Natasha Lopez
Bridgeport
Summary
Accomplished professional with extensive experience in the financial services industry. Highly knowledgeable in all aspects of banking operations, including loan origination, approval, and collections. Skilled in customer service, problem-solving, and financial analysis. Adept at developing and maintaining relationships with clients, staff, and other stakeholders.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Banker
M&T Bank
Bridgeport
01.2023 - Current
- Assisted customers with setting up or closing accounts and signing up for new services
- Developed and maintained strong customer relationships, providing exceptional service and advice
- Educated customers on features and benefits of banking products and services
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Opened, closed, and updated accounts for customers
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Health Specialist
Hall Neighborhood House
Bridgeport
08.2021 - Current
- Manage and update health records for 250 children and personnel
- Utilized sterilization methods to prevent infections for wounded personnel
- Educated clients and families about rights and responsibilities
- Cleaned and sterilized medical instruments and disposed of contaminated supplies
- Conducted research on health threats specific to unit's location to brief personnel and administer preventive care.
Optometric Technician
Myeyedr
Trumbull
03.2019 - Current
- Pulled charts for each patient and worked the front desk for medical needs
- Pre-test patients before seeing the doctor and performed special testing per doctor request
- Help patients with contacts and teach them the proper care.
Sales Associate
Bobs Discount Furniture
06.2016 - Current
- Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices
- File patient paperwork and work closely with the doctors
- Work with insurance and billing authorizations
- Provide literature on Myeydr policies
- Balanced employee availability, customer schedules, and maximum load levels when scheduling appointments
- Collected payments, processed transactions and updated relevant records
- Handled assignments independently with good judgement and critical thinking skills
- Confirmed appointments, communicated with clients, and updated client records.
Bunnell High School
01.2014 - Current
- Greet customers
- Meet monthly goals
- Assist customers with any questions they had.
Education
Bunnell High School -
Bunnell High School
Skills
- Comparing Products
- Microsoft Office
- Employee Motivation
- Administrative experience
- Mortgage Lending
- Banking Software Proficiency
- Know Your Customer
- Customer Service
Certification
First Aid Certification
Timeline
Banker
M&T Bank
01.2023 - Current
Health Specialist
Hall Neighborhood House
08.2021 - Current
Optometric Technician
Myeyedr
03.2019 - Current
Sales Associate
Bobs Discount Furniture
06.2016 - Current
Bunnell High School
01.2014 - Current
Bunnell High School -
Bunnell High School
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