Avery Plata
San Antonio,TX
Summary
Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
2025
2025
years of professional experience
Work History
Payment Specialist
One Touch Direct
11.2023 - Current
- Process and manage sensitive financial data related to medical insurance payments, ensuring accuracy and timeliness in payment processing.
- Boosted customer satisfaction with timely and accurate processing of various payment methods.
- Maintain strict adherence to data privacy and security policies, safeguarding financial information in compliance with relevant regulations (e.g., HIPAA, GDPR).
- Researched and resolved billing discrepancies to enable accurate billing.
- Handled account payments and provided information regarding outstanding payments.
- Prepare and present detailed reports on payment statuses, trends, and issues to management, enhancing decision-making and process optimization.
Customer Service Representative
Harland Clarke
3 2022 - Current
- Handled customer inquiries and provided professional assistance, identifying potential risks such as fraud or account security concerns and escalating appropriately.
- Reported suspicious activity, including fraudulent calls and transactions, directly contributing to the bank’s fraud prevention and risk management strategies.
- Managed a high volume of customer calls while meeting service levels, handle time, and productivity goals.
- Assisted customers with account transfers, loan payments, and loan payoff quotes, ensuring secure financial transactions and minimizing the risk of errors or unauthorized activities.
- Delivered clear, accurate information to customers regarding banking products and services.
- Assisted customers in navigating online and mobile banking platforms, providing guidance on best practices for secure digital banking.
Gallery Officer
McNay Art Museum
11 2020 - 4 2022
- Observed assigned galleries to protect works of art from theft, vandalism, or inadvertent damage.
- Responsible for gallery opening and closing duties, making sure that visitors maintain the proper distance from objects, and assuring smooth traffic flow throughout the galleries.
- Mentored and trained new employees on procedures during business hours and closing hours.
- Maintained a respectable and patient attitude toward all guests.
- Informed customers of museum rules and policies for their safety and the safety of the works of art.
- Attended personnel meetings and training sessions to improve skills and learn new policies and procedures.
Shift Lead
Rack Room Shoes
8 2018 - 6 2020
- Rotated with other shift leads and store manager to oversee daily store operations, ensuring efficient processes and maintaining high levels of productivity. Organized staff schedules, managed time-off requests, and ensured appropriate staffing for peak hours.
- Assisted customers with returns, exchanges, and general inquiries. Actively listened to customer concerns and resolved issues in line with store policies, contributing to increased customer satisfaction and loyalty.
- Led store opening and closing procedures, ensuring the store was ready for business. Balanced tills and handled cash and credit transactions with accuracy, adhering to company cash handling protocols.
- Enforced company policies and operational standards to protect store assets. Ensured loss prevention protocols were followed, significantly reducing shrinkage and safeguarding inventory.
- Acted as a key mediator in resolving staff conflicts, fostering positive employee relations and a supportive work culture.
Education
MBA - Business Administration And Management
Texas A&M University-Corpus Christi
Corpus Christi, TX06-2024
Bachelor's of Arts - Psychology, Sociology
University of The Incarnate Word
San Antonio, TX12.2021
Skills
- Active Listening
- Communication
- Fast Adaptability
- Customer Service
- Interpersonal Skills
- Microsoft Proficient
- Microsoft Excel Proficient
- Microsoft Access Proficient
- Problem Solving
- Time Management
- Leadership Skills
- Critical Thinking
Timeline
Payment Specialist
One Touch Direct
11.2023 - Current
Customer Service Representative
Harland Clarke
3 2022 - Current
Gallery Officer
McNay Art Museum
11 2020 - 4 2022
Shift Lead
Rack Room Shoes
8 2018 - 6 2020
MBA - Business Administration And Management
Texas A&M University-Corpus Christi
Bachelor's of Arts - Psychology, Sociology
University of The Incarnate Word
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