Hi, I’m
Ana Fernandez
Finance
McDonough,GA
It is never too late to be what you might have been.
George Eliot
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
12
years of professional experience
1
Certification
Work History
PNC Bank
Financial Services Representative
03.2023 - Current
Job overview
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Advised clients on favorable investment opportunities to meet established financial goals.
World Finance
Branch Manager
01.2018 - 02.2023
Job overview
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
Atlanta Heart Associates P.C
Medical Receptionist
12.2015 - 01.2018
Job overview
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Assisted with medical coding and billing tasks.
- Processed medical insurance claims and payments.
Creative Multicare Inc.
Dispatcher Office Assistant
09.2014 - 03.2015
Job overview
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Directed dispatching, routing, and tracking of fleet vehicles.
- Advised regarding delays and special circumstances.
- Closely monitored dispatch board to triage and prioritize over daily calls.
- Performed wide-ranging administrative, financial and service-related functions.
Eagles Landing Family Practice
Medical Receptionist
01.2012 - 05.2014
Job overview
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Checked patient insurance, demographic, and health history to keep information current.
- Helped patients complete necessary medical forms and documentation.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Assisted with medical coding and billing tasks.
- Processed medical insurance claims and payments.
Education
Pensacola Christian CollegePensacola, FL
High School Diploma
05.2007
Skills
- Economic Trends
- Helpdesk Operations
- Legal Considerations
- Cash Handling
- Accounts Payable and Accounts Receivable
- Microsoft Office
- Loan Applications
- Insurance Industry Knowledge
- Service Sales
- Sales Goals
- Life Insurance
- Financial Services
- Information Gathering
- Account Documentation
- Financial Reporting
- Hospitality and Accommodation
Certification
- Property and Casualty License
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Services Representative
PNC Bank
03.2023 - Current
Branch Manager
World Finance
01.2018 - 02.2023
Medical Receptionist
Atlanta Heart Associates P.C
12.2015 - 01.2018
Dispatcher Office Assistant
Creative Multicare Inc.
09.2014 - 03.2015
Medical Receptionist
Eagles Landing Family Practice
01.2012 - 05.2014
Pensacola Christian College
High School Diploma
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