Norma Jauregui
Albuquerque
Summary
Meticulous professional with a strong background in insurance and record management. Known for exceptional attention to detail and time management skills, ready to leverage expertise to drive operational efficiency and enhance customer experiences.
Overview
15
15
years of professional experience
Work History
Insurance Specialist
Nusenda Credit Union
Albuquerque
10.2018 - 09.2022
- Maintained accurate records of member interactions and claims statuses to ensure timely resolution of claims.
- Maintained accurate records of all transactions related to car insurance on auto loans, supporting efficient claims processing.
- Executed payment processing for total loss auto loan claims.
- Collaborated with dealerships, insurance companies, and internal staff to resolve insurance issues, invoice disputes, and claim updates, enhancing communication and efficiency.
- Organizing files and performing audit reviews for record retention purposes.
Records Specialist
Nusenda Credit Union
Albuquerque
12.2016 - 10.2018
- Managed electronic document storage and retrieval systems for efficient record access.
- Reviewed and organized physical and digital records for accuracy and completeness.
- Collaborated with departments to streamline record-keeping workflows and processes.
- Retrieved records upon request from internal or external sources.
- Conducted periodic audits of the existing records system to identify areas for improvement.
- Scanned paper documents into digital formats.
- Generated spreadsheets to track data related to records management.
Personal Banking Officer
Wells Fargo
Albuquerque
10.2007 - 02.2016
- Assisted clients with account management and banking services.
- Explained financial products and services to enhance customer understanding.
- Processed loan applications and conducted credit assessments.
- Collaborated with team members to resolve customer inquiries efficiently.
- Maintained up-to-date knowledge of banking regulations and compliance standards.
- Developed personalized banking solutions to meet client needs.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Participated in weekly team meetings to discuss performance metrics.
- Performed daily maintenance of customer accounts including deposits, withdrawals, transfers, and loan payments.
Education
High School Diploma -
Manzano High School
Albuquerque, NM05-2006
Skills
- Claims processing
- Payment reconciliation
- Insurance regulations
- Record management
- Data analysis
- Reporting skills
- Documentation skills
- Attention to detail
- Time management
- Multitasking
- Problem solving
- Conflict resolution
- Customer service
Languages
Spanish
Professional
Timeline
Insurance Specialist
Nusenda Credit Union
10.2018 - 09.2022
Records Specialist
Nusenda Credit Union
12.2016 - 10.2018
Personal Banking Officer
Wells Fargo
10.2007 - 02.2016
High School Diploma -
Manzano High School