Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SUGEIDY PETTINATO

Staten Island,NY

Summary

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

RTR Financial Services, Inc.
07.2015 - 08.2025

Associate of Science - Interior Design

UNAPEC
SUGEIDY PETTINATO