Customer Service Records Specialist
Resume:
Nora Morrissey *** Francesca Dr.,
Oceanside, Ca. 92057
noramorrisseylopez@gmail
.com
EXPERIENCE
Mission Linen Supplies, 2601 Oceanside, Ca.. — O ce Clerk November 15,2021 - Present
As the Data Clerk for the Oceanside branch I start o my day by closing out production soil in InfoPac. Once it has been closed I print out production sheets for the plant and trip sheets for our drivers route. I am in charge of being 1st to pick up phone calls from our customers, vendors as well as our drivers and area managers. Putting customer service first by understanding and meeting their needs in a professional manner. The customer calls consist of our customers calling to place orders, change delivery dates, add to their existing orders and request their invoices. For orders I input and pull information into the InfoPac system. For orders I create an invoice for the driver to pull up on the handheld or a paper copy is placed in the drivers box. For the vendor's calls they are to check on invoice payment status or to provide a new invoice. I also receive and sort invoices that come in through fax, to my email or by paper mail, and input them into the SAP system to get paid by the Home O ce. Both the driver and area manager calls are to update shortages, create a new route or change routes to di erent drivers. Throughout the day I also received written invoices, changes in service, new contracts, renewal of contracts, and any increases in uniforms, linen and other supplies that need to get input into our systems and go out. Once the o ce manager has completed the initial step for payments from our customers I go into SAP to input route cash payments, credit card payments, check payments and put them to the correct customer accounts to balance. I assist accounts receivable by sending out invoices for past due accounts to bring them back into balance. I send those invoices via email, certified mail or fax to the business. My primary function is to be available to our customers to facilitate and assist with changes that need to occur almost immediately, to keep files organized for all of our business whether it is electronically or in our paper filing system, as well as insuring our drivers and plant employees paperwork is up to date, secured and filed properly. My closing procedure is to ensure all accounts are properly closed at the end of the day along with any documentation filed and locked away. Ensure my area is clean and ready for the following day to begin. Vital Record Chart(VRC), Palomar Medical Center Esco. — Medical Records Specialist-ROI
information specialist my primary function is to provide; patients, physicians, clinics, hospitals, attorneys, lawyers, etc. requested medical records in a timely and e cient manner ensuring accuracy and providing them with the highest quality reporting and customer service, while staying HIPAA compliant at all times. I must safeguard and protect the patient's right to privacy by ensuring that only authorized individuals have access to the patient's medical information and that all releases of information are in compliance with the request, authorization, company policy and HIPAA regulations by performing all my quality checks. When SKILLS
Communication
Decision making
Time management
Self-motivation
Conflict resolution
Leadership
Adaptability
Teamwork
Creativity
Software: word, powerpoint,
excel, o ce 365,
outlook,google Docs., Therap,
CERNER programs,
McKesson(radiology
programming), NUCLEUS
imaging share, Philips
IntelliSpace Cardiovascular,
email programing,
boardmaker, Insperity,
portal,paint, video, ADP,
SAP(accounting
programming), InfoPac,
Knowledge Lake, Slideshow,
movie maker & social media
CERTIFICATIONS
Class B driver licence
Certified Special needs Life
Coach(November 2017-
current)
CPR certified.
helping requesters on the phone or in person I also provide excellent customer service by being attentive and respectful. I ensure understanding of request and follow-through by being proactive in identifying and aiding in requesters concerns, problems and time frames. I also receive, prioritize and sort incoming requests received by Efax, mail, online portals, and retrieve facsimile inquiries. I ensure to maintain a clean and orderly work area at all times to perform accurate processing, maintain confidentiality, security and standards of ethics with all information I handle. When closing at the hospital I ensure that records and files are properly stored and locked before leaving the area. TERI Inc. (The Learning Academy)— Instructional Aide November 2016 - February 07, 2019
As an instructional aide I provide and carry out 1-1 adaptive educational plans in classroom and community setting for students, ranging from 6 to 22 years old, with developmental disabilities and moderate to severe aggressive behaviors. I create appropriate program schedules, tasks, pecs, and reinforcements for my students as they meet their goals or changes need to be made. I am directly in charge of reporting and taking daily documentation; goals, medication, incident reports, vocational pay, attendance, district paper documentation, along with daily communication with parents/guardians.
TERI Inc. (CAAE), Oceanside — Floater
August 2014 - November 2016
As a CAAE floater I am responsible for learning and overseeing enriching and engaging programs for di erent groups with di erent developmental disabilities and mobility levels in classrooms and community settings; made to provide education and direct training to help and encourage them grow to be as independent as possible. I did not have a permanent group, instead I “float” into di erent groups, I needed to learn most of the medical alerts and behavior plans for the whole facility, and be flexible to execute di erent schedules. At the end of the day data needed to be submitted online(Therap); this included medication logs, incident reports, attendance, daily messages to and from di erent programs, along with individual goals and charts for each member of the group.
TERI Inc. (CAAE), Oceanside — Instructor
August 2012 - August 2014
As a CAAE Instructor I was responsible for creating and overseeing enriching and engaging programs for my group of four adults with di erent developmental disabilities and mobility levels in classroom and community settings; made to provide education and direct training to help and encourage them grow to be as independent as possible. At the end of everyday data needed to be submitted online(Therap); this Diabetes Certified thru TERI
Inc.
G-tube Certified thru TERI
Inc.
Wheelchair bus Certified thru
TERI Inc.
Water Safety Certified thru
TERI Inc.
LANGUAGES
English (speak, read, write)
Spanish (speak, read, write)
Basic ASL(American Sign
Language)
included medication logs, incident reports, attendance, daily messages to and from di erent programs, along with individual goals and charts for each member of the group.
Clarks Bostonian, Carlsbad — Sales floor/Cashiers
May 2012 - August 2012
As soon as a customer came in I was incharge of greeting him or her and asking if they needed help or if I can show them their shoe size. While on the floor with no customers I would do inventory stock more shoes or place new shoe displays while providing the best customer service. I would also pick up phone orders for other stores and customers. I was called when customers spoke Spanish.
Wetzel’s Pretzels, Carlsbad — Cashier
March 2012 - May 2012
I was incharge of greeting customers, taking their orders, bagging and cashing them out. At the end of the night I would count my till and do a cash drop in the vault. My last month there I learned to make pretzels as a second when needed.
VONS, Carlsbad — Floral dept.
January 2009 - June 2010
As it was a small floral department I worked as 2nd. I was in charge of taking phone orders, walk in orders, scanning and placing orders for special arrangements(vases, cellophane, labels, flowers, etc.), along with inventory, stocking and organizing product, keeping inventory/scantron files in order, placing advertisement, occasionally translating and making arrangements/bouquets.
VONS, Carlsbad — stocking/cashier
August 2008 - June 2010
Once I graduated I became full time and got promoted. I started with stocking on the sale floors then got cross trained as a cashier. I was incharge of stocking dairy, beer and liquor, bread and all shelves; while giving the best customer service (sometimes in spanish). Also used scanner to create merchandise list for night shift to edit and send. As a cashier I was in charge of ringing up shoppers both in spanish and english. Also helped with w.i.c. specially when spanish was needed to communicate changes in products or checks.
VONS, Carlsbad — bagger/ customer service
June 2006 - August 2008
Summer of sophomore year I got hired as a bagger help clean and provide customer service on the sale floors. I also helped at check out to properly package and bag customers groceries and o er carryout help. EDUCATION
Carlsbad High School, Carlsbad —High School Diploma August 2004 - June 2008.
Miracosta College, Oceanside —
August 2008 - November 2010
General Education, Art, child development.
EXTRA
Youth Leader — St. Patricks Church in Carlsbad
2017-2018
I needed to help guide young people in their faith journey. By creating a welcoming environment, providing faith direction and encouraging discussion, to help group become believers and active participants.
Contact this candidate