Samantha Resendez
San Antonio,Texas
Summary
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of team to reach personal and business goals. Known for successfully handling escalated customer support issues.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Front Office Specialist
Little Spurs Pediatric Urgent Care
San Antonio, TX
09.2023 - Current
- Work with your team members to provide excellent healthcare to our patients!
- Provide excellent customer service to sick children and their nervous parents
- Greet patients/customers
- Verify insurance benefits
- Input data into EMR
- Collect copayment/deductibles/balances
- Answer and manage phones
- Conduct end of day balancing
Texas Partners Bank
San Antonio, TX
06.2021 - 04.2023
- Assist in creation and maintain the Bank's LARs, including HMDA data HMDA/CRA Specialist and CRA Small Business/Farm loans
- Electronically submit required LARs to the Consumer Financial Protection Bureau (C) in timely manner Independently conduct review and validation of loan data to ensure accuracy of LARs and compliance with the HMDA regulation; identify any inconsistencies and recommend improvements
- Coordinate with business units to obtain data and provide support to ensure compliance with the HMDA regulation
- Provide results of testing, assist with developing controls to address inconsistencies or issues identified, and review procedures to ensure business units are accurately collecting and reporting loan data
- Monitor and review changes in laws and regulations regarding HMDA and CRA
- Prepare for internal audits and regulatory exams, and aid in the completion of the annual risk assessment
- As needed, collect data and prepare reports for management including, but not limited to the Fair Lending or CRA departments
- Assist the HMDA Compliance Manager with efficient workflow administration and other department responsibilities as needed.
Texas Partners Bank
San Antonio, TX
09.2018 - 06.2021
- Process Incoming returns- Review and decision all incoming return checks deposited by TPB customers to either redeposit and/or charge back to the customers account daily
- Process Outgoing returns- Review and decision all MNB on us rejected items daily
- (Restricted/NSF/closed account, etc.) Freeze, Levy, Garnishment, Summons, and Subpoenas- Notify bank individuals and BSA Department, log subpoena,and gather all records within the deadline
- Outgoing collection drafts- Set up outgoing collection letter auto draft for payment
- Mobile RDA- Review Mobile RDA deposits
- Maintenance customer records/maintenance reviews
- Maintenance/Review Dormant accounts
- Process customer research requests.
Texas Partners Bank
San Antonio, TX
06.2016 - 09.2018
- Perform a wide range of procedurally correct teller duties, including but not limited to: processing check and cash deposits, cashing checks, issuing cashier's checks, preparing change orders and receiving loan payments
- Examine signatures for withdrawals and checks for endorsements and verify other information such as dates,bank names, identification of the persons receiving payments and the legality of the document(s) ownership
- Balance teller cash drawer daily and maintain accuracy with cash and other negotiable(s) handling by using computers, calculators, or adding machines
- Provide a high level of customer service and professionalism to clients in person, by phone and by email
- Resolve client issues, discrepancies or concerns by utilizing resources, supervisor and/or various departments within the bank
- Assist with cash shipments and ordering cash for the branch
- Perform scanning process to include daily transactions, client documents and organize new account files.
Education
GED -
Victory Learning Center
San AntonioMedical Assistant -
Southern Careers Institute Inc
Austin, TXSkills
- Problem Solving
- Communicate
- Attend to detail
- Critical thinking
- Decision making
- Adaptability
Certification
- BLS
- Autism ER cerification
Timeline
Front Office Specialist
Little Spurs Pediatric Urgent Care
09.2023 - Current
Texas Partners Bank
San Antonio, TX
06.2021 - 04.2023
Texas Partners Bank
San Antonio, TX
09.2018 - 06.2021
Texas Partners Bank
San Antonio, TX
06.2016 - 09.2018
GED -
Victory Learning Center
Medical Assistant -
Southern Careers Institute Inc
- BLS
- Autism ER cerification
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