Steven Ramirez
Manorville,NY
Summary
Having 18 years of sales and customer service experience and 3 years of clerical and intake work. As well as 6 years of Commercial banking experience.
Overview
21
21
years of professional experience
Work History
Intake Coordinator
Columbia Care
Riverhead, NY
05.2022 - Current
- Supported office staff and operational requirements with administrative tasks.
- Organized paperwork such as charts and reports for office and patient needs.
- Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing.
- Enhanced office productivity by handling high volume of callers per day.
- Maintained current and accurate medical records for patients.
- Completed intake assessment forms and filed clients' charts.
- Answered phone calls and provided new clients with required paperwork to initiate service.
- Explained eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
- Answered telephone calls to offer office information, answer questions and direct calls to staff.
- Carried out front office duties utilizing data entry skills in framework of medical database.
- Managed office logistics by scheduling appointments, maintaining files and collecting payments.
- Greeted visitors and initiated triage processes for clients to streamline patient flow.
Restaurant Management
Family Restaurant
Heredia, Costa Rica
01.2021 - Current
- Promoted positive atmosphere and went above and beyond to guarantee each customer received exceptional food and service.
- Carefully interviewed, selected, trained and supervised staff.
- Met, greeted and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
- Reconciled cash and credit card transactions to maintain accurate records.
- Correctly calculated inventory and ordered appropriate supplies.
- Developed, implemented and managed business plans to promote profitable food and beverage sales.
- Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
- Applied knowledge of previous supply needs and forecasted business levels to estimate required supplies.
- Skillfully interacted with external vendors to obtain best quality in pricing and product.
Office Administrator
U.S. Census Bureau
Melville, NY
02.2020 - 11.2020
- Interacted with customers by phone, email or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Kept accounts and records current by actively pursuing error resolutions and independently correcting problems.
- Trained new employees on administrative procedures, company policies and performance standards.
- Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions.
- Verified salaried and hourly employee time cards to prepare accurate bi-weekly payroll.
Personal Banker
J.P. Morgan Chase
Brentwood, NY
08.2012 - 09.2018
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maximized revenue through improved sales techniques and branch productivity.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Sales Representative
AT&T
Shirley, NY
08.2000 - 08.2012
- Increased sales by offering advice on purchases and promoting additional products.
- Achieved monthly sales goals by promoting product benefits and enrolling new clients.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Trained and mentored new sales representatives.
- Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Developed and delivered engaging sales presentations to convey product benefits.
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
- Tailored sales approaches and techniques to specific client needs to increase marketing effectiveness.
- Exceeded goals for new accounts in single sales cycle.
- Expanded customer base and boosted profit within product line.
- Effectively sold significant overstock of inventory, reducing overhead and improving cash flow.
Education
High School Diploma -
Centereach H.S.
Centereach, NY06.1995
Skills
- Word processing
- Writing skills
- QuickBooks
- Intake
- Proficient in word processing and spreadsheet software programs including Microsoft Office products, accounting software e-mail, etc
- Proficient in data entry and 10-key
- Managing confidential information such as financial records and product inventory reports
- Ability to work independently and solve routine problems
- Knowledge of basic accounting principles and practices
- Skill in using computer and application software for financial transactions
- Skill in mathematical computations used in accounting
- Ability to establish and maintain effective working relationships with those contacted in the course of work
- Ability to organize and prioritize work
- Taking Client Histories
- Collecting Intake Information
- Data Entry Software
- Multi-Line Phone Systems
- Maintaining Client Records
- Electronic Medical Record Software
- Medical Recordkeeping
- Issue Reporting
- Equipment Troubleshooting and Maintenance
- Office Management
- Entering Patient Data
- Eligibility Requirements
- Workflow Processes
- Patient Database Maintenance
- Service Delivery
Accomplishments
- Held the highest retail sales in accessories for cell phones in our Long Island market at AT&T.
- At Chase I was one of the top 5 bankers in our district year after year.
- As an office administrator for the U.S. Census I was able to troubleshoot and fix many of our technical problems we were having, and as a result of this I was promoted into our I.T. Department.
Languages
Spanish
Native or Bilingual
Timeline
Intake Coordinator
Columbia Care
05.2022 - Current
Restaurant Management
Family Restaurant
01.2021 - Current
Office Administrator
U.S. Census Bureau
02.2020 - 11.2020
Personal Banker
J.P. Morgan Chase
08.2012 - 09.2018
Sales Representative
AT&T
08.2000 - 08.2012
High School Diploma -
Centereach H.S.
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