Experienced Member Support Associate with a proven track record in delivering exceptional customer service and comprehensive support in the financial industry. Skilled communicator adept at articulating complex financial concepts clearly. Proficient in multitasking and collaborating with cross-functional teams for operational efficiency. Committed to continuous learning and staying updated on industry trends.
Overview
13
13
years of professional experience
Work History
Member Support Associate
Chevron Federal Credit Union
10.2017 - Current
Deliver outstanding customer service to over 500 credit union members monthly via phone and email
channels, demonstrating precision and empathy in addressing diverse banking inquiries
Process an average of 150 deposits, withdrawals, transfers, and loan payments daily, ensuring error-
free and streamlined transactions aligned with established policies and procedures
Maintain a high 95% customer satisfaction rate by promptly resolving member concerns, fostering long-
term retention, and collaborating effectively with cross-functional teams
Facilitate an average of 50 loan applications monthly through seamless collaboration, ensuring timely
updates to members and an improved service experience
Contribute to accurate and organized member records, driving a remarkable 25% growth in company
revenue and exceeding individual and team performance targets consistently
Successfully analyze suspicious transactions, proactively identifying and addressing potential fraud
cases, resulting in a 40% reduction in financial losses and safeguarding member accounts
Collaborate closely with cross-functional teams to investigate and promptly resolve suspected
fraudulent activities, maintaining a 99.5% account security rate
Implement highly effective fraud prevention strategies, leading to a remarkable 60% decrease in
fraudulent activities and enhanced customer security.
Claims Associate
Fidelity Investments
01.2015 - 01.2017
Provide exceptional customer service through phone, email, and online platforms, maintaining a high customer satisfaction rating by addressing inquiries and concerns promptly
Guide customers through the warranty claims process, resulting in a notable 20% reduction in claim
processing time and improved overall efficiency
Collaborate seamlessly with cross-functional teams, contributing to a significant 30% improvement in
claim resolution efficiency and satisfactory resolutions
Demonstrate strong sales acumen by upselling and cross-selling additional home warranty plans to
existing customers, leading to a substantial 15% increase in revenue
Consistently exceed performance targets, achieving an outstanding 98% call quality rating and
surpassing customer satisfaction goals.
Patient Service Representative
Janae Tuck, UCSF Benioff Children's Hospitals
01.2013 - 01.2015
Managed patient accounts using healthcare billing software, ensuring accurate billing and compliance with regulations
Collaborated with healthcare providers, insurance companies, and internal teams, addressing billing inquiries and negotiating payment plans
Spearheaded process improvements, streamlining billing procedures, and reducing errors by 20%
Utilized EMR (Electronic Medical Records) and Epic systems to access patient data and ensure seamless billing processes
Exceeded collection targets for six quarters, reducing delinquent accounts by 20% and improving financial stability
Received consistent positive feedback from patients, maintaining a 95% satisfaction rate
Liaised between patients and insurers, advocating for accurate claims processing
Trained new team members on billing software and processes
Attended industry seminars to stay updated on healthcare regulations and billing practices.
Phone Business Banker
Wells Fargo
01.2012 - 01.2014
Deliver outstanding customer service by understanding clients' unique business requirements and
providing tailored financial solutions, collaborating effectively with internal teams for a seamless
customer experience
Achieve and surpass sales targets by identifying cross-selling opportunities, resulting in a 25% revenue
increase within the first year
Assist clients in navigating online banking platforms, offering technical support and comprehensive
training
Act as a trusted advisor, offering expert recommendations and financial advice to clients, resulting in a customer satisfaction rating.
Patient Billing Representative
San Joaquin General Hospital
01.2011 - 01.2012
Communicated with insurance providers to resolve denied claims and resubmitted.
Verified insurance of patients to determine eligibility.
Collected payments and applied to patient accounts.
Analyzed complex Explanation of Benefits forms to verify correct billing of insurance carriers.
Accurately entered patient demographic and billing information in billing system to enable tracking history and maintain accurate records.
Posted payments and collections on regular basis.
Education
Bachelor's degree, Bachelors degree - Finance
California State University - East
Associate of Science - AS - Behavioral Sciences
Chabot College
Skills
Program Support
Preparing Reports
Cash Handling
Workplace Safety
Strategy Development
Insurance Verification
Timeline
Member Support Associate
Chevron Federal Credit Union
10.2017 - Current
Claims Associate
Fidelity Investments
01.2015 - 01.2017
Patient Service Representative
Janae Tuck, UCSF Benioff Children's Hospitals
01.2013 - 01.2015
Phone Business Banker
Wells Fargo
01.2012 - 01.2014
Patient Billing Representative
San Joaquin General Hospital
01.2011 - 01.2012
Bachelor's degree, Bachelors degree - Finance
California State University - East
Associate of Science - AS - Behavioral Sciences
Chabot College
Similar Profiles
Lindsay KepplerLindsay Keppler
Mortgage Servicing Processor at Chevron Federal Credit UnionMortgage Servicing Processor at Chevron Federal Credit Union