Lois Taylor
Buna,TX
Summary
Dynamic professional with a proven track record at Rave Financial Credit Union, excelling in customer service and banking operations. Demonstrated exceptional communication and effective decision-making skills, enhancing client satisfaction and cross-selling opportunities. Proficient in financial transactions and data entry, ensuring accuracy and efficiency in all processes.
Overview
11
11
years of professional experience
Work History
Member Experience Associate II
Rave Financial Credit Union
01.2023 - Current
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Office Manager
Wiggins Farms
09.2020 - 11.2022
- Updated reports, managed accounts, and generated reports for company database.
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Managed accounts payable and receivables.
- Input financial data and produced reports using QuickBoooks.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Estimating Administrator
STI Group
01.2018 - 03.2020
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
Patient Access Representative II
Christus Jasper Memorial Hospital
07.2014 - 01.2018
- Ensured compliance with HIPAA regulations to maintain confidentiality of sensitive patient information during all interactions.
- Stayed calm under pressure to and successfully dealt with difficult situations.
- Adapted quickly to changing demands within the healthcare environment, demonstrating flexibility and a strong commitment to quality patient care.
- Provided excellent customer service through active listening skills, understanding patient needs, and offering tailored solutions where applicable.
- Maintained accurate patient records, contributing to a well-organized database for seamless information access across departments.
- Enhanced data accuracy with meticulous verification of patient information and insurance details.
Education
GED -
Newton High School
Newton, TXSkills
- Patience and composure
- Exceptional communication
- Effective decision making
- Data entry proficiency
- Strong interpersonal skills
- Customer service
- Banking
- Payment processing
- Account management
- Financial transactions
- Computer skills
- Money handling
Languages
American Sign Language
Limited Working
Timeline
Member Experience Associate II
Rave Financial Credit Union
01.2023 - Current
Office Manager
Wiggins Farms
09.2020 - 11.2022
Estimating Administrator
STI Group
01.2018 - 03.2020
Patient Access Representative II
Christus Jasper Memorial Hospital
07.2014 - 01.2018
GED -
Newton High School
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