Ana Cortes

• Review and manage all incoming emails

• Sort and scan physical mail to the appropriate department

• Receive and allocate all referrals

• Send and fax introductory and closure letters

• Upload nursing reports to our system

• Process invoices and forward both invoices and reports to clients

• Organize, label, and route incoming faxes to the correct department

• Handle and fulfill fax requests

• Greet and welcome incoming clients professionally.
• Receive client documents, log them into the system, and file them accurately according to the appropriate project.
• Respond promptly to emails from partners and accountants.
• Answer and direct incoming phone calls.
• Prepare and scan tax documents efficiently and accurately.
• Process and transmit client tax returns in a timely manner.
• Assist in drafting and processing company audits.
• Monitor office supply levels and place orders as needed.
• Maintain a clean and organized office environment; ensure all office rooms are fully stocked.
• Provide support to accountants and partners as requested
• Receive and process payments for company services.
• Provided assistance with special projects as assigned by management team.

• Greeted visitors warmly, creating positive first impression of organization.
• Assisted in coordination of school events, contributing to successful and well-organized functions.
• Developed strong working relationships with team members.
• Supported administrative tasks such as filing, data entry, and document preparation for more efficient office workflow.
• Handled sensitive student information with confidentiality, adhering to company privacy guidelines.
• Kept track of office supplies and placed monthly supplies orders.
• Efficient mail distribution system, ensuring timely delivery of correspondence to staff.

• Handled the entry and processing of 60-120 invoices and credits on a weekly basis.
• Reviewed and tracked invoices to ensure accuracy and timely processing.
• Handled dealer and supplier email correspondence, facilitating prompt responses and support.
• Assisted dealers by providing timely information on part availability and pricing.
• Tracked tire shipping statuses and communicated updates to customers.
• Created new part numbers in AX and verified their order readiness on the website.
• Reviewed and reconciled monthly statements from multiple suppliers to confirm invoice payments.
• Managed weekly reports of backorders and estimated ship dates to ensure timely delivery.
• Filed invoices accurately to corresponding dealer folders.
• Revised trade agreements to reflect the latest purchasing terms and conditions.
• Supported team members to successfully meet dealer demands and expectations.

• Schedule patient appointments for Back and Spine, Endocrinology, Rheumatology, and OBGYN
• Enter or verify all personal and billing information on NexGen/Epic when scheduling appointments for new or established patients
• Notify appropriate location of cancelations by updating appointment information or notifying correct office
• Assist with medication request in a timely manner, if needed contact physician's nurse
• Assist with scheduling referrals
• Support all lines of operations as needed
• Paging on call physicians when requested by the patient
• Knowledge of all physician's specialties, schedules, and insurances