Summary
Overview
Work History
Education
Skills
Websites
KEY ACHIEVEMENTS
Timeline
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STEPHANIE PEREZ L.

STEPHANIE PEREZ L.

Contract Specialist | Account Management & Compliance | Bilingual Administrative Support
Grecia

Summary

Dynamic Manager and HR Assistant with over three years of experience in team leadership, billing operations management, and ensuring exceptional client satisfaction in fast-paced environments. Expertise in account management, conflict resolution, and contract review, complemented by a proven track record of operational excellence and team development. Strong background in customer service, collections, and healthcare underscores a commitment to detail and continuous process improvement. Bilingual in English and Spanish, with a focused approach as a Contract Specialist, adept at overseeing contract compliance, enhancing monitoring processes, and negotiating favorable terms while mitigating risks.

Overview

14
14
years of professional experience
2
2
Languages

Work History

Contract Specialist | Account Management |

SD Bullion
04.2023 - Current
  • Reviewed and verified client contract documents in collaboration with the legal department to ensure accuracy and compliance.
  • Managed and updated over 1,800 client accounts, including IRA and standard contracts, maintaining 98% monthly billing accuracy.
  • Resolved contract-related discrepancies and payment issues, ensuring smooth client onboarding and retention.
  • Conducted monthly audits to ensure operational compliance with internal policies and contractual terms.
  • Acted as a liaison between clients and internal teams to clarify contract terms, address concerns, and facilitate document processing.
  • Supported legal and operations teams by maintaining detailed records and coordinating contract renewals and modifications.

Customer Service and Sales Representative

SD Bullion
01.2023 - 06.2023
  • Delivered high-volume customer support via calls, emails, and chat, achieving high customer satisfaction and retention rates.
  • Applied effective sales techniques and negotiation skills to exceed sales targets and contribute to revenue growth.
  • Addressed and resolved client issues with a proactive and communicative approach in a dynamic environment.

Collections Specialist

Bill Gosling
01.2022 - 01.2023
  • Managed overdue accounts with a focus on customer relations and compliance with company policies.
  • Developed collection strategies, negotiated payment plans, and resolved disputes to recover outstanding balances.
  • Utilized skip tracing to locate debtors and collaborated with legal teams for regulatory compliance.
  • Maintained detailed records and consistently met collection targets while preserving a positive customer experience.

Registered Nurse (RN)

Caja Costarricense de Seguro Social CCSS
01.2012 - 01.2022
  • Provided comprehensive patient care across multiple departments including gastroenterology, gynecology, emergency, and inpatient care.
  • Administered treatments, conducted patient assessments, and implemented treatment plans with a focus on safety and compassion.
  • Maintained high standards of clinical care and contributed to efficient healthcare operations.

Education

Bachelor's degree - administration

Universidad Tecnologica
Grecia, Alajuela
08.2025

Bachelor's degree - nursing

Universidad Santa Lucia
Alajuela, Costa Rica
01.2012

Skills

  • Team Leadership
  • Coaching
  • Billing
  • Account Management
  • Conflict Resolution
  • Contract Review
  • Billing & Invoicing Systems
  • Compliance
  • Collections
  • Negotiation
  • Critical Thinking
  • Problem Solving
  • Microsoft Office
  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Google Workspace
  • Gmail
  • Calendar
  • Contract drafting
  • Risk identification
  • Documentation review
  • Sanitation practices

KEY ACHIEVEMENTS

  • Account Management Success Oversaw 1,800 accounts with 98% billing accuracy every month.
  • Enhanced Team Communication Facilitated regular team meetings and training sessions, resulting in improved communication and better service delivery.
  • Rapid Payment Resolution Resolved 95% of payment issues within one business day, enhancing customer satisfaction.
  • Effective Conflict Resolution Successfully mediated and resolved over 100 client disputes annually, maintaining strong client relationships and compliance.

Timeline

Contract Specialist | Account Management |

SD Bullion
04.2023 - Current

Customer Service and Sales Representative

SD Bullion
01.2023 - 06.2023

Collections Specialist

Bill Gosling
01.2022 - 01.2023

Registered Nurse (RN)

Caja Costarricense de Seguro Social CCSS
01.2012 - 01.2022

Bachelor's degree - nursing

Universidad Santa Lucia

Bachelor's degree - administration

Universidad Tecnologica
STEPHANIE PEREZ L.Contract Specialist | Account Management & Compliance | Bilingual Administrative Support