Carla Santiago

Patient Care Coordinator at Siepser Eyecare
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Contact Information
us****@****om
(386) 825-5501
Location
Norristown, Pennsylvania, United States, US

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Experience

    • United States
    • Medical Practices
    • 1 - 100 Employee
    • Patient Care Coordinator
      • Nov 2020 - Present

    • United States
    • Retail
    • 700 & Above Employee
    • Optician
      • Jan 2019 - Nov 2020

      Perform administrative duties such as sales, adjustments & repairs delivering optimal level of patient care. Experience interpreting & explaining patient insurance benefits. Perform pre-tests such as visual field, auto refractions and tonometry, also instructed patients with insert, removal and care of contact lenses. Assist with front desk duties such as checking patients in and out, scheduling appointments, create charts, answering phones, filing, retrieving insurance eligibility, etc. Perform administrative duties such as sales, adjustments & repairs delivering optimal level of patient care. Experience interpreting & explaining patient insurance benefits. Perform pre-tests such as visual field, auto refractions and tonometry, also instructed patients with insert, removal and care of contact lenses. Assist with front desk duties such as checking patients in and out, scheduling appointments, create charts, answering phones, filing, retrieving insurance eligibility, etc.

    • Executive Administrative Assistant
      • May 2018 - Sep 2018

      Provided a full range of support services for CEO. In charged of document preparation, confidential file management, mail handling, supply ordering, and record maintenance. Coordinated and carried out special events, request, projects and trainings. Maintain accounts payables/receivables. Ensure personal files are maintained to align with the state requirements. Provided a full range of support services for CEO. In charged of document preparation, confidential file management, mail handling, supply ordering, and record maintenance. Coordinated and carried out special events, request, projects and trainings. Maintain accounts payables/receivables. Ensure personal files are maintained to align with the state requirements.

    • Office Manager
      • Sep 2016 - May 2018

      Manage all functions of the human resources department including developing strategies and policies. Presided over billing and accounting. Build customers invoices, track projects, and vendor payments. Designed and maintained a comprehensive filing system increasing workflow efficiency. Maintain schedules for the crews, ensuring materials and supplies are ordered and ready for installation. Created a registry to keep inventory of vehicles and tools. Manage all functions of the human resources department including developing strategies and policies. Presided over billing and accounting. Build customers invoices, track projects, and vendor payments. Designed and maintained a comprehensive filing system increasing workflow efficiency. Maintain schedules for the crews, ensuring materials and supplies are ordered and ready for installation. Created a registry to keep inventory of vehicles and tools.

    • United States
    • Security and Investigations
    • 1 - 100 Employee
    • Administrative Assistant
      • May 2015 - Sep 2016

      Acquire investigative and surveillance intelligence from agents to produce investigative and surveillance reports along with billing invoice for clients. Creating and maintaining spreadsheet, preparing client care packages, filing, and fielding telephone calls. Acquire investigative and surveillance intelligence from agents to produce investigative and surveillance reports along with billing invoice for clients. Creating and maintaining spreadsheet, preparing client care packages, filing, and fielding telephone calls.

    • Financial Services
    • 700 & Above Employee
    • Senior Branch Account Executive
      • Apr 2006 - Jul 2013

      Create loan repayment schedules for customers, and credit extensions when necessary, based on customer’s financial situations. Process adjustment of terms and review payment plan. Prepare legal documents and maintain legal logs. Initiate foreclosure packages, order appraisals, property title search on past due accounts. Perform regular office duties like: out and inbound calls, faxing, copies, filing, ordering supplies and paying office bills. Create loan repayment schedules for customers, and credit extensions when necessary, based on customer’s financial situations. Process adjustment of terms and review payment plan. Prepare legal documents and maintain legal logs. Initiate foreclosure packages, order appraisals, property title search on past due accounts. Perform regular office duties like: out and inbound calls, faxing, copies, filing, ordering supplies and paying office bills.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Teller
      • Sep 2008 - May 2009

      Service customers by accepting consumer and commercial transactions while creating and maintaining positive relationships with customers and potential new customers. Promote bank products and services determined by customers need. Contribute to a fulfillment of monthly goals and comply with all company policies and procedure. Performed regular office duties like answer phones, emailing, faxing, ordering supplies, etc. Service customers by accepting consumer and commercial transactions while creating and maintaining positive relationships with customers and potential new customers. Promote bank products and services determined by customers need. Contribute to a fulfillment of monthly goals and comply with all company policies and procedure. Performed regular office duties like answer phones, emailing, faxing, ordering supplies, etc.

    • Sr. Branch Account Executive
      • Apr 2006 - Sep 2008

      Originate loans and monitor the loan process until closing, tailor financial plans to offer the best solution for the customer and their financial goals. Verify all personal documents, recommend products and approve loans. Create a long-term relationship with customers to optimize growth, retention and trust. Collect on delinquent account between 15-90 days. Initiate vehicle repossessions and magistrate court hearings. Performed regular office duties like answering phones, faxing, copies, processing loan payments filing and order supplies.

Education

  • Harcum College
    Business Administration, Business Administration and Management, General
    2002 - 2004

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