Bertha Enz
San Antonio,TX
Summary
Resourceful Specialist offering expertise in problem-solving, data analysis and customer service. Adapt at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
10
10
years of professional experience
Work History
Consumer Lending Specialist I
RBFCU - Credit Union
12.2021 - Current
- Handle inbound and outbound lending inquiries; lending decisions, lending questions, and lending requests from non-members, members, RBFCU departments, and branches by phone, email, instant message, secured message, video chat, and fax.
- Discuss and recommend products and services to meet lending leads.
Navigate third-party electronic signatures to obtain, edit, review, and assist members in signing necessary lending documents. - Proficient in preparation of all required lending documentation and providing appropriate disclosures for all consumer lending applications and products.
- Finalize and fund all product types of consumer lending applications.
- Placing requests for existing loans for authorized users, loan frequency changes, due date changes, automatic clearing house payments, and rate modifications.
- Identify and update all policies and procedures that are being completed before application finalization.
- Assist in prompt resolution of member concerns and questions.
- Developed strong member relationships through consistent communication and attentive service.
Specialist II Bilingual Card Services
J.P Morgan Chase
10.2019 - 12.2021
- Effectively communicate solutions to customers to meet financial goals.
- Navigate multiple technologies while engaging with customers and meeting aggressive productivity goals.
- Document customer account activities thoroughly and concisely.
- Comfortable making decision regularly on transactions.
- Successfully take ownership of each customer interaction while treating customers with respect and empathy.
Radiology Scheduler/Patient Registrar
Methodist Hospital
02.2016 - 09.2019
- Follow up with doctor to ensure proper exams/procedures are scheduled for outpatients
- Schedule patients serving several medical offices, considering patient location, facility capabilities, insurance requirements and type of exam
- Manage variety of customer service and administrative tasks quickly and efficiently
- Answer phones, greet patients when they arrive/leave and work with patients regarding their appointment.
- Maintained strict adherence to HIPAA guidelines while handling sensitive patient information during scheduling process.
Radiology Transporter
Methodist Hospital
12.2014 - 02.2016
- Provide transportation of patients throughout the hospital, including discharge
- Sign the patient in and out on the unit and use Teletracking Transport module
- Maintain cooperative and ethical relationship with patient
- Understand and follow infection control/universal precautions in the performance of all tasks
- Understand and follow fall prevention and hand off communication in the performance of all task.
Cashier/Food Service Maker
Bill Miller BBQ
07.2014 - 11.2014
- Processed food orders and maintained food quality and sanitation standards.
- Performed variety of routine tasks in kitchen, dining area, and dishwashing areas according to practices and procedures.
- Greeted customers entering store and responded promptly to customer needs.
- Maintained balanced cash drawer, ensuring accurate accounting at the end of each shift.
Education
High School Diploma -
East Central High School
San Antonio, TX06.2012
Skills
- Phone and E-Mail etiquette
- Excellent Critical thinking and problem solving skills with attention to detail
- Ability to follow set rules,protocol
- Multitasking skills
- Dependability
- Adaptable
Languages
Spanish
Native or Bilingual
Timeline
Consumer Lending Specialist I
RBFCU - Credit Union
12.2021 - Current
Specialist II Bilingual Card Services
J.P Morgan Chase
10.2019 - 12.2021
Radiology Scheduler/Patient Registrar
Methodist Hospital
02.2016 - 09.2019
Radiology Transporter
Methodist Hospital
12.2014 - 02.2016
Cashier/Food Service Maker
Bill Miller BBQ
07.2014 - 11.2014
High School Diploma -
East Central High School
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