Montoya Gibson
Little Elm
Summary
Entry-level Accountant with proven experience at Wells Fargo, specializing in customer service and regulatory compliance. Demonstrated skills in data entry and financial analysis, leading to enhanced customer satisfaction and streamlined processes. Strong attention to detail and problem-solving abilities contribute to successful outcomes in fast-paced environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Prior Authorization Pharmacy Clerk
Healthcare Support Staffing
09.2024 - Current
- Proofread documents carefully to check accuracy and completeness of all paperwork.
- Maintained positive working relationship with fellow staff and management.
- Performed data entry tasks accurately and efficiently.
Customer Support Specialist
SS&C Technologies
07.2022 - 08.2024
- Participated in team meetings to discuss strategies for improving customer experience.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained current understanding of applicable regulations and tax laws to keep funds in compliance with legal standards.
Phone Banker 2
Wells Fargo
Lubbock
11.2018 - 06.2022
- Identified customer needs and referred them to appropriate departments or resources for further assistance.
- Provided technical support when needed regarding online banking services or mobile applications.
- Empowered customers with knowledge to independently navigate bank systems and online tools to get common answers and process basic transactions.
- Provided information to the customer regarding account balances and claims.
Education
Associate of Arts - Accounting
Strayer University
12-2024
Skills
- Financial analysis
- Data entry proficiency
- Regulatory compliance
- Customer service
- Attention to detail
- Problem solving
- Time management
- Verbal and written communication
- Active listening
- Order coordination
Certification
- Certified Event Coordinator with experience in planning and coordinating events.
Affiliations
- Family oriented
- Goal Focused
- Hobbies consist of Volleyball, playing pool, anything competitive.
Timeline
Prior Authorization Pharmacy Clerk
Healthcare Support Staffing
09.2024 - Current
Customer Support Specialist
SS&C Technologies
07.2022 - 08.2024
Phone Banker 2
Wells Fargo
11.2018 - 06.2022
Associate of Arts - Accounting
Strayer University
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