Alexis Lopez
Jacksonville,FL
Summary
Experienced professional with expertise in business development, mortgage servicing, banking, and customer service. Skilled in ensuring regulatory compliance, optimizing financial management, and delivering exceptional customer service. Strong communicator and detail-oriented problem-solver. Willing to relocate for the right opportunity.
Overview
10
10
years of professional experience
Work History
Chat Support Specialist
Maximus
12.2023 - Current
- Enhanced customer satisfaction by providing timely and accurate resolutions to technical issues.
- Assisted customers in navigating company website features, resulting in improved user experience and customer retention rates.
- Managed high-volume chat inquiries, maintaining professionalism under pressure and prioritizing tasks effectively.
- Demonstrated flexibility and adaptability by successfully managing multiple chat support tools simultaneously as required based on shifting business needs.
Medical Support Professional
McKesson
12.2022 - 12.2023
- Ensure accuracy of filled prescriptions by adhering to the verification process and following quality assurance policies and procedures
- Provide clarification on prescribed medications, dosages, refills, and potential interactions, offering alternatives and addressing inquiries
- Support patients in obtaining and managing specialty medications, resulting in increased satisfaction and improved adherence to established regimens.
401k Specialist
Merrill Lynch
12.2021 - 05.2023
- Oversaw essential employee benefits reporting to ensure compliance with state and federal regulations
- Researched emerging benefits offerings, integrating diverse programs or cost-saving measures into benefit packages
- Sourced vendors and reviewed plans to align with desired benefits, optimizing offerings for employees
- Handled withdrawals and loans from 401k retirement accounts, ensuring accuracy and smooth processing
- Administered over $100 million in accounts, maintaining consistency and efficiency in financial management
- Advised employees on enrolling in life insurance policies, offering valuable guidance to support their financial planning needs.
Mortgage Loan Specialist
Selene Finance LP
07.2020 - 12.2021
- Engaged with customers to understand and discuss their general requirements for loan modifications, short sales, deeds in lieu, cash for keys, and other loss mitigation options
- Analyzed individual financial situations and recommended and initiated the appropriate loss mitigation tools to assist each borrower effectively
- Conducted light skip-tracing activities to gather necessary information for loan assessment and mitigation strategies.
Medical Secretary Receptionist
Park Medical Center
07.2019 - 07.2020
- Triaged and routed incoming phone calls, diligently taking messages and ensuring follow-up to confirm the receipt of critical information
- Coordinated patient appointments seamlessly, providing clear instructions for examinations and procedures
- Managed patient admissions, accurately recording assigned rooms, and promptly generating patient labels upon hospital admission
- Efficiently retrieved the correct medical charts for doctors based on the schedule of patients to be seen, facilitating smooth patient care
- Skillfully computed daily payroll, schedules, and reports, while also preparing forecasts for anticipated arrivals and departures to optimize operational efficiency.
Collections Representative
Ally Financial
07.2017 - 07.2019
- Organized debt repayment or set up repayment schedules according to customers’ financial situations
- Contacted and informed customers about delinquent accounts through mail, telephone, or personal visits to encourage payment
- Tracked and monitored overdue accounts utilizing computers and various automated systems
- Traced delinquent customers to new addresses by checking with post offices, telephone companies, credit bureaus, or through neighbor inquiries
- Consulted with customers via telephone or face-to-face meetings to understand reasons for overdue payments and to review the terms of sales, service, or credit contracts.
Business Development Specialist
Duval Ford
05.2015 - 07.2017
- Engaged with customers to assess inquiries for prospective commercial fleet sales and service
- Utilized strategic decision-making skills to identify potential markets for products or services while conducting economic and commercial surveys to drive product line, or service sales profitability
- Informed sales forecasting and marketing planning through data analysis on consumer age groups, purchasing patterns, and production management activities marking market trends
- Coordinated advertising budget plans to effectively monitor ad share, collaborating with media buyers directly and analyzing business developments and monitoring product servicing.
Dispatcher
Emergency Systems, Inc.
06.2014 - 05.2015
- Assessed response requirements and prioritized situations, dispatching units in adherence to established procedures
- Compiled, sorted, and carefully verified the accuracy of data before entering it into relevant systems
- Monitored multiple radio frequencies, including those used by public works departments, school security, and civil defense, to stay informed of evolving situations
- Maintained access to and ensured the security of highly sensitive materials, upholding confidentiality and integrity standards.
Education
Sterile Processing Certification -
Penn Foster
07.2024
High School Diploma -
Robert E. Lee High School
06.2014
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Zoom
- Business Development
- Quality Assurance
- Organized
- Mortgage Servicing
- Retirement Accounts
- Conflict Resolution
- Banking Services
- Life Insurance
- Adaptable
- Customer Service
- Detail-oriented
- Communication
- Complaint Handling
Timeline
Chat Support Specialist
Maximus
12.2023 - Current
Medical Support Professional
McKesson
12.2022 - 12.2023
401k Specialist
Merrill Lynch
12.2021 - 05.2023
Mortgage Loan Specialist
Selene Finance LP
07.2020 - 12.2021
Medical Secretary Receptionist
Park Medical Center
07.2019 - 07.2020
Collections Representative
Ally Financial
07.2017 - 07.2019
Business Development Specialist
Duval Ford
05.2015 - 07.2017
Dispatcher
Emergency Systems, Inc.
06.2014 - 05.2015
Sterile Processing Certification -
Penn Foster
High School Diploma -
Robert E. Lee High School