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Luisa Alejandra Shah

Miami, Florida, United States
$65,000.00 yearly
January 04, 2018

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Education B.S. in Health Services Administration Florida International University

Summa Cum Laude, GPA 4.0, Dean’s List Miami, Florida

Summary of Qualifications • Customer Service Relations • Budget Control

• Project Management • Problem Solver

• Leadership Training • Detail Oriented

• Process Improvement • Critical Thinker

• Vendor Negotiations • Organizational Skills

Professional Experience

02/15 – Present Wescott Financial Advisory Group Miami, Florida

Client Service and Development

• Liaison for CEO, Principals, Partners, Senior Financial Advisors, and Managing Directors with clients, centers of influence (COIs), and prospects, providing support by making appointments, preparing presentations, and follow up documents for Florida clients, and nationwide COIs and prospects.

• Meet with prospects and/or clients when CEO is in Florida to assist with any documentation, and help guarantee the meetings go effortlessly.

• Manage electronic client relationship management systems by keeping them accurate and updated using SalesForce, Halon Advisory Software (IAS), Client Matter Workspaces (MLM), iManage, eMoney.

• Member of Sales and Marketing Committees, ensuring active and constructive participation.

• Develop, document, and standardize Standard Operating Procedure (SOP) for all Florida based operations and procedures.

02/13 – 02/15 Baptist Health South Florida Miami, Florida

Corporate Analyst Supervisor – Health Information Management

• Lead and assisted a team of 26 analysts in consistently meeting and surpassing quality and productivity goals (averaging a quality score of 99.4% and surpassing the productivity goal by 14%).

• Upheld quality assurance standards per HIPAA, JTC, and CMS regulations; the rules and regulations of all BHSF entities; and the medical staff by-laws. Reviewed a minimum 625 medical records on a monthly basis to ensure and maintain accurate analysis and re-analysis based on regulatory standards, and managed workflow to increase efficiency, customer service, and patient safety.

• Provided training, guidance, support, feedback and rewards to the Analysis Team and enforced policies and procedures per human resources’ guidelines in order to be aligned with the mission and vision of Baptist Health South Florida.

• Assisted physicians with the timely completion of their medical records, as well as trained them on how to use our dictation systems (Soarian Clinicals, Financials, and Fluency Flex).

• Collected and provided to the Leadership Team analysis data to present at meetings and committees using over 16 software applications to track, research and guarantee the analysis and re-analysis of each medical record was in compliance.

01/12 – 02/13 Baptist Health South Florida Miami, Florida

Administrative Assistant – Health Information Management

• Supported three Managers, four Supervisors, and 80 to 100 HIM Team Members.

• Prepared reports to be presented at Medical Records Committee meetings, seminars, audio/web conferences, and monthly and quarterly departmental meetings. In charge of making all necessary arrangement for all of the above meetings.

• Generated and tracked various legal correspondence to physicians for non-compliance or record completion according to medical staff by-laws, and the rules and regulations of all Baptist Health facilities.

Administrative Assistant – Health Information Management (continued)

• Produced, maintained, updated, and tracked various matrices monitoring department expenses, employee performance, and compliance within established department standards.

07/04 – 12/11 Miami, Florida

Accounts Administrator – IT

• Supervised three off-site technicians. Managed client scheduling for technical services with a clientele base of 150 clients composed of individuals and businesses.

• In charge of accounts receivable and accounts payable. Processed product orders and service contracts.

01/02 – 3/04 Gibraltar Bank, F.S.B. Miami, Florida

CRM Project Manager

• Developed, designed, and implemented the bank’s Client Relationship Management software to personalize and improve client relations.

• Responsible for strategic planning and timeline development, and deployment of CRM software. Monitored and followed up on processes, and deadlines. Managed software enhancements, updates, and client database to ensure accuracy and consistency.

• Created the software training manual, and conducted training for all bank employees, and leadership levels on the usage of the new CRM system.

12/00 – 01/02 Gibraltar Bank, F.S.B. Miami, Florida

Executive Administrator to the Senior Vice President of the Wealth Management Division

• Coordinated training seminars, social/networking functions, and special events for approximately 600 unique, Wealth Management Division clients, and up to 800 local Probate Judges, attorneys, CPAs, doctors, and bank associates.

• Managed inter-division office matters like staffing, vendor negotiations, office space/set up, division purchasing, new employee training, prospect and client management reports, and new account documentation.


Fluent in English and Spanish. Professional Certificate in Labor Studies – Labor Relations and Collective Bargaining (F.I.U., August 2012). Completed the Frontline Leader Program. Advanced knowledge and proficient in Microsoft Office applications. User of SalesForce, ExpenseWire, Cisco Jabber, iManage DeskSite, IAS Financial Solutions, eMoney Advisor software, Schwab software, Fidelity software, Sovera, Soarian Clinicals and Soarian Financials, Fluency Flex dictation, M*Modal dictation applications, Syngo, 3M HDM reports and data entry, NetAccess/SMS, FileNet, Primordial, ProDriver, Kronos Workforce, CHARTrunner, QuickBooks, and Plato PDA Professional. Knowledgeable in literature reviews and technical report writing. Familiar with anatomy and medical terminology. Effective oral, written, reporting, and presentation skills. Able to work as part of a team to meet individual, area, departmental, and organization goals; as well as, motivated to meet given objectives with little supervision.


Baptist Health Young Philanthropist Club, Golden Key International Honour Society, The Honor Society of Phi Kappa Phi, The American College of Healthcare Executives, Women's Healthcare Executive Network, Health Executive Student Organization, Health Occupation Students of America, Secretary and Executive Board Member for Douglas Place Association Condominium.

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