Adriana Matos
Senior OS Specialist Manage Service
Fort Worth,TX
Summary
Proactively seizing opportunities while navigating challenges fosters personal growth and professional dedication. A commitment to exceeding expectations drives performance in fast-paced, high-pressure environments. Recognized as a collaborative team player with a strong ability to cultivate partnerships and build lasting relationships. Skilled in managing competing priorities to achieve ambitious objectives effectively.
Overview
20
20
years of professional experience
Work History
Senior On Site Specialist Manage Service
Charles Schwab / Ricoh America
01.2022 - Current
- Responsible for Management checks and documents for Charles Schwab. Quality Control of checks and documents received by the investor. Management clearing, deposits and balancing investment checks, Certificates of Deposit, New Accounts, and legal documentation for Charles Schwab. Responsible for effective implementation and management. Provide training on workflow when necessary. Meet quality and deadline standards by the effective use of job scheduling practices.
Senior On Site Specialist Manage Service
TD Ameritrade / Ricoh America
01.2016 - 01.2022
- Document Management for TD Ameritrade. Quality Control and Validation of documents received by the investor. Responsible for implementation and effective management. Function as a document specialist or other operations worker. Provide workflow training when necessary.
Life Insurance and Incapability Benefits Analyst
COSVI Puerto Rico
01.2006 - 01.2009
- Assist in claim, documentation, and submission. Analyze life insurance claims and incapacity benefits. Apply payments and/or deny beneficiary claims. Analyze police reports, autopsy protocols and inheritance benefits to determine claims. Prepare daily payments and/or claims denial reports.
Medicare Coordinator
University of Puerto Rico Hospital
2000 - 2006
- Supervising, training and evaluating personnel. Provide monthly statist report. Responsible for billing adjustments. Analyze reports and bills. Managing the facility Account Receivable reports. Regarding any discrepancy with payments. Managing the facility Account Receivable reports. Responsible for preparing the Hospital's annual fiscal year report detailing revenues, expenses, assets and liabilities.
Education
BBA - Business Administration and Human Resource Management
Interamerican University of Puerto Rico
01.2002
Skills
- Remote team engagement
- Detail-oriented professional
- Streamlined workflow coordination
- Strong organizational skills
- Analytical problem solving
- Ethical judgment
- Effective team collaboration
- Detail-oriented approach
- Database administration
- Statistical analysis
- Proficient typing skills
- Awareness of privacy compliance standards
- Effective time prioritization
- High accuracy standards
- Skilled in using Microsoft Outlook, Word, and Excel effectively
Languages
English
Spanish
Timeline
Senior On Site Specialist Manage Service
Charles Schwab / Ricoh America
01.2022 - Current
Senior On Site Specialist Manage Service
TD Ameritrade / Ricoh America
01.2016 - 01.2022
Life Insurance and Incapability Benefits Analyst
COSVI Puerto Rico
01.2006 - 01.2009
Medicare Coordinator
University of Puerto Rico Hospital
2000 - 2006
BBA - Business Administration and Human Resource Management
Interamerican University of Puerto Rico