JESSICA M. ORTIZ
Confident, energetic and articulate professional offering superior elements of client relations, leadership, communication and coordination skills. Outstanding record of achievements with strong focus on results, building relationships with clients and a commitment to quality. Well-developed organizational skills with attention to detail.
Problem solving, Organizational, Prioritization, Communication (verbal and written), Planning, Leadership, Teamwork/Collaboration, Administrative, Time Management, Customer Service, Data Entry, and Microsoft Office
Accounting Principles – CBRE Booz Allen Hamilton Account (San Antonio, TX)
Workplace Experience Coordinator, June 2018- Present
Excel in day to day operations in the office – Answering and directing phone calls, take detailed messages, distribute mail, Maintain and Order supplies.
Team and Consumer driven – work closely with Consultants and Office Staff to ensure customer expectations are met and/or exceeded by quickly identifying issues and establishing action plans for resolution.
Prepare office correspondence; design presentations; maintain office supplies inventory; sort and distribute mail.
Schedule and coordinate client meetings through EMS.
Demonstrate excellent command of word processing applications in preparing numerous reports and documents.
CVS Health (San Antonio, TX)
Care Services Representative, April 2017 – June 2018
nResponsible for verifying and providing pertinent information to our members regarding their prescription and medical benefits
nMaintain and ensure adherence to Medicare/CMS and HIPPA guidelines.
nEducate members regarding their deductibles, copays, co-insurance, maximum out of pocket costs and possible prior authorizations requirements.
nProvide patients with alternative medication options to fit their budget, coverage determination reviews, and financial assistance recommendations.
nData entry information regarding patient benefits, personal, financial, and medical information
nRespond to members in a timely manner regarding prior authorization results, status of their mail order prescriptions, delayed prescriber responses and urgent follow-up matters.
SWBC (San Antonio, TX)
Loss Draft Representative, August 2015-April 2017
Served as the liaison for lenders and borrowers.
Provided top tier customer service to members, vendors and partners.
Kept an organized log of contractor’s requests for bids and proposals.
Prepared claim files with repeat follow-up on the status of the claim
Professionally represented the company as the first point of contact for all vendors
Improved overall efficiency in retrieving critical documents for timely and accurate processing of files and audits
Southern Careers Institute (San Antonio, TX)
Receptionist March 2014-August 2015
Answered phones on a multiple line phone system, directed the calls to the right department, and was the first point of contact to guests and clients.
Improved overall efficiency in retrieving critical documents for timely and accurate processing of files and audits.
Ran and pulled numerous reports from databases; organize data into charts and/or graphs and provide metrics to leadership.
Professionally represented the company as the first point of contact for all vendors.
Assisted in all aspects of event coordination beginning with scheduling and ending with departures.
Kohl’s (San Antonio, TX)
Card Services Customer Service Representative, May 2013-March 2014
Executed workload and distributes tasks to support the ultimate customer experience while upholding the “Yes We Can” culture through effective problem solving.
Oversees daily function of the Cash Office: Credit card payments, account management, register and cash balancing, change orders, petty cash funds, authorizing voided transactions, over/short research.
Professionally represented the company as the first point of contact for all guests.
Executes workload and distributes tasks to support the customer experience.
Maintains organization of the registers and service desk areas.
LACK’S (San Antonio, TX)
Credit Analyst/Office Associate, October 2012-May 2013
Supported the credit office with reviewing and analyzing consumer credit history from three major credit bureaus to either approve or deny the credit application.
Oversaw Account management with processing all verifiable information (employment and income), collections, disputes, credit adjustments and account payments.
Assisted consumers with purchases and set up their payment contracts.
Responsible for daily bank deposits, money transfers, accounts payable and receivable and daily processing reports.
Northwest Vista (San Antonio TX)
August 2018 – ETC June 2019
Victory Learning Center (San Antonio TX)
August 2013-June 2014