Paola Refugio
Elizabeth,NJ
Summary
Demonstrative Eligibility Specialist proudly offering over 7 years' experience assisting others with enrollment and program services. Polished professional known for interactions that are fair, compassionate and respectful. Promoting issue resolution expertise in fast-paced environments.
Overview
17
17
years of professional experience
Work History
Eligibility Specialist
Community Coordinated Child Care 4 C
Rahway, NJ
07/01/16 - Current
- Reviewed applications for eligibility and determined whether applicants met the criteria. Verify information for compliance with NJDFD instructions as outlined in policy
- Maintained comprehensive knowledge of program regulations, policies, and procedures.
- Assisted clients with completing forms required for processing applications.
- Entering Data into desired System (Work Life, Cares, Microsoft Office)
- Case Input in the CARES Eligibility Process System
- Assisting the intake manager in assigning of work load and any other work as needed
Head Teller
Frist Bank Americano
Clifton, NJ
01.2009 - 03.2024
- Verified cash withdrawals and deposits.
- Balanced daily transactions to ensure accuracy of account information.
- Identified customer needs and provided appropriate banking services.
- Assisted in training new tellers on operational procedures, policies, and regulations.
- Provided customer service by responding to inquiries and resolving complaints.
- Maintained confidentiality of customer accounts by adhering to security procedures.
- Conducted periodic audits of branch operations to ensure compliance with established policies.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Financial Service Associate
Garden State Community Bank
Linden, NJ
09.2011 - 07.2016
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Provided assistance to other tellers during peak business hours as needed.
Teller
Valley National Bank of Arizona
Moutainside, NJ
01.2007 - 12.2009
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
- Processed wire transfers for customers both domestically and internationally.
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Handled large volumes of currency quickly and accurately with minimal errors.
Education
Psychology
Rutgers The State University Newark
Newark, NJ05-2015
Associate of Science - Social Services
Union County
Cranford, NJ05-2012
Skills
- Telephone Etiquette
- Recordkeeping and Data Input
- Documentation and Paperwork
- Effective Communication Skills
- Knowledgeable in CARES
- Data Entry
- Application Review
- Microsoft Office
Languages
Spanish
Native/ Bilingual
Timeline
Financial Service Associate
Garden State Community Bank
09.2011 - 07.2016
Head Teller
Frist Bank Americano
01.2009 - 03.2024
Teller
Valley National Bank of Arizona
01.2007 - 12.2009
Eligibility Specialist
Community Coordinated Child Care 4 C
07/01/16 - Current
Psychology
Rutgers The State University Newark
Associate of Science - Social Services
Union County
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