Summary
Overview
Work History
Education
Skills
Roles And Responsibilities
Timeline
Generic

Melissa Priel

Mesa,AZ

Summary

Account Management Specialist with extensive expertise in managing and maintaining financial accounts for HOA's and management companies. Proven track record in supporting relationship managers, enhancing customer experiences, and streamlining payment processing operations. Adept at data entry, office operations, and utilizing various Microsoft applications to ensure accuracy and compliance. Passionate about leveraging skills to contribute to business goals and drive operational efficiency.

Overview

22
22
years of professional experience

Work History

Account Management Specialist

First Citizens Bank
Phoenix, AZ
12.2010 - 09.2024
  • Manage and maintain checking accounts and certificates for HOA's and management companies ensuring accuracy and compliance
  • Support relationship managers in achieving business goals and enhancing customer experiences
  • Generate daily reports of suspended payments, collaborating with finance to reconcile GL accounts
  • Close accounts by issuing cashier checks, doing write offs, transfers, etc

Adding services to accounts such as bill pay, positive pay, creating new online banking profiles

  • Perform data entry and documentation, ensuring all information is up-to-date and accurate

Medical Records Custodian

Radia Medical Imaging
Everett, WA
06.2002 - 05.2010
  • Managed patient check-ins, chart filing, and appointment scheduling, ensuring seamless office operations
  • Digitized years of x-ray data, purging outdated films per retention policy, enhancing data accessibility
  • Maintained medical records and x-rays at offsite storage, supporting corporate office with remote tasks
  • Implemented new system for x-ray information, significantly improving data management efficiency in preparation for moving mammogram films to a new breast imaging center

Education

Certificate of completion -

Business computer training Institute
Seattle, WA
02.1998

High school diploma -

Family Academy
06.1996

Skills

  • Data Entry
  • Office Operations
  • Payment Processing
  • Microsoft applications
  • Banking
  • Salesforce
  • 10 key proficiency

Roles And Responsibilities

  • Manage and maintain checking accounts and certificates for HOA's and management companies ensuring accuracy and compliance.
  • Support relationship managers in achieving business goals and enhancing customer experiences.
  • Generate daily reports of suspended payments, collaborating with finance to reconcile GL accounts.
  • Process payments, issue cashier checks, and handle various online banking systems.
  • Perform data entry and documentation, ensuring all information is up-to-date and accurate.
  • Managed patient check-ins, chart filing, and appointment scheduling, ensuring seamless office operations.
  • Digitized years of x-ray data, purging outdated films per retention policy, enhancing data accessibility.
  • Maintained medical records and x-rays at offsite storage, supporting corporate office with remote tasks.
  • Implemented new system for x-ray information, significantly improving data management efficiency in preparation for moving mammogram films to a new breast imaging center.

Timeline

Account Management Specialist

First Citizens Bank
12.2010 - 09.2024

Medical Records Custodian

Radia Medical Imaging
06.2002 - 05.2010

Certificate of completion -

Business computer training Institute

High school diploma -

Family Academy
Melissa Priel