Summary
Overview
Work History
Education
Certification
Timeline
Generic

Tristina Shih

Chino,CA

Summary

Dedicated and motivated Pre-Physician Assistant (PA) student with a passion for delivering high-quality patient care. Currently undertaking necessary coursework for admission to PA programs while actively seeking opportunities to gain hands-on patient care experience. Eager to apply theoretical knowledge and interpersonal skills to contribute effectively to patient care teams. Committed to continuous learning and professional development in preparation for future studies in Physician Assistant programs.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Sr. Financial Processor

Vanguard
10.2021 - Current
  • Processed transfer of funds across diverse financial portfolios, specializing in intricate cases involving divorce, gifts, and settlements due to death.
  • Navigated through high-stakes cases, including delicate situations where clients claim their entitlements to assets as beneficiaries.
  • Meticulously interpreted complex legal documents, ensuring strict adherence to company guidelines and standards.
  • Exemplify discerning judgement in evaluating the legal validity of documents, providing a crucial added layer of protection against potential risks.
  • Initiated and led cross-functional projects aimed at collecting and analyzing data to identify inefficiencies. Leveraged findings to develop and implement new procedures, leading to a 20% reduction in handling time.

Office Administrator

State Farm
02.2016 - 08.2021
  • Leveraged advanced functionalities of Salesforce CRM for client correspondence, adeptly managing document filing, billing services, and task initiatives.
  • Provided operational support, exhibiting versatility in tasks such as document scanning, call management , and efficient Quicken data entry.
  • Methodically recorded and maintained a meticulous log of client interactions and insights within the Salesforce CRM ensuring the highest standards of precision, accuracy, and protection to the agency and towards the clients.
  • Maintained a refined approach to client services by overseeing service-related calls, follow-ups, policy changes, and offering a tailored approach per client's wants and needs.

Education

Pre-Physician Assistant Coursework

Mt San Antonio College
Walnut, CA

Bachelor of Science - Business Administration

California State Polytechnic University, Pomona
Pomona, CA
05.2021

Certification

Basic Life Support - American Heart Association Cert

Timeline

Sr. Financial Processor

Vanguard
10.2021 - Current

Office Administrator

State Farm
02.2016 - 08.2021

Pre-Physician Assistant Coursework

Mt San Antonio College

Bachelor of Science - Business Administration

California State Polytechnic University, Pomona

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Tristina Shih