Jacquelyn Sosa
Houston,TX
Summary
Results-driven banking professional with a strong background in financial transactions and data entry accuracy. Demonstrated success in managing customer inquiries and onboarding processes, contributing to streamlined operations and heightened customer satisfaction.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Universal Banker
Woodforest Bank
Houston, TX
11.2023 - 04.2026
- Opened new accounts for customers, including checking accounts, savings accounts, business accounts, credit cards, and certificates of deposit.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Processed deposits, withdrawals, loan payments and other financial transactions.
Medical Filing Clerk
Clear Lake Foot & Ankle Specialist
Webster, Texas
01.2022 - 04.2023
- Processed insurance claims and verified patient eligibility.
- Scanned, sorted, and entered paper files into digital database.
- Maintained confidentiality of sensitive patient information.
- Scheduled appointments and managed office calendar efficiently.
Lead Pawnbroker
Cash America Pawn
Pasadena, TX
09.2019 - 01.2021
- Managed daily operations of the pawn shop to ensure smooth transactions.
- Maintained accurate records of inventory and financial transactions.
- Resolved customer inquiries and disputes with effective communication skills.
- Performed periodic audits of store merchandise to identify any discrepancies between physical count and computer records.
Education
High School Diploma -
Sam Rayburn High School
Pasadena, TX05-2019
Skills
- Cross-selling strategies
- Product knowledge
- Customer onboarding
- Financial processing
- Compliance standards
- Client relationship management
- Data entry accuracy
Certification
- Notary
Timeline
Universal Banker
Woodforest Bank
11.2023 - 04.2026
Medical Filing Clerk
Clear Lake Foot & Ankle Specialist
01.2022 - 04.2023
Lead Pawnbroker
Cash America Pawn
09.2019 - 01.2021
High School Diploma -
Sam Rayburn High School