Angeles Ortiz Luna
Kenly,NC
Summary
Professional administration, assistant, with substitute years of experience, seeking position with successful organization where current skills may be utilized and changes to advance are available
Overview
16
16
years of professional experience
1
1
Certification
Work History
Customer Service Representative
National Finance Company
Wilson, North Carolina
07.2023 - Current
- Take payments from customers by phone, in person and through repay website
- Developed rApport with customers through active listening skills, leading to higher retention rates and positive feedback
- Maintain cash drawer
- Make daily bank deposits, send daily money reports to home office and weekly report
- Solicit business from new and existing customers processing loan applications
- Communicate with potential customers about status of loan application, and with existing customers about their loan and payment status
- Use system, software to calculate payments, renewal, balance, payoffs, guiding customers to properly information about account, filling out application
- Process loan application, file forms and maintain customer folders and generating customer mailing
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Use outlook, excel and microsoft word to communicate with customers and to download impimportant information
Administrative Secretary
J AND C WORKS
Kenly, North Carolina
01.2017 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
- Scheduling meetings, date entry, file management office supply ordering
- Answering calls and generally assisting in keeping office operations running smoothly
Financial Crimes Analyst I
BB&T / Truist
05.2021 - 04.2023
- Responsible for timely, answering incoming calls
- Responsible providing fraudulent transactions and filling claims when necessary
- Responsible for timely, cleaning debit cards and re-issuing debit cards
- Responsible for providing information to clients regarding their claims
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
- Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
- Enhanced customer satisfaction rates through detailed analysis of customer feedback data and subsequent improvements in service offerings.
Patient Care Team Lead
The Foot & Ankle Associates of NC
08.2019 - 04.2021
- Trained new team members by relaying information on company procedures and safety requirements.
- Responsible for timely, greeting patients
- Responsible for preparing patience for the provider
- Responsible providing proper equipment, or aids as needed
- Answering phone and make an appointment or referring
- Coached team members in techniques necessary to complete job tasks.
- Worked different stations to provide optimal coverage and meet production goals.
Interpreter
Carolina Family Health Centers, Inc
07.2008 - 04.2018
- Utilized active listening skills and cultural sensitivity to convey accurate interpretations.
- Provided oral interpretations for clients during special events, successfully maintaining pace with native speakers to deliver real-time comprehension.
- Professional, interpreter, and translate, medical information to patient
- Prepare and distributed medical documents for patient and physician release
- Schedule and reminded patient of medical and dental appointments
- Estimated cost of patient dental and medical procedures
- Adhered to confidentiality, safe rules and regulations, according to company’s guidelines
Education
High School Diploma -
James B Hunt High School
Wilson, NC06-2006
Skills
- Professional Customer Service
- Team Concepts / Independent
- Financial / Payment Collection
- Organizational / Time Management
- Microsoft Office and Excel Programs
- Bilingual (English/Spanish)
- Active listening
- Scheduling
- Communication
- Document preparation
- Database entry
- Scheduling and calendar management
Certification
North Carolina License Department of Insurance
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Customer Service Representative
National Finance Company
07.2023 - Current
Financial Crimes Analyst I
BB&T / Truist
05.2021 - 04.2023
Patient Care Team Lead
The Foot & Ankle Associates of NC
08.2019 - 04.2021
Administrative Secretary
J AND C WORKS
01.2017 - Current
Interpreter
Carolina Family Health Centers, Inc
07.2008 - 04.2018
High School Diploma -
James B Hunt High School
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