Highly organized and detail -oriented professional passionate about executing goals and helping others. Over 12 years in customer service, sales, coordinating, and banking with knowledge in Microsoft Word and Excel.
Overview
12
12
years of professional experience
Work History
Event Coordinator
The District
06.2023 - Current
Planned and conducted numerous weddings, concerts, and corporate events including conferences, seminars, holiday parties, trade shows, and galas.
Coordinated with clients to understand their vision and preferences for their event.
Managed guest lists, banquet staff and bartender schedules.
Ensured smooth event operations by coordinating with staff, and resolving any issues that arise.
Developed creative marketing materials that generated interest and boosted event attendance.
Coordinated florists, photographers, and musicians for events.
Employed social media platforms effectively to promote upcoming events, reaching a wider audience base.
Developed detailed event reports, documenting all aspects of each event.
Set up and carried out tastings for weddings with our onsite caterer.
Negotiated contracts with vendors and suppliers to obtain best rates and services.
Admin
Sanford Health
06.2022 - 06.2023
Created and managed Physicians and nurses schedules
Manage day-to-day office activities, scheduling appointments, monitoring and directing telephone consults, verifying patient insurance and care eligibility, checking-in patients
Obtained patient's insurance information and determined eligibility for benefits for specific services rendered.
Received patient deductibles and co-pay amounts and discussed options to satisfy remainder of patient financial obligations.
Facilitated smooth billing processes by verifying insurance eligibility, obtaining authorizations, and accurately entering claim details.
Responsible for insurance verification and prescription requests.
Secured patient information and confidential medical records in compliance with HIPAA privacy rule standards to protect patient's privacy.
Banker
Levo
01.2022 - 04.2022
Met and built rapport with members by helping them with their banking needs
Analyzed and processed applications by underwriting loans and accounts
Helped members understand terms of loans to see which was best suited for their needs
Developed relationships with realtors, insurance consultants, car salesmen, other bankers, and businesses to proactively solicit business and conduct sales-related activities.
Maintained regulatory compliance in all lending practices, staying up-to-date with industry standards and changes in legislation.
Banker
Wells Fargo
01.2014 - 12.2021
Met with customers for various administrative and financial inquiries, options, and helped process their loan applications such as auto loans, home equity lines of credit, personal loans, and benefits
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for online services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Balanced teller drawers and ATM cash.
Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
Educated customers on features and benefits of banking products and services.
Bartender
Bjs Restaurants Inc
09.2012 - 03.2015
Served high customer volumes during special events, nights, and weekends.
Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
Kept bar presentable and well-stocked to meet customer needs.
Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.