Detail-oriented Financial Counselor with strong expertise in customer relationship management and communication. Enhances customer satisfaction through personalized service and effective problem resolution. Skilled in determining health insurance benefits and coordinating workflows among patients and physicians.
Overview
13
13
years of professional experience
Work History
Financial Councelor
Tampa Family Health Centers
Tampa
05.2012 - 09.2025
Executed daily tasks with accuracy and efficiency to support overall operations.
Enhanced customer satisfaction by resolving issues through knowledgeable, friendly service.
Identified needs of customers promptly and efficiently.
Assisted with customer requests and answered questions to improve satisfaction.
Engaged customers in conversation, leveraging interpersonal skills to build rapport.
Utilized various software and tools to streamline processes and optimize performance.
Worked effectively in team environments to make the workplace more productive.
Front Desk Receptionist
Holiday Inn Express Hotel
Tampa
06.2012 - 11.2015
Managed check-in and check-out processes efficiently, minimizing wait times for guests.
Handled guest inquiries and resolved issues promptly, ensuring high levels of satisfaction.
Greeted guests warmly, creating a welcoming atmosphere that enhanced their experience.
Financial Advisor | VP of Business Solutions | Certified Financial Planner at Crown Wealth StrategiesFinancial Advisor | VP of Business Solutions | Certified Financial Planner at Crown Wealth Strategies
FINANCIAL CONTROLLER/FINANCIAL ADVISORS at Q-HOMES GROUP / BGH GROUP / FALA GROUPFINANCIAL CONTROLLER/FINANCIAL ADVISORS at Q-HOMES GROUP / BGH GROUP / FALA GROUP