Flor Lopez
Houston,TX
Summary
Supportive Eligibility Specialist with extensive application engagement and dedicated service skills. Bilingual professional with skill to maintain accurate records, schedule appointments and handle various administrative responsibilities.
Overview
10
10
years of professional experience
Work History
Eligibility Specialist
Harris County Social Services
01.2016 - 12.2019
- Resolved discrepancies with client applications to verify eligibility.
- Communicated with people from various cultures and backgrounds on application process.
- Processed and certified documents for accuracy and compliance with government regulations.
- Followed guidelines when reviewing applicant data to determine eligibility for economic assistance.
- Assisted clients with accurate eligibility form, application and document completion.
- Scheduled appointments with applicants to gather information and explain benefits processes.
- Reviewed applications for different aid programs and determined which qualification criteria for individuals.
Banker
Bank Of America
01.2010 - 01.2016
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Provided advice on different bank products and financial options.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Processed customer applications and approved loans in accordance with bank policy.
- Built and maintained portfolio of loans to meet established goals and objectives.
- Handled various accounting transactions.
Education
High School Diploma -
Macarthur High School
Houston, TX05.2017
Skills
- Effective Communication Skills
- Telephone Etiquette
- Applicant Engagement
- Documentation and Reporting
- Appointment Scheduling
- Record Keeping
- Referral Coordination
- Data Entry
- Schedule Management
Languages
Spanish
Native or Bilingual
Timeline
Eligibility Specialist
Harris County Social Services
01.2016 - 12.2019
Banker
Bank Of America
01.2010 - 01.2016
High School Diploma -
Macarthur High School
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