Ana Perez Email & Phone Number | Working with the Global Banking and Markets Expense Review Team who is responsible for reviewing employee travel and entertainment expense reports within the Concur Expense System for compliance with the GBAM Expense Policy. Responsibilities are to ensure that all required supporting documentation is submitted by the employee, track exceptions to policy and resolve in a timely manner.Data entry of information for the timely processing of various types of applications the Board of Nursing receives. Compose correspondence on behalf of The Board to licensees/applicants. General filing of applications and other documentation. Maintain a system for tracking progress work. Create reports, maintains departmental databases as needed. Review and process inspection reports following established standards.Booking customer's return merchandises into X-tracker distribution software.Supported VP and Sr./Jr. Accountant with reports travel arrangements, expense reports, and calendars. • Audited travel reservations and expenses reports identifying policy violations and/or fraudulent activity as well as escalated as necessary. Processed and maintained employee corporate cards. • Checked and verified expense reports of consultants and interviewees on a monthly basis, and dealt with other aspects related to overall business expenses. Maintained all expense files as per company policy. • Communicated with consultants and principals to resolve consultants’ expense reimbursements queries. • Supported monthly expense audit processes through the preparation of standard reports and other custom reports as requested. Prepared as per client request, outgoing packages for billable projects. • Worked with software applications and finance to reconcile discrepancies on all assigned accounts. • Performed as point of contact for employees on travel and expense reporting globally. Responded in a timely manner to management requests related to overall expenses or WIP reports for specific jobs.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion.• Successfully completed the assignment request by the client which included to retrieve old files and sent to secure Storage Company.• Supported Vice President of Finance with all administrative reports and daily projects. • Performed administrative support for the organization. Secured agreements and managed contracts. • Composed correspondence/reports. Maintained calendars, coordinated workflow, and managed assigned tasks that were delegated to ensure progress to deadlines. • Responsible for verifying of information, documents; completed data entry assignments.• Welcomes and greets all patients and visitors, in person or over the phones • Answers the phone while maintaining a polite, consistent phone manner using proper telephone etiquette • Responsible for keeping the reception area clean and organized • Registers new patients and updates existing patient demographics by collecting patient detailed patient information including personal and financial information • Facilitates patient flow by notifying the provider of patients' arrival, being aware of delays, and communicating with patients and clinical staff • Responds to patients', prospective patients, and visitor inquiries in a courteous manner • Keeps medical office supplies adequately stocked by anticipating inventory needs, placing orders, and monitoring office equipment • Protects patient confidentiality by making sure protected health information is secured by not leaving PHI in plain site and logging off the computer before leaving it unattended • Prepare new charts and have them handy for use as new patients join Liberty Medical Associates • Make copies of various forms when required. • Mail out requests for records when presented with a properly completed medical release. Make copies of records in response to in-coming medical releases.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion. • Initiates the medical chart, and then responsible for routing the chart to the appropriate personnel. • Pull charts daily for patients who are scheduled and make sure that the date of service is stamped on the progress note. Inserts any lab results or other results needed for review by the provider as per policies and procedures established by JCMC and in accordance with licensing and regulatory requirements or as instructed by the clinical staff. • Responsible for inserting all other documents in patients’ charts in accordance with program requirements, policies and procedures established at the direction of the clinical staff such as: • Pull charts as needed for special audits, peer review, refill requests and such. • Perform other duties as required, must relief receptionist when needed and perform related duties such as: Transfer old charts to new charts. Place out guide when charts are pulled out.• Welcomes and greets all patients and visitors, in person or over the phones • Answers the phone while maintaining a polite, consistent phone manner using proper telephone etiquette • Responsible for keeping the reception area clean and organized • Registers new patients and updates existing patient demographics by collecting patient detailed patient information including personal and financial information • Facilitates patient flow by notifying the provider of patients' arrival, being aware of delays, and communicating with patients and clinical staff • Responds to patients, prospective patients, and visitor inquiries in a courteous manner • Keeps medical office supplies adequately stocked by anticipating inventory needs, placing orders, and monitoring office equipment • Protects patient confidentiality by making sure protected health information is secured by not leaving PHI in plain site and logging off the computer before leaving it unattended • Prepare new charts and have them handy for use as new patients join HIP • Make copies of various forms when required. • Mail out requests for records when presented with a properly completed medical release. Make copies of records in response to in-coming medical releases.

Ana Perez

Working with the Global Banking and Markets Expense Review Team who is responsible for reviewing emp...
Jersey City, Jersey City, United States

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Ana Perez’s Email aperez@operasolutions.com

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Ana Perez’s Location Jersey City, Jersey City, United States

Ana Perez’s Current Industry Bank of America Merrill Lynch

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Work Experience

Bank of America Merrill Lynch

Administrative Assistant (level III)

2015-12-01 00:00:00 - Present

New Jersey Attorney General Office

Administrative Assistant II

2015-01-01 00:00:00 - 2015-11-01 00:00:00

THE NET-A-PORTER GROUP

Data Entry

2015-01-01 00:00:00 - 2015-01-01 00:00:00

Opera Solutions

Finance

2009-03-01 00:00:00 - 2014-10-01 00:00:00

Healthfirst

Data Entry

2008-05-01 00:00:00 - 2008-07-01 00:00:00

GRM Document Management

Data Entry

2007-04-01 00:00:00 - 2007-09-01 00:00:00

UBS Investment Bank

Clerical Assistant

2006-05-01 00:00:00 - 2006-06-01 00:00:00

New York Daily News

Administrator Assistant

2006-01-01 00:00:00 - 2006-04-01 00:00:00

Liberty Healthcare Services, Inc.

Medical Receptionist

2001-02-01 00:00:00 - 2006-02-01 00:00:00

LibertyHealth Jersey City Medical Center

Medical Record Clerk

1999-11-01 00:00:00 - 2000-05-01 00:00:00

Hip Health Plan Of New Jersey

Union City

1998-10-01 00:00:00 - 1999-03-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Ana Perez

Ana Perez is located at
Jersey City, Jersey City, United States

Ana Perez is a Working with the Global Banking and Markets Expense Review Team who is responsible for reviewing employee travel and entertainment expense reports within the Concur Expense System for compliance with the GBAM Expense Policy. Responsibilities are to ensure that all required supporting documentation is submitted by the employee, track exceptions to policy and resolve in a timely manner.Data entry of information for the timely processing of various types of applications the Board of Nursing receives. Compose correspondence on behalf of The Board to licensees/applicants. General filing of applications and other documentation. Maintain a system for tracking progress work. Create reports, maintains departmental databases as needed. Review and process inspection reports following established standards.Booking customer's return merchandises into X-tracker distribution software.Supported VP and Sr./Jr. Accountant with reports travel arrangements, expense reports, and calendars. • Audited travel reservations and expenses reports identifying policy violations and/or fraudulent activity as well as escalated as necessary. Processed and maintained employee corporate cards. • Checked and verified expense reports of consultants and interviewees on a monthly basis, and dealt with other aspects related to overall business expenses. Maintained all expense files as per company policy. • Communicated with consultants and principals to resolve consultants’ expense reimbursements queries. • Supported monthly expense audit processes through the preparation of standard reports and other custom reports as requested. Prepared as per client request, outgoing packages for billable projects. • Worked with software applications and finance to reconcile discrepancies on all assigned accounts. • Performed as point of contact for employees on travel and expense reporting globally. Responded in a timely manner to management requests related to overall expenses or WIP reports for specific jobs.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion.• Successfully completed the assignment request by the client which included to retrieve old files and sent to secure Storage Company.• Supported Vice President of Finance with all administrative reports and daily projects. • Performed administrative support for the organization. Secured agreements and managed contracts. • Composed correspondence/reports. Maintained calendars, coordinated workflow, and managed assigned tasks that were delegated to ensure progress to deadlines. • Responsible for verifying of information, documents; completed data entry assignments.• Welcomes and greets all patients and visitors, in person or over the phones • Answers the phone while maintaining a polite, consistent phone manner using proper telephone etiquette • Responsible for keeping the reception area clean and organized • Registers new patients and updates existing patient demographics by collecting patient detailed patient information including personal and financial information • Facilitates patient flow by notifying the provider of patients' arrival, being aware of delays, and communicating with patients and clinical staff • Responds to patients', prospective patients, and visitor inquiries in a courteous manner • Keeps medical office supplies adequately stocked by anticipating inventory needs, placing orders, and monitoring office equipment • Protects patient confidentiality by making sure protected health information is secured by not leaving PHI in plain site and logging off the computer before leaving it unattended • Prepare new charts and have them handy for use as new patients join Liberty Medical Associates • Make copies of various forms when required. • Mail out requests for records when presented with a properly completed medical release. Make copies of records in response to in-coming medical releases.• Distributed work orders for billing department, and performed data processing for documents retrievals. • Exhibited excellent skills in verification of information, documents, and data entry in a caring manner. • Successfully completed deliverable to meet established deadlines, which resulted in on-time completion. • Initiates the medical chart, and then responsible for routing the chart to the appropriate personnel. • Pull charts daily for patients who are scheduled and make sure that the date of service is stamped on the progress note. Inserts any lab results or other results needed for review by the provider as per policies and procedures established by JCMC and in accordance with licensing and regulatory requirements or as instructed by the clinical staff. • Responsible for inserting all other documents in patients’ charts in accordance with program requirements, policies and procedures established at the direction of the clinical staff such as: • Pull charts as needed for special audits, peer review, refill requests and such. • Perform other duties as required, must relief receptionist when needed and perform related duties such as: Transfer old charts to new charts. Place out guide when charts are pulled out.• Welcomes and greets all patients and visitors, in person or over the phones • Answers the phone while maintaining a polite, consistent phone manner using proper telephone etiquette • Responsible for keeping the reception area clean and organized • Registers new patients and updates existing patient demographics by collecting patient detailed patient information including personal and financial information • Facilitates patient flow by notifying the provider of patients' arrival, being aware of delays, and communicating with patients and clinical staff • Responds to patients, prospective patients, and visitor inquiries in a courteous manner • Keeps medical office supplies adequately stocked by anticipating inventory needs, placing orders, and monitoring office equipment • Protects patient confidentiality by making sure protected health information is secured by not leaving PHI in plain site and logging off the computer before leaving it unattended • Prepare new charts and have them handy for use as new patients join HIP • Make copies of various forms when required. • Mail out requests for records when presented with a properly completed medical release. Make copies of records in response to in-coming medical releases.

Ana Perez currently works in the Bank of America Merrill Lynch |

No Languages Available

Ana Perez has prior
experience in the following industries:
New Jersey Attorney General Office | THE NET-A-PORTER GROUP | Opera Solutions | Healthfirst | GRM Document Management | UBS Investment Bank | New York Daily News | Liberty Healthcare Services, Inc. | LibertyHealth Jersey City Medical Center | Hip Health Plan Of New Jersey

Ana Perez has the following professional experience:
Bank of America Merrill Lynch | New Jersey Attorney General Office | THE NET-A-PORTER GROUP | Opera Solutions | Healthfirst | GRM Document Management | UBS Investment Bank | New York Daily News | Liberty Healthcare Services, Inc. | LibertyHealth Jersey City Medical Center | Hip Health Plan Of New Jersey