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Customer Service Project Management

Location:
Pleasanton, CA
Posted:
March 20, 2025

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Resume:

Monica Rodriguez

Phone: 510-***-****

E-Mail: ****************@*****.***

Objective: I am actively seeking a rewarding position in an office environment where I can assist staff in delivering outstanding care. My strong organizational skills and goal-oriented mindset allow me to thrive as a collaborative team member. I approach my work with meticulous attention to detail, a solid work ethic, and a commitment to achieving objectives. Furthermore, I have a proven track record in developing and maintaining efficient documentation systems, managing calendars, and preparing insightful reports. I am also well-versed in project management principles, business processes, and best practices in customer service.

Professional Skills:

Epic, PICIS, Cadence, IDX, Medical Terminology, Microsoft Word, Excel, Office, Outlook, Project Management, PowerPoint, SharePoint, Inform & Enhance, Payment Tool, Multi-Tasking, Faxing/Copying, Multi-Phone Lines, Team Player, Dependable, Reliable, Customer Service, Alpha/numeric filing, Project Management, Excellent Communication Skills, Budgeting, Compliance Training, Compliance Policies, OFCCP Experience, Patient Care, Medical Records, Project Management, Analytical Skills, Detail Oriented, Time Management, EMR Software, Quality Management, Time Management, Quality Assurance, and 100 WPM.

Professional Experience:

Creative Solutions Consulting Services

November 2024- Present

Executive Assistant

Calendar Management

Correspondence

Office Management

Report and Document Organization

Problem-Solving

Planning and Scheduling Meetings

Organize Meetings and Events

Costco

November 2024

Customer Service Agent

Resolve Customer Issues

Customer Service

Answering Customer Questions

Actively Listening and Understanding Customer Concerns

University of San Francisco

August 2021 – August 2024

Bachelor of Science Management

Palo Alto Medical Foundation

Aug. 2009 – March 2021

Plastic Surgery & Cosmetic Dermatology Coordinator

Scheduling Appointments

Patient Registration

Billing and Coding

Handling Patient Insurance Claims

Surgery Scheduling

Sending Epic Telephone Messages to Staff

Telecommunications

Training

Checking In Patients

Verifying/Updating Insurance

Printing/Faxing

Handling High Call Volume

Multi- Tasking

Paging Medical Doctors

Data Entry

Scheduling Staff Coverage for MD’s

Logging Reports for Surgeries & Sales

Scheduling Minor Surgeries

Inventory of Products

Maintaining MD’s schedules & Vacations

Marketing – Creating Flyers for Sales promotions

California State Automobile Association

Sept. 2005- July 2008

Emergency Road Service Representative

Routing calls to the correct station

Adding, renewing, and opening memberships

Navigating websites to pinpoint the member's location

The Ford Store

Nov. 2003 - February 2005

Receptionist

Answering Multi-Phone lines

Documenting salesman customers

Faxing/copying

Filing

Displaying reports

Lerner New York and Company

Sept. 2001-Oct. 2003

Sales Associate

Function of Sales/Cashier/Greeter

Customer Service

Displaying Stock/Merchandising

Education:

University of San Francisco

August 2021- August 2024

Bachelor of Science and Management

Chabot College

Aug 2000-Dec 2003

Associate of Arts, Theatre Arts

San Leandro High School

Aug 1996 – May 2000

General Diploma

References upon request



Contact this candidate