Jonathan Ortiz Email & Phone Number

Clifton, New Jersey, United States

• Conduct new patient daily audits, generate reports, analyze appointments for accuracy, and compile data for new patient manager meetings.• Monitor all emails and text threads for New Patient Referrals, ensuring timely scheduling of all New Patients, while maintaining proper flow of established patient scheduling.• Manage, verify, and audit weekly schedules, for doctors, patients, and staff, and confirm all appointments.• Conduct Patient Quality Calls and text, ask about their experience during the visit, focusing on their satisfaction with the service provided, inquire about questions or concerns following the visit, and provide any necessary follow-up information or instructions.• Document feedback in patients’ charts, note any issues or concerns raised for further action,• Follo-Up actions, notify relevant staff or department about any concerns needing attention, and ensure any promised follow-up actions are completed promptly.• Evaluate Processes, regularly review feedback collected to identify patterns and areas for improvement, and adjust the call/text process based on patient feedback to enhance patient satisfaction

New Jersey, United States And New York, United States

• Develop marketing plans and strategies to promote products and services that have increased business revenue within my region by 30 %• Conducts market research to identify client needs, preferences, and trends to establish best practices for increased efficiency.• Manages marketing budgets to ensure effective use of resources which has resulted in cost savings of up to $8,000 quarterly.• Collaborate with Sales & Product Development business partners on marketing strategies to ensure they're aligned with the company’s goals.• Relationship management with external vendors, which has expanded our portfolio.• Develops brand identity and strategies across all marketing channels nationally to drive sales and revenue growth.• People manager of Non-Clinical Team and Marketing Team to ensure high performance and professional development.

United States

• Delivered best-in-class customer experience while adhering to all banking inquiries, including opening accounts, processing transactions, questions about products and services, policies & procedures, regulatory bylaws, etc.• Identified opportunities to cross-sell bank products and services to customers which cured inefficiencies to yield savings.• Quality Assurance (QA) champion; managing risk, implementing policy and procedures to maximize accuracy, and minimize dispensing of information.• Administered market research on industry trends and changes in banking regulations quarterly to ensure staff were well-equipped to service our customers. Collaborated cross-functionally with all departments to ensure customer satisfaction was above 85% annually.

United States

• Ascertain customers’ needs and goals by providing appropriate tailor-made solutions while offering guidance and investment advice.• Manage new and existing customers by helping them open and customize all retain banking products including but not limited to new checking and savings accounts.• Refer clients to in-house financial experts, when necessary, by presenting financial products and services to existing and prospective customers• Identified potential customers and turned 95% of prospects into signed customers, generating over $500k in annual revenue.• Maintained knowledge and understanding of appropriate banking legislation and regulations by keeping up to date with market updates and financial news to provide the best possible service.

United States

• Supported attorneys and paralegals by performing administrative, clerical, and accounting functions.• Managed all client relations, maintained the firm’s calendar, and produced documents involving litigation, contract agreements, by-laws, briefs, memorandums of law, and affidavits.• Improved filing database by systematically arranging litigation files, resulting in a 15% reduction in the time it takes to catalog new cases.• Attended annual, non-compulsory in-house training and improvement sessions to remain up to date on industry best practices and policy.

United States

Managed the office staff and attorneys, including hiring, training, calendar management, counseling, and inventory control, as needed.• Oversaw all aspects of the firm’s operations to ensure that deadlines were met and managed projects from start to finish.• Negotiated contracts with vendors to secure discounted rates on office supplies and equipment (savings ~$3k/year)• People manager for a staff of 4-assistants