Team Lead in Clerical Operations with 10 years of experience in high-volume financial and regulated environments. Strong background in Self-Pay correspondence processing, insurance follow-up, account research, and compliance documentation, with additional experience supporting No-Fault and Workers' Compensation accounts. Recognized for workflow coordination, quality control, and hands-on team support.
Overview
10
10
years of professional experience
Work History
Team Lead - Clerical Operations & Consumer Account Coordination
RTR Financial Services, Inc.
Staten Island, NY, USA
07.2015 - 08.2025
Led daily clerical workflow supporting high-volume consumer and insurance accounts
Managed and processed Self-Pay correspondence, ensuring accurate documentation, timely responses, and detailed account updates
Performed insurance follow-ups, obtained EOBs, verified eligibility, and resolved account discrepancies
Supported processing of No-Fault and Workers' Compensation correspondence, maintaining compliance and accurate account tracking
Delegated assignments across onsite and remote staff to meet productivity and turnaround goals
Reviewed completed work for quality assurance and regulatory compliance
Trained and supported team members on systems, procedures, and performance standards
Assisted with audits, reporting, and cross-department coordination
Education
Associate of Science - Interior Design
UNAPEC
Santo Domingo, Dominican Republic
05.2005
Skills
Self-Pay Correspondence Processing
Insurance Account Follow-Up
Account Updates & Research
Workflow Distribution
Team Support & Training
Compliance & Documentation Review
No-Fault & Workers' Comp Support
EPIC/Hyperspace
OnBase
Microsoft Office
Languages
English
Spanish
Timeline
Team Lead - Clerical Operations & Consumer Account Coordination