Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Esli Moreno Gaxiola

Phoenix,AZ

Summary

Hardworking and reliable employee with strong ability to thrive in a strong professional environment. Offering writing and math skills with strong verbal and written communication. Highly organized, proactive and punctual with team-oriented mentality.

Overview

9
9
years of professional experience

Work History

Payment Specialist

Upgrade Inc
Phoenix, AZ
01.2023 - Current
  • Researched discrepancies related to customer accounts and payments.
  • Managed daily accounting tasks, including invoicing and reconciliation of accounts receivable.
  • Identified and resolved billing issues efficiently and accurately.
  • Created reports on payment activity for management review.
  • Ensured compliance with internal policies and procedures related to payments.
  • Performed data entry into the company's financial system as needed.

Customer Service Representative

Upgrade, Inc
Phoenix, AZ
08.2021 - Current
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Reviewed credit histories from applicants and determined feasibility of granting requested loans.
  • Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
  • Updated client account information and records in company databases.

Account Servicing Online Customer Support

Upgrade Inc
Phoenix, AZ
08.2021 - 12.2022
  • Assisted customers with questions regarding products and services, delivering exceptional experiences through responsive service via email.
  • Meet and exceed 120 customer emails on a 8-hour shift.
  • knowledge of Zendesk, and Spectrum.
  • handle incoming documents and process accurately
  • great to adopt to changing policy and procedures on a constant basis while maintaining high quality work.
  • positive attitude with a strong ambition to grow within my role and for supporting business needs.

Lead Teller

Wells Fargo, NA
Phoenix, AZ
01.2017 - 07.2021
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Reduced errors by double checking transactions.
  • Prepared and submitted documentation for bank records and compliance purposes.
  • Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
  • Assisted tellers with daily activities such as check approval, adding checks, locating errors and resolving member related questions.

Medical Insurance Coordinator

MTBA
Phoenix, AZ
01.2016 - 12.2016
  • Stayed current on HIPAA regulations, benefits claims processing, medical terminology and other procedures.
  • Tracked differences between plans to correctly determine eligibility and assess claims against benefits and data entry requirements.
  • Reviewed settled insurance claims to determine correct transport for members.
  • Scheduled car ride pick up's for members.
  • Communicated via phone to receive and transmit information.
  • Responded to dispatch calls promptly.
  • Prioritized incoming requests for transportation depending upon criticality of patient condition.

Education

Associate of Arts - Communications

Maricopa Community Colleges - Phoenix College
Phoenix, AZ
10-2024

High School Diploma -

Nfl Yet College Prep Academy
Phoenix, AZ
05.2014

Bachelor of Arts - Journalism And Mass Communication

Arizona State University
Tempe, AZ

Skills

  • positive and friendly attitude
  • Knowledge in Zendesk, VQ, Spectrum, Confluence, Word Office, Excel
  • banking experience of 7 years
  • quick learner with ability to adapt with changing needs of the business
  • Collaborative Team Player
  • Organizational Skills
  • Attention to Detail
  • Multitasking and Prioritization

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Timeline

Payment Specialist

Upgrade Inc
01.2023 - Current

Customer Service Representative

Upgrade, Inc
08.2021 - Current

Account Servicing Online Customer Support

Upgrade Inc
08.2021 - 12.2022

Lead Teller

Wells Fargo, NA
01.2017 - 07.2021

Medical Insurance Coordinator

MTBA
01.2016 - 12.2016

Associate of Arts - Communications

Maricopa Community Colleges - Phoenix College

High School Diploma -

Nfl Yet College Prep Academy

Bachelor of Arts - Journalism And Mass Communication

Arizona State University

Similar Profiles

CREATE PROFILE
Esli Moreno Gaxiola