Nancy Montalvo

714-***-**** advzat@r.postjobfree.com:advzat@r.postjobfree.com

www.linkedin.com/in/nancymontalvo

Seeking a challenging career in customer service to enhance my skills within a progressive organization. Here are my major strengths:

Ability to work under pressure.

Communication

Critical thinking

Decision making

Microsoft Suite

Multi-tasking

Problem solving

Teamwork

Time management

Willingness to learn.

Working independently

Professional Experience

DaVita (contract / Remote) 4/2022 – 7/2022

Revenue Coordinator

Irvine, California

Completed cash corrections project of under 2,000 claims within the deadline for the Revenue Analyst and Manager of Revenue Operations, using Excel, Web Portal ROPS.

Ability to manage multiple projects, deadlines, and priorities under the direction of the Manager of Revenue Operations.

Researched, named, resolved claims with critical thinking in prompt manner.

Achieved problem analysis, ability to solve problems efficiently with strong diligence.

Maintain confidentiality within the accordance of the HIPAA regulations and company policies.

Responded to inbound and outbound calls, including emails in Outlook.

Informa Markets (contract) 1/2018 – 2/2020

Registration Coordinator / Registration Specialist

Irvine, California

Processed customer payment by phone, using CRI system.

Maintained and analyzed enrollment processing for new and existing customers, using Excel, Word, and CRI system.

Recordkeeping, record management and supporting registration quota and future sales.

Responded to inbound and outbound calls, including emails and Zendesk in English / Spanish.

Motivated coworkers on better sales performance and future sales.

Achieved ability to solve customer problems efficiently and able to make a sale.

Accomplished by finding a conflict of interest and resolved the problem efficiently.

Charlotte Russe 11/2013 – 12/2018

Sales Associate

Irvine, California

Operated cash register processed payments and counted money.

Excellent sales ability with effective communication skills by listening and clarifying.

Investigated and solved customers’ needs by finding products in the store and explained product features.

Motivated coworkers to focus on improving on sales and future sales.

Maintained awareness of all promotions and advertisements.

Responded to inbound and outbound calls, including emails, used Excel, Word, Outlook

Encouraged customers to use their computer, mobile devices to text, Facebook, Twitter, Instagram, and Pinterest.

USL Cargo Services (contract) 1/2018

Administrative / Accounts Receivable

Newport Beach, California

Matched all invoices, work orders sent for payment processing.

Entered all invoices and assigned codes, using Microsoft Dynamics GP.

Formulated accounting notes and memos, using Excel, Word, and Outlook.

Aided in special projects and end of the month closing using Excel.

United Agricultural Benefit Trust (contract) 6/2015 - 5/2017

Administrative & Billing / Enrollment Processor / Claims

Irvine, California

Monitored and controlled forty-one accounts: processed eligibility verification and updates.

Coordinated in taking phone payments for contributions, and Cobra; used Velocity.

Processed contributions and sent over/under letters.

Audited and corrected Error Reports.

Maintained and analyzed enrollment processing for new groups, maintenance and ordered ID cards.

Wallach's (contract) 1/2015 - 2/2015

Accounting Clerk

Lake Forest, California

Researched batches, sorted, ran tapes, alphabetized, and verified hash counts and totals; saved $20,000 in errors.

Matched all invoices, sales orders sent for payment processing; sent statements with invoices.

Collected Aged Accounting Receivables; retrieved $60,000.

Researched and applied for Business licenses.

Formulated accounting notes and memos; used Structure and Word.

Researched and processed special projects; used Excel/Word for Attorneys, CEO, CFO and Sales Manager.

Consolidated Fire Protection (contract) 9/2014 - 12/2014

Accounts Payable Representative / National Accounts

Irvine, California

Matched all invoices, work orders sent for payment processing.

Entered all invoices and assigned codes, used Microsoft Dynamics GP.

Formulated accounting notes and memos; used Excel, Word, and Outlook.

Accomplished special projects and end of the month closing used Excel, Microsoft Dynamics GP.

Nils (contract) 4/2014 - 9/2014

Accounting Assistant

Costa Mesa, California

Collected and followed up on Aged Accounting Receivables; retrieved $4 million within 5 months.

Formulated accounting notes and memos; used Excel, Word, and Outlook.

Applied and processed credit card payments; sent statements and invoices.

Accomplished special projects used Excel for Owner, President, Controller, and Credit Manager.

Kyocera (contract) 11/2013 - 2/2014

Administrative Assistant / Accounting Clerk

Irvine, California

Analyzed and implemented recordkeeping systems / data entry used Excel and Word.

Collected and followed up on Aged Accounting Receivables; retrieved $2 million.

Formulated accounting notes and memos; used E-automate, Word, Excel, and Outlook.

Applied and processed credit card payments; sent statements and invoices.

Accomplished special projects used Excel for Controller, Service Controller and Sales Manager.

Computer Skills / Software

● Windows 11, Mac OS X

● Microsoft Suite / Adobe Acrobat PDF

● Accounting / Billing / Purchase: Structure, Microsoft Dynamics GP, E-automate, Excel, Oracle, AS400, ten key

● Medical: ICD-9 &10-CM and CPT and HCPCS coding, CRI – health insurance

● Scanning: ApplicationXtender, LaserFiche

● Zendesk

Contact this candidate