Beatriz Mejia Maldonado
JPMorgan Chase & Co
Fort Worth,TX
12
years of professional experience
Professional transaction and customer service specialist with strong focus on accurate financial processing and compliance. Skilled in managing transactions, analyzing data, and resolving discrepancies efficiently. Excellent collaborator, adaptable to changing needs, and consistently drives team success and results. Highly dependable with keen ability to maintain confidentiality and uphold high standards.
Work History
Transaction Specialist II
2 Years 4 Months- Processed high-volume transactions accurately and efficiently to ensure timely completion.
- Reduced errors with meticulous attention to detail during transaction verification.
- Adapted quickly to changes in policy or procedure, maintaining consistent performance levels despite evolving guidelines.
- Met team goals, individual responsibilities and quality standards
- Extracted about 1,500 remittances and checks from envelopes to prepare batches of work daily.
Administrative Assistant
1 Year 4 Months- Assessed processes and procedures, complying with OSHA and HIPAA regulations.
- Oversaw accounting, budgeting, and financial reporting.
- Addressed and remedied all patient or team member issues.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing and accounts receivable.
- Communicated effectively with staff members and patients, employing active listening and interpersonal skills.
- Answered multi-line phone system, routing over 50 calls, delivering messages to staff and greeting visitors daily.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
Client Care Specialist
1 Year 6 Months- Delivered exceptional client service through effective communication and problem-solving skills.
- Managed over 200 calls efficiently, prioritizing urgent requests and maintaining composure under pressure.
- Demonstrated empathy towards client situations while maintaining professional boundaries and adhering to company policies.
- Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Promoted available products and services to customers during service, account management and order calls.
Early Stage Account Manager -Spanish
5 Years 6 Months- Meet team goals, individual responsibilities and quality standards.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Achieved recognition for outstanding client service, contributing to company's reputation for excellence.
- Enhanced customer satisfaction with timely and accurate payment processing, addressing any issues promptly and professionally.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Managed high call volumes while providing exceptional customer support and maintaining professional composure.
Education
High School Diploma
Skills
Transaction Monitoring
Payment Processing
Microsoft 365
Data Management
Verbal and Written Communication Skills
Data Entry Proficiency
Strong Organizational Skills
Multitasking Abilities
Adaptability and flexibility
Customer service
Languages
Spanish
Native or Bilingual
Timeline
Transaction Specialist II
JPMorgan Chase & Co
12.2022 - 04.2025Read More
Administrative Assistant
Accommodating Healthcare Services LLC
02.2021 - 06.2022Read More
Client Care Specialist
BB&T / Truist
08.2019 - 02.2021Read More
Early Stage Account Manager -Spanish
Santander Consumer USA
10.2013 - 04.2019Read More
North Crowley High School
High School Diploma
Read More