Highly-motivated employee with desire to take on new challenges, with over 22 years of customer service experience. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Manager
A&B Complete Property Servicing
Rowlett, Texas
01.2016 - Current
Renovated and produced physical structures to meet timeline and budgetary constraints.
Applied changes requested by designers, owners or inspectors to optimize work.
Minimized waste and negotiated supplier purchases to reduce expenses and maintain cost-effectiveness.
Met frequently with clients to gain understanding of goals and service needs.
Visited job sites and reviewed renovation plans to ascertain projects.
Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
Formed and sustained strategic relationships with clients.
Delegated work to staff, setting priorities and goals.
Surplus Lines Associate
Us Risk Insurance
Dallas, TX
08.2018 - 07.2021
Maintained professionality and efficiency while working closely with leadership.
Demonstrated leadership by making improvements to work processes and helping to train others.
Prioritized and organized tasks to efficiently accomplish service goals.
Conducted accurate and thorough risk selection with proper classification of insureds.
Reviewed files to check for complete and accurate information.
Implemented new filing system and created updated forms.
Used tax form instructions and tables to complete tax forms.
Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Branch Associate/Personal Banker
Captial One, Universal
Rowlett, TX
12.2016 - 08.2018
Open and Close Accounts -Provide financial planning for customers -Process payments, deposits, and withdrawals -Train new employees
Reviewed, verified and identified customer transactions to detect and prevent financial crimes activities.
Adhered to financial services security and audit procedures.
Assisted customers with opening checking and savings accounts and applying for credit cards and loans.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Verified cash by balancing cash drawers and maintaining cash count records.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Grew business banking relationships through proactive outreach.
Office Manager
My Mouth Dental - My Kidz Dental
Rowlett, Texas
05.2011 - 06.2013
Maintained patient records, scheduled appointments, and handled billing inquiries.
Ensured accurate data entry of patient information into the office management system.
Managed all front desk operations, including phone calls and customer service inquiries.
Provided guidance to staff on insurance coverage and payment options for patients.
Developed procedures for tracking patient records and updating treatment plans as needed.
Coordinated with dental providers regarding patient care and scheduling needs.
Assisted in training new employees on office policies and procedures related to dental services.
Implemented strategies to improve efficiency in the day-to-day operations of the office.
Conducted regular audits of patient accounts to ensure accuracy and compliance with regulations.
Collaborated with other healthcare professionals in order to provide quality care to patients.
Advised administrative staff on proper filing techniques and methods for maintaining medical records.
Resolved customer complaints in a timely manner by investigating issues thoroughly.
Education
Dental Assisting
Collin County Community College
Plano
08.2008
High School Diploma -
Taft High School
Taft, TX
05.1999
Skills
Bilingual
Accounts receivable for our business
Excellent team player
Great interpersonal and communication skills
Twenty five experience in excellent customer service
Able to perform multiple tasks and handle stressful situations
Good organization skills
Answer telephone calls in a professional manner
Strong listening skills
Very dependable
Computer Savvy
Customer Service
Strategic Planning
Training and Development
Accounts Payable
QuickBooks Experience
Work Prioritization
Timeline
Surplus Lines Associate
Us Risk Insurance
08.2018 - 07.2021
Branch Associate/Personal Banker
Captial One, Universal
12.2016 - 08.2018
Manager
A&B Complete Property Servicing
01.2016 - Current
Office Manager
My Mouth Dental - My Kidz Dental
05.2011 - 06.2013
Dental Assisting
Collin County Community College
High School Diploma -
Taft High School
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