VANESSA SWEETING
FL
Summary
Diligent in operations and sales with 20+ years of experience in financial sales, client relations. Leadership experience and genuine passion for customer service and developing relationships. Demonstrated background delegating tasks and delivering performance feedback and guidance with positive and empowering approach. Executes with consistent delivery and re-prioritizes in fast pace, ever-changing environment leveraging strong problem-solving skills and positive attitude under pressure. Seeking to use advanced experience and skills to improve department efficiency, accuracy, and productivity in busy managed-care environment.
Knowledgeable patient representative offers demonstrated skills in case management and service coordination. Expertly handles complaints, inquiries and service questions to meet patients' access needs and correct problems related to care. Well-versed in policies, procedures and standards.
Overview
20
20
years of professional experience
Work History
Prior Authorization Representative
MyMatrixx
08.2022 - Current
- Developed and maintained patient records, including medical histories, reports and examination results.
- Organized and tracked patients' appointments, referrals to specialists and follow-up visits.
- Managed incoming calls from patients regarding their medical needs or concerns.
- Connected patients with referred doctors to provide specialized, high-quality care.
Branch Financial Specialist
VALLEY BANK
Winter Park, FL
01.2020 - 01.2021
- Greeted and welcomed members and visitors to the branch in a courteous, professional and timely manner
- Opened personal and business accounts accurately, ensuring all related forms and documents are completed and filed/scanned in a timely manner
- Assists members with opening and closing accounts, answers questions about products and services and Handled branch operations to ensure business controls are sufficient and effectively executed in accordance with bank policies and procedures
- Available to peers for help with complex issues as well as consulting on best practice procedures and act as a team lead when appropriate.
Branch Operations Specialist
Bank United
Winter Park, FL
07.2019 - 11.2019
- Planned and implemented branch operations procedures to ensure compliance with established policies and regulations.
- Monitored daily activities of branch staff, providing guidance and support as needed.
- Evaluated customer service levels in branches and took appropriate action to improve performance.
- Developed and maintained relationships with customers, responding to inquiries and resolving complaints in a timely manner.
- Assisted in the development of business plans for each branch location.
- Prepared reports related to branch operations performance metrics such as sales volumes, customer satisfaction scores, profitability.
Senior Personal Banker
BANK OF AMERICA
Longwood, FL
01.2015 - 01.2016
- Directly work with clients to build relationships, uncover and satisfy banking needs through the sale of financial products and services
- Assists members with opening and closing accounts, answers questions about products and services and
- Resume Page 2 Handled branch operations to ensure business controls are sufficient and effectively executed in accordance with bank policies and procedures.
Senior Personal Banker
BMO HARRIS BANK
Sandford, FL
01.2011 - 01.2013
- Daily Activities: Took incoming calls, Floor management Routine transactions consisting of (open/close accounts, address changes, transaction research, outgoing wires, title changes, address changes and filing) Increased both market exposure and market share achieved by being actively engaged in the following: Orlando Hispanic Chamber, Lake Mary's Business Expo, Sanford Chamber, Local events sponsored by BMO Harris, Engaged in WOMTEC (Women On Mission To Earn Commission) Consistently executed the following activities: Planned promotions/marketing events, Market analysis, acquire new relationships and deepen existing relationships via daily cold/warm business calls, AID-INC sells process (Approach, Interview, Demonstrate, Validate, Negotiate and Close)
Personal Banker
FIFTH THIRD BANK
Tampa, FL
01.2008 - 01.2010
- Daily Activities: Floor management, Follow-up on warm leads-up on warm leads, Daily Huddles (team engaged and focused on daily goals), Production Activities, Execute outside business calls (cold/warm leads), AID-INC sells process (Approach, Interview, Demonstrate, Validate, Negotiate and Close)-INC sells process (Approach, Interview, Demonstrate, Validate, Negotiate and Close)
- Coached and cross-trained teammates on systems and sells process.
Home Service Specialist
BANK OF AMERICA
Tampa, FL
01.2005 - 01.2007
- Ensured the integrity of the credit decision, working in partnership with the customer and relatedd parties to clear conditions and ready the transaction for loan closing within timeframe Directly drove sales revenue and profit goals, and targeted goals in market share through customer service
- Assured loans were processed in accordance with company policy and procedures guides
- Prepared the transaction for closing, ordered payoffs, as applicable and gathered accurate 3rd party fees from closing agent and coordinated the closing date with the customer
Education
Business Communication
HOSTOS COMMUNITY COLLEGE
Medical Assistance (EKG, HIV, CPR Trained), National Certification in Phlebotomy Phone and Email Etiquette -
LIGHTHOUSE MEDICAL ACADEMY
Skills
- My number one priority is to create
- A great customer experience
- Strong Analytical, Problem Solving
- And Organizational Skills
- Excellent written, spoken and
- Presentation communication skills
- Good understanding of
- Systems quality assurance
- Methods and processes
- Able to prioritize workload
- With strong adherence to
- Timelines and dedication to
- Meeting deadlines
- Experienced in Microsoft
- Word, Excel, proficient in data
- Entry for generation of daily
- Office correspondence, strong
- Customer service orientation
- Skills
- Critical Thinking
- Operational Records Maintenance
- Financial Operations Oversight
Languages
Spanish
Native or Bilingual
Timeline
Prior Authorization Representative
MyMatrixx
08.2022 - Current
Branch Financial Specialist
VALLEY BANK
01.2020 - 01.2021
Branch Operations Specialist
Bank United
07.2019 - 11.2019
Senior Personal Banker
BANK OF AMERICA
01.2015 - 01.2016
Senior Personal Banker
BMO HARRIS BANK
01.2011 - 01.2013
Personal Banker
FIFTH THIRD BANK
01.2008 - 01.2010
Home Service Specialist
BANK OF AMERICA
01.2005 - 01.2007
Business Communication
HOSTOS COMMUNITY COLLEGE
Medical Assistance (EKG, HIV, CPR Trained), National Certification in Phlebotomy Phone and Email Etiquette -
LIGHTHOUSE MEDICAL ACADEMY