Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Thalia Cardona-Diaz

Miami,FL

Summary

My objective is to set high-quality professional workflow, communicate with my colleagues and be able to succeed in any goal set by our mentor. While inspiring and helping those growing in the professional environment with me.

Dependable, enthusiastic, professional providing effective and comprehensive support. Quick learner with strong customer service skills; excellent interpersonal & organizational skills; detailed-oriented, proactive, motivated self-starter. Exceptional ability to multi-task while solving problems, work efficiently in a team and meet deadlines. Good communication skills in English, Spanish & American Sign Language.

Overview

13
13
years of professional experience

Work History

Receptionist

Jordan Ricardo Tovar & Company P.L.
04.2023 - Current
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Responded to inquiries from callers seeking information.
  • Resolved customer problems and complaints.
  • Corresponded with clients through email, telephone, or postal mail.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Create engagement letters with terms and conditions of tax retune.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Compiled information from files and research to satisfy information requests.
  • Helped office staff prepare reports and presentations for internal or client-related use.
  • Monitored and screened visitors to verify accessibility to inter-office personnel.
  • Tracked important information in Excel spreadsheets and ran reports or generated graphs using data.
  • Update information on applications such as Podio, Practice & UltraTax.
  • Operated multi-line telephone system to answer and direct high volume of calls
  • Handled assignments independently with good judgement and critical thinking skills
  • Collected and distributed messages to team members and managers to support open communication and high customer service
  • Tracked important information in Excel spreadsheets and ran reports or generated graphs using data

Executive Administrative Assistant

Affiliated Healthcare Centers
08.2022 - 02.2023
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations
  • Transcribed meeting minutes to support sales, business development and senior management teams
  • Used advanced software to prepare documents, reports, and presentations
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data
  • Handled confidential and sensitive information with discretion and tact
  • Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls
  • Managed office logistics by scheduling appointments, maintaining files and collecting payments
  • Registered and verified patient records before triage with most up-to-date information
  • Adhered to strict HIPAA guidelines to protect patient privacy
  • Gathered forms and copied insurance cards to collect patient information for billing and insurance filing
  • Reconciled daily payments received and prepared deposits for smooth office finances
  • Received, recorded and filed medical payments by check, cash, and credit card
  • Processed medical insurance claims and payments
  • Obtained pre-authorization from insurance companies ahead of medical services
  • Managed office bookkeeping with insurance billing and patient payments
  • Directed patients to exam rooms, fielded questions, and prepared for physician examinations
  • Updated patient information and insurance details for accurate electronic medical records.

Receptionist Administrator / Medical Records Coordinator

Bio Networks Inc
01.2020 - 07.2022
  • Kept accurate log of requests for medical information and records
  • Maintained and organized supply room and purchased additional new materials according to department needs
  • Uploaded records to patient's individual vault
  • Maintained patient records systems by archiving, scanning and indexing important documents and files
  • Maintained patient confidence by keeping patient records information confidential
  • Developed and maintained organized filing system for medical records to adhere to HIPAA regulations
  • Supported medical staff by providing organized and accurate medical records
  • Established and managed policies for completing, coding, signing and indexing records
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages
  • Handled cash transactions and maintained sales and payments records accurately
  • Responded to inquiries from callers seeking information
  • Operated multi-line telephone system to answer and direct high volume of calls.

Administrative Assistant

The Goldstein Environmental Law Firm
11.2018 - 01.2020
  • Coordinated complex annual meeting involving multiple presenters, high number of global attendees and robust budget encompassing livestream production, remote location arrangements and senior executive accommodations
  • Transcribed meeting minutes to support business development and senior management teams
  • Handled confidential and sensitive information with discretion and tact
  • Used advanced software to prepare documents, reports, and presentations
  • Updated spreadsheets and databases to track, analyze, and report on performance and data
  • Processed travel expenses and reimbursements for executive team and senior management group
  • Facilitated training and onboarding for incoming office staff
  • Organized and coordinated conferences and monthly meetings
  • Wrote and enforced administrative procedure plans to reduce errors and prevent process delays
  • Supported business and hospitality needs of corporate partners and staff during meetings and company events
  • Responded to emails and other correspondence to facilitate communication and enhance business processes
  • Scheduled appointments and handled calendars for senior leadership
  • Developed and maintained automated alert systems for important deadlines
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time
  • Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team productivity
  • Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.

Receptionist Administrator

Williamson Cadillac
09.2016 - 09.2017
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge
  • Monitored front areas so that questions could be promptly addressed
  • Kept reception area clean and neat to give visitors positive first impression
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs
  • Delegated tasks to administrative support staff to organize and improve office efficiency
  • Handled complaints and questions, and re-directed calls to other team members
  • Trained team members on new vehicle services and products to support promotional efforts
  • Organized spaces, materials and catering support for internal and client-focused meetings
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel
  • Fulfilled customer requests such as contacting sales representative and outside sales team
  • Acted as first point of contact and set appointments for prospective clients
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
  • Answered incoming calls, directing clients to individuals addressing specific needs.

Cashier Team Lead

Hasaki Bar & Grill
04.2011 - 06.2012
  • Performed store opening, closing, and shift-change actions and kept accurate shift-change logs
  • Resolved escalated customer disputes with special actions such as discounts
  • Controlled merchandise zoning and monitored compliance with merchandising guidelines
  • Reconciled daily totals to maintain balanced and compliant ledgers
  • Supervised cashiers to boost customer service levels, check accurate balance for transactions and promote smooth operations
  • Mentored new team members on POS system operation, customer service strategies, and sales goals
  • Assisted customers by answering questions and fulfilling requests
  • Trained team members on cash register operation and cash handling
  • Received and processed customer payments
  • Quickly and accurately counted drawers at start and end of each shift.

Education

High School Diploma -

Overhills High School
05.2012

Skills

  • Customer Relations
  • Office Supplies and Inventory
  • Informational Packets
  • Data Research and Analysis
  • Power Point
  • Excel
  • Spreadsheet Creation
  • Referral Verification
  • Customer Service
  • Quick Books
  • Travel Planning
  • Profit and Loss Statements
  • Facility Workflow
  • Project Management
  • Microsoft Office
  • Clerical Support
  • Cloud
  • Case Studies
  • Special Event Projects
  • Account Reconciliation
  • Personal assistant experience
  • Administrative experience
  • Office experience
  • Calendar management
  • Phone etiquette
  • Computer literacy
  • Organizational skills
  • Office management
  • Bookkeeping
  • Scheduling
  • Office Management
  • Administrative Support
  • Business Administration
  • Mail Distribution
  • Verbal and Written Communication
  • Meeting Preparation
  • Bank Deposits
  • Problem-Solving

Languages

English - Fluent
Spanish - Fluent
American Sign Language - Intermediate

Timeline

Receptionist

Jordan Ricardo Tovar & Company P.L.
04.2023 - Current

Executive Administrative Assistant

Affiliated Healthcare Centers
08.2022 - 02.2023

Receptionist Administrator / Medical Records Coordinator

Bio Networks Inc
01.2020 - 07.2022

Administrative Assistant

The Goldstein Environmental Law Firm
11.2018 - 01.2020

Receptionist Administrator

Williamson Cadillac
09.2016 - 09.2017

Cashier Team Lead

Hasaki Bar & Grill
04.2011 - 06.2012

High School Diploma -

Overhills High School

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Thalia Cardona-Diaz