Vanessa Martinez- Patino
Fort Myers,FL
Summary
Detail orientated financial services and operations professional with experience in financial transactions, regulatory compliance, account servicing, and operational accuracy within a high-volume banking environment at JPMorgan Chase. Strong analytical and problem solving skills with experience reviewing financial documentation, identifying client needs, and maintaining compliance standards. Currently pursuing education with interest in credit risk analysis, financial analytics, and risk management .
Overview
6
6
years of professional experience
Work History
Associate Banker
JPMorgan Chase
Fort Myers, FL
06.2025 - Current
- Process high -volume Financial transactions while ensuring compliance with banking regulations and operations control
- Educate clients on banking products, digital banking tools, and financial service solutions
- Analyze customer needs and recommend appropriate banking products and services
- Investigate account discrepancies and resolve issues while maintaining accurate documentation
- Build strong relationships to improve satisfaction and retention
- Support operational efficiency through cross-functional collaborations and process adherence.
Medical Receptionist/Surgery Coordinator
Glaucoma and Cataract Eye Institute
Fort Myers, FL
02.2021 - 06.2025
- Coordinated patient scheduling, insurance verification, authorizations, and payment processing
- Maintained HIPPA-compliant documentation and records using EMR systems
- Processed billings transactions and communicated with insurance providers regarding account balances and authorizations
- Managed physicians’ schedules, surgical coordination, diagnostic testing, and workflow organization
- Assisted patients, providers, and insurance representatives with account and scheduling inquires
- Prepared documentation and maintained accurate records in compliance with clinic procedures and regulations
Busser/ Hostess/Cocktail Server
Burn by Rocky Patel
Naples, FL
02.2022 - 08.2024
- Delivered Customer service in a fast -paced Hospitality environment
- Assisted with reservations, customer requests, and payment transactions
- Supported operational coordination During High- Volume service periods
Sales Associate
Fast Fix Jewelry and Watch Repairs
Fort Myers, FL
02.2020 - 01.2021
- Processed sales transactions and assisted customers with products selection
- Maintained inventory organization and merchandise presentation standards
- Built Customer relationship through personalized service and communication
Education
High School Diploma -
Ida S Baker Highschool
Cape Coral, FLAssociate of Arts - Business Analytics
Florida SouthWestern State College
Fort Myers, FL01-2027
Skills
- Banking operations
- Financial transaction review
- Customer Account resolution
- Compliance documentation
- Customer relationship management
- Payment processing
- Microsoft excel/ Microsoft office
- EMR systems
- Workflow coordination
- Insurance verification
- Database Management
- Bilingual communication: English & Spanish
Timeline
Associate Banker
JPMorgan Chase
06.2025 - Current
Busser/ Hostess/Cocktail Server
Burn by Rocky Patel
02.2022 - 08.2024
Medical Receptionist/Surgery Coordinator
Glaucoma and Cataract Eye Institute
02.2021 - 06.2025
Sales Associate
Fast Fix Jewelry and Watch Repairs
02.2020 - 01.2021
High School Diploma -
Ida S Baker Highschool
Associate of Arts - Business Analytics
Florida SouthWestern State College