Melissa Castillo Casarez
Edinburg,TX
Overview
2026
2026
years of professional experience
Work History
Customer Service Representative
Optum
Remote
- Provided clerical and administrative support to clinical staff and managers for special projects and reporting needs.
- Provided excellent customer service by serving as a resource to all internal and external customers.
- Conducted inbound and outbound calls for program requirements including patient scheduling, surveys / screenings, census management and distribution of materials to appropriate clinical personnel or members.
Transaction Assistant, Loan Officer Assistant
Cardinal Financial
Mission, TX, USA
- Effectively and professionally communicate with borrowers regarding document needs that will assist in ordering and retrieving third party documentation.
- Evaluate underwriting requirements for each documents and ensure document meets specifications.
- Work as a team with sales, transaction coordinators, underwriting, closing, funding and management to ensure assigned loans are being processed on a timely manner.
Store Manager
Cottonwood Financial
Mission, TX, USA
- Process loan applications and educate customers on the terms and conditions of the loan to ensure a clear understanding.
- Utilize credit underwriting techniques and sales tools.
- Perform district audits on cash, borrowers documents and active loans at financial center.
UI Claims Representative II
Texas Workforce Commision
McAllen, TX
10.2024 - Current
- Handled user interface claims and maintained databases by entering information.
- Calming upset or emotional customers by providing a composed and professional demeanor
- Providing information on unemployment insurance claims provisions, rules, policies, processes, and requirements to claimants and employers
- Providing information about the appeal process to claimants or employers, as applicable
Education
High School -
Weslaco East High School
ADN -
South Texas College
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Powerpoint
- Adobe Acrobat
- Adaptability
- Ability to multitask
- Leadership
- Exceptional Customer Service
- Critical thinking
- Customer relations
- Problem resolution
- Computer proficiency
- Complaint handling
- Payment processing
- De-escalation techniques
- Sales expertise
Awards
- Frequently ranked Employee of the Month in district
- Recognized as the highest branch profit increase in region amongst 25 other locations
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
UI Claims Representative II
Texas Workforce Commision
10.2024 - Current
High School -
Weslaco East High School
ADN -
South Texas College
Customer Service Representative
Optum
Transaction Assistant, Loan Officer Assistant
Cardinal Financial
Store Manager
Cottonwood Financial