Aston Carter/TekSystems-Wells Fargo Service Center
San Antonio, TX
01.2023 - 08.2024
Gathering, collating and preparing documents, materials, and information for data entry
Reviewing all documents and information with high attention to detail and accuracy
Updating and maintaining databases and correcting errors or inconsistencies
Conducting research to obtain information for incomplete documents and materials
Research and process commercial paid loans for the retention process
Navigate multiple computer systems and Proficient in financial programs AFS/AXCIS, Loan IQ, OPUS, Credit Fulfillment, and BLAST
Dependable and reliable in being present and completing tasks as expected, maintaining quality and productivity
Modified, updated and processed existing loan documentation.
Create daily Excel spreadsheets for purpose of tracking paid loans and boxes
Insurance Claims Processor
Fred Loya Insurance
San Antonio, TX
03.2018 - 03.2022
Worked with claims adjusters and examiners to expedite processing in alignment with procedures
Utilized specialized software to process incoming claims, enter data and generate reports
Reviewed applications and supporting documents to verify claims eligibility and accuracy
Managed workload and priorities to meet claims processing meet deadlines
Monitored claims processing trends to identify potential areas of improvement
Processed and recorded new policies and claims
Modified, updated and processed existing policies
Developed and implemented quality assurance processes to check accuracy of claims processing
Evaluated accuracy and quality of data entered into the agency management system
Navigate multiple computer systems and applications accurately such as AS400, Outlook, ISO, Arbitration, Kronos, Lexis Nexis, and CCC Portal, and Guidewire.
Customer Service Associate
Taco Johns
San Antonio, TX
01.2006 - 01.2007
Helped a large volume of customers every day with a positive attitude and focus on customer satisfaction
Actively listened to customers, handled concerns quickly and escalated major issues too
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Informed customers about special promotions and provided detailed information for various products
Provided training and support to new associates to help provide high-quality customer service
Responded to customer requests, offering excellent support and tailored recommendations to address needs
Monitored cash drawers in multiple checkout stations and maintained adequate cash supply
Trained staff on operating procedures and company services
Cross-trained and provided backup support for organizational leadership.
Education
All Lines Adjuster License -
All Lines Adjuster Texas Department of Insurance
San Antonio
03.2022
Pharmacy Technician -
Southern Careers Institute
San Antonio
10.2016
High School Diploma -
San Antonio Leadership Excel Academy
San Antonio
03.2016
Northwest Vista College
San Antonio
01.2013
Skills
Customer Account Review
Personal Data Collection
Data Entry
Strong PC skills- MS Office/MS Excel
Customer Service
Verbal, Written and Communication Skills
Detail Oriented
Problem Solving skills
Active Listening
Multitasking Abilities
Critical Thinking
Verifying Information
Team Building
Strong organization and time management skills
Reliable
Strong interpersonal skills
Timeline
Operations Processor
Aston Carter/TekSystems-Wells Fargo Service Center
Loan Operations Processor at Aston Carter/TekSystems-Wells Fargo Service CenterLoan Operations Processor at Aston Carter/TekSystems-Wells Fargo Service Center