A training educator, customer-oriented professional. A motivated, quick learner of software and information technology. Providing support to our team members on a daily basis while demonstrating excellent interpersonal and communication skills.
Overview
14
14
years of professional experience
Work History
EAP Enrollment Assister Bilingual
Cognosante/ASM Research
11.2023 - Current
Enhanced client well-being by providing comprehensive health care coverage assistance and completing applications.
Train new assister's by allowing them to shadow and mentor. Provide feedback and coaching recommendations for new assister's.
Translate scripts in Spanish and assist with email updates for the team.
Assist with virtual events and help create PowerPoints for our events.
Provide analysis and documentation of work flows, data reporting,
Self- motivated with the ability to identify and resolve issues and advance personal knowledge.
Inside Property Adjuster Bilingual
Farmers Insurance Company
03.2020 - 04.2022
Interviewed insured, claimants and witnesses. Requested official reports as part of investigations.
Collected and summarized information in reports required by client, local, state and federal government.
Examined claim forms, policies and endorsements and client instructions to determine coverages.
Settled claims after determining clients coverages, liability and authority levels.
Ability to execute complex tasks through organization and details driven approach.
National Property Theft, Office Claims Bilingual
Farmers Insurance Company
03.2020 - 12.2021
Confirm coverage and review policies.
Maintain daily activities for customer contact.
Complete building estimates and price inventory of stolen items.
Explain policy coverages, depreciation, and settlements to customers.
Worked directly with the Special Investigation Unit to submit to NICB.
Implemented time-saving strategies to expedite claim settlements while maintaining high-quality service standards.
Funding Investigator – Bilingual
Flagship Credit Acceptance
02.2016 - 08.2018
Reviewed and validated details of loan applications and closing documentation.
Stayed up to date on loan regulation changes, processing loan applications in compliance with current laws.
Updated loan structure when differs from original approval and review with underwriting to ensure the loan request still budgets and is within program guidelines.
Trained new hires and mentored on a daily basis.
Loan Documentation Specialist 2– Bilingual
Wells Fargo Dealer Services (Merger)
05.2011 - 03.2016
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
Conducted verification employment and spoke with employers, dealerships, loan officers and customers.
Assisted in training new team members on regulations and policies to provide support to increase funding.
Premier Banker Account Maintenance
Wells Fargo (Merger)
05.2011 - 03.2016
Evaluated client financial positions and identified most appropriate banking products.
Handled complex scenarios based on personal, and business need.
Mentored new team members on training, meeting customer needs, maximizing group performance.
Provided high valued customers with financial solutions.
Customer Service Specialist III at ASM Research - Part of Accenture Federal ServicesCustomer Service Specialist III at ASM Research - Part of Accenture Federal Services