Brandi Lozano

Looking for a Company to call home, one that I can grow with, learn from, and offer my expertise when needed.

Columbia, MD 21045

ad4yjj@r.postjobfree.com

+1-443-***-****

Team player, persistent, goal oriented, motivated by numbers, goals, and quotas. I have always been top performer in any sales, or position requiring quotas, I’m often chosen to coach, teach, or roll play techniques that make my team more successful. I have 16 years of Credit Union experience relating to sales, Member Service, auditing accounts to find discrepancies, & more recently moved into a Business Development Management roll. I Co-Own Lozanos Dump Trucking EST. 2006, & have always done our accounting, invoices, payroll, & taxes. Lastly, in the near future I’ll be partnering with my brother and opening a food truck names Gold Eats!

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Vice President and Co-Owner

Gold Eats - Hagerstown, MD

August 2022 to Present

My brother and I are opening a food trailer. We plan to work the trailer weekends to start and be available for concerts and various events. We plan to officially launch Spring 2023, no later than Summer of 2023. It’s a family venture and I’m more behind the scenes on the business, financial, & marketing side. Business Development Manager

Atlantic Financial Federal Credit Union - Hunt Valley, MD January 2022 to November 2022

My role mainly consists of developing and maintaining relationships with current partners. In order to develop a new relationship for our Credit Union I have to take a grass roots approach as we are a small Credit Union, with a small Marketing budget. I am a team of one and physically out in the communities of Baltimore City, Baltimore County, Carroll County, and Hartford County. I set up tables with Marketing swag at events, I perform financial education seminars, and I am in direct contact with HR professionals at companies within our service areas to create awareness on how our Credit Union can be a free benefit for their employees added into their company’s benefits package. Practice Administrator/Marketing Director

Valley Dental Health - Hunt Valley, MD

September 2019 to April 2020

My position as Practice Administrator originally did not have a a job description. I co-own a Dump Trucking Company with my husband since 2006. Valley Dental Health is in a growth stage, looking to expand. I was brought on to help stabilize, implement goals & production goals, stream line operations, re-negotiate insurance rates, vendor rates, hire & coach a whole new staff to support the Practice so that we could move forward with the Dentists goals to open their Boutique location. I was brought on mainly because my business & sales knowledge, although I do have some dental and oral surgery experience. I successfully staffed the practice with a very strong Front Desk, Billing, & Treatment Plan Coordinator. In the months I’ve been here, we’ve also brought on several DA’s & two Associate Dentists. Now that we have a strong foundation, my priorities have shifted to overseeing new software I negotiated WEAVE, and I oversee The Scheduling Institute which is not necessarily a Management Company, but a Company that helps stream line the telephone process in order to book more patients. I’ve been doing outside Marketing, visiting local Business and speaking with the HR Departments. So far I’ve set up to be included in a Health Expo in late March, I’ve connected with Fox 45, & Be Local Magazine. In essence I am the jack of all trades, and I am looking for an opportunity for major growth. I absolutely adore the Company I work for. I know in time that the sky is the limit! I use Soft Dent & WEAVE. I do not have experience in Dentrix but learn fast. Medical is and will always be my first passion. I’ve worked in a Primary Care office many years ago in an entry level position, however my career path ended up in starting a new business, finance & sales, as well as management. I’ve had exposure to countless company based software, EMR, as well as typical Administrative software such as Word, Outlook, Excel, Microsoft Office, ADP for payroll, QuickBooks amongst others. I currently oversee The Scheduling Institute portal to keep my staff trained well in the first point of contact which is phones. I negotiated and oversee WEAVE which is a phone system

& software that allows you to reach more patients via text and is HIPPA compliant. I am familiar with insurance and how it works. I am looking for a career in which I can retire from after leaving APL Federal Credit Union with 14 years tenure. I’ve also done a few things not listed on my resume, for example for five months I assisted a Radiologist friend ( Previous Member of the Credit Union I worked for), in her MRI Center to get productivity up, and trained staff on how to collect large co-pays & deductibles.I loved the MRI Center but it was a contract position.

Assistant Practice Manager

Dental Care Alliance - Columbia, MD

January 2013 to September 2019

I started as a part time Assistant Manager when my location offered evening and weekend hours in 2013. My title is Assistant Practice Manager, and I took this role on full time in April 2018. My location in Columbia, MD is a very busy location. I have a staff including the Doctors, Assistants, Hygienists, Front Desk, and Billing of approximately 53 people. My location is going through a transition and I’ve been acting Practice Manager for at least 6 months. I train, motivate, order supplies, payroll, handle patient concerns of any kind, perform adjustments to patient accounts, order temporary staff when needed, plan and perform staff meetings on a regular basis. I keep track of inventory, handle bank deposits, keep track of Doctors and Hygienist productivity and when not up to par, I conduct individual meetings with front desk staff to provide constructive criticism and positive feedback to find avenues for continuing to grow production for the practice. Treatment Planning presentation, knowledge of verification of benefits. Train staff on how to offer products, services, and financial options like Lending Club, and Care Credit. I perform month end reports and promptly send to Corporate. I trouble shoot problems or discrepancies, OSHA, HIPAA, perform weekly spore testing on autoclave or Statim machines. Service calls for malfunctioning equipment. Monitor our phone productivity by using a Company software. I currently average an 85% answer rate, goal is 92%. I’ve grown our phone answer rate from 46% to 85% in less than 6 months. My practice also has General Dentistry, Orthodontics, Pediatric dentistry, Prosthodontics, Endo.,Periodontist, and lastly Oral Surgery under one roof.

Member Services Associate / Top Sales Agent

APL Federal Credit Union - Columbia, MD

April 2006 to April 2018

Top performer for the Credit Union 10 years running in CUNA Insurance & payment protection. Provided Superior Customer Service

Performed initial client assessment and analysis to begin research process. Processed Membership applications, Loans, IRA's.

Worked directly with Accounting Department to assist with Visa debit & credit disputes.

Processed Member teller transactions.

Supported Chief Operating Officer and Management with daily operational functions.

Analyzed departmental documents for appropriate distribution and filing, including CUNA Insurance Claims.

Mortgage applications, Home Equity products; taking, processing applications and finalizing documents. Settled and closed all loans. Opened CD’s (Certificate of deposits), audited ATM’s, teller drawers, Money dispensers called CDM’s, and money vaults. Cross sold products. Handled Estate and deceased accounts. Notarized documents. Trained peers on how to sell CUNA asset protection products. Gave presentations on goals. Wore many hats in this industry. Gave financial advice. Every member of my Credit Union left happy, informed, important, and most of all cared for. Office Assistant / Oral Surgery Assistant

Dr. Sam B. Hishmeh, PA, DDS - Silver Spring, MD

March 2004 to April 2006

Oral & Maxillofacial Surgery - 2415 Musgrove RD.

Silver Spring #109, MD

Answered and managed incoming and outgoing calls while recording accurate messages.

Helped distribute employee notices and mail around the office. Ordered and distributed office supplies while adhering to a fixed office budget. Managed office supplies, vendors, organization and upkeep. Scheduled patient appointment's & surgeries, gave surgery instructions. Figured & informed patients of co-pays and or co-insurance. Collected fees prior to procedures. Data entry & verification of Insurances

Filed Insurance claims. Followed up on denials.

Assisted in office surgery procedures, was dental x-ray certified, sterilized instruments, gave patients pre & post operative instructions.

Patients who ever had any challenges regardless of the issues were directed to me for my ability to calm

& reassure anyone in any situation.

Scheduling Coordinator

Maryland Primary Care Physicians - Columbia, MD

January 2003 to March 2004

Trained new employees on multiple medical billing programs and data entry software.

Audited patient files to verify medical necessity and satisfaction of coverage criteria.

Scheduled patient appointments in a call center like environment. Data entry of Insurance information.

Answered and managed incoming and outgoing calls while recording accurate messages, using multi- line phone systems.

Provided clerical support to company employees, including copying, faxing and file management. Helped distribute employee notices and mail around the office. Kept organized documentation of prescription refill information for office of 4 physicians. Opened and properly distributed incoming mail.

Located, checked in and pulled medical records for appointments and incomplete patient charts. I was involved in helping convert charts when EMR first rolled out. Retail Store Manager

Lane Bryant - Columbia, MD

January 2000 to January 2003

Maintained work environment in clean and sanitary manner. Submitted orders for new inventory.

Resolved customer service issues promptly.

Completed routine store inventories.

Performed nightly store and team performance audits. Increased profit by streamlining operations.

Prepared materials for following shift.

Trained new employees on proper protocols and customer service standards. Recommended merchandise to customers based on their needs and preferences. Supervised and directed all merchandise and shipment processing. Directed work of as many as 6 employees focused on retail sales. Strategically scheduled team members to maintain optimal staffing levels at all times.

Shared best practices for sales and customer service with other team members to help improve the store's efficiency.

Maintained established merchandising standards, including window, sales floor and promotional displays. Retail Sales Consultant

Jenny Craig Weight Loss Center - Columbia, MD

July 1996 to January 2000

Oversaw deposits, processed financial transactions, and maintained inventory. Responded to customer questions and requests in a prompt and efficient manner. Verified that all customers received receipts for their purchases and we’re satisfied. Completed all cleaning, stocking and organizing tasks in assigned sales area. Maintained knowledge of current sales and promotions, policies regarding payment and exchanges as well as security practices.

Wrote sales slips and sales contracts. Enrolled new clients as well as counseled clients weekly on weight loss progress according to Jenny Craig Weight Loss standards of care. Maintained established merchandising standards, including window, sales floor and promotional displays. Greeted customers in a timely fashion while quickly determining their needs. Handled all customer relations issues in a gracious manner and in accordance with company policies. Built relationships with customers to increase likelihood of repeat business. Floated to other Centers when employees needed training or man power. Tracked Center goals & motivated staff to be excited about producing revenue. Managed 3 Centers during my tenure.

1996 High School Diploma:

Education

High school in Honors Program, graduated with a 4.0 Brunswick High School - Brunswick, MD

September 1995 to June 1996

Skills

• Bank Teller (10+ years)

• Customer Service (10+ years)

• Call Center (10+ years)

• Credit Union (10+ years)

• Management (10+ years)

• Financial Analysis (10+ years)

• Buisness Ownership (10+ years)

• Administrative Assistant (10+ years)

• Medical Office Procedures (10+ years)

• Insurance Verification (10+ years)

• Insurance sales (10+ years)

• Sales (10+ years)

• CSR (10+ years)

• Customer Care (10+ years)

• Billing (10+ years)

• EMR (6 years)

• Marketing (7 years)

• Microsoft Excel (5 years)

• Payroll (10+ years)

• Scheduling (10+ years)

• Microsoft Office (10+ years)

• Outlook (10+ years)

• Receptionist (10+ years)

• Quickbooks (3 years)

• Operations (5 years)

• Accounting (10+ years)

• Typing (10+ years)

• Patient Service Experience (10+ years)

• HIPAA (10+ years)

• Medical Terminology (10+ years)

• Excel (5 years)

• Microsoft Word (10+ years)

• Medical Receptionist (6 years)

• Leadership Experience (10+ years)

• Dental Office Experience (5 years)

• Bookkeeping (10+ years)

• SoftDent (2 years)

• Office Experience (10+ years)

• Office Management (10+ years)

• Training & Development (10+ years)

• EMR Systems

• Front Desk

• Medical Scheduling

• Microsoft Outlook

• Training

• Project Scheduling

• Schedule Management

• Practice Management

• Primary Care Experience

• Healthcare Management

• Clerical Experience

• Medical Records

• Auditing

• Accounts Receivable

• Supervising experience

• Outside sales

• 10 key calculator

• Negotiation

• Computer literacy

• Medical Billing

• Medical Coding

• Recruiting

• SharePoint

• Microsoft Outlook Calendar

• Proofreading

• Microsoft Publisher

• Microsoft Powerpoint

• Medical Imaging

• Dentrix

• Dental Assisting

• Laboratory Experience

• Phone etiquette

• Cash handling

• Administrative experience

• Financial management

• Dealership experience

• Infection Control Training

• Financial Report Writing

• Epic

• Time management

• Sales

• Negotiation

• Direct sales

• Insurance sales

• Leadership

• Financial analysis

• Banking

• Training & development

• Supervising experience

• Typing

• Accounting

• Financial management

• Accounting software

• Accounts receivable

• Proofreading

• Personal assistant experience

• Cash handling

• Cash register

• QuickBooks

• Project scheduling

• Schedule management

• Account reconciliation

• Office management

• Epic

• Front desk

• Medical terminology

• Medical records

• Documentation review

• Medical imaging

Certifications and Licenses

Notary Public in and for Howard County

April 2018 to April 2022

OSHA

February 2013 to April 2020

Annually renew

CE Credits for office production and patient service June 2019 to Present

Minority Certificate Small Business MBE/DBE

February 2008 to December 2020

I acquire recertifications on an annual basis. This is for our Company that I co-own with my spouse; Lozanos Dump Trucking, established in 2006.

HIPAA

June 2019 to June 2020

Recertification annually

Dental Radiology

May 2004 to May 2007

I unfortunately wasn’t educated at that time and let my certification expire when I went into the financial sector.

CPR

May 2004 to January 2018

In process of getting recertification

driver's license

Assessments

Office manager — Proficient

February 2020

Scheduling and budgeting

Full results: Proficient

Protecting patient privacy — Proficient

January 2022

Understanding privacy rules and regulations associated with patient records Full results: Proficient

Front desk agent (hotel) — Proficient

October 2022

Selecting hotel rooms based on requests and identifying errors in hotel data Full results: Proficient

Supervisory skills: Motivating & assessing employees — Proficient September 2020

Motivating others to achieve objectives and identifying improvements or corrective actions. Full results: Proficient

Working with MS Word documents — Proficient

November 2021

Knowledge of various Microsoft Word features, functions, and techniques Full results: Proficient

Customer focus & orientation — Proficient

October 2022

Responding to customer situations with sensitivity Full results: Proficient

Sales skills — Proficient

October 2022

Influencing and negotiating with customers

Full results: Proficient

Attention to detail — Proficient

December 2021

Identifying differences in materials, following instructions, and detecting details among distracting information

Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Assisted husband with start up of his small Buisness, including getting him Minority MBE/DBE certified. We’ve owned & operated a dump trucking company since 2006. Lozanos Dump Trucking. I’ve been in the CFO role, administrative, marketing, everything except driving. Lastly, although I do not have a college education; I do have life experiences as everyone does, however mine have been some what complex. I’ve learned so much & continue to seek knowledge. I’m highly capable of doing anything that someone with a degree can do. Just give me a little direction, and I can navigate from there. I’m not afraid to ask questions, I love constructive criticism, & can be accountable for things I’ve done, or not done with no problem.

Contact this candidate