Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marielena Beard

Bradenton,FL

Summary

Personal Banker

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations. Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts.

Realtor

In-depth knowledge of sales and marketing procedures and techniques. Talented Realtor with exceptional marketing skills and property sales background. Enthusiastic professional with drive and determination to succeed in new business development. Excellent communicator skilled at relating with people at all levels and offering flexibility of working well on teams or individually.

Prior Authorization Representative with 3 years of connecting patients and healthcare providers to vital resources. Dedicated to executing on prescribed medical funding guidelines and policies. Maintains compassionate and sympathetic relations with consumers. Adept at balancing business interests with human-centric service models.

Expertise in medical terminology, insurance processes, ICD-9 and CPT codes.

Detailed Referral Authorization committed to never letting vital requests or documents go unprocessed. Diligent tracker of patient outcomes and caretaker feedback. Incorporates empathetic communications with professional best practices to satisfy plan members and business goals alike.

Medical Receptionist for 6 years known for prioritizing patient care experience and supporting individual needs on personal level. Empathetic liaison between physician and doctor with focus on balancing patient concern with physician caseload. Multitalented, diplomatic communicator of broad-scale announcements to patients with confidence and sensitivity to unique impacts on community members. Friendly Medical Receptionist offering excellent skills in patient relations and office management. Skilled using Athena appointment scheduling system to manage over 500 patients weekly. Organized and accurate in managing patient flow. Versatile Medical Customer Service Representative known for providing exceptional professional service and supporting complex medical cases. Meticulous recorder of sensitive personal data following appropriate security protocols. Supportive front-line staff prioritizes and triages cases to filter caseload to available physicians. Dedicated Medical professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Licensed Realtor dedicated to supporting buyers and sellers throughout all phases of real estate transactions. Highly skilled in assisting prospective buyers in visiting, selecting, inspecting and making offers of purchase on real estate properties. Provides accurate and detailed information to clients and company. Committed to customer service excellence. Highly organized

Accuracy-driven Secretary assistant successful at delivering key clerical support to internal teams, customers, vendors and other stakeholders. Demonstrated success in analytical problem solving and boosting operational efficiency. Bringing superior performance in office support and customer service.

Store Manager Results-driven retail management professional determined to exceed company sales goals. Successful at leveraging financial and marketing education to make smart purchasing and merchandising decisions. Forward-thinking in addressing and resolving concerns, optimizing policies and engaging with customers to promote loyalty and drive sales.

Overview

16
16
years of professional experience

Work History

Personal Banker

Wellsfargo
Bradenton, FL
12.2021 - 03.2022
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Presented new and additional products and services to existing customers.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.

Real Estate Agent

Shirley Int’l Realty
Bradenton Florida, FL
07.2021 - 11.2021
  • Developed and maintained relationships with clients through networking, postcards and cold calling.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Assisted clients in financial planning for purchase.
  • Marketed and sold property for clients by hosting open houses and advertising online and in print.
  • Maintained inventories and records of sales collaterals and closings.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Advertised client properties through websites, social media and real estate guides.
  • Presented purchase offers to sellers for consideration.
  • Wrote listings detailing and professionally highlighting property features to increase sales chances.

Referral Authorizations Specialist

Mcr.Health Services
, FL
09.2017 - 06.2020
  • Scheduled appointments with specialists on behalf of clients.
  • Linked families to relevant community support to meet non-medical needs.
  • Maintained accurate records on in-progress and completed referrals, ensuring full data integrity throughout process.
  • Verified insurance benefits and eligibility for all procedures before referring clients.
  • Notified and reminded clients of appointments.
  • Called insurance companies to get precertification and other benefits information on behalf of patients.
  • Received, recorded and addressed incoming and outgoing communication via telephone and email.
  • Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
  • Answered telephone calls to offer office information, answer questions and direct calls to staff.
  • Facilitated organized record retrieval and access by maintaining filing system for both in-house and discharged residents.

Receptionist II

Manatee Rural Health Services
Bradenton, FL
01.2010 - 02.2016
  • Welcomes patients and visitors by greeting patients and visitors, in person or on telephone; answering or referring inquiries.
  • Optimizes patients' satisfaction, provider time, and treatment room utilization by scheduling appointments in person or by telephone.
  • Keeps patient appointments on schedule by notifying provider of patient's arrival; reviewing service delivery compared to schedule; reminding provider of service delays.
  • Comforts patients by anticipating patients' anxieties; answering patients' questions; maintaining reception area.
  • Ensures availability of treatment information by filing and retrieving patient records.
  • Maintains patient accounts by obtaining, recording, and updating personal and financial information.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Answered central telephone system and directed calls accordingly.
  • Confirmed appointments, communicated with clients and updated client records.

Secretary assistant

University of Miami
02.2007 - 12.2009
  • Received and routed business correspondence to correct departments and staff members.
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Communicated with customers via phone and email to confirm deliveries and respond to inquiries.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

Manager

Beauty Alliance
Miami, FL
01.2005 - 01.2006
  • Provide customer service by greeting and assisting customers, and responding to customer inquiries and complaints, Monitor sales activities to ensure that customers receive satisfactory service and quality goods, Assign employees to specific duties, Direct and supervise employees engaged in sales, inventory-taking, reconciling cash receipts, or in performing services for customers, Inventory stock and reorder when inventory drops to specified level, Keep records of purchases, sales, and requisitions, Hire, train, and evaluate personnel in sales or marketing establishments promoting or firing workers when appropriate.
  • Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
  • Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
  • Evaluated employees' strengths and assigned tasks based upon experience and training

Cashier

Dunkin Doughnut
Miami, FL
01.2004 - 01.2005
  • Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners, Receive payment by cash, check, credit cards, vouchers, or automatic debits, Count money in cash drawers at beginning of shifts to ensure that amounts are correct and that there is adequate change, Answer customers' questions, and provide information on procedures or policies.
  • Restocked and organized merchandise in front lanes.
  • Helped customers complete purchases, locate items and join reward programs. Maintained cash drawer of $ 500 or more per shift
  • Restocked and organized merchandise in front lanes
  • Answered questions about store policies and addressed customer concerns
  • Helped customers complete purchases, locate items and join reward programs
  • Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance
  • Maintained secure cash drawers, promptly resolving discrepancies in daily totals
  • Collected and authorized payments of guests

Packaging Associate

Johnson & Johnson
Miami, FL
01.1999 - 01.2001
  • Prepared orders for shipment by inserting associated paperwork, tagging boxes and scanning barcodes to upload package data to tracking system.
  • Labeled, recorded and inspected packaging to prepare for shipment or storage.
  • Minimized waste and reduced volume of packaging materials used to prepare shipments.
  • Achieved production targets by maintaining high productivity levels and communicating with team members regarding orders and fulfillment.

Education

High school Diploma -

Real Estate

Realtor
2016

Medical Billing And Coding -

Florida Career College
2007

Skills

  • Customer satisfaction
  • Multi-line telephone operation
  • Pre-authorizations
  • Physician Authorizations
  • Appointment Scheduling
  • Insurance Verification
  • Insurance coding (ICD-9 and CPT)
  • Medical terminology
  • Scheduling Software
  • Bilingual Spanish- English
  • Financial advisement
  • Financial product knowledge
  • Banking
  • Relationship building and management
  • Financial services
  • Loans
  • Verbal and Written Communication
  • Contract Preparation
  • Terms Review and Enforcement
  • Open House Management
  • Property Inspection
  • Purchase Agreement Writing
  • MLS Data Entry and Maintenance
  • Closings Coordination
  • Buyer and Seller Representation
  • Sales Dedication

Timeline

Personal Banker

Wellsfargo
12.2021 - 03.2022

Real Estate Agent

Shirley Int’l Realty
07.2021 - 11.2021

Referral Authorizations Specialist

Mcr.Health Services
09.2017 - 06.2020

Receptionist II

Manatee Rural Health Services
01.2010 - 02.2016

Secretary assistant

University of Miami
02.2007 - 12.2009

Manager

Beauty Alliance
01.2005 - 01.2006

Cashier

Dunkin Doughnut
01.2004 - 01.2005

Packaging Associate

Johnson & Johnson
01.1999 - 01.2001

High school Diploma -

Real Estate

Realtor

Medical Billing And Coding -

Florida Career College
Marielena Beard