Lindy Amaro
Woodway,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Organized and motivated hard working employee eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth. Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
18
18
years of professional experience
Work History
Customer Success Analyst
Sharetec
Waco, TX
12.2021 - Current
- Analyzed customer data to identify areas of improvement in the customer experience.
- Provided technical support to customers and answered inquiries regarding product features, pricing, and delivery times.
- Maintained accurate records of all interactions with customers including emails, phone calls, and meetings.
- Documented common problems encountered by users and worked closely with development team to find solutions.
- Performed root cause analysis on recurring issues reported by customers in order to prevent future occurrences.
- Developed personalized plans for each customer based on their individual needs and objectives.
- Managed multiple projects simultaneously while meeting tight deadlines.
- Actively participated in brainstorming sessions aimed at improving the overall customer experience.
Assistant Branch Manager
SharetecTexell Credit Union
Temple, TX
10.2019 - 09.2021
- Provided training to new employees on company policies and procedures.
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Developed strategies for increasing customer satisfaction levels and improving service quality.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
- Coordinated marketing activities such as promotional campaigns, advertising.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
- Managed daily cash flow activities including counting cash drawers at opening and closing times.
- Evaluated operational processes regularly in order to identify areas for improvement.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Provided bank leadership in absence of branch manager.
- Trained and mentored highly effective teams to meet corporate service standards.
First Assistant Treasurer
Mclennan County
Waco, TX
04.2013 - 09.2019
- Investigated and resolved collections and billing disputes with tact and efficiency, reducing outstanding accounts receivable
- Answered office phone calls and emails to direct customers and answer questions
- Assisted senior leadership by processing all wire and daily transfers with documentation, ensuring timely completion
- Processed Daily reports and Prior day documents by verifying entries and comparing system reports to balances.
- Implemented program to create daily spreadsheets and streamline financial reporting using Access and Excel
- Protected company reputation and built loyal client base by working relentlessly to resolve problems and improve customer satisfaction.
- Proactively identified and solved complex problems impacting operations.
- Improved customer satisfaction by finding creative solutions to problems.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Earned reputation for good attendance and hard work.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Recognized by management for providing exceptional customer service.
- Collaborated with others to discuss new advancement opportunities.
Patient Advocate
Lincoln Prescription Solutions
Waco, TX
02.2006 - 07.2012
- Documented patient activities, problems with coverage and hospital actions
- Provided knowledgeable and compassionate service in response to all types of patient questions and concerns
- Helped patients understand care, coverage and payment responsibilities and rights
- Assisted patients in selecting appropriate courses of actions and obtaining needed support
- Gathered and analyzed patient information to determine special program eligibility
- Analyzed accuracy and completeness of patient documents, such as insurance claims, medical bills and legal paperwork
- Worked with patients to appeal insurance decisions and coordinated with providers to resolve problems
- Managed database of patient information and frequently used computerized systems to track details
- Coordinated between patients and healthcare professionals to meet patient needs
- Educated patients and families on treatments, procedures, medications, continuing care and community resources
- Checked claims for errors, corrected issues and mailed out in a timely manner
- Ran statements each month to review outstanding balances and identify accounts in need of collection processing
Education
Associate of Applied Science - Accounting And Business Management
McLennan Community College
Waco, TX11 2020
Skills
- Collections and invoice processing
- Payroll operations
- Account evaluation
- Excellent managerial techniques
- Directing visitors
- Billing and Invoicing
- Consultation and advisory
- Operations
- Strategic decision making
- Operational leadership
- Procedure implementation
- Growth planning
- Business Planning
- Report Preparation
- Sales Promotion
- Order Management
- Account Management
- Complaint Resolution
- Data Collection
- Client Relationship Management
- Problem Resolution
- Team Building
- Problem Solving
- Remote Office Availability
- Communication
- Teamwork and Collaboration
Timeline
Customer Success Analyst
Sharetec
12.2021 - Current
Assistant Branch Manager
SharetecTexell Credit Union
10.2019 - 09.2021
First Assistant Treasurer
Mclennan County
04.2013 - 09.2019
Patient Advocate
Lincoln Prescription Solutions
02.2006 - 07.2012
Associate of Applied Science - Accounting And Business Management
McLennan Community College
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