Summary
Overview
Work History
Education
Skills
Timeline
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Sade Rivera

Fort Worth,TX

Summary

Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.

Overview

14
14
years of professional experience

Work History

ADVISOR I

Nelnet Student Loan Services
10.2021 - Current
  • Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
  • Increased client portfolio performance through diligent market research and analysis for optimal asset allocation.
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Provided exceptional customer service, addressing client inquiries promptly and professionally.
  • Managed over 70 calls per day.

Medical Assistant

Dr. Jennifer Brooks MD
02.2019 - 10.2022
  • Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
  • Enhanced clinic efficiency by assisting physicians with routine procedures and diagnostic tests.
  • Facilitated seamless patient care with thorough and accurate documentation of medical histories, vital signs, and medications.
  • Ensured patient safety and comfort during examinations, effectively addressing concerns and answering questions.
  • Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
  • Reduced wait times by swiftly processing insurance claims, verifying coverage, and obtaining pre-authorizations when necessary.
  • Optimized appointment scheduling processes to minimize conflicts and maximize physician availability for patients.
  • Managed over 30 clients daily.
  • Assisted in development of clinic policies and procedures to ensure compliance with industry standards and regulations.
  • Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.

Email and Chat Support

Anioma Living Inc
03.2010 - 02.2019
  • Enhanced customer satisfaction by providing timely and accurate responses to inquiries through chat support.
  • Resolved technical issues for customers by utilizing comprehensive knowledge of company products and services.
  • Expedited issue resolution with efficient multitasking and prioritization of multiple chat conversations simultaneously.
  • Boosted customer retention, maintaining professional and empathetic tone throughout all interactions.
  • Collaborated with team members to share best practices for handling complex inquiries and improving overall performance.
  • Reduced escalations to higher-level support teams by successfully addressing customers'' issues at first point of contact.
  • Developed exemplary writing skills through continued correspondence with upwards of 50 clients per day.

Education

Bachelor of Science - Medical Assisting

Herzing University
Dearborn, MI
05.2022

Associate of Applied Science - Healthcare Management

Ultimate Medical Academy - Clearwater
Clearwater, FL
05.2017

High School Diploma -

Westfield High School
Houston, TX
12.2006

Skills

  • Group Facilitation
  • Social Perceptiveness
  • Compliance Requirements
  • Research Abilities
  • Active Listening
  • Judgment and Decision-Making
  • Confidential Services
  • Microsoft Outlook
  • Strategic Planning
  • Microsoft Office
  • Critical Thinking

Timeline

ADVISOR I

Nelnet Student Loan Services
10.2021 - Current

Medical Assistant

Dr. Jennifer Brooks MD
02.2019 - 10.2022

Email and Chat Support

Anioma Living Inc
03.2010 - 02.2019

Bachelor of Science - Medical Assisting

Herzing University

Associate of Applied Science - Healthcare Management

Ultimate Medical Academy - Clearwater

High School Diploma -

Westfield High School
Sade Rivera