Edgardo Lara
Riverside
Summary
Dynamic professional with extensive experience within San Bernardino County, excelling in customer service and administrative support. Proven problem-solver with strong time management skills, leading teams to enhance patient satisfaction. Adept in Microsoft Office, I effectively resolve inquiries and streamline operations, ensuring compliance and fostering a collaborative environment.
Overview
3
3
years of professional experience
Work History
Lead Office Specialist
San Bernardino County ARMC
11.2024 - Current
- Served as the lead for the customer service team within patient accounts.
- Oversee the daily operations of the Customer Service Patient Accounts department, ensuring team members provide excellent service.
- Handled incoming calls professionally, routing callers appropriately or taking detailed messages when necessary.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Monitor staff performance, provide feedback, and conduct performance reviews.
- Address any staffing issues and ensure adequate coverage during peak times.
- Serve as the primary point of contact for patient inquiries related to billing, insurance, and account management.
- Resolve patient concerns or escalated issues, ensuring timely and satisfactory resolutions.
- Assist patients in understanding their bills, insurance coverage, and payment options.
- Work closely with other departments, including clinical, administrative, and finance teams, to ensure seamless patient account management.
- Oversee the management of subpoena requests and billing requests from attorneys, ensuring compliance with legal and regulatory requirements.
- Ensure that patient billing records and account information are properly processed and provided in response to attorney requests, maintaining confidentiality and compliance with HIPAA and other privacy laws.
- Log and track checks as they are received, ensuring proper documentation and records for accounting purposes.
- Coordinate with the accounting department to ensure checks are sent to the appropriate locations and handled efficiently.
- Responsible for end-of-day reconciliation, ensuring that all transactions are accurately recorded, balanced, and discrepancies are addressed promptly.
- Assign Daily Tasks
Office Assistant II
San Bernardino County Transitional Assistance Department
04.2024 - 11.2024
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Addressed inquiries regarding departmental procedures and policies, delivering accurate and timely information to clients.
- Drafted and prepared letters, reports, invoices, and other official documents with attention to detail and accuracy.
- Assisted office staff with various administrative duties, supporting daily operations and contributing to team success.
- Processed individual welfare applications for programs such as CalWorks, CalFresh, Medi-Cal, General Relief, and Child Care services.
- Issued EBT cards, vouchers, and gas cards, ensuring proper distribution and record-keeping.
- Assisted in managing REAC cases, ensuring compliance with necessary procedures.
Lead Customer Service Representative
Wells Fargo Home Mortgage
11.2021 - 03.2024
- Managed a team of customer service representatives, consistently achieving performance targets and goals.
- Enhanced customer satisfaction by efficiently resolving complex issues and providing timely solutions.
- Trained, oversaw, and mentored new team members to strengthen performance and job expertise.
- Engaged clients in person and over phone to answer questions and address complaints.
- Reviewed associate performance to identify training needs.
- Processed mortgage payments accurately and promptly, ensuring seamless transactions for customers.
- Communicated detailed payoff quotes to customers, providing clear and accurate information to support decision-making.
- Effectively handled payment disputes, order discrepancies, and processed refunds in a timely manner to maintain customer trust and satisfaction.
Education
Bachelor of Science - Business Administration And Management
Crafton Hills College
Yucaipa, CA06-2028
High School Diploma -
Centennial High School
Corona, CA06-2020
Skills
- Time management expertise
- Problem-solving capacity
- Advanced Microsoft office
- Calendar management experience
- Administrative support expertise
- Customer service
- Verbal and written communication
Languages
Spanish
Professional Working
Timeline
Lead Office Specialist
San Bernardino County ARMC
11.2024 - Current
Office Assistant II
San Bernardino County Transitional Assistance Department
04.2024 - 11.2024
Lead Customer Service Representative
Wells Fargo Home Mortgage
11.2021 - 03.2024
Bachelor of Science - Business Administration And Management
Crafton Hills College
High School Diploma -
Centennial High School
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