JASMINE MORENO
Phoenix,AZ
Summary
Detail-oriented administrative and client support professional with 12+ years of customer service experience and 8+ years in finance, including experience handling sensitive data in regulated environments. Skilled in data analysis, documentation review, and cross-functional coordination, with a strong focus on accuracy and compliance. Certified Arizona Notary and TMS Technician with advanced proficiency in Microsoft Office, CRM systems, and data management tools. Eager to bring strong analytical and organizational skills to a Transaction Privilege Tax Auditor role with the Arizona Department of Revenue.
Overview
11
11
years of professional experience
1
1
Certification
Work History
TMS Technician
Serenity Mental Health Center
Phoenix, AZ
05.2025 - Current
- Administer transcranial magnetic stimulation (TMS) therapy to patients with mental health disorders.
- Monitor patient responses during TMS sessions for safety and effectiveness.
- Document treatment outcomes and patient notes in EMR systems.
- Collaborate with mental health professionals to develop individualized treatment plans.
- Educate patients about TMS procedures and potential side effects.
Patient Experience Coordinator
Serenity Mental Health Center
Phoenix, AZ
08.2024 - 05.2025
- Ensured smooth, HIPAA-compliant patient check-in/out process and payment collection.
- Took vitals and assisted medical staff in patient preparation and coordination.
- Handled insurance verifications, appointment scheduling, and records processing.
- Administered Qb testing and Genesight genetic tests; managed lab submissions and result tracking.
- Supported pharmaceutical rep visits and coordinated provider meeting logistics.
Operations Administrative Assistant
REDW Advisors & CPAs
04.2022 - 01.2024
- Delivered administrative support for the tax and wealth management departments.
- Processed and assembled financial documents and tax returns with precision.
- Supported monthly billing operations for the CAAS department, ensuring accurate invoicing, and adherence to billing schedules.
- Assisted with CRM data integrity and client onboarding using Dynamics 365.
- Organized firm events and served on the Employee Engagement (FUN) Committee.
- Provided excellent service and attention to clients, whether face-to-face or through phone conversations.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Organized office supplies and maintained inventory to ensure availability.
- Facilitated communication between internal departments by coordinating meetings or conference calls.
Fraud Claims Specialist
Bank of America Corporate
06.2019 - 04.2022
- Investigated and processed small business credit card fraud claims.
- Navigated complex account issues and resolved inquiries in a fast-paced environment.
- Consistently exceeded performance metrics, while ensuring regulatory compliance.
- Collaborated with clients to gather necessary documentation for claim processing.
- Analyzed claim data using internal systems to identify trends and discrepancies.
Sales Associate
Dillard's
09.2018 - 01.2019
- Delivered excellent in-store customer service, upsold products, and supported POS operations.
- Assisted with restocking, merchandising, and end-of-day cash reconciliation.
- Trained new associates on store policies and customer service techniques.
- Handled customer inquiries and resolved issues promptly and professionally.
- Answered incoming telephone calls to provide store, products and services information.
Teller
One AZ Credit Union
06.2017 - 07.2018
- Processed cash transactions, balanced drawers, and supported member services.
- Received and processed member transactions, including deposits, withdrawals, loan payments and other banking services.
- Conducted compliance checks for regulatory adherence daily.
- Trained new tellers and handled debit card replacements and online banking assistance.
- Handled large volumes of currency quickly and accurately with minimal errors.
Support Services Associate II
Arizona Central Credit Union
07.2014 - 04.2017
- Audited and processed IRA/HSA applications, scanned documents for compliance.
- Handled card blocking/unblocking and processed undeliverable returns securely.
- Coordinated member services and resolved issues promptly and professionally.
- Maintained accurate records and updated member information in the system.
- Explained forms and documents to patients, guardians and family members, distributing copies and confirming comprehension.
- Sorted and distributed mail to specified recipient and sent outgoing mail on behalf of business.
Education
General Diploma -
Greenway High School
Phoenix, AZ05.2009
Skills
- Data Analysis & Financial Skills
Data Interpretation & Reconciliation
Financial Analysis
Fraud Detection & Prevention
Compliance and Regulatory Tracking
- Technical & Software Proficiency
Microsoft Office Suite (Excel, Word, Outlook)
Dynamics 365 CRM
eClinicalWorks
Practice Management Software
- Administrative & Operational Skills
Records Management
Administrative Operations
Calendar & Event Management
Data Processing
Notary Services
- Healthcare & Compliance Knowledge
HIPAA Compliance
Healthcare & Insurance Processes
EMR Documentation
Patient Coordination
Insurance Verification
TMS Therapy Administration
Genesight Genetic Testing Administrator
- Soft Skills & Professional Attributes
Attention to Detail
Critical Thinking
Adaptability
Communication Skills
Customer Service Excellence
Time Management & Multitasking
Certification
- Certified TMS Technician, 06/05/25
- Arizona Notary Public, 10/01/22 - 10/01/26, 638548
References
Available upon request.
Timeline
TMS Technician
Serenity Mental Health Center
05.2025 - Current
Patient Experience Coordinator
Serenity Mental Health Center
08.2024 - 05.2025
Operations Administrative Assistant
REDW Advisors & CPAs
04.2022 - 01.2024
Fraud Claims Specialist
Bank of America Corporate
06.2019 - 04.2022
Sales Associate
Dillard's
09.2018 - 01.2019
Teller
One AZ Credit Union
06.2017 - 07.2018
Support Services Associate II
Arizona Central Credit Union
07.2014 - 04.2017
General Diploma -
Greenway High School
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