Claudia Mina
Orlando,FL
Summary
To secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. Results-driven with extensive financial background and leadership skills with ability to establish rapport with clients. Solid team player, contributor to companies’ success.
Overview
16
16
years of professional experience
Work History
Senior associate, operations team lead
Bank of New York Mellon, Pershing
01.2024 - Current
- Support clients in addressing and resolving operational and technical issues and ensuring client expectations are met by using developed communication skills to deliver high quality service to a specialized client based.
Lead Analyst, Client Processing
Bank of New York Mellon, Pershing
02.2022 - 12.2023
- Provides complex analytics and reporting services, working to improve and automate Client Processing systems
- Managing moderate to complex external client issues.
Complaints/EO Team Lead
Wells Fargo
07.2020 - 02.2022
- Manage daily pipeline, provide guidance to less experienced team members with interpreting and understanding complex investor/regulatory requirements and policies.
Business Systems Consultant
Wells Fargo, Ettain Group
03.2020 - 06.2020
- Facilitate the research and resolution of complaints from small to large businesses.
Supervisor of Patient Access
Kroger Specialty Pharmacy
03.2019 - 03.2020
- Perform duties to lead a team engaged in the investigation, verification and tracking of patient Insurance eligibility.
Billing Specialist
Kroger Specialty Pharmacy
02.2018 - 03.2019
- Works with insurance payers to ensure reimbursement on patient accounts.
Team Lead/Billing Specialist
Florida Hospital
09.2016 - 02.2018
- Works with insurance payers to ensure reimbursement on patient accounts.
Pre Access-Benefits/Precertification
Florida Hospital
07.2014 - 09.2016
- Role is to work on getting benefits and obtaining authorizations for all FL Hospital patients.
Patient Registration
Florida Hospital
12.2013 - 07.2014
- Role is to register patients that come through the emergency department and verify Insurance policies.
Member Services
Health First
11.2012 - 10.2013
- Role was to answer incoming calls at call center from health insurance members and Prospect members wanting to join Health First.
Personal Banker
JP Morgan Chase
08.2011 - 11.2012
- Primary goal is to acquire, retain and deepen customer relationships.
Sales Service Associate
JP Morgan Chase
01.2011 - 08.2011
- Assist the Personal Bankers with customer sales or important service issues.
Teller
JP Morgan Chase
06.2008 - 01.2011
- Had face-to-face interactions with customers.
Education
Associates Degree -
Valencia Community College
05.2020
High School Diploma -
Colonial High School
05.2005
Skills
- Conflict resolution
- Strong organizational skills
- Creative problem solver
- MS Windows proficient
- Listening skills
- Large cash/check deposits
- Excellent communication skills
- Cash management
- Fast learner
- Inventory control
- Courteous demeanor
- Shipping and receiving
- Strong client relations
- Cash flow management
- Energetic work attitude
- Data entry/Multitask
- Training development
- Customer service
- Bilingual (English/Spanish)
- Telecommunication skills
- Computer literate
Leadership Experience
- Finance
- Contract Implementation
- Client Onboarding
- Client Relations
- Multi-line phone usage
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior associate, operations team lead
Bank of New York Mellon, Pershing
01.2024 - Current
Lead Analyst, Client Processing
Bank of New York Mellon, Pershing
02.2022 - 12.2023
Complaints/EO Team Lead
Wells Fargo
07.2020 - 02.2022
Business Systems Consultant
Wells Fargo, Ettain Group
03.2020 - 06.2020
Supervisor of Patient Access
Kroger Specialty Pharmacy
03.2019 - 03.2020
Billing Specialist
Kroger Specialty Pharmacy
02.2018 - 03.2019
Team Lead/Billing Specialist
Florida Hospital
09.2016 - 02.2018
Pre Access-Benefits/Precertification
Florida Hospital
07.2014 - 09.2016
Patient Registration
Florida Hospital
12.2013 - 07.2014
Member Services
Health First
11.2012 - 10.2013
Personal Banker
JP Morgan Chase
08.2011 - 11.2012
Sales Service Associate
JP Morgan Chase
01.2011 - 08.2011
Teller
JP Morgan Chase
06.2008 - 01.2011
Associates Degree -
Valencia Community College
High School Diploma -
Colonial High School