Elba E Jimenez
Carrollton,TX
Summary
Driven and resourceful administrative professional with 10+ years of experience assisting with work of high-achieving executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads in rapidly changing environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Executive Assistant
Greystone
04.2022 - 03.2023
- Answered high volume of phone calls and email inquiries.
- Screened calls and emails and initiated actions to respond or direct messages for managers.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Used advanced software to prepare documents, reports, and presentations.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Supported business and hospitality needs of corporate partners and staff during meetings and company events.
- Handled confidential and sensitive information with discretion and tact.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Coordinated events and worked on ad hoc projects.
- Took notes and dictation at meetings.
- Worked with senior management to initiate new projects and assist in various processes.
- Wrote reports, executive summaries and newsletters.
- Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
- Led staff and vendors in providing high level of service for owner and guests.
- Screened personal and business calls and directed to appropriate party.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Upheld strict timetables by maintaining accurate, balanced calendars.
- Volunteered to help with special projects of varying degrees of complexity.
- Filed paperwork and organized computer-based information.
- Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.
- Handled logistics, catering, agendas and travel arrangements for meeting and event planning for board of directors, president and executive vice president.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Updated and maintained confidential databases and records.
Fraud Specialist I/ Administrative Assistant
JP Morgan Chase
08.2018 - 04.2022
- Working multiple functions in the fraud department: cross trained in Filter Fraud, TASER, Merchant credit, and non-Fraud
- Providing world class customer service to allow our customers to have their claims processed in a timely manner, working multiple monitors
- Meeting production numbers on a daily basis and meeting goals based off metrics
- Always involved in team functions, planning committee, and volunteering based on teams needs.
- Analyzed large amounts of data to find patterns of fraud and anomalies.
- Facilitated timely delivery of special projects to meet organizational and departmental objectives.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Assisted coworkers and staff members with special tasks on daily basis.
- Volunteered to help with special projects of varying degrees of complexity.
Patient Services Coordinator/Tech Aide
Children's Medical Center
07.2017 - 08.2018
- Assisting x-ray technicians with patients in diagnostic and fluoroscopy procedures
- Getting patients from waiting area and verifying demographics; data entry clerk
- Stocking up supplies and or rooms with proper equipment
- Daily use of MRN's/EPIC system.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Assisted coworkers and staff members with special tasks on daily basis.
- Volunteered to help with special projects of varying degrees of complexity.
Front Desk/ Administrative Assistant
Children's Health Pediatric Group
03.2015 - 07.2017
- Receptionist- Handle patient scheduling, providers schedule, mail correspondence, data entry
- Speaking with patients throughout the inbound/outbound calling process(English and Spanish)
- Interacting with patients- checking in for appointments and checking out
- Persistent with EPIC system, MRN's, and insurance verification before date of service/appointment
- Providing world class customer service.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Aided colleagues, managers, and customers through regular communication and assistance.
- Collect patient and client documents and information upon referral.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Managed filing system, entered data and completed other clerical tasks.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
Patient Advocate
Medsynergies, Inc.
12.2013 - 02.2015
- Contact Center- handle multiple screens, mail correspondence, and insurance claims/inquiries
- Data entry clerk
- Speaking with patients through the inbound calling process
- Assisting patients regarding insurance claims/payments- English and Spanish
- Providing world class customer service.
- Entered details into computer systems and managed database of information.
- Assisted patients in understanding individual rights and responsibilities in regards to care, coverage, and payment.
- Worked effectively with staff from all departments to coordinate resolutions.
- Collaborated with healthcare professionals to facilitate high-quality comprehensive care.
- Educated patients and families on healthcare options and financial support resources.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Compiled and maintained patient medical records to keep information complete and up-to-date.
- Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
- Followed document protocols to safeguard confidentiality of patient records.
- Verified patient insurance eligibility and entered patient information into system.
Mortgage Loan Officer
Bank of America
07.2009 - 12.2013
- Data Entry- Input Data/Logging up to 500 loan documents on AS400 system daily
- Checking for accurate information on legal documents/modifying information
- Helping the shipping department with overlooking the loans before shipping out.
- Explained different types of loans pertaining to client situations.
- Reviewed loan files and updated to match current standards.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Checked loan documents for accuracy prior to closing.
- Evaluated loan requests and documents to verify accuracy and completeness.
Telephone Sales Associate 1
Bank of America
01.2009 - 07.2009
- Call Center- handle multiple system dialer; data entry, verifying sensitive information
- Speaking with customers through the outbound calling process
- Assisting customers - English and Spanish (Bilingual Certified)
- Providing world class customer service.
- Responded to customer requests for products, services, and company information.
- Increased efficiency and team productivity by promoting operational best practices.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Responded proactively and positively to rapid change.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Cross-trained and provided backup support for organizational leadership.
Education
Irving High School
Irving, TXSkills
- Office Management
- Meeting planning
- Mail Management
- Document handling
- Technical Support
- Expense Reporting
- Invoice Processing
- Administrative Support
- Business Administration
- Travel Coordination
- Office Administration
- Calendar Management
Certification
- Notary Public, State of Texas - Commission Expires: June 2026
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Executive Assistant
Greystone
04.2022 - 03.2023
Fraud Specialist I/ Administrative Assistant
JP Morgan Chase
08.2018 - 04.2022
Patient Services Coordinator/Tech Aide
Children's Medical Center
07.2017 - 08.2018
Front Desk/ Administrative Assistant
Children's Health Pediatric Group
03.2015 - 07.2017
Patient Advocate
Medsynergies, Inc.
12.2013 - 02.2015
Mortgage Loan Officer
Bank of America
07.2009 - 12.2013
Telephone Sales Associate 1
Bank of America
01.2009 - 07.2009
- Notary Public, State of Texas - Commission Expires: June 2026
Irving High School
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