Zuleica Montalvo
Pasco
Summary
Experienced Executive Assistant providing high-level administrative support to senior-level staff. Proficient in travel management, expense tracking, and schedule coordination. Demonstrated expertise in assisting the executive team through exceptional communication and organizational skills. Committed to delivering efficient and effective support for seamless operations and successful outcomes.
Overview
7
7
years of professional experience
Work History
Executive Assistant
Tri-cities Community Health Center
09.2024 - Current
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Answered high volume of phone calls and email inquiries.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Screened personal and business calls and directed to appropriate party.
- Filed paperwork and organized computer-based information.
- Took minute notes at meetings.
- Board Meeting Preparation.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
Administrative Assistant
Tri-cities Community Health Center
06.2024 - 09.2024
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Opened and properly distributed incoming mail to department.
- Assisted the Chief Medical Officer with projects and minute note taking.
- Assisted coworkers and staff members with special tasks on daily basis.
- Supported company leaders by scheduling appointments and organizing itinerary.
- Maintained records for company vehicles mileage.
Outreach and Enrollment Specialist/Marketing Assistant
Tri-Cities Community Health
04.2022 - 05.2024
- Assist patients by phone or in office with changes to insurance plan that is decided on and act as the liaison between TCCH and insurance carrier
- Responsible for assisting patients with insurance enrollment applications, insurance eligibility, and outreach activities
- Attend Outreach Events
- Assist with Marketing projects
- Have knowledge of all insurances TCCH is contracted with and any keep abreast of new ones entering within our service area
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
Medical Billing/Receptionist
Pinnacle Sleep & Wake Disorders Center
04.2021 - 04.2022
- Sleep Interpretations
- MSLT Studies
- Confirmed appointments, communicated with clients, and updated client records
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents
- Corresponded with clients through email, telephone, or postal mail
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines
- Provided administrative support to staff members by handling correspondence, filing documents, and managing office supplies inventory
- Maintained knowledge of standardized medical billing codes
- Entered procedure codes and diagnosis codes into medical billing software
- Trained new employees on multiple medical billing programs and data entry software
Sales Associate
The Buckle INC
04.2019 - 04.2022
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations
- Answered customer questions about sizing, accessories, and merchandise care
- Helped customers locate products and checked store system for merchandise at other sites
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment
- Sales and credit card goals
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges
- Built relationships with customers to encourage repeat business
Cashier/Customer Service/Line Cook
Costa Vida
08.2018 - 01.2021
- Greeted customers entering store and responded promptly to customer needs
- Welcomed customers and helped determine their needs
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business
- Collaborated with team members to maintain a clean and safe working environment, adhering to health and safety guidelines
Education
Some College -
Columbia Basin College
Pasco, WA06-2019
High School Diploma -
Chiawana High School
Pasco, WA06.2019
Skills
- Bilingual: English and Spanish
- Microsoft Word
- Microsoft PowerPoint
- Microsoft Excel
- Works well with others
- Marketing Knowledge
- Outreach Knowledge
- Exceptional communication
- Ability to identify, organize, and prioritize multiple projects and deadlines
- Discretion and Confidentiality
- Team player attitude
- Travel administration
- Document handling
- Scheduling
- Meeting planning
- Collaborative
- Ability to Adapt
- Critical Thinking
Languages
English
Spanish
Native or Bilingual
Timeline
Executive Assistant
Tri-cities Community Health Center
09.2024 - Current
Administrative Assistant
Tri-cities Community Health Center
06.2024 - 09.2024
Outreach and Enrollment Specialist/Marketing Assistant
Tri-Cities Community Health
04.2022 - 05.2024
Medical Billing/Receptionist
Pinnacle Sleep & Wake Disorders Center
04.2021 - 04.2022
Sales Associate
The Buckle INC
04.2019 - 04.2022
Cashier/Customer Service/Line Cook
Costa Vida
08.2018 - 01.2021
Some College -
Columbia Basin College
High School Diploma -
Chiawana High School
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