Proven track record at Wells Fargo & Company, enhancing customer satisfaction and improving resolution rates through expert account management and problem-solving skills. Skilled in accounting software and compassionate caregiving, demonstrating a unique blend of technical proficiency and empathetic client support. Achieved significant cost savings and fostered strong client relationships, contributing to a positive bottom line.
Overview
4
4
years of professional experience
Work History
Representative Accountant
Wells Fargo & Company
02.2024 - Current
Developed strong relationships with clients by providing exceptional customer service and addressing inquiries in a timely manner.
Prepared accurate financial reports, supporting management''s decision-making processes and strategic planning initiatives.
Mentored junior team members by sharing expertise and providing guidance on complex accounting tasks or challenges faced during daily operations.
Collaborated with cross-functional teams to develop and implement cost-saving initiatives, positively impacting the company''s bottom line.
Managed high call volumes while providing exceptional customer support and maintaining professional composure.
Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Established trust with clients by accurately addressing their concerns and offering appropriate resolutions based on their needs.
Improved first-call resolution rates with thorough issue analysis and effective problem-solving techniques.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Educated customers on features and benefits of banking products and services.
Opened, closed, and updated accounts for customers.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Direct Support Professional
Tammy Lynn Center for Developmental Disabilities
02.2024 - Current
Administered medication as directed by physician.
Maintained clean, safe, and well-organized patient environment.
Documented progress notes thoroughly to track client achievements, concerns, or changes in behavior patterns that may need attention from the interdisciplinary team.
Assisted clients with daily living needs to maintain self-esteem and general wellness.
Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
Assisted clients in achieving personal goals through tailored care plans and daily skill-building activities.
Supported clients with personal care tasks, ensuring their dignity and privacy were maintained at all times.
Monitored medication administration, maintaining accurate records to ensure client safety and compliance with prescribed treatment plans.
Participated in ongoing training opportunities to stay current on best practices in disability support services.
Assisted disabled clients to support independence and well-being.
Medicaid Representative
GDIT
01.2023 - 02.2024
Ensured accurate and timely documentation of all case files, facilitating smooth audits and regulatory compliance.
Resolved discrepancies in member accounts by conducting thorough research and applying appropriate corrective actions as necessary.
Maintained up-to-date knowledge of changes in Medicaid regulations, sharing relevant updates with team members as needed.
Provided comprehensive support to clients during the appeals process, ensuring accurate representation of their situation.
Handled sensitive client information with discretion, adhering to HIPAA privacy regulations at all times.
Conducted thorough reviews of eligibility documentation, maintaining compliance with state and federal guidelines.
Assisted clients in understanding their Medicaid benefits, explaining complex regulations and policies with clarity.
Managed a high volume of case files, prioritizing tasks effectively to meet strict deadlines consistently.
Collaborated with healthcare providers to resolve billing issues, facilitating prompt payment of claims.
Responded to customer concerns and questions on daily basis.
Used data entry skills to accurately document and input statements.
Customer Service Representative
IBM
01.2021 - 01.2023
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Responded to customer requests for products, services, and company information.
Followed established procedures to enter and process data correctly.
Completed data entry tasks with accuracy and efficiency.
Organized, sorted, and checked input data against original documents.
Scanned documents and saved in database to keep records of essential organizational information.
Verified entered data against source documents to maintain consistency across multiple platforms within the organization.
Made outbound lead follow-ups to potential and existing customers by telephone and email to qualify leads and sell products and services.
Met established attendance expectations and team revenue goals to achieve company objectives.
Collaborated with other departments to ensure seamless communication and resolve any customer-related concerns.
Assisted Patients , Pharmacist, Insurance companies to verify copays
Developed strong relationships with healthcare providers to optimize patient care and medication adherence.
Education
Bachelor Of Business Administration And Management - Human Resources Management
Trident University International
Cypress, CA
04.2022
High School Diploma -
North Pitt High School
Bethel, NC
06.2013
Skills
Bank Reconciliation
Accounts Receivable
Accounts Payable
Accounting Software Proficiency
Data inputting
Customer Relations
First aid and safety
Client Support
Compassionate Caregiving
Behavior redirection
Housekeeping tasks
Transportation
Client Transportation
Social Skills Development
Crisis Management
Medical Records Management
CPR Certified
Van Training Certified
NCI 1 & 2 Certified
Timeline
Representative Accountant
Wells Fargo & Company
02.2024 - Current
Direct Support Professional
Tammy Lynn Center for Developmental Disabilities
02.2024 - Current
Medicaid Representative
GDIT
01.2023 - 02.2024
Customer Service Representative
IBM
01.2021 - 01.2023
Bachelor Of Business Administration And Management - Human Resources Management