Alexa Alfaro
El Cajon
Summary
Active and goal-oriented professional with experience in corporate office settings, offering excellent customer service, analytical, communication skills, and computer skills.Able to work well either independently or in a team, quickly adapting to new work environments, and work on multiple tasks to achieve company goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Dental Receptionist/New Patient Coordinator
Adriatic Dental
Vista
12.2020 - Current
- Greet and assist patients in a friendly and professional manner at the front desk.
- Schedule appointments and manage the dental office calendar efficiently.
- Verify insurance coverage
- Maintain patient records and ensure all information is up to date.
- Utilize Dentrix software for patient scheduling and record-keeping.
- Using microsoft words , excel , office and emailing.
- Answer and manage multi-line phone systems to address patient inquiries and appointment scheduling.
- Collaborate with the dental team to ensure smooth operations and patient satisfaction.
- Assist with marketing efforts to promote the dental practice and attract new patients.
- Checking patients out, including receiving and recording payment, creating insurance claim(s), and scheduling next appointment.
- Managed patient scheduling and appointment confirmations efficiently.
- Maintained accurate patient records using dental management software daily.
- Coordinated communication between dental staff and patients effectively.
- Handled incoming calls, directing inquiries to appropriate personnel promptly.
- Processed patient payments and maintained financial transaction records accurately.
- Demonstrated proficiencies in telephone, e-mail, fax, and front-desk reception within high-volume.
accounting credit & collection specialist
MONTEREY FINANCIAL SERVICES
Oceanside
05.2017 - 12.2020
- Review aging reports to identify past due accounts, monitor account balances and credit limits.
- Contact delinquent accounts via phone calls, email, letters to collect past due amounts.
- Document all collection activities in the database.
- Communicate any issues with the Sales team to ensure prompt payment of invoices.
- Review short payment/returns with sales representatives.
- Resolve any issues causing non-payment.
- Review and release (if appropriate) customer orders that are held due to credit issues.
- Send invoice copies, statements to customers as needed.
- Review new credit applications, verify information is accurate.
- Follow up with the Sales team on credit applications with incomplete documentation.
- Run business credit reports as needed (D&B, Seafax, Experian, etc.)
- Contact trade and bank references listed on customer credit applications.
- Retrieve cash payments from will call and drivers safes each day.
- Receive payments from walk in customers as necessary.
- Close day cash receipt balances and prepare deposit bag for pick up and monitor daily cash receipts.
- Complete inquiries for credit information from suppliers and trade references.
- Month end responsibilities include assisting in the application of checks and adjustments and account clean up.
- Review credit files as needed and consult with Credit Manager on high level issues.
- Using Microsoft Word and Excel, Outlook, SharePoint & GetPaid on daily basis.
Education
High school or equivalent -
Skills
- Problem-solving
- Cash handling
- Typing
- Microsoft Excel
- Reliability
- Customer service
- Bilingual
- Communication skills
- Teams
- Computer skills
- Spanish
- Microsoft Office
- Team Work
Certification
Driver's License, 02/01/18, 02/01/27
Languages
- Spanish, Fluent
- English, Expert
Willing To Relocate
San Diego, CA
Personal Information
Authorized To Work: US
Timeline
Dental Receptionist/New Patient Coordinator
Adriatic Dental
12.2020 - Current
accounting credit & collection specialist
MONTEREY FINANCIAL SERVICES
05.2017 - 12.2020