Kristy Villarreal
Plano,IL
Overview
22
22
years of professional experience
Work History
Client Service Consultant
METLIFE
01.2023 - Current
- Effectively complete and submit plan changes
- Coordinate and execute the implementation of new group products
- Manage group report requests
- Respond timely to brokers and group inquiries
- Act as a liaison between groups and Internal MetLife partners
- Efficiently handle high-volume emails
- Prioritize customer issues and escalate as needed
- Job Shadow Partner for new hires entering the Service Academy
- Manage a workload consisting of 74 groups
- Coordinate Welcome Calls and MetLink Walk-throughs
- Request and deliver Benefit Summaries upon group/broker request
Administrative Assistant / Principal Secretary
PLANO COMMUNITY UNIT SCHOOL DISTRICT #88
01.2018 - 01.2023
- Provide administrative support to the building Principal
- Effectively manage calendar meetings using appropriate prioritization and decision-making skills to resolve potential schedule conflicts
- Responsible for maintaining and completing monthly expense reports
- Review and submit employee timecards and payroll sheets
- Maintain and analyze monthly bank reconciliations
- Complete daily deposits
- Assess student fees
- Act as liaison between staff and principal
- Complete all building orders and maintenance requests
- Coordinate building budget expenses to remain within budget
- Maintain schedule for all parent/teacher conferences
- Completed substitute pay records and assignments
Claims Technician
THE HARTFORD INSURANCE GROUP
01.2015 - 01.2018
- Responsible for providing support to several lines of business within claims
- Served as a Subject Matter Expert for several high-volume processes
- Trained and mentored new hires in Centralized Operations
- Properly submitted jurisdictional forms for claims
- Responded timely to subpoena requests
- Maintained EDI spreadsheets
- Issued, printed, and maintained insurance checks for all lines of business
- Assisted CCT during CAT seasons
Assistant Branch Manager
JP MORGAN CHASE BANK, NA
01.2012 - 01.2014
- Supervised up to 12 employees
- Responsible for our branch to pass our annual/monthly/weekly audits
- Maintained our Instant Issue Debit Card machine
- Completed employee schedules on a bi-weekly basis
- Entered and maintained employee time cards, including time off requests
- Ran a cash drawer, with up to $12,000 cash on hand
- Maintained the main cash vault with up to $400,000
- Handled escalated customer complaints
- Completed and delivered annual employee reviews
Teller/ Teller Supervisor/ Loan Processor/ Assistant Branch Manager
OLD SECOND NATIONAL BANK
01.2003 - 01.2012
- Responsible for running a cash drawer, up to $5000 as a teller
- Completed Real Estate Tax Payments, TT&L payments, as well as regular cash deposits
- Maintained the branch’s COH or Cash on Hand to make sure we were limiting our potential losses
- Processed, underwrote, and completed all loan documents and applications for personal, auto and home equity loans
- Pulled customer credit reports
- Communicated with personal bankers to schedule loan closings
- Responsible for up to 10 employees
- Maintained time and attendance for employees
- Responsible for creating and maintaining my branches annual budget
Education
General Education Courses -
Waubonsee Community College
Aurora, Illinois01.2004
Skills
- Strong empathy
- Professional under pressure
- Reliability
- Understanding customer needs
- Client relations
- Problem-solving skills
- Time management
- Attention to detail
Achievements Affiliations
- Plano Area Chamber of Commerce Ambassador, 01/01/10 - 12/31/12
- Plano Rotary Club Member, 01/01/11 - 12/31/12
- Plano Youth Tackle Football, Board Member, Cheer Director, 01/01/18 - 12/31/22
- Plano Youth Tackle Football, Cheer Coach, 01/01/16 - 12/31/23
- Hispanic Leadership Network Member, 01/01/16 - 8/31/18
Timeline
Client Service Consultant
METLIFE
01.2023 - Current
Administrative Assistant / Principal Secretary
PLANO COMMUNITY UNIT SCHOOL DISTRICT #88
01.2018 - 01.2023
Claims Technician
THE HARTFORD INSURANCE GROUP
01.2015 - 01.2018
Assistant Branch Manager
JP MORGAN CHASE BANK, NA
01.2012 - 01.2014
Teller/ Teller Supervisor/ Loan Processor/ Assistant Branch Manager
OLD SECOND NATIONAL BANK
01.2003 - 01.2012
General Education Courses -
Waubonsee Community College
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