Cynthia Cortez

CYNTHIA CORTEZ Summary: Skills: Work History An accomplished Bank Manager who consistently exceeded sales goals, while providing the utmost care in client relations. A highly detail-oriented and professional sales executive. Expertise in Customer Service and most recently in Patient Relations, as Administrator for home health. • Goal & Task Oriented • • Certified Tax Preparer • Strong Management Skills EMR Experience • Organized &Professional • • CRM Experience • Experience in training & development Bilingual English/Spanish 05/20/2019 to Present: Shasta Family Healthcare Services – A Home Health Agency 2350 Balls Ferry Rd. – Ste A, Anderson, CA 96007 Agency Administrator • Supervises the entire organization, including all day-to-day operations: o o Ensure the agency meets and comply with all applicable laws federal and State regulations Successfully ensured the agency completed all required eligibility and compliance with test patients and met all requirements to pass survey inspection for agency on 11/21/2021 and received agency accreditation and CMS/Medicare certification by Accreditation Commission on Health Care (ACHC). • Oversee the operations of the office, including hiring and managing all staff, conduct orientation to agency policies and procedures, maintain current employee personnel files. • Proficient knowledge of home health care services, home health administration, management, and home health care policies and procedures. Intake Coordinator • Serves as intake coordinator and supervisors and collaborates with Director of Patient Care Services RN and Case Manager RN with coordination of patient care. Tasks include: • Telephone referral information • Oversee the documentation and reporting on changes in patient status. • Patient admissions, in service requirements, • Employee staff assignment, and ensures all physician orders, oasis transmissions, plan of care and all required documentation are processed in accordance with compliance with timeline and regulation procedures. 01/2014 to Current Embrace Writing Services – A Professional Resource Center – Owner/Partner Anderson, CA 96007 Created a unique business resource center offering on-demand professional services to consumers, businesses, federal, and state agencies in the city of Anderson, CA and servicing the Shasta County area. Registered, licensed, and bonded with the Department of Justice, FBI, State of California and the Internal Revenue Service, to deliver Notary, Livescan, and Tax services. 01/2019 to 06/2022 INTUIT, Tax Specialist – Bilingual 7535 Torrey Santa Fe Rd. San Diego, CA 92129 • Receive and answer calls regarding tax questions. • Prepare and process for Federal and Various State Tax Returns. • Assist and guide clients through tax regulations, filing current year tax returns for Federal and State. Coordinate with Manager, Team Lead and staff with status reports, case load, • and timelines. 01/2004 to 03/2007 Wells Fargo – Branch Manager, Assistant Vice President San Marino, CA 91108 Oversee a staff of 12 to 25 employees in various roles, such as Bank Tellers, Customer Service Representatives, Personal Banking Officers, Business Banking Officers, Operations Service Specialist, and Operations Manager. Responsible for hiring, training, and developing operations and sales team and effectively working together to accomplish bank sales and operation goals. Created strategies to expand client base and troubleshoot any customer discontent. Primary goal: to increase annual sales and successfully achieve high customer service satisfaction scores. Successfully passed annual audits and inspections by managing and overseeing compliance and procedures for both operations and sales. Education: November 30, 2010, Certifications: Bachelor of Science: Business Communications • University of Phoenix - Pasadena, CA • Digital Live Scan Operator - Certified with the Department of Justice & Federal Bureau of Investigations. • IRS Certified, Registered, and assigned Personal Tax Identification Number Previous • CERTIFIED TAX PREPARER - CTEC (CALIFORNIA TAX EDUCATIONAL COUNCIL)