Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Danielle Shultz

Gainesville,FL

Summary

Dynamic professional at JPMorgan Chase, excelling in operations management and relationship building. Demonstrated ability to resolve complex issues, enhancing customer satisfaction and team efficiency. Skilled in critical thinking and documentation, contributing to improved clinic and banking operations. Achieved significant improvements in client relations and operational performance.

Overview

4
4
years of professional experience

Work History

Associate Banker - ME

JPMorgan Chase
07.2022 - Current
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Supported branch management with controls tasks such as balancing and auditing cash entities, monitoring branch metrics, and maintaining office supplies inventory
  • Fostered a positive work environment by actively contributing to team meetings and communicating effectively

Ophthalmic Assistant

Gainesville Eye Physicians
08.2020 - 05.2021
  • Trained new ophthalmic assistants on proper techniques for conducting examinations, resulting in a more efficient clinical staff overall.
  • Maintained compliance with HIPAA regulations regarding patient privacy while handling sensitive medical information daily.
  • Ensured accurate patient records by diligently updating electronic health information systems with test results and medical histories.
  • Enhanced clinic efficiency by maintaining clean and organized examination rooms, ensuring proper equipment functionality.
  • Improved patient satisfaction by providing thorough pre-examination assessments and assisting with diagnostic tests.

Optometric Technician

The Eye and Laser Center
08.2020 - 05.2021
  • Operated and maintained lensometers, refraction units, auto-refractors, and visual field analyzers for patient testing.
  • Input patient information and exam findings into electronic medical records system to facilitate accurate record-keeping.
  • Assisted with insurance questions, eligibility, and prior authorizations of medications and glasses.
  • Managed administrative duties with phone reception, appointment scheduling and payment processing.
  • Tracked optical sales: collecting receipts and balancing register

Education

Associate of Arts - Nutritional Sciences

Santa Fe College
Gainesville, FL
05-2023

Skills

  • Relationship building
  • Operations management
  • Analyzing performance
  • Documentation skills
  • Critical Thinking
  • Due diligence
  • Professional demeanor

Languages

Spanish
Professional Working

Timeline

Associate Banker - ME

JPMorgan Chase
07.2022 - Current

Ophthalmic Assistant

Gainesville Eye Physicians
08.2020 - 05.2021

Optometric Technician

The Eye and Laser Center
08.2020 - 05.2021

Associate of Arts - Nutritional Sciences

Santa Fe College

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Danielle Shultz