Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Nolan Schools

San Diego,CA

Summary

Adept in technical troubleshooting and client relationship management, I leveraged these skills at Charles Schwab (TD Ameritrade) to enhance customer service and operational efficiency. My background includes streamlining data entry processes and conducting quality control audits, demonstrating a keen attention to detail and a strong ability to adapt, ensuring accuracy and compliance in fast-paced environments.

Overview

11
11
years of professional experience

Work History

Advisor Platform Support

Charles Schwab (TD Ameritrade)
San Diego, CA
06.2022 - Current
  • Process client access forms efficiently and accurately
  • Provide exceptional customer service in a call center environment
  • Troubleshoot website functionality and resolve technical issues
  • Maintain thorough documentation of client interactions

Quality Review Analyst

American Specialty Health
San Diego, CA
05.2018 - 06.2022
  • Reconciled and researched payment discrepancies across multiple providers
  • Generated and delivered daily reports for insurance companies including Cigna, Florida Blue, Anthem, and Aetna
  • Conducted quality control audits to minimize errors
  • Trained new team members on reporting and provider outreach procedures

Program Representative/Data Entry

COVANCE
San Diego, CA
08.2017 - 05.2018
  • Ensured forms and patient profiles were processed with accuracy and compliance
  • Maintained high productivity levels in processing medical forms daily
  • Adhered to HIPAA guidelines while handling confidential information

Customer Service/Data Entry

Youngevity
San Diego, CA
08.2015 - 08.2017
  • Managed data entry projects and maintained accurate record-keeping in Excel
  • Processed refund requests, RMAs, shipping error reports, and unauthorized returns
  • Investigated and resolved fraudulent activity claims

Order Puller

Genesis Logistics
San Diego, CA
02.2015 - 05.2015
  • Fulfilled customer orders with precision and timeliness
  • Maintained safety, security, and productivity standards during operations
  • Facilitated efficient shipping and receiving processes

Shipping/Receiving/Warehouse Associate

Surplus Depot
San Diego, CA
09.2014 - 12.2014
  • Coordinated shipping, receiving, and inventory tasks
  • Ensured accurate delivery of items to appropriate departments
  • Packaged and shipped items using various delivery systems

Warehouse Associate

Qualcast
Nashville, TN
02.2014 - 08.2014
  • Managed inventory and restocking processes efficiently
  • Packaged and shipped items accurately to meet delivery deadlines
  • Maintained organization and cleanliness of the warehouse

Education

High School Diploma -

Kearny High School
San Diego, CA
06.2012

Some College (No Degree) -

Mesa Community College
San Diego, CA

Skills

  • Proficient in the Microsoft Office Suite
  • Typing speed: 60 WPM with 11,000 keystrokes
  • Efficient Learner
  • Strong adaptability skills
  • High attention to detail
  • Accuracy
  • Technical troubleshooting
  • Client access processing
  • Quality control auditing
  • HIPAA compliance
  • Customer relationship management
  • Data entry accuracy
  • Problem solving
  • Effective communication
  • Team collaboration
  • Customer service
  • Payment reconciliation
  • Data Processing

References

References available upon request.

Timeline

Advisor Platform Support

Charles Schwab (TD Ameritrade)
06.2022 - Current

Quality Review Analyst

American Specialty Health
05.2018 - 06.2022

Program Representative/Data Entry

COVANCE
08.2017 - 05.2018

Customer Service/Data Entry

Youngevity
08.2015 - 08.2017

Order Puller

Genesis Logistics
02.2015 - 05.2015

Shipping/Receiving/Warehouse Associate

Surplus Depot
09.2014 - 12.2014

Warehouse Associate

Qualcast
02.2014 - 08.2014

High School Diploma -

Kearny High School

Some College (No Degree) -

Mesa Community College

Similar Profiles

CREATE PROFILE
Nolan Schools