Allie ESPARZA
Bryan,TX
Summary
Enthusiastic professional eager to contribute to team success through hard work, attention to detail and excellent organizational and communication skills. Dedicated with history of meeting company goals utilizing consistent and structured practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organization.
Overview
9
9
years of professional experience
Work History
Patient Service Specialist
Baylor Scott & White
04.2023 - Current
- Improved patient satisfaction by providing efficient and friendly service during check-ins, registrations, and scheduling appointments.
- Ensured HIPAA compliance by maintaining strict confidentiality of patient information while handling sensitive documents.
- Adapted quickly to changing policies or procedural updates within the clinic, maintaining consistent levels of efficiency and accuracy in daily tasks.
- Enhanced clinic workflow by managing patient records and ensuring accurate documentation of medical histories.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Promoted a positive atmosphere within the workplace by actively participating in team meetings and consistently demonstrating professionalism in all interactions.
- Trained new team members on clinic procedures, fostering a welcoming and cohesive work environment.
Teller
Wells Fargo
04.2021 - 04.2023
- Maintained friendly and professional customer interactions.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Mentored and assisted newly hired team members (including current team) on appropriate responses to patron questions.
- Delivered great customer service experience when talking to various group sizes
- Contributed to team objectives in fast-paced environment
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Counted, verified and handled bank deposits and armored car transactions.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Provided customers with appropriate literature on banking products and services.
Personal Banker
Wells Fargo
11.2015 - 12.2020
- Safe certified and NMLS loan originator, Public Notary (State of Texas)
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Promoted financial products by maintaining excellent service offering knowledge.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Met with clients to determine financial planning strategies and review assets, liabilities, cash flow and other financial information.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Escalated clients quickly and efficiently when necessary and finding solutions
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Documented customer interactions and relationships using CRM systems.
- Performed vault duties to handle large deposits of up to $100,000 and distribute currency to coworkers
Education
BBA - Business Management And Administration
Texas A&M University - Corpus Christi
Corpus Christi, TX08.2021
Associates - Social Sciences and Foreign Languages
Blinn College
05.2016
Skills
- Administrative Duties and Leadership
- Healthcare Systems Knowledge
- HIPAA Compliance
- Cross-cultural sensitivity
- Professionalism and Ethics
- Excellent Communication Skills
- Exceptional Customer Service
- Appointment Scheduling
- Spanish Fluency
- MS Office Proficiency
Timeline
Patient Service Specialist
Baylor Scott & White
04.2023 - Current
Teller
Wells Fargo
04.2021 - 04.2023
Personal Banker
Wells Fargo
11.2015 - 12.2020
BBA - Business Management And Administration
Texas A&M University - Corpus Christi
Associates - Social Sciences and Foreign Languages
Blinn College