Stephanie Fernandez
Los Angeles,CA
Summary
Detail-oriented Clerical & Customer Support professional with 7+ years of experience in high-volume office environments requiring strong typing accuracy, document processing, records management, and meticulous data entry. Skilled in producing error-free documents, reviewing forms for completeness, verifying records, and maintaining clerical controls. Adept at interpreting procedures, responding to public inquiries, and performing technical clerical tasks with judgment and confidentiality. Experienced using office equipment, CRM systems, and digital tools to generate reports, index records, and maintain accurate documentation.
Overview
10
10
years of professional experience
Work History
Customer Success Representative
LA Care Health Plan
Los Angeles, USA
04.2025 - Current
- Perform high-volume data entry, form processing, and documentation review, ensuring accuracy and compliance with regulatory requirements.
- Respond to member inquiries and provide detailed information regarding procedures, eligibility, and documentation requirements.
- Maintain accurate electronic records using CRM, Cisco, and EHR systems; create summaries used for case reviews and internal audits.
- Verify completeness of submitted documents and correct discrepancies to ensure proper processing.
- Generate and update internal clerical materials, records, and correspondence with high attention to detail.
- Apply judgment when researching records, selecting information, and documenting findings for case resolution.
Customer Success Claims Representative
AAA - The Auto Club
Long Beach, USA
09.2023 - 10.2024
- Processed and documented claims records, correspondence, forms, and payment entries with strong typing and data accuracy.
- Reviewed claim forms for completeness and correctness before submission to internal departments.
- Searched multiple systems and databases to gather relevant documentation, applying discretion in selecting data.
- Prepared reports, summaries, and case notes used for legal and administrative actions.
- Collaborated with cross-functional teams to ensure clerical accuracy, record integrity, and compliance.
- Trained new staff in documentation standards, recordkeeping, and system navigation.
Customer Service Representative / Assistant Manager
Enterprise Rent-A-Car
Signal Hill, USA
04.2021 - 09.2023
- Managed contract processing, payment verification, and document accuracy for high-volume operations.
- Produced daily reports, customer correspondence, and operational records requiring precise data entry.
- Maintained clerical controls and ensured data was complete, accurate, and aligned with policy.
- Provided detailed information to customers regarding procedures, forms, and requirements.
- Supported staff in completing documentation and adhering to established procedures.
Office Manager
H&R Block
Bell, USA
04.2019 - 03.2021
- Oversaw client record management, file organization, data entry, and document verification for tax preparation.
- Maintained clerical controls for workflow coordination and tracking work completed by team members.
- Prepared, reviewed, and organized financial forms, applications, notices, and correspondence.
- Responded to public inquiries regarding filing procedures, documentation requirements, and timelines.
- Managed billing records and performed accuracy checks on submitted documents.
Fragrance Customer Care Lead
Macy's
Downey, USA
05.2018 - 03.2019
- Handled customer documentation, billing adjustments, and accuracy reviews of transactional records.
- Verified information, corrected discrepancies, and ensured proper record updating.
- Produced written correspondence and maintained organized records for customer cases.
- Trained staff on proper documentation procedures and clerical accuracy standards.
Customer Service Lead
Kmart
Cudahy, USA
02.2016 - 03.2018
- Managed customer files, account adjustments, and issue documentation with high attention to detail.
- Ensured correct completion of forms, logs, and reports, tracking clerical workflows.
- Researched records to resolve inquiries requiring judgment and data selection.
- Provided written responses to customer concerns and maintained complete case documentation.
Education
High School Diploma -
Los AngelesSkills
- Typing & Office Skills
- Data entry accuracy
- Document preparation
- Records management
- Tabular formatting
- Clerical controls
- Documentation & Records
- Form processing
- Verification
- Indexing
- Record searching
- Correspondence drafting
- Administrative support
- Systems & Tools
- CRM Tools
- Salesforce
- Cisco
- EHR systems
- Epic
- Cerner
- Meditech
- GSuite
- Microsoft Office
- Excel
- Communication
- Public inquiry handling
- Written correspondence
- Bilingual English/Spanish
- Compliance & Procedures
- HIPAA
- PHI handling
- Documentation standards
- Regulatory adherence
- Office Equipment
- Computers
- Word processors
- Calculators
- Printers
- Scanners
- Multi-line phone systems
Timeline
Customer Success Representative
LA Care Health Plan
04.2025 - Current
Customer Success Claims Representative
AAA - The Auto Club
09.2023 - 10.2024
Customer Service Representative / Assistant Manager
Enterprise Rent-A-Car
04.2021 - 09.2023
Office Manager
H&R Block
04.2019 - 03.2021
Fragrance Customer Care Lead
Macy's
05.2018 - 03.2019
Customer Service Lead
Kmart
02.2016 - 03.2018