Summary
Work History
Overview
Education
Skills
Timeline
Generic

Monica Covarrubias

Pasadena,California

Summary

Personable and dedicated Legal Receptionist/ Bodily Injury Assistant with extensive experience in corporate industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Well organized and task finisher. Attentive to detail and a critical thinker. Fast learner who strives in providing assigned projects to the highest standards and on a timely manner.

Work History

Legal Receptionist/Bodily Injury Assistant

LA Injury Attorneys
06.2022 - Current
  • Answering a multi-line phone system/ directing calls accordingly
  • Receive and scan daily mail
  • Interview potential clients in a courteous and efficient matter, answer and screening all injury calls and perform others duties as assigned
  • Scheduling all new clients with initial chiropractor visit and scheduling appointment for medical referrals
  • Ordering Medical records/ create a medical bills balance list and breakdowns for assigned cases before demand
  • Conduct ISO report and Workers Compensation state requests
  • Contact assigned clients monthly and conduct a client questionnaires for cases in pre-litigation
  • Providing final date of treatment to Medi-Cal, Medi-Care,and private insurance
  • Keeping files organized- physical and electronic mail

Customer Service Associate

Golden State Bank
09.2018 - 01.2022
  • Take initiative and prioritize client and managements request, while working independently with minimal supervision
  • Assist departments/management with projects and follow through completion
  • Work on bank reports and compile supporting back up documents
  • Process outgoing wires, stop payments/holds,mobile deposits etc

Office Secretary

Dawson Tree Service & Landscape
10.2017 - 09.2018
  • Managed office duties, ordered materials, organized workspaces, answered emails and made phone calls
  • Received and routed incoming calls and correspondence to promote timely communication.
  • Processed payroll and submitted direct deposits using accounting software

Lead Member Service Representative

First Financial Credit Union
09.2014 - 09.2017
  • Building member relationships by educating and advising members of our products and services
  • Effectively cross sell, and process new products and loan products to help members meet their financial goals
  • Handled calls for new sign ups, service cancellations and cross-selling opportunities
  • Support branch operations by performing opening and closing procedures and provide over limit approvals for tellers
  • Working as a team and earning branch of the year 2015 and 2016 company trip to Hawaii all expenses paid

Sales and Service Associate

Popular Community Bank
06.2013 - 05.2014
  • Provide timely and courteous service to all clients and assist them with their financial transactions.
  • Nurtured connections with established customers to identify new needs, match offerings and drive sales.
  • Addressed customer inquiries via personal contact, phone and email to facilitate follow-up by sales team members.

Sales and Service Specialist

Bank of America
10.2011 - 12.2012
  • Provided formal coaching on policy , procedures, and compliance, lead from the lobby line.
  • Engaged customers with interesting, informative presentations to highlight benefits and overcoming objections
  • Resolve complex transactions in a timely manner in order to give excellent customer service.
  • Provided superior customer service, while addressing and trouble shooting any customer concerns or issues that may have arisen

Teller Operations Specialist

Bank of America
07.2003 - 07.2012
  • Trained and supervised new tellers in banking operations along with bank compliance
  • Handled daily team scheduling and properly staffed shifts
  • Conducted weekly audits of internal documents and procedures ensuring that the banking center is in compliance
  • Nurtured connections with established customers to identify new needs, match offerings and drive sales

Overview

20
20
years of professional experience

Education

Associate of Science - Paralegal Studies

Pasadena City College
Pasadena, CA

Skills

  • Building Customer Trust and Loyalty
  • Multitasking and Prioritization
  • Upbeat and Positive Personality
  • Spanish Fluency
  • Critical thinker
  • Excellent verbal and written communication
  • Fast and eager learner

Timeline

Legal Receptionist/Bodily Injury Assistant

LA Injury Attorneys
06.2022 - Current

Customer Service Associate

Golden State Bank
09.2018 - 01.2022

Office Secretary

Dawson Tree Service & Landscape
10.2017 - 09.2018

Lead Member Service Representative

First Financial Credit Union
09.2014 - 09.2017

Sales and Service Associate

Popular Community Bank
06.2013 - 05.2014

Sales and Service Specialist

Bank of America
10.2011 - 12.2012

Teller Operations Specialist

Bank of America
07.2003 - 07.2012

Associate of Science - Paralegal Studies

Pasadena City College

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