Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Banker
BMO Bank
Tehachapi, CA
04.2023 - 03.2025
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
Led daily team meetings to review performance, set targets and motivate staff.
Managed approximately over 60 calls while providing exceptional customer support and maintaining professional composure.
Claims Specialist 1
Mercury Insurance
Brea, CA
08.2022 - 01.2023
Improved claim processing efficiency by streamlining workflows and implementing time-saving strategies.
Reduced claim processing errors by conducting thorough investigations and accurately interpreting policy details.
Enhanced customer satisfaction with timely communication, empathy, and clear explanations of claim outcomes.
Managed over 50 calls daily, by maintaining excellent organizational skills.
Streamlined claims process for clients with proactive case management, regular updates, and prompt resolution.
Investor Services Coordinator
AmeriNat
Downey, CA
02.2022 - 08.2022
Skilled at working independently and collaboratively in team environments.
Build strong relationships with key stakeholders through proactive outreach and communication efforts.
Streamlined financial reporting processes to ensure timely distribution of critical information to investors.
Developed customized solutions for clients, addressing their unique requirements and preferences.
Responded to over 80 Investor calls and emails to answer questions about products and services.
Personal Banker
Wells Fargo
El Monte, CA
06.2018 - 02.2022
Increased new account acquisitions through effective cross-selling of bank products and services.
Improved branch performance by effectively collaborating with team members to meet sales targets consistently.
Conducted regular audits to ensure compliance with bank policies and regulatory requirements, maintaining low error rate throughout tenure.
Contributed to development of staff training materials that improved overall branch performance metrics and employee engagement levels.
Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
Managed and supported a branch team of 14 team members.
Administration Clerk
Queen of the Valley Hospital
West Covina, California
03.2015 - 03.2017
Processed patient admissions and maintained accurate records in electronic systems.
Coordinated with medical staff to schedule appointments and manage patient flow.
Handled incoming calls, addressing inquiries and directing patients to appropriate departments.
Assisted in billing processes by verifying insurance information and patient data accuracy.
Organized patient files to ensure compliance with hospital policies and regulations.
Education
Bachelor of Arts - Accounting And Business Management
Southern New Hampshire University
Manchester, NH
05.2026
Certificate - Medical Administrative Assistant
Cerro Coso Community College
Ridgecrest, CA
01-2026
High School Diploma -
Baldwin Park High School
Baldwin Park, CA
05.2014
Skills
Client relationship management
Time management
Customer service
Teller support
Cash handling
Teamwork and collaboration
Regulatory compliance
Cross-selling strategies
Microsoft Office Suite proficiency
Negotiation skills
Problem-solving abilities
Banking
Adaptability
Data entry
Insurance verification
Front desk operations
Appointment scheduling
Certification
Food Handler's Certification –StateFoodSafety
CPR/BLS Certification – American Heart Association