Detail-Oriented Administrative Professional with 16+ Years Experience

Carie Bertoglio

Stockton / Sacramento Area, CA 916-***-**** • **************@*****.***

QUALIFICATIONS SUMMARY

Detail-oriented administrative professional with 16+ years of experience in high-volume front-office operations, patient/client intake, insurance-related documentation, and regulatory compliance. Skilled in gathering sensitive personal and financial information, verifying eligibility, maintaining accurate records, and providing calm, supportive service in stressful situations. Strong communicator with a proven ability to multitask, prioritize, and maintain accuracy under pressure. TECHNICAL PROFICIENCIES

MS Word • Excel (1 & 2) • PowerPoint • Outlook • Access • Infinite Campus • Escape • Frontline • LexisNexis • ADP • Patriot Officer • Teller Navigator AREAS OF EXPERTISE

Patient/Client Intake • Insurance Verification • Records Management • Customer Service • Data Entry Accuracy • Regulatory Compliance • Problem Resolution • Appointment Coordination • Public Contact • Investigative Documentation • Team Collaboration

PROFESSIONAL EXPERIENCE

DIAMOND CARE INC. (DCI)

RCFE Facility Administrator 08/2017 – 02/2026

Managed all front-office and compliance operations for a licensed care facility, including intake, documentation, and regulatory reporting.

Gathered and verified personal, medical, and financial information for residents and families, ensuring accuracy and completeness of all records.

Maintained compliance with state licensing requirements; prepared and submitted required documentation and reports.

Served as primary point of contact for regulatory agencies; coordinated on-site visits and inspections.

Oversaw office assistants responsible for filing, hospitality, and front-desk operations.

Explained policies, procedures, and eligibility requirements to residents and families with tact and clarity.

Ensured accurate documentation, ID verification, and record updates in accordance with facility and state guidelines.

Office Administrator II 07/2015 – 08/2017

Supported daily office operations, client intake, and administrative workflow.

Screened new clients during registration and assisted with determining eligibility for additional programs or services.

Coordinated appointments, meetings, and schedules; managed incoming calls and front-desk inquiries.

Maintained personnel files, documented grievances, terminations, absences, and performance reports.

Assisted with recruiting, hiring, and training new employees.

Prepared reports, analyzed data, and resolved administrative issues. SACRAMENTO CITY UNIFIED SCHOOL DISTRICT – MLK

JR. K-8

School Office Manager I 01/2019 – 11/2021

Managed a high-traffic school office, providing front-line service to students, families, and staff.

Collected, verified, and maintained confidential student and family information.

Directed visitors, parents, and staff to appropriate offices, programs, or services.

Managed phones, walk-ins, scheduling, and daily office operations in a fast-paced environment.

Supervised office clerks and support staff; coordinated schedules for certificated and classified employees.

Processed accounts payable/receivable, payroll, requisitions, and budget reports.

Interpreted and explained district policies and procedures to families and staff. GOLDEN 1 CREDIT UNION, Sacramento, CA

BSA Compliance Specialist II / Fraud Investigator 04/2010 – 07/2015 Conducted detailed investigations requiring accuracy, documentation, and verification of sensitive financial information.

Reviewed and analyzed customer data, identification, and transaction records for accuracy and compliance.

Communicated with law enforcement, branch staff, and internal departments regarding verification requirements.

Delivered new-hire orientations and assisted in developing departmental procedures.

Generated Suspicious Activity Reports (SARs) and maintained strict confidentiality and accuracy. WASHINGTON MUTUAL / CHASE BANK – Financial

Intelligence Unit

BSA Compliance Specialist II 10/2007 – 06/2009

Performed high-volume investigative research and documentation.

Conducted extensive information gathering, verification, and report writing.

Identified discrepancies, matched names and numbers, and ensured accuracy in all investigative files.

Ranked 6th out of 39+ investigators for accuracy and productivity. EDUCATION & PROFESSIONAL

DEVELOPMENT

UC Davis – Business Management Fundamentals Sacramento City College – Early Childhood Education

(32 units) Community Care Options – RCFE Administrator Certification (160 hours) National Education Center – Business Administration Studies (Completed) AFFILIATIONS

Stockton Chamber • Asian American Chamber • Hispanic Chamber • Pacific Italian Alliance California Financial Crime Investigators Association – Former Secretary Advanced Security Institute – Security Training

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