Summary
Overview
Work History
Education
Skills
Timeline
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Angela Mendoza

Belen,New Mexico

Summary

Driven professional with a proven track record at UNM Hospital, enhancing customer satisfaction and optimizing workflow efficiency. Skilled in data entry and customer relations, demonstrated through the successful management of client portfolios and the implementation of effective customer support strategies. Achieved significant improvements in operational workflows and client service delivery.

Overview

9
9
years of professional experience

Work History

Pt Rep Birth Reg

UNM Hospital
02.2015 - 07.2024
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
  • Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
  • Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
  • Responded to customer questions via telephone and written correspondence regarding insurance benefits, provider contracts, eligibility, and claims.
  • Communicated with clients and customers to gather, provide and share updated information on products and services.
  • Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements.
  • Optimized workflow processes, allowing for more efficient use of resources and reduced turnaround times on projects.

PT Coordinator Refferals

First Choice
03.2022 - 10.2022
  • Entered data, generated reports, and produced tracking documents.
  • Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
  • Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
  • Gathered and organized materials to support operations.

PFS Representative

UNM Hospital
05.2019 - 03.2022
  • Advised clients on portfolio allocation and various investment types.
  • Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
  • Optimized workflow efficiency by cross-training team members on various PFS Representative duties.
  • Used [Software] and [Software] to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.

Education

GED -

University of New Mexico
Albuquerque, NM

Skills

Customer Support

Goal-oriented mindset

Customer Relations

Data entry proficiency

Client Services

Staff Training

Records Management

Client Service

Technical Troubleshooting

Timeline

PT Coordinator Refferals

First Choice
03.2022 - 10.2022

PFS Representative

UNM Hospital
05.2019 - 03.2022

Pt Rep Birth Reg

UNM Hospital
02.2015 - 07.2024

GED -

University of New Mexico

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Angela Mendoza