Hands-on professional with experience in travel claims, office support, and teller operations. Known for preparing accurate documents, reconciling cash, recording customer information, and assisting people by phone and in person while protecting records, reducing errors, and supporting efficient daily operations.
Overview
18
18
years of professional experience
Work History
Travel Claims and Customer Service Representative
One 80 Coordinated Benefit Plans
05.2022 - 04.2025
Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
Responded to customer requests for products, services, and company information.
Fielded customer complaints and escalated complex issues to management, facilitating timely resolutions.
Assisted customers with completing insurance documents to avoid missed information.
Prepared insurance claim forms or related documents and reviewed for completeness.
Communicated effectively with staff members of the operations, finance and clinical departments.
Determined appropriateness of payers to protect the organization and minimize risk.
Deputy Recording Clerk
Pinal County
08.2021 - 05.2022
Welcomed customers into office, creating a positive first impression.
Assisted customers in person and by phone, providing courteous and professional service.
Guided customers in documenting recording requirements, ensuring compliance and accuracy.
Recorded public documents into the Pinal County system.
Entered data and recorded public documents into Pinal County systems.
Reconciled cash drawer daily and balanced cash totals.
MOS(Medical Office Specialist)
HCA Midwest Health
08.2018 - 08.2021
Registered new patients, maintaining accurate and up-to-date records.
Checked patients in and out, ensuring smooth patient flow and satisfaction.
Make sure insurance is correctly put into our systems.
Performed data entry to maintain accurate records
Front Desk
Dermatology & Skin Cancer Center
03.2018 - 08.2018
Fostered friendly and professional interactions with patients to enhance their overall experience.
Collaborated with physicians and nursing staff to ensure patients received optimal care and positive experiences during visits.
Answer all incoming phone calls
Maintain the patient lobby (making sure it is always clean and sanitized). Conducted follow-up calls with patients to confirm resolution of concerns and improve satisfaction.
Sent and received faxes to manage patient documentation efficiently.
Scanned and uploaded patient documents into the electronic medical records (EMR) system for efficient data management.
Performed end-of-day procedures to maintain accurate records and prepare for the next day.
Completed bank deposits to ensure timely and accurate financial management.
Lead Teller Operations Specialist
Chase Bank
03.2017 - 02.2018
Functioned as the primary contact for branch operations, promoting effective workflow and communication.
Ensured branch operational soundness and compliance with regulatory standards.
Coordinated daily cash reconciliation, maintaining accuracy in a high-volume environment.
Rapidly and efficiently prepared customer and ATM cash and change orders
Executed customer transactions, including deposits, withdrawals, money orders and checks
Handled various accounting transactions
Maintained friendly and professional customer interactions
Deputy Recording Clerk
Pinal County
11.2014 - 04.2016
Provided comprehensive support to customers for their recording needs, ensuring accurate processing of requests
Recorded public documents into the Pinal County systems
Notarized documents for customers.
Assisted customers in person and over phone, addressing inquiries and facilitating transactions
Greeted customers entering office, creating a welcoming environment
Performed data entry tasks accurately
Maintained cash drawer and balanced it daily
Lead Teller Supervisor
JPMorgan Chase Bank
04.2007 - 11.2014
Executed customer transactions, ensuring accuracy and compliance for deposits, withdrawals, money orders, and checks
Coordinated daily cash reconciliation, maintaining accuracy and accountability in a high-volume location
Prepared customer and ATM cash and change orders, ensuring timely availability of funds for transactions
Processed quarterly Vault and ATM audits with zero error rate
Generated daily reports to monitor branch operations and metrics
Maintained friendly and professional customer interactions
Handled various accounting transactions
Responded to telephone inquiries about banking products and services on banking products including checking, savings, loans and lines of credit.
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