualified health center (FQHC).
Advocated for patients by addressing barriers to care, facilitating timely access to medical services.
Educated patients on healthcare services, referrals, and community resources to enhance their access to care.
Scheduled appointments and coordinated specialty referrals, diagnostic imaging, and follow-up care.
Verified insurance eligibility and benefits for Medi-Cal, Santa Clara Family Health Plan, Anthem Managed Health Care, and other health plans.
Communicated with insurance companies, providers, and specialists to obtain prior authorizations and coordinate patient services.
Maintained accurate patient records and documentation in EPIC, ensuring HIPAA compliance and supporting quality patient care.
Assisted providers and clinical staff by managing patient flow and resolving scheduling or insurance issues.
Managed multiple priorities while delivering excellent customer service in a high-volume medical clinic.
Contact Representative
Internal Revenue Service
01.2025 - 01.2026
Handled high-volume inbound calls with strong call control, active listening, and conflict de-escalation skills.
Navigated IRS systems (IDRS, ACSWeb, SERP) to research accounts, verify taxpayer identity, and process payment arrangements.
Applied IRS collection policies and taxpayer rights to resolve balance due accounts in compliance with the Internal Revenue Manual (IRM).
Managed high-volume inbound calls, utilizing call control, active listening, and conflict de-escalation to effectively address taxpayer concerns.
Ensured compliance with federal regulations and IRS standards, including Section 1203 and retention guidelines.
Analyzed taxpayer records to resolve discrepancies, ensuring compliance with federal tax regulations and delivering accurate information on IRS policies and procedures.
Interpreted tax codes, notices, and regulatory requirements to identify and implement appropriate resolutions for taxpayer inquiries.
Health Service Representative
County of Santa Clara
01.2023 - 01.2025
Performed administrative support duties in a high-volume medical services environment including patient registration, eligibility screening, scheduling, and processing of insurance and billing documentation for Medi-Cal, Medicare, and other programs.
Entered, updated, and verified confidential client data in computerized systems, ensuring accuracy of registration, billing, and medical records.
Assisted clients with completion of required forms and explained billing procedures, clinic processes, and program eligibility guidelines.
Coordinated scheduling of medical appointments for multiple outpatient clinics using electronic systems, ensuring accurate maintenance of appointment records.
Guided clients through completion of required forms, clarifying billing procedures, clinic processes, and program eligibility guidelines.
Reviewed documentation for accuracy and compliance, identified and resolved discrepancies in registration, billing, and statistical records.
Prepared admission packets, charge documents, and required forms in compliance with departmental policies and regulatory requirements.
Applied ICD coding standards to classify medical diagnoses for billing and reporting purposes.
Supported onboarding and training of new clerical staff by explaining procedures, systems, and departmental workflows.
Community Worker
County of Santa Clara
01.2022 - 01.2023
Provided administrative and client support services in a healthcare/community services environment by coordinating appointments, maintaining records, and assisting with intake and service referrals for clients receiving departmental programs.
Acted as a liaison between clients and professional staff to support coordination of services and evaluation of client needs.
Located and contacted clients in the community to ensure access to services and supported program participation.
Entered and updated client information in department systems and ensured accuracy of registration and service data.
Guided clients in completing required forms and connected them with relevant community and departmental resources.
Facilitated communication between clients and professional staff to enhance service coordination and assess client needs.
Responded to telephone inquiries, routed medical or clinical questions to appropriate professional staff, and documented messages for follow-up by providers or nursing staff.
Recorded and organized essential client information in department systems., gathered data, and prepared reports as required.
Coordinated transportation and support services for clients and families to ensure access to essential services.
Participated in staff meetings and training sessions to maintain knowledge of departmental procedures, programs, and service requirements.
Instructional Assistant
San Jose Unified School District
01.2016 - 01.2022
Provided administrative and instructional support in educational environment by managing scheduling, documents, and communication, while maintaining confidential student records in compliance with state and federal requirements.
Maintained and organized confidential records, including Individualized Education Plans (IEPs) and Section 504 documentation, ensuring accuracy, security, and compliance with privacy regulations.
Maintained and organized confidential records, including Individualized Education Plans (IEPs) and Section 504 documentation, ensuring accuracy and compliance with privacy regulations.
Supported data collection and documentation of student progress and behavioral observations, contributing to reporting and case file updates.
Performed clerical and administrative duties such as preparing correspondence, typing meeting minutes, maintaining schedules for staff and students, and managing incoming and outgoing communications including mail distribution and telephone inquiries.
Utilized Microsoft Office applications (Word, Excel, Outlook, PowerPoint) to prepare documents, track information, and support administrative operations.
Supported data collection and documentation of student progress and behavioral observations, facilitating timely reporting and updates to case files.
Maintained a structured and organized environment by assisting staff with clerical tasks including filing, copying instructional materials, and managing records systems.
Cashier
De Anza College
01.2010 - 01.2013
Processed student payments, refunds, and account transactions using computerized systems, including cash, check, and credit card payments.
Maintained accurate cash handling procedures, including balancing cash drawers at the beginning and end of each shift, reconciling transactions, and ensuring accountability of funds.
Verified student identification and ensured accuracy of account access and transaction processing.
Responded to inquiries from students and staff about account balances, payment procedures, and billing issues in person, by telephone, and via email, delivering accurate information and guidance per institutional policies.
Executed cash handling procedures by balancing cash drawers at shift start and end, reconciling transactions, and ensuring fund accountability.
Resolved customer concerns regarding account discrepancies and urgent issues with professionalism, applying appropriate escalation procedures as needed.
Resolved customer concerns, including account discrepancies and urgent issues, while maintaining professionalism.
Donor Technician/Phlebotomist
American Red Cross
01.2005 - 01.2010
Supported clinical and administrative functions in regulated healthcare environment by conducting donor intake screenings, maintaining documentation, and ensuring compliance with medical and safety protocols.
Conducted donor eligibility screenings by collecting and documenting health history information in accordance with established guidelines and confidentiality requirements.
Provided clinical and administrative support in a regulated healthcare environment by performing donor intake screening, maintaining required documentation, and ensuring compliance with established medical and safety protocols.
Assisted with donor aftercare, monitoring individuals post-donation and ensuring appropriate follow-up procedures were followed.
Monitored individuals post-donation to provide aftercare and ensured adherence to follow-up procedures.
Delivered front-line donor support by greeting individuals, explaining procedures, and fostering positive service experiences in high-volume environment.
Office Specialist II
City Of San Jose
01.2000 - 01.2001
Provided administrative and clerical support in high-volume office, facilitating efficient communication, document handling, and coordination of internal workflows.
Operated office systems and equipment including computers, fax machines, copiers, and multi-line phone systems to support daily administrative operations.
Managed incoming communications by answering and routing telephone calls, screening visitors, and directing inquiries to appropriate departments while maintaining professionalism and confidentiality.
Managed incoming communications by answering and routing telephone calls, screening visitors, directing inquiries to appropriate departments, and upholding professionalism and confidentiality.
Utilized Microsoft Office applications for word processing, data entry, spreadsheets, and database-related tasks.
Prepared, completed, and verified forms in accordance with organizational procedures and assisted with document preparation, copying, and file management to support office operations.
Maintained organized filing systems by locating, retrieving, and attaching appropriate records to incoming correspondence and ensuring accurate documentation.
Tracked, ordered, and distributed office supplies while coordinating general office operations to sustain workflow and operational readiness.