Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
CONTACT
Languages
Timeline

Stephanie Andrada

Security State Bank & Trust
Marble Falls
1
Certification
12
years of professional experience

Dynamic professional with extensive experience in financial service operations and client relations, adept at leveraging exceptional communication and organizational skills to efficiently manage banking transactions and address client inquiries. Possesses a solid understanding of regulatory compliance and banking protocols, ensuring reliable and accurate service delivery. Expertise in fraud prevention strategies, including handling fraud disputes and compromises, enhances the ability to safeguard client interests while maintaining operational integrity. Committed to fostering positive client experiences through proactive problem-solving and attention to detail.

Work History

Universal Banker I

3 Years 9 Months
Security State Bank & Trust | 09.2022 - Current
  • Enhanced customer satisfaction by establishing solid relationships and facilitating cross-selling efforts. Proactively addressed difficult situations to ensure compliance with banking regulations. Identified and reported fraudulent activities, successfully managing disputes and account security breaches.
  • Analyzed customer feedback to identify areas for service improvement and develop strategic initiatives.

Personal Banker II

10 Months
Cadence Bank | 11.2021 - 09.2022
  • Achieved high customer satisfaction by greeting clients upon arrival and departure from the bank. Streamlined account opening processes for personal and business banking clients. Enhanced account maintenance procedures to effectively resolve customer disputes. Facilitated seamless referrals to specialized loan officers and financial advisors. Resolved debit and credit card issues swiftly to maintain client trust. Completed administrative and data-entry tasks to support operational efficiency. Utilized banking software to empower clients in making sound financial choices. Improved online banking assistance and managed phone support effectively.
  • Managed daily banking operations, ensuring compliance with regulatory standards and internal policies.

Patient Access Representative

1 Year 6 Months
RI RCM | 02.2020 - 08.2021
  • Achieved efficient patient check-in for both outpatient and inpatient care. Streamlined collection and verification of patient and insurance information. Improved insurance verification process to enhance patient service delivery. Clarified legal medical consent and patient rights, fostering patient trust. Informed patients about emergency room billing estimates and ensured timely collections. Optimized medical billing and coding inputs for accuracy. Secured daily cash drawer accuracy through diligent counting and reconciliation. Elevated patient comfort levels by ensuring timely nurse assistance and exceptional care.

Administration/Fraud Prevention Specialist

3 Years 2 Months
Xerox | 04.2014 - 06.2017
  • Managed administration operations including web support audits for SSA 4641 faxes and pre-authorized mobile application releases. Streamlined resolution processes for merchants' preauthorized transactions via phone inquiries. Coordinated responses to questions about UPS delivery services.
  • Managed inbound calls regarding card suspensions related to suspected fraud. Provided comprehensive support to customers navigating dispute processes. Developed proactive outreach strategies to mitigate potential fraud incidents.

Education

Limited Medical Radiographic Technologist

COLLEGE OF HEALTH CARE PROFESSIONALS | 04-2021

High School Diploma - GOLF, DANCE TEAM, FCCLA, CNA

MARBLE FALLS HIGH SCHOOL | Marble Falls, TX | 05-2008

Skills

Typing
Data entry: 40WPM
Basic math
Medical terminology
Customer support
Medical records
Cash handling
Word processing
Medical office experience
CPT Coding
Medical billing
Lending
10 key typing
EMR systems
Insurance verification
Microsoft Excel
Bank Secrecy Act
Microsoft Office
Fraud prevention and detection
Hospital experience
Telephone
Front Desk
Customer Service
Complaint Handling
Computer (20 years)
Computer skills
Medical scheduling
ICD-10
Banking
Office Skills: Customer Service
Complaint Handling
Problem Solving
Data Entry: 40WPM
Computer Skills: Word
Excel
PowerPoint
10 Key
Linux
Python
Branch operations
Cash handling proficiency
Electronic funds transfer
Customer needs assessment
Account openings
New account setup
Cross-selling expertise
Team collaboration
Meeting sales goals
Employee motivation
Customer education
Cross-selling and partner referrals
Follow-up skills
Building customized solutions
Closing procedures
Self-motivated nature
Quality control
Opening and closing procedures
Documentation skills
Recordkeeping requirements
Analytical thinking
Customer service
Teller experience
Financial product sales
Risk management
Banking software navigation
Insurance products
Credit analysis
Investment strategies
Document preparation
Performance tracking
Payment processing
Transaction processing
Financial advising
Financial planning

Accomplishments

  • Investigated and resolved a compromised fraud case, leading to the secure custody of the individual.

Certification

  • LMRT
  • (Limited Medical Radiological Technologist Additional Information)

CONTACT

  • PHONE: 830-613-1189
  • EMAIL: sandrada089@ymail.com

Languages

English
Native or Bilingual

Timeline

Universal Banker I

Security State Bank & Trust
09.2022 - CurrentRead More

Personal Banker II

Cadence Bank
11.2021 - 09.2022Read More

Patient Access Representative

RI RCM
02.2020 - 08.2021Read More

Administration/Fraud Prevention Specialist

Xerox
04.2014 - 06.2017Read More

COLLEGE OF HEALTH CARE PROFESSIONALS

Limited Medical Radiographic Technologist
Read More

MARBLE FALLS HIGH SCHOOL

High School Diploma from GOLF, DANCE TEAM, FCCLA, CNA
Read More
Stephanie Andrada