Data Entry Customer Service

CANDICE BALILES

La Habra, CA ***** 714-***-**** **************@*****.***

SUMMARY

Outgoing individual with over 15 years of experience supporting/managing clientele in many different types of settings. Detailed mindset, able to work well under pressure. Work well independently and in a team. Also a very fast learner, detail oriented, and very versatile.

SKILLS

●Excellent in multi-tasking; managed 25+ accounts in different disciplines while being out in field operations setting up accounts and training clients

●Exceptional written and verbal communication skills

●Outstanding organizational skills

●Handled clientele effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize workflow efficiency

●Performed administration tasks such as filing, developing spreadsheets, faxing reports, photocopying collateral and scanning documents for inter-departmental use.

●Investigated any necessary information for proper billing for insurance companies.

EXPERIENCE

Lab Operations Supervisor BZD Labs LLC Los Angeles, CA 12/2021-CURRENT

●Implemented new processes within the lab and team; created training materials and SOP’s for staff

●Created training materials for new clients

●Trained clients and patients on how to submit patient orders into the LIS

●Trained receiving team on how to properly receive specimens via LIS

●Educate client and staff on specimen issues and rejection criteria of COVID-19 specimen

●Assisted lab in preparing for CLIA inspection; updating SOPs, compliance reviews/procedures, setting up/troubleshooting LIS interfaces

●Trained on MiniAmp Plus Thermal Cycler analyzers for COVID-19 PCR incubating process

●Pipette reagents and patient sample into 96 well plates

●Resulted patient sample using a software and uploading into the LIS

●Review plates run in LIS to ensure all patient specimens were resulted.

●Run Proficiency Testing which consisted of COVID-19 serology, antigen and PCR.

●Created flowcharts on the laboratory workflow

●Validated the method and technology used to run samples used in the lab

●Run contamination studies

●Receive and update inventory via Monday.com

Tax Preparer Art of Tax Santa Ana, CA 01/2020 - 12/2021

●Data entry from W-2 forms into the TaxWise software

●Submitting tax return to the IRS via software

●Filing completed tax forms electronically

●Contact the IRS and FTB regarding client questions or previous years tax returns

●Retrieving personal and business transcripts from the IRS or FTB

●Helping clients register their business with the respective states for their licenses

●Completing tax return payments in person and remotely for clients.

Client Services OHMI Medical Aesthetics & Wellness Irvine, CA 03/2021 - 12/2021

●Made new client appointments

●Check in new clients on software and log their medical history

●Show clients to their room once checked in

●Create Instagram and Facebook content

●Upsell products for skincare

●Performed COVID-19 collections

●Transported patient samples to lab

●Assist with collecting clients payment after their session with the doctor

●Scheduled follow-up appointments

Clinical Supervisor NovaDx Templeton, CA 03/2020 - 11/2020

●Assisted in implementing new processes within the lab; created training materials and SOP’s for staff

●Created training materials for new clients; how to collect samples, how to submit patient order via portal/LIS, how to ship specimens to be received in the lab

●Trained clients on how to submit patient orders into the LIS

●Trained receiving team on how to properly document received specimens

●Educate client and staff on specimen issues and rejection criteria

●Communicated specimen issues with clients via LIS and follow up with email

●Updated website on testing information; education on PCR testing and antibody testing

●Monitored specimens making sure all specimens were processed and resulted out.

●Monitored daily specimens received

●Assisted lab in preparing for HHS inspection; updating SOPs, compliance reviews/procedures, setting up/troubleshooting LIS interfaces for analyzers

●Monitored timesheets; approved/denied overtime approvals and time off requests, updated weekly schedules and approved times for payroll

●Trained on Hamilton Star analyzers for COVID-19 extraction, q-PCR, and PCR process

Account Manager KMSolutions Tustin, CA 05/2019 - 01/2020

●Visit doctor offices to promote laboratory services

●Directly set up accounts; on-site training for the staff for online lab portal and proper data requirements, setup of logistics and specimen collection requirements/supplies

●Determine which lab should be used per the offices’ needs

Sales Administrator Orange County Labs Huntington Beach, CA 02/2019 - 04/2019

●Implemented new processes within the lab to optimize turn-around time

●Assisted lab in preparing for COLA inspection; updating SOPs, compliance reviews/procedures, setting up/troubleshooting LIS interfaces for analyzers

●Created all new lab requisition forms and marketing materials for the sales and marketing team

●Assisted billing department in implementing new processes to help project revenue accurately; trained team in retrieving proper medical information from LIS system.

●Implemented new processes for the customer service team

Customer Service Manager Health360Labs Westminster, CA 07/2015 - 02/2019

●Initially hired as a Medical Records Associate

●Cross trained in preanalytical processes within the lab - both in data entry and specimen processing

●Promoted to Client Services managing all client accounts; rehabilitation centers, sober living homes and doctors offices.

●Directly set up accounts; on-site training for the staff

●Assisted the billing department in getting the required information for accounts and verifying insurance eligibility and benefits

●Managing turnaround time for results - requirements within a 48 hour time frame for clients

●Cross trained lab tech (per diem) - Beckman Coulter Access II and Sysmex CA

EDUCATION

Associates in Arts - Psychology EXPECTED IN 12/2024

Fullerton Community College, Fullerton, CA

Massage Therapy Certification

American Career College, Anaheim, CA

Western High School

CERTIFICATION

IRB Members Certification - 02/17/2023-02/17/2026

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