Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Yulia Cortes

Edinburg,TX

Summary

Dedicated professional with a solid background in customer service, sales, and team management. Proven success in enhancing customer satisfaction through effective problem-solving and communication. Seeking to leverage experience in optimizing operations and supporting diverse teams.

Overview

5
5
years of professional experience

Work History

Mobile Billing Agent

Charter - Spectrum
McAllen, Texas
08.2025 - Current
  • Monitored payment cycles and followed up on outstanding balances to ensure timely resolution.
  • Coordinated with customers to clarify charges and outline payment options, enhancing understanding.
  • Processed customer billing inquiries and resolved account discrepancies.
  • Resolved customer inquiries and complaints with empathy and efficiency.
  • Resolved problems with knowledgeable and friendly service, contributing to high customer satisfaction.
  • Solved issues with well organized and professional approach.
  • Identified opportunities to reduce costs associated with billing operations.

Operator, Scheduler

Glatz Group LLC
McAllen, TX
06.2024 - 08.2025
  • Managed daily appointment scheduling using EHR ModMed
  • Coordinated appointment calendars for multiple ENT providers, optimizing schedules to minimize patient wait times
  • Answered high-volume incoming calls, assisting patients with inquiries, appointment scheduling, and follow-up coordination
  • Facilitated communication among physicians, nurses, and administrative staff to enhance clinic operations
  • Collaborated with nurses and providers to relay patient messages and ensure continuity of care
  • Followed up with patients regarding test results, referrals, and rescheduling needs
  • Maintained accurate patient records and ensured HIPAA compliance

Manager

Green Planet LLC
McAllen, TX
05.2022 - 06.2024
  • Oversaw daily operations and managed team to consistently achieve sales targets and enhance customer satisfaction.
  • Implement sales strategies that resulted in an increase in revenue over the last year.
  • Coached, mentored, and trained team members, resulting in improved job performance and increased team productivity.
  • Resolved customer complaints and issues promptly, ensuring positive brand image and customer loyalty.
  • Serve as the scheduler, creating employee schedules to ensure optimal staffing and service levels.

Insurance Agent / Receptionist

Texas Insurance Depot
Pharr, TX
02.2021 - 05.2022
  • Guided clients in selecting insurance policies tailored to their needs, contributing to improved customer retention.
  • Answered incoming calls and inquiries, ensuring clients received tailored insurance solutions at competitive prices.
  • Researched and contacted insurance providers to secure optimal rates and coverage options for clients.
  • Managed trucking insurance applications and guided clients through the registration process for vehicles, including direct visits to the DMV.
  • Served as the first point of contact for clients, providing exceptional customer service and support.
  • Facilitated notary services, enhancing client convenience and streamlining documentation processes.
  • Assisted in developing business bonds, offering additional financial security to clients.
  • Built strong client relationships through effective communication and consistent follow-up, enhancing overall customer satisfaction.
  • Trained new agents on policies, procedures, and sales techniques, fostering a knowledgeable and effective sales team.

Education

Bachelor of Science - Criminal Justice

The University of Texas Rio Grande Valley
Edinburg, Texas
05-2021

Minor - Psychology

The University of Texas Rio Grande Valley
Edinburg, TX
05-2021

High School Diploma -

PSJA Southwest Highschool
Pharr, TX
05-2015

Skills

  • Billing software
  • Customer Inquiry Handling
  • Customer Service Excellence
  • Conflict resolution
  • EHR systems
  • Data Entry
  • Excel basics
  • Scheduling and Inventory Management
  • Marketing strategies
  • Team leadership
  • Effective Communication

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Mobile Billing Agent

Charter - Spectrum
08.2025 - Current

Operator, Scheduler

Glatz Group LLC
06.2024 - 08.2025

Manager

Green Planet LLC
05.2022 - 06.2024

Insurance Agent / Receptionist

Texas Insurance Depot
02.2021 - 05.2022

Bachelor of Science - Criminal Justice

The University of Texas Rio Grande Valley

Minor - Psychology

The University of Texas Rio Grande Valley

High School Diploma -

PSJA Southwest Highschool
Yulia Cortes