Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
14
14
years of professional experience
Work History
Benefits Verification Specialist
Everise
11.2023 - 07.2025
Ensured timely reimbursements by proactively identifying potential issues that could delay claim processing and addressing them before submission.
Enhanced claim processing efficiency by reviewing and verifying insurance benefits information.
Established positive relationships with insurance carriers, streamlining communication channels when clarifying policy details or negotiating terms on behalf of clients.
Deposit Operations Specialist
Genpact
08.2021 - 10.2023
Handled deposits with precision, managing over $1 million in daily transactions without errors.
Monitored transaction processes to identify and mitigate regulatory risks, achieving a 20% decrease in exposure.
Reported suspicious activities following internal compliance protocols.
Managed account openings and closures for CDs, savings, and checking accounts.
Senior Personal Banker
First National Bank Of Texas
05.2018 - 12.2020
Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
Streamlined account opening processes for improved efficiency and reduced waiting times.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Trained new hires on customer service policies and procedures.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Telephone Banker
Chase Bank
11.2016 - 03.2018
Handled over 100 incoming telephone calls, emails and chat requests.
Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.
Stayed current on changing products, services and policies to offer exceptional service to customers.
Cross-sold credit cards, loans and other bank products.
Collaborated with team members to share best practices and improve overall team performance.
Sales Clerk
Quik-Trip
05.2011 - 09.2015
Delivered tailored customer service by evaluating client needs and recommending product options.
Ensured accuracy of inventory through diligent monitoring of deliveries and prompt reporting of any discrepancies to management.
Reorganized product placement to drive a 28% sales growth.