Appointment Setter Medical Assistant

Heather Sangria Ortiz

*** ******** ******, ** ******, California, 91744 * 626-***-***** ****************@*****.*** CAREER OBJECTIVE

To pursue a challenging career and be a part of progressive organization that gives a scope to enhance my knowledge and utilizing my skills towards the growth of the organization. WORK EXPERIENCE

TARGET, Rowland Heights, CA

Service & Engagement Team Lead, June 2021 – Present

● Skills in guest engagement; problem solving and resolution

● Knowledge of retail business fundamentals: department sales trends, inventory management, guest shopping patterns, pricing and promotions strategies

● Skills in planning department(s) daily/weekly workload to support business priorities and deliver service and sales goals

● Experience in leading a team of hourly team members; including skills in developing, coaching, evaluating and retaining talent

● Skilled in leading a team of passionate and knowledgeable Guest Advocates and Front of Store Attendants who strive to exceed guest service expectations by focusing on decreasing wait time, friendly guest interaction and service recovery

● Skilled in understanding sales goals, plan and execute daily/weekly workload to deliver on store sales goals and guest engagement

● Skilled in leading and following-up on training completion, checking for understanding and supporting continuous education opportunities to drive proficiencies for all front of store experiences

● Engage in consistent, meaningful development conversations throughout the critical touch points within the Guest Advocate and Front of Store Attendant career path

● Personalize recognition and appreciation to reinforce critical guest service behaviors and promote a positive team and guest centric culture

● Lead a culture of accountability through clear expectations and performance management (observe, recognize and coach) on critical Service and Engagement behaviors

● Understand business reporting and guest insights to understand, troubleshoot and follow-up on opportunity areas

● Quickly respond to any negative guest shopping experience by de-escalating the situation and ensuring your team understands and feels supported to make things right for the guest

● Follow-up and audit the scheduling allocation and guidelines to support peak traffic times, key holiday events and weekends

● Assessed the front of store experience and anticipate and/or react with urgency to any scheduling needs based on fluctuations in guest traffic and sales

● Provide the team with information of current promotions and/or offerings and observing the team to ensure that they are informing, educating and promoting the suite of benefits, features, and offerings that reward our guest and/or enhance their shopping experience (Including REDcard and Wallet)

● Expect and enable the team to stay up-to-date on upcoming major promotions, brand launches and events

● Evaluate and recommend candidates for open positions and develop a guest-centric team

● Close knowledge and skill gaps through training and experiences

● Demonstrate a culture of ethical conduct, safety, and compliance; lead team to work in the same way and hold others accountable to this commitment

Guest Service Advocate, October 2019 - June 2021

● Customer Service

● Process merchandise returns and exchanges.

● Receive payment by cash, check, credit cards, vouchers, or automatic debits. UNITED CARE HEALTH CENTER, Rowland Height, CA

Appointment Setter, Jan 2015 – Sep 2015

● Operate office equipment, such as voice mail messaging systems, and use word processing, spreadsheet, or other software applications to prepare reports, invoices, financial statements, letters, case histories, or medical records.

● Complete insurance or other claim forms.

● Schedule and confirm patient diagnostic appointments, surgeries, or medical consultations.

● Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.

● Interview patients to complete documents, case histories, or forms, such as intake or insurance forms.

● Set up and maintain paper and electronic filing systems for records, correspondence, and other material.

● Maintain scheduling and event calendars.

● Schedule and confirm appointments for clients, customers, or supervisors. UNITED CARE HEALTH CENTER, West Covina, CA

Medical Assistant Intern, Aug 2014 – Jan 2015

● Record patients' medical history, vital statistics, or information such as test results in medical records.

● Prepare treatment rooms for patient examinations, keeping the rooms neat and clean.

● Interview patients to obtain medical information and measure their vital signs, weight, and height.

● Show patients to examination rooms and prepare them for the physician.

● Perform general office duties, such as answering telephones, taking dictation, or completing insurance forms.

● Greet and log in patients arriving at office or clinic.

● Schedule appointments for patients.

JASMINE TERRACE ASSISTED LIVING FACILTY, Montclair, CA Accounts Receivable Clerk, Feb 2009 – Jun 2011

● Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions.

● Complete and mail statements and invoices.

KJ CARPET WHOLESALE, Pomona, CA

Accounts Receivable Clerk, Jun 2007 – Dec 2008

● Receive, record, and bank cash, checks, and vouchers.

● Perform general office duties such as filing, answering telephones, and handling routine correspondence.

● Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.

● Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.

● Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.

● Advise customers of necessary actions and strategies for debt repayment.

● Locate and monitor overdue accounts, using computers and a variety of automated systems.

● Record information about financial status of customers and status of collection efforts.

● Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.

● Receive payments and post amounts paid to customer accounts.

● Prepare and process documents for small claims settlements.

● Appear in court hearings.

● Negotiate settlements with clients.

BIG 5 SPORTING GOODS, Hacienda Heights, CA

Head Cashier, Mar 2005 – Apr 2007

● Receive payment by cash, check, credit cards, vouchers, or automatic debits.

● Issue receipts, refunds, credits, or change due to customers.

● Assist customers by providing information and resolving their complaints.

● Greet customers entering establishments.

● Process merchandise returns and exchanges.

● Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.

● Stock shelves, and mark prices on shelves and items.

● Request information or assistance using paging systems.

● Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.

● Supervise others and provide on-the-job training. EDUCATION

MT. SAN ANTONIO COLLEGE, Walnut, CA

Business Management/Accounting, Feb 2018 - Current EVEREST COLLEGE, City of Industry, CA

Medical Assistant, Jan 2013 - Nov 2014

ROWLAND ADULT SCHOOL, Rowland Heights, CA

General Education: GED, Jun 2000

ADDITIONAL SKILLS

● Customer service-oriented

● Accurate and detailed

● Efficient, reliable and committed team player

● Responsible

● Medical Billing

● Filing and Data archiving

● Appointment Scheduling

● 40 wpm typing speed

● Invoice processing

AWARDS AND HONORS

● Everest College: Honors Award/Medal - Maintained a 3.0 GPA or higher

● President's Honors Award/Medal - Maintained a 4.0 GPA CERTIFICATIONS

● CPR/First Aid Certified

● HIPAA & OSHA Certified

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