Stephany Cortez
Dallas,TX
Summary
Well-organized professional equipped with varied experiences in administrative roles. Experienced in learning and excelling at new technologies and computer programs. Recognized for exemplary time management, organization, prioritization and work ethic.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Receptionist
Methodist Transitional Care
- Greeted patients and their families daily while providing new patient information, scanning ID's and insurance cards, and accompanied patients to their room
- Learned medical terminology to better assist nursing staff, social worker, nurse practitioners, therapy director, etc
- Substitute for administrative employees when needed
- Performed general admin duties, resolved issues in a timely manner, managed phone lines, and facilitated over 30+ calls/day with insurance agents, pharmacist, vendors, nurses, staff, and visitors
- Maintained an organized, clean, professional workspace at the front desk and waiting area
- Checked patients in/out and asked for consent to treat
- Performed data entry for patient documentation, arranged and maintained administrative calendar.
Product Sales Associate
Thomson Reuters
05.2020 - 02.2023
- Registered new clients, retrieved customer data, updated, and finalized client information into Salesforce
- Answered 60+ inbound calls and performed outbound calls, responded to email inquiries, followed up with clients about meetings, rescheduled team's meetings
- Prepared and finalized confidential federal and state 1040, 1120, and 1065 tax returns by clearing diagnostics and reviewing return for errors
- Followed state policies and guide to ensure return acceptance
- Used independent decision-making skills by using troubleshooting techniques, performed multi-tasking skills by actively listening to clients and performing data entries in multiple software’s.
Education
Bachelor’s Degree - Business Arts & Applied Science
Texas A&M- Commerce
Associates Degree - Business Management
El Centro College
Skills
- Salesforce
- Verbal and written communication
- Business operations understanding
- Ability to multi-task
- Proficiency in Microsoft Word, Excel, PowerPoint, & Access
Certification
- Human Resource Asst certification
- Management Retail Certification
- Supervisor Management Certification
- Microsoft Word Certification
Timeline
Product Sales Associate
Thomson Reuters
05.2020 - 02.2023
Receptionist
Methodist Transitional Care
Bachelor’s Degree - Business Arts & Applied Science
Texas A&M- Commerce
Associates Degree - Business Management
El Centro College
Similar Profiles
Courtney HarveyCourtney Harvey
Licensed Practical Nurse at Methodist Transitional CareLicensed Practical Nurse at Methodist Transitional Care
Emmanuel VidanesEmmanuel Vidanes
STAFFING AND CENTRAL SUPPLY MANAGER at METHODIST TRANSITIONAL CARE AND REHABILITATIONSTAFFING AND CENTRAL SUPPLY MANAGER at METHODIST TRANSITIONAL CARE AND REHABILITATION
LaSondra D. WinnLaSondra D. Winn
RN Weekend Supervisor at Methodist Transitional Care CenterRN Weekend Supervisor at Methodist Transitional Care Center
Candace BrownCandace Brown
Training and Development Manager at The MexicanTraining and Development Manager at The Mexican
Daryl WilliamsDaryl Williams
Server at Evelyn Steakhouse Reach HospitalityServer at Evelyn Steakhouse Reach Hospitality