Customer Service Sales

Ann Marie Ortiz

** **** ******, ******, ** *****

Home: 845-***-**** - Cell: 347-***-**** Email: acgecy@r.postjobfree.com

Communications Representative/Vascular Coordinator

April 2009 to September 23, 2013

Crystal Run Health Care - Middletown, NY

Responsible for all aspects of clerical/administrative support to the

Vascular Department, physicians and their clinical staff. Coordinate

authorizations for procedures with the Referral Department. Schedule in

house procedures and follow up appointments with patients. Contact patients

to ensure they have pre-procedure instructions. Case Manager

Responsibilities of checking on patient care and appointments. Provide

documentation of necessary patient information into Electronic Medical

Record and Enterprise Management Program Schedule ultrasound test into

Carestream. Developed and using a tracking system to monitor patients with

special needs. Receiving and placing telephone calls which include an

Emergency Line. Maintain solid patient relationships by handling questions

and concerns with accuracy, speed and professionalism. Make and cancel

patient appointments.

Customer Service/Sales Analyst-

January 2003 to October 2006

Union Beer Distributors - Brooklyn, NY

Prime responsibilities were to include Customer Service, Budnet

Coordinator, Dispatcher and Credit Authorization. Distribute daily, weekly,

monthly, quarterly and yearly reports. Set up new accounts with credit

status. Overview of customer accounts to determine credit status during

delivery. Dispatch drivers with any issues that may arise (invoicing, stock

availability and delivery). Account maintenance for Sales and Credit

Department. Invoicing for all departments included samples, billing

suppliers, sales staff, customers and Operations Department. Nextel

included billing within the departments and sales staff, stock, repair,

inventory, programming, and maintenance. In charge of Palm Pilots which

include inventory, repair, programming and training of its use. Other

duties were to include processing and checking orders at the end of the

day. Handle any other task that may come along such as training

supervisors, sales staff and any other coworker who may need my assistance

in learning our VIP computer system. Managed a budget and ordered supplies

for entire sales staff. Headed meeting with Sales Department, suppliers,

vendors, office staff and Customers. Supervise Customer Service

Representatives to insure proper work ethics and everyday demeanor in

providing the highest level of customer service.

Customer Service Representative-

August 1994 to December 2002

Union Beer Distributors - Brooklyn, NY

Answer phones, customer orders, notification of orders to sales staff.

Assist customers with any questions or problems pertaining to the company

such as: product availability, pricing, special deals, billing issues,

complaints, obtain information to open new accounts. Transmit all sales

orders and then verification with sales staff to insure accuracy. In charge

of Nextel which included billing, programming phones and repair. Have own

customer base which I was solely responsible for.

Education-

Grover Cleveland High School-January 1985 in Queens, New York. Graduated

six months early. Took classes and seminars Related to Sales and computer

knowledge with Union Beer. Proficient on the VIP-AS400 series, Microsoft

Excel, Microsoft Word, Microsoft Outlook and have knowledge of Microsoft

Power Point. Citrix, Electronic Medical Record and Enterprise Management

Program.

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