Summary
Overview
Work History
Education
Skills
Timeline
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Taylor Black Jimenez

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

8
8
years of professional experience

Work History

Executive Line/Retail Chase Private Client

JP Morgan Chase
San Antonio, TX
06.2022 - Current
  • Managed servicing requests for top clients at JP Morgan Chase, while maintaining utmost confidentiality
  • Developed a comprehensive understanding of our products, services, and related regulations.
  • Resolved customer complaints in a timely manner by identifying the issue, researching possible solutions, selecting the best solution, and implementing it.
  • Investigated discrepancies between actual transactions and recorded amounts in the computer system.
  • Provided comprehensive financial advice to high net worth clients.

Member Service Representative III

RBFCU (Randolph Brooks Federal Credit Union)
03.2018 - 06.2021
  • Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
  • Completed Wire transfers and ACH Transfers.
  • Modified, opened and closed customer accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Advised customers on bank products, services and financial planning options.

Insurance Verification/Collection Specialist

Baptist Health System
San Antonio, TX
11.2016 - 03.2018
  • Collected forms, verified medical benefits to coordinate patient information for billing and insurance processing.
  • Ran reports each month to review outstanding balances and identify accounts in need of collection processing
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Trained internal new staff members on administrative processes, work instructions and procedures to facilitate consistent and seamless company operations.
  • Instructed clients on amounts covered under benefits plans in easy-to-understand terminology and discuss payment plan options.

Education

Bachelor of Arts - Business Administration

University of The Incarnate Word
Currently Attending

Certified Medical Assistant -

Everest Institute
2013

High School Diploma -

Tom C. Clark High School
2011

Skills

  • MS Office proficient
  • Dependable and reliable
  • Wires, ACH & EFT Knowledge
  • ICD-9-10 Knowledge
  • Medical Terminology
  • Banking Knowledge/Terminology
  • Fraud/Dispute
  • Superior organization skills
  • Complex Problem Solving
  • Typing (70 WPM)
  • Experience in Leadership
  • Issue and conflict Resolution
  • Excellent Multi-Tasker

Timeline

Executive Line/Retail Chase Private Client

JP Morgan Chase
06.2022 - Current

Member Service Representative III

RBFCU (Randolph Brooks Federal Credit Union)
03.2018 - 06.2021

Insurance Verification/Collection Specialist

Baptist Health System
11.2016 - 03.2018

Bachelor of Arts - Business Administration

University of The Incarnate Word

Certified Medical Assistant -

Everest Institute

High School Diploma -

Tom C. Clark High School

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Taylor Black Jimenez