Jacob Garcia
Corpus Christi,TX
Summary
Results-driven Assistant Business Office Manager with expertise in relationship building and document management. Proven ability to streamline office operations and ensure timely completion of Medicaid applications, enhancing overall customer satisfaction.
Detail-oriented professional with a versatile background in office management and banking. Known for effective communication and deadline management, contributing to seamless operations and improved client relationships.
Overview
6
6
years of professional experience
Work History
Assistant Business Office Manager
Corpus Christi Nursing and Rehabilitation
Corpus Christi, TX
02.2025 - Current
- Assisted in daily office operations, ensuring efficient workflow and timely completion of tasks.
- Able to read and pull common working files.
- Maintaining Trust Fund and Reconcile Trust Fund
- Medicaid Renewals, Medicaid applications process for Medicaid Pending cases
- Facilitated submission for authorization of Part A services as required.
- Utilized DocuSign to streamline document signing processes.
- Explain coinsurance amount when it starts if there is not secondary insurance.
- Engaged with residents and families to ensure clear and supportive dialogue.
- Coordinated submission of documents for financial screening to verify eligibility.
- Present Welcome letters to resident or RP
Bank Teller
Wells Fargo
Corpus Christi, TX
02.2020 - 02.2025
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Assisted clients with account inquiries, providing exceptional service to enhance customer satisfaction.
- Maintained cash drawer accuracy, performing daily reconciliations to prevent discrepancies.
- Trained new staff on operational procedures and customer service best practices to improve team performance.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Reconciled cash drawer and resolved discrepancies.
Education
High School Diploma -
Foy H. Moody High
Corpus Christi, TXSkills
- Relationship building
- Scheduling appointments
- Account reconciliation
- Document management
- Deadline management
- Office inventory oversight
- Customer service
- Problem-solving abilities
- Effective communication
- Docusign
Timeline
Assistant Business Office Manager
Corpus Christi Nursing and Rehabilitation
02.2025 - Current
Bank Teller
Wells Fargo
02.2020 - 02.2025
High School Diploma -
Foy H. Moody High