RAQUEL WHITE
Laveen,United States
Summary
Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Flexible hard worker ready to learn and contribute to team success.
Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Overview
12
12
years of professional experience
Work History
Customer Service Specialist
Compex Legal Services Inc.
Torrance, CA
09.2023 - 06.2024
- Handled escalated calls calmly, finding resolutions that satisfied both the company and the customer''s needs.
- Managed high call volume while maintaining a courteous and professional demeanor.
- Assisted new employees with training, sharing best practices for handling difficult situations and achieving positive outcomes.
- Adapted quickly to changes in company policies or procedures ensuring consistency in delivering accurate information to customers.
- Enhanced customer satisfaction by resolving issues promptly and professionally.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Collaborated with team members to create effective strategies for improving overall customer experience.
- Communicated effectively with staff, patients, and insurance companies by email and telephone.
- Coordinated responses to subpoenas and other legal requests for medical records, working closely with legal counsel as necessary to protect patient privacy rights.
- Processed medical records requests from outside providers according to facility, state, and federal law.
- Developed efficient workflows for data entry tasks, enhancing overall productivity within the department.
- Managed the secure transfer of medical records between facilities, ensuring proper adherence to privacy regulations and patient confidentiality guidelines.
- Provided outstanding customer service to patients requesting copies of their medical records or seeking assistance with related inquiries.
- Maintained compliance with HIPAA regulations through thorough staff training and continuous monitoring of security protocols surrounding patient data management.
- Maintained confidentiality of all medical records and sensitive information to comply with HIPAA regulations.
- Assisted in preparation of medical records to release to other medical facilities requesting for patient history and information.
Loan Documentation Specialist
Wells Fargo
Chandler, AZ
04.2019 - 09.2022
- Managed document processes through scanning, filing and transmitting while following all standard procedures.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
- Complied with safety regulations in terms of document control, strictly following all corporate procedures and federal rules.
- Identified errors and suggested appropriate edits.
- Examined and verified information in loan application and closing documents.
- Submitted completed loan applications, including recommendations for underwriting approval or denial.
- Carried out pre-funding and funding functions for more than 200+ cases per month.
Customer Retention Manager
Jsb Insurance Services
Los Angeles, CA
05.2015 - 06.2017
- Promoted customer retention by using exceptional interpersonal skills.
- Performed customer negotiations to reach fair conclusion for both business and customer.
- Analyzed customer feedback and developed new techniques to ensure customer retention.
- Compiled all calls and interactions into computer data system.
- Executed updated marketing plans to increase branding exposure, customer traffic and sales.
- Generated new business by reaching out to prospective clients by e-mail, telemarketing and presenting at trade shows nationwide.
Assistant Manager/Front Desk Receptionist
LA Fitness
Pasadena, CA
10.2012 - 05.2015
- Handled payment processing and provided customers with receipts and proper bills and change.
- Welcomed patrons to front desk and engaged in friendly conversations while conducting check-in process.
- Prepared daily shift close reports and balanced cash register to accurately reflect all transactions.
- Maintained accurate bookkeeping of important files, running reports and delivering updates on occupancy and revenues.
- Collaborated with housekeeping and maintenance staff to address and mitigate facility issues.
- Delegated daily tasks to team members to optimize group productivity.
- Directed and led employees, supervising activities to drive productivity and efficiency.
- Secured revenue, accurately monitoring transactions and deposits to eliminate discrepancies.
- Managed personnel scheduling, facilitating adequate coverage to meet demand.
Education
Some College (No Degree) - Business Administration
Pasadena City College
Pasadena, CAHigh School Diploma -
Alhambra High School
Alhambra, CA06.2009
Skills
- Special projects
- Document distribution
- Quality Assurance
- Records maintenance
- Records management
- Information retention policies
- Critical thinking
- Time management
- Multitasking
- Reliable and trustworthy
- Teambuilding
- Organizational skills
- Supervision
Timeline
Customer Service Specialist
Compex Legal Services Inc.
09.2023 - 06.2024
Loan Documentation Specialist
Wells Fargo
04.2019 - 09.2022
Customer Retention Manager
Jsb Insurance Services
05.2015 - 06.2017
Assistant Manager/Front Desk Receptionist
LA Fitness
10.2012 - 05.2015
Some College (No Degree) - Business Administration
Pasadena City College
High School Diploma -
Alhambra High School