Customer Service Information Systems

SABRINA ORTIZ

E-mail: ad5cpr@r.postjobfree.com

***** * ****** ******* *****: 760-***-****

Surprise, AZ 85355

Objective

Seeking an opportunity to learn and progress in a company that offers room for advancement based on job performance.

Qualifications

Principles and processes for providing customer and personal services.

Administrative and clerical procedures and systems, word processing, managing files and records, generating forms and other office procedures.

Accounting principles and practices, banking procedures and the analysis and reporting of financial data.

Claim Examiner and Adjustments

Employee compensation and benefits and personal information systems.

Skills

Proficient with QuickBooks, Excel, Microsoft Word for Windows, Outlook

Facets, Health Insurance Portability and Accountability Act (HIPAA) Gateway and

Document Management Service (DMS)

Famous 4.0, Skyline, Concur and Sage500

Accurate keyboarding abilities - type 45 wpm

Operate 10-key calculator

Experiences

Receptionist NESCO RESOURCE (Contracted position), Surprise, AZ 08/23 to 12/23

Professionally greet and direct visitors

Answer all phone calls and direct to the appropriate staff member

File shipping folders on a daily

Send out FedEx inner-office packages a few times per week

Order Office Supplies weekly

Enter vendor PO’s into Sage500 program

Enter weekly inventory counts into Excel spreadsheet

Receptionist The Park at Surprise, Surprise, AZ 02/22 to 06/03

Greet the public

Relate to the public and residents in a courteous, empathetic, and cooperative manner

Monitor lobby and visitors

Observe and uphold resident rights at all times

Prepare and distribute status alerts

Provide customer service and answer incoming calls in a professional and friendly manner

Take accurate and complete messages and give to appropriate departments

Process incoming and outcoming mail

Maintain office files

Order office supplies

Maintain record of purchase orders

Prepare admissions packets

Receive residents rent payments each month and record for bookkeepers

Sell meal tickets as well as special events tickets

Keep daily census record

Record ancillaries

Keep track of postage

Perform other related duties as assigned by Supervisor

Sortation Associate Amazon Warehouse, Goodyear, AZ 03/21 to 03/22

Receive, Sort, scan, and stack packages on pallets

Use scanners to read bar codes on boxes

View prompts on screens and follow directions for some tasks

Ensure product meets quality requirements

Help to get customer orders ready for delivery

Accounting Assistant National Pump Company, Glendale, AZ 02/19 to 02/20

Perform basic office tasks including answering phones, responding to emails, processing mail and filing

Ensure Customer's records are complete and current

Record information into Skyline system

Prepare checks, deposits, budgets and financial reports

Update ledgers and research discrepancies

Process all Concur Expense Reports

Pull invoices, ACH/Wires and Live Checks for A/P Check run

Posted weekly payments

Release credit requests

Inventory Adjustments

Respond to all levels of employees and vendors

Follow all company policies and procedures as well as accounting principles

Accounts Receivable Assistant H.W. Johnson Constructions, Phoenix, AZ 02/18 to 01/19

Post and process journal entries to ensure all business transactions are recorded

Update and maintain accounts receivables Excel spreadsheets such as: Job Cost and Recap, Transport, and Other Companies billing.

Assist in the processing of balancing sheets, income statements and other financial statements according to legal, company accounting and financial guidelines

Update financial data in databases to ensure that information will be accurate and immediately available when needed.

Assist Office Manager in the preparation of monthly/yearly closings

Assist with other accounting projects

Performing day to day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables data Preparing bills receivables and invoices

Contract Administration

Compare contract to latest bid

Prepare copies for signature

Order General Liability (GL), Auto and Workers Comp Insurance Certificates

Prepare New Job documentations such as:

- New Job Worksheets

- Billing Forms

- Work Reports

- Extra Work Forms

- Project Management Forms

- Research and determine billing dates/cutoffs

Pull permit and/or get copy of permits and log into Access

Submit copy of Wage Schedule to H.R. Department if applicable

Bluestake: As job start date approaches

Claim Examiner Cognizant, Phoenix, AZ 01/16 to 01/18

Maintaining external customer relations by interacting with clients regarding claims issues, providing service as key contact for clients, working as directed with the clients and vendors, researching, and ensuring accurate and complete claim information, contacting insured or other involved parties for additional or missing information and updating claim file information with regard to claims status, questions or claim payments.

Examining and entering complex claims for appropriateness of care and completeness of information in accordance with accepted coverage guidelines, ensuring all mandated government and state regulations are consistently met.

Processing complex claims for multiple plans with automated and manual differences in benefits, as well as utilizing the system and written documentation to determine the appropriate payment for specific benefits.

Troubleshooting all claims with potential third-party liability, i.e., subrogation, Coordination of Benefits (COB), stop loss claims and potential loss files.

Approving, pending, or denying payment according to the accepted coverage guidelines.

Assisting in the training of new groups and new staff as needed; assisting the management team in problem resolution, planning, and overseeing workflows; testing and preparing documentation and updating current documentation, as well as providing suggestions and recommendations to improve workflows and departmental efficiencies.

Data Entry Operator Ruan Transportation, Phoenix, AZ 10/13 to 06/14

Enter data for dispatch, assisted with driver payroll and billing in a timely and accurate manner.

Provide customer service support for drivers, customers, vendors, and corporate employees.

Process and audit driver logs and assisted with dispatch set-up.

Traffic Data Entry Operator Agritrade LLC, El Centro, CA 10/10 to 05/11

Processed and audited all transportation Invoices as well as other miscellaneous invoices that are received.

Prepared check requests for all transportation invoices.

Verified daily inbound and outbound at transloading facility.

Keep up the stack reports for farmers in the Blythe, Casa Grande, and Nevada area.

Receptionist Mesquite Mines, Inc., Brawley, CA 10/08 to 07/09

Received and input applicant information into company database and organized new employee packages.

Created documents on Excel spreadsheets.

processed all mail for respective departments, scheduled pick-up of company packages, Maintained and ordered office supplies.

Various clerical duties such as filing, faxing, answering telephone calls, distribution of company electronic-mailing system using Microsoft Outlook.

Office Manager Infinity Pools Custom Pools, Brawley, CA 01/08 to 03/08

Maintained employee's files, ensuring accurate information on W-4 forms.

Ensued incoming and outgoing mail was handled properly, and urgent items were addressed promptly.

Performed accounts payable/receivable, payroll, and payment deposits.

Maintained customer's records while updating periodically.

Office Manager Fish Producers, Niland, CA 07/07 to 01/08

performed accounting duties and completed banking transactions.

Compiled, copied, sorted, and filed records of office activities, business transactions, and other activities.

Ordered and maintained office supplies, fuel, parts and supplies for day-to-day operations.

Using QuickBooks database, maintained product inventory, processing sales invoices while checking for accuracy.

formulated various reports of scheduled products delivered.

Maintained and updated customers record on a regular basis.

Administrative Assistant (Temporary position) The Diaz Group, Brawley, CA 10/06 to 06/07

Answered telephones, logging and distributing messages.

Scheduled appointments, providing customer service to clients and/or agents.

Entered and maintained client's data for status reports.

Maintained office supplies and assisted with office functions such as typing memos, filing, and faxing.

ensured incoming and outgoing mail was handled properly.

Education

Westchester Business Institute

Associate’s Degree 1996

Computerized Office Administration

References

Available upon request

Contact this candidate