Diana Tovar
Harvard
Summary
Qualified professional with excellent customer service and communication skills, seeking to apply knowledge of banking and finance. Highly organized with an ability to prioritize tasks, manage multiple projects, and maintain accuracy in a fast-paced environment. Track record of success in providing customers with an exceptional banking experience, including handling customer inquiries, identifying customer needs, and providing financial solutions.
Resource management professional, highly prepared for roles involving coordination and optimization. Successfully led initiatives to enhance resource utilization and streamline processes, making tangible impact on operational efficiency. Known for collaborative team efforts and adaptability, with strong skills in strategic planning and effective communication.
Overview
11
11
years of professional experience
Work History
Financial Resource Specialist
Mercy Health
Harvard, IL
08.2024 - Current
- Meet with patients in person or via telephone to counsel patients on billing concern, and account balance.
- provide patients with cost for services/estimate.
- Educate patients on insurance coverage, billing procedures , and payment options to ensure understanding of financial responsibility .
- Close Cash drawer at the end of shift if payments have been processed.
- Review accounts for high balance contact patient to set payment plans offer charity care application.
- verify insurance eligibility and benefits prior to services.
- Manage incoming calls from patient regarding account and charges.
- Check emails daily and respond In a mannerly time.
- Collecting prepayments, and processing any cash, card and check payment.
- maintain compliance with HIPPA and all state and federal financial regulation.
- Work collaboratively with billing, collections, and patients access teams to ensure accurate account resolutions.
Teller
Harvard Savings Bank
12.2022 - 08.2024
- Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
- Balanced cash drawer and maintained full accountability for assigned cash on hand.
- Developed strong customer relationships by providing excellent customer service and responding to inquiries promptly.
- Completed financial transactions, including deposits, withdrawals, and loan payments.
- Greeted customers with professionalism and friendly and courteous demeanor.
- Balanced cash drawer and vault daily at the end of each shift.
- Ensured that all customer data was kept confidential.
- Verified the accuracy of customer account information is up to date.
- Handled incoming calls from customers regarding their accounts or inquiries.
Teller
First National Bank And Trust Company
09.2020 - 12.2022
- Assisted customers with deposits, withdrawals, and check cashing services in a friendly and efficient manner.
- Balanced cash drawer and maintained full accountability for assigned cash on hand.
- Completed financial transactions, including deposits, withdrawals, and loan payments.
- Greeted customers with professionalism and friendly and courteous demeanor.
- Balanced cash drawer daily at the end of each shift to ensure accuracy.
- Verified the accuracy of customer account information prior to processing transactions.
- Handled incoming calls from customers regarding their accounts or inquiries about bank policies in a courteous and professional manner.
- Cross-sold bank products to existing customers while meeting sales goals set by management.
- Assisted management in bank opening and closing procedures.
- Verified customer identification documents for new accounts.
- Balance vault and recycler daily at the end of the day.
- Balance ATM daily.
- Assisted with training of new team members.
- Responded to banking inquiries and requests from customers.
Collection Agent
Metropolitan Auto Lending
Chicago, IL
10.2015 - 05.2020
- Successfully handled high-volume calls from delinquent customers.
- Provided excellent customer service while following collections procedures.
- Assisted customers with making payments via credit cards or cash.
- Identified opportunities for process improvement within the collections department.
- Coached new employees on best practices related to collections processes.
- Maintained accurate records of collection activities in database system.
- Analyzed customer financials for potential solutions to delinquency issues.
- Generated invoices and sent out payment reminders.
- Negotiated with customers to reach payment agreements.
- Tracked and resolved discrepancies and past-due balances in accounts.
- Answered customer questions regarding problems with accounts.
- Researched customer accounts to identify payment issues.
Education
High School Diploma -
Kelvyn Park High School
Chicago, IL07.2013
Skills
- Cash Handling
- Account Management
- Problem Solving Abilities
- Insurance verification and billing
- knowledge of Medicaid/ charity programs
- Teamwork and Collaboration
- Organizational Skills
- Multitasking Capabilities
- Positive Attitude
- Time Management
- Honest and Dependable
Languages
Fluent Spanish speaker
Fluent English speaker
Timeline
Financial Resource Specialist
Mercy Health
08.2024 - Current
Teller
Harvard Savings Bank
12.2022 - 08.2024
Teller
First National Bank And Trust Company
09.2020 - 12.2022
Collection Agent
Metropolitan Auto Lending
10.2015 - 05.2020
High School Diploma -
Kelvyn Park High School