Angelica Ruiz
Saint Paul,MN
Summary
Forward-thinking, organized, and dependable candidate skilled in managing multiple priorities with a positive attitude and high accuracy. Demonstrates willingness to assume extra responsibilities to achieve team goals. Recognized as a hardworking and passionate team player with exceptional organizational skills.
Overview
27
27
years of professional experience
Work History
Custody Operations Specialist
U.S. Bank
08.2021 - Current
- Maintains high levels of customer expectations with both internal and external clients, while monitoring and processing daily trade activity consistent with U.S
- Bank policies
- Responsible for operational support and processing for various types of security trades including alternative investments, foreign and/or domestic debt and equity securities, derivatives, foreign currency, and mutual funds
- Researches failed trades to ensure timely delivery or receipt of trade
- Supports internal operational teams with knowledge of trade activity, failed trades, and overdraft situations
- Follows strict internal guidelines to mitigate processing errors, and trade order errors as these may result in a monetary risk and/or reputation risk to the bank.
Bartender
Boca Chica Restaurante Mexicano & Cantina
Saint Paul, MN
08.2016 - Current
- Consistently provides professional, friendly and engaging service
- Skillfully promotes items on beverage lists and restaurant specials
- Displays enthusiasm and knowledge about the restaurant's menu
- Addresses diner complaints with kitchen staff and served replacement menu items promptly
- Quickly records transactions in MICROS system to deliver prompt service
- Routinely cleans work areas, glassware and silverware throughout each shift
- Demonstrates genuine hospitality while greeting and establishing rapport with guests
- Provides friendly and attentive service
- Guides guests through menus while demonstrating thorough knowledge of the food, beverages and ingredients.
Desk Operations Specialist
Mayo Clinic
03.2020 - 08.2021
- Facilitated patient visits and supported the health care provider by anticipating and responding to patient needs and requests of the health care team
- Allowed care providers to focus on patient care by coordinating details of patient visits, which included: coordinating complex appointment schedules and daily activities of the care providers in a multispecialty medical practice, preparing patients, completing pre-examination record information, managing the flow of patient materials
- Obtained or verified patient demographics, medical insurance information, and properly advised patients of scheduling delays or changes to the appropriate individuals, and serves as a direct contact and resource to the patient
- Scheduled and rescheduled tests/consult requests from various venues of communication
- Performed related administrative duties such as processing ABN forms, insurance verification, as well as processed patient appointment communications and related materials
- Able to navigate through multiple electronic applications and devices, medical equipment, examples include iPad/tablets, Text Reminder Notifications, and assisting patients in using Kiosks.
Billing Specialist
Restaurant Technologies
05.2018 - 02.2020
- New customer setups, changes and updates to accounts, processed renewals and ownership changes, set up billing
- Reviewed and managed contract details
- Provided customer service
- Collected and researched data
- Processed multiple billing and month end reports.
Administrative Assistant
REMAX Results
09.2017 - 05.2018
- Answered VoIP telephone system, redirecting calls, taking messages
- Scheduled and confirmed showing requests including proper documentation on ShowingTime, their eshowing appointment software
- Greeted customers and guests
- Attended to associate questions and requests including appropriate follow-up
- Distributed mail in a timely manner
- Attended to office equipment, resource rooms, and conference rooms
- Entered new listings in MLS, a national database, and executes the listing life cycle process
- Uploaded and audited sales files
- Edited existing listings in MLS, per written instructions received by listing associate
- Retrieved, documents and followed through on messages left on the appointment line
- Assisted associates with office equipment inquiries (copier, fax, printer, binding equipment, UPS, bulk and business reply mail, etc.)
Housing Technician
Minnesota Housing Finance Agency
05.2015 - 06.2017
- Provided technical assistance to Supportive Housing Program Managers and Grantees
- Processed and reconciled rental assistance and operating subsidy payments using financial documents and statements
- Created and maintained financial reports and worksheets using Microsoft Excel and Access
- Maintained program materials, publication forms, program information on website
- Scheduled meetings; created agendas and minutes
- Assisted grantees in submitting required items for the application process and collected due diligence items
- Created and maintained hard copy and electronic folders for Grantees
- Updated email contact lists and mailing distribution lists
- Interacted with internal staff and external clients of all different levels in person, by phone and through email.
Human Services Representative
Hennepin County
02.2014 - 05.2015
- Determined eligibility to receive or continue benefits, included interacting with clients, accepting and processing client information, referring clients to appropriate services, accessing computer systems, reviewing paperwork, and acting as a case resource
- Interacted with clients and others to obtain information needed to determine eligibility and review new information for completeness
- Worked assigned daily shifts which could include answering phone calls from the phone queue, working the client contact queue or processing paperwork in office or remotely
- Client contact included either conducting private interviews with clients or working the front desk answering questions for clients about their case or receiving and filing paperwork that was being dropped off
- Determined eligibility for programs regulated by federal, state and local jurisdictions
- Approved and issued cash, food or medical benefits
- Accessed manuals, guides and other program and policy resources
- Recorded information, accessed and updated state and county computer systems and provided paper documentation when necessary
- Responded to inquiries about case status both in person and by phone; Made appropriate referrals
- Assisted other county staff, both within and outside of the team, to help assure excellent client service
- Participated in ongoing training and development.
Investment Operations Specialist
US Bancorp Investments Inc
10.2004 - 02.2014
- Reviewed, verified and processed Annuity trades entered both online and manually, to maintain adherence to USBII guidelines and FINRA 2330 regulatory policy
- Reviewed USBII and carrier electronic documents, account natures and titles, and funds availability
- Contacted Financial Advisors when there were issues regarding paperwork, non-sufficient funds or their account entries made on the database
- Responded to telephone and/or written inquiries from carriers, brokers or internal employees and performed the research necessary to resolve any issues
- Responded to email requests and performed the research necessary to link client's Held Away Asset accounts to USBI Brokerage accounts
- Ensured total balances on all trades that were processed daily using a variety of formats which include running reports and composing spreadsheets; submitted wire requests for funds going out to different carriers and prepared outgoing paperwork to be either faxed, emailed or mailed overnight to the carriers
- Followed up on requests, correspondence or items pending correction or verification to ensure they were complete and accurate
- Handled all return wires received by carriers regarding any trades submitted that were either canceled by the client or rejected by the carrier; Researched the reason for the return, processed the cancellation of the trade and returned the funds to the client
- On a daily and/or monthly basis, prepared periodic reports and Excel spreadsheets to ensure accuracy and to track and analyze various department totals for upper management
- Provided training and guidance to new hires and lower level staff regarding job related functions; provided coverage for several co-worker's desks in their absence.
911 Telecommunicator
St. Paul Police Department
01.2004 - 09.2004
- Answered 9-1-1 emergency and non-emergency calls from the public, interdepartmental calls from the police, fire or ambulance services; and calls from other public safety agencies
- This included prioritizing and identifying the nature of the calls, gathering and documenting information from the callers, providing callers with advice or referrals; and assisting with initiating police, fire, or EMS services to the caller
- Accessed local and state data base systems to verify information as requested and assisted in the Data Channel Call Center
- Composed and received various teletypes, accessed the Alert system to locate existing or prior warrants, pickups, officer safety information and communicated this information to the officers
- Received and transmitted public safety information by radio or telephone, received requests by radio, phone, electronic format or fax from law enforcement, fire/medical personnel, and other public safety agencies to access and retrieve driver's records, motor vehicle records, stolen property, wanted persons, criminal history files and relayed the information in the proper format to the requesting agency.
Account Processor
US Bancorp Investments Inc
01.1998 - 01.2004
- Received incoming calls from Financial Advisors for the set-up of new USBI Brokerage accounts
- Entered new account information, changed information on existing accounts and recorded transactions into the USBI Phase 3 system
- Reviewed new account applications and requests made to update customer account information, answered customer inquiries, resolved customer's problems and responded to customer's requests for information
- Performed general administrative duties, performed document processing and record keeping associated with customer accounts that required a thorough knowledge of investment products and services.
Education
General Studies
University of Minnesota - Twin Cities
Minneapolis, MNGraphic Design
Globe University
Saint Paul, MNCertificate - Medical Coding And Billing
Herzing University
Minneapolis, MN06.2001
Skills
- Onboarding Design
- Process Planning
- Unified Communications Integration
- Quantitative skills
- Process Documentation
- Operational Efficiency
- Human relations
- Case Management
Timeline
Custody Operations Specialist
U.S. Bank
08.2021 - Current
Desk Operations Specialist
Mayo Clinic
03.2020 - 08.2021
Billing Specialist
Restaurant Technologies
05.2018 - 02.2020
Administrative Assistant
REMAX Results
09.2017 - 05.2018
Bartender
Boca Chica Restaurante Mexicano & Cantina
08.2016 - Current
Housing Technician
Minnesota Housing Finance Agency
05.2015 - 06.2017
Human Services Representative
Hennepin County
02.2014 - 05.2015
Investment Operations Specialist
US Bancorp Investments Inc
10.2004 - 02.2014
911 Telecommunicator
St. Paul Police Department
01.2004 - 09.2004
Account Processor
US Bancorp Investments Inc
01.1998 - 01.2004
General Studies
University of Minnesota - Twin Cities
Graphic Design
Globe University
Certificate - Medical Coding And Billing
Herzing University