Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Meet company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges.
Overview
17
17
years of professional experience
Work History
Patient Financial Specialist
Banner Medical Group
08.2019 - Current
Generated estimates based of insurance information and patient appointment type.
Managed and responded to correspondence and inquiries from customers and vendors.
Reduced financial discrepancies, by accurately updating insurance information.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
Responded to customer calls swiftly to resolve issues and answer questions.
Educated clients about health insurance coverage and costs.
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Scheduled, coordinated and confirmed appointments.
Experience Center Senior Representative
Tucson Federal Credit Union
02.2018 - 08.2019
Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
Promoted products or services to each customer to consistently achieve sales targets.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Executed wire transfers, stop payments and account transfers.
Advised clients on mortgage, education and personal loans.
Adhered to company policies and scripts to consistently achieve call-time and quality standards.
Scheduled office meetings and client appointments.
Sorted, received and distributed mail correspondence between departments and personnel.
Organized and scheduled office meetings as well as client appointments for all of Tucson Federal Credit Union Branches.
Assisted over 80 customers via phone each day
Welcome Officer
Pima Federal Credit Union
09.2016 - 11.2017
Promptly answered multi-line phone system and greeted callers enthusiastically.
Provided guests with above-and-beyond service, including making outside venue reservations and setting up tours.
Welcomed each new arrival pleasantly and confirmed reservations and identification.
Liaised with housekeeping and maintenance staff to address requests and complaints made by guests.
Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
Maintained transaction security checking payment cards against identification.
Retrieved mail, packages and documents on behalf of guests, promptly verifying receipt and arranging for pickup or transmittal.
Recommended loan approvals and denials based on customer loan application reviews.
Originated, reviewed, processed, closed and administered customer loan proposals.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Promoted products or services to each customer to consistently achieve sales targets.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Counted and packaged currency and coins.
Audited fellow teller currency to contribute to dual-control procedures.
Correction Officer
Arizona Departmet Of Corrections
11.2011 - 08.2016
Restrained inmates when disturbances required physical intervention.
Supervised and directed inmate movement during various activities on and off complex.
Received and inspected mail, property and funds from visitors on behalf of designated inmates.
Made rounds at specified intervals and conducted head counts.
Investigated attempted escapes and conducted searches for escaped inmates.
Completed dorm sanitation and maintenance checks and reported results to management.
Oversaw 700 inmates in correctional residential facility setting.
Determined and assigned inmates to appropriate housing.
Booked new inmates into facility and processed inmates for release.
Conducted routine and emergency head counts.
Completed intake paperwork and searches.
Prepared, processed and maintained forms, reports, logs, records and activity journals.
Observed and supervised inmates throughout visits, meal time, recreation, phone calls and showers.
Checked all book in and discharges, making sure all charges have paperwork and all discharges have orders of discharge.
Verified all prison visitors carried proper identification and had no contraband before entering institution.
Mortgage Call Center Representative
Citigroup
07.2008 - 09.2011
Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
Determined root causes of issues and solved diverse problems to improve business operations and management.
Educated customers how to use company systems, complete forms and obtain desired services.
Recommended loan approvals and denials based on customer loan application reviews.
Bank Teller
Pima Federal Credit Union
06.2007 - 07.2008
Promoted products or services to each customer to consistently achieve sales targets.
Opened and closed accounts.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Sold and cross-sold bank products to new and existing customers.
Placed orders for customer checks and verified starting numbers.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Logged cashier’s checks and other transactions to maintain accuracy of account records.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Education
High School Diploma - undefined
Sunnyside High School
Tucson, AZ
2007
Skills
Documentation and reporting
Payment processing
Account management
Verbal and written communication
File management
Office management
Scheduling
Researching skills
Sensitive information handling
Computer skills
Bilingual
Timeline
Patient Financial Specialist
Banner Medical Group
08.2019 - Current
Experience Center Senior Representative
Tucson Federal Credit Union
02.2018 - 08.2019
Welcome Officer
Pima Federal Credit Union
09.2016 - 11.2017
Correction Officer
Arizona Departmet Of Corrections
11.2011 - 08.2016
Mortgage Call Center Representative
Citigroup
07.2008 - 09.2011
Bank Teller
Pima Federal Credit Union
06.2007 - 07.2008
High School Diploma - undefined
Sunnyside High School
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