Summary
Overview
Work History
Education
Skills
Languages
Timeline
GeneralManager
Rafael Sanchez

Rafael Sanchez

Antioch,CA

Summary

Dedicated bank professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

15
15
years of professional experience

Work History

Executive Office Claim Specialist

Wells Fargo
Concord, CA
11.2019 - 11.2021
  • Checked documentation for accuracy and validity on updated systems.
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
  • Verified client information by analyzing existing evidence on file.
  • Generated, posted and attached information to claim files.
  • Modified, updated and processed existing policies.
  • Calculated adjustments, premiums, and refunds.
  • Processed and recorded new policies and claims.

Executive Office Reseach Analyst

Wells Fargo
Concord, CA
09.2012 - 10.2019
  • Gathered data and performed analyses to provide solutions to administrative problems.
  • Coordinated project management efforts to meet deliverables and deadlines.
  • Prepared management reports using database tools for data collection, project planning and management.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Business Online Customer Service

Wells Fargo
Concord, CA
01.2010 - 09.2012
  • Resolved customer complaints by determining cause of problem, selecting best solution and expediting correction or adjustment.
  • Troubleshot and resolved online ordering issues and concerns to promote seamless ordering process for customers.
  • Developed and maintained knowledge of evolving products and services to accurately answer questions and make recommendations based on customer needs.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Managed over 50 calls per day, and increased sales by 10%.

Online Customer Service Representative

Wells Fargo
Concord, CA
07.2007 - 09.2010
  • Resolved customer complaints by determining cause of problem, selecting best solution and expediting correction or adjustment.
  • Troubleshot and resolved online ordering issues and concerns to promote seamless ordering process for customers.
  • Developed and maintained knowledge of evolving products and services to accurately answer questions and make recommendations based on customer needs.
  • Helped customers navigate website to reset password, make transfers and bill payments online for added convenience.

Education

Certificate - Website Desing And Creation

Sillicon Valley College
Walnut Creek, CA
07.2001

No Degree - General Education

Diablo Valley College
Pleasant Hill
09.2000

High School Diploma -

Mt. Diablo High School
Concord, CA
07.1995

Skills

  • Self-motivated professional
  • Collaboration
  • Flexible & Adaptable
  • Customer Service
  • Conflict resolution
  • Microsoft Office
  • Active Listening
  • Team building
  • MS Office
  • Responsible
  • Decision Making
  • Written Communication
  • Interpersonal Communication
  • Adaptability
  • Multitasking abilities
  • Leadership

Languages

Spanish
Native or Bilingual

Timeline

Executive Office Claim Specialist

Wells Fargo
11.2019 - 11.2021

Executive Office Reseach Analyst

Wells Fargo
09.2012 - 10.2019

Business Online Customer Service

Wells Fargo
01.2010 - 09.2012

Online Customer Service Representative

Wells Fargo
07.2007 - 09.2010

Certificate - Website Desing And Creation

Sillicon Valley College

No Degree - General Education

Diablo Valley College

High School Diploma -

Mt. Diablo High School

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Rafael Sanchez