Summary
Overview
Work History
Education
Skills
Tax preparation
Languages
Tax preparation
Timeline
Generic

Veronica Leija

Hondo,TX

Summary

Dynamic Account Specialist with proven success at Western Shamrock Finance, excelling in customer relationship development and billing resolutions. Demonstrated exceptional organizational skills while managing multiple accounts, achieving high client satisfaction. Proficient in Microsoft Office and committed to enhancing operational efficiency through effective communication and team collaboration.

Overview

17
17
years of professional experience

Work History

Account Specialist

Western Shamrock Finance
01.2017 - 04.2021
  • Supported account management by organizing and maintaining client records.
  • Assisted in resolving customer inquiries, ensuring prompt and effective communication.
  • Participated in data entry tasks to ensure accuracy and confidentiality of information.
  • Collaborated with team members to streamline account processing procedures.
  • Learned industry-specific software to enhance efficiency in daily operations.
  • Achieved high levels of client satisfaction through timely resolution of billing disputes or other account-related concerns.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Managed multiple accounts simultaneously, demonstrating exceptional organizational skills and attention to detail.
  • Resolved complex billing and payment issues for balanced, accurate accounts.
  • Set up new customer accounts and updated existing profiles with latest information.
  • Maintained strong relationships with clients through regular communication and proactive problem-solving efforts.
  • Prepared and submitted timely invoices, statements and payment reminders for customers.
  • Streamlined account setup processes, significantly reducing onboarding time and improving client experience.
  • Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
  • Contributed to team objectives in fast-paced environment.
  • Informed customers of promotions to increase sales productivity and volume.
  • Developed and maintained strong working relationships with professionals within assigned territory.

Assistant Manager

Security Finance, Financial Services
12.2006 - 08.2013
  • Assisted in daily operations to ensure compliance with financial regulations and company policies.
  • Managed customer inquiries, providing accurate information and resolving issues efficiently.
  • Supported training initiatives for new team members to enhance service delivery and operational efficiency.
  • Coordinated scheduling and workflow to optimize team productivity and meet service goals.
  • Maintained accurate financial records using proprietary software, ensuring data integrity and availability.
  • Collaborated with management to develop strategies for increasing customer engagement and retention.
  • Analyzed performance metrics to identify areas for improvement and contributed to action plans accordingly.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
  • Generated repeat business through exceptional customer service.
  • Collaborated with the management team to develop strategic plans for business growth and improvement.

Registration Clerk

Community Health Development
01.2004 - 05.2006
  • Processed patient registrations efficiently, ensuring accuracy in data entry and compliance with health regulations.
  • Coordinated appointment scheduling, improving patient flow and reducing wait times in clinic operations.
  • Assisted patients with inquiries, providing clear information regarding services and registration procedures.
  • Maintained electronic health records, ensuring timely updates and confidentiality of sensitive information.
  • Collaborated with healthcare providers to streamline registration processes and enhance patient experience.
  • Implemented feedback mechanisms to identify areas for improvement in the registration process, boosting overall efficiency.
  • Completed registration paperwork, verifying accurate patient information.
  • Answered patient questions and inquiries regarding registration process and documentation.
  • Managed high call volumes while accurately scheduling appointments and directing calls to appropriate departments as needed.
  • Coordinated scheduling for patient follow-up appointments in accordance with physician requests.
  • Assisted patients with questions or concerns about their appointments, addressing any issues promptly and professionally.
  • Safeguarded patient privacy with strict adherence to data security protocols related to electronic health records.
  • Confirmed patient demographics and updated practice management software for accuracy.
  • Updated patient contact information to support accurate electronic medical records.
  • Enhanced patient satisfaction by providing prompt and courteous service during the registration process.
  • Accurately collected and verified patient demographic information for seamless recordkeeping.
  • Operated standard office software applications to compile data and prepare information and correspondence.
  • Maintained strict confidentiality of sensitive patient information in compliance with HIPAA regulations.
  • Upheld HIPAA regulations and standards for protecting patient information.
  • Secured confidential patient information from unauthorized access.

Education

Diploma - Basics

Sabinal ISD
Sabinal, TX
05.1992

Skills

  • Account administration
  • Customer relationship development
  • Document management
  • Microsoft office proficiency
  • Account updating
  • Client engagement
  • Billing resolutions
  • Due diligence
  • Advertising strategies
  • Brainstorming
  • Point-of-sale system
  • Processing payments
  • Excellent communication
  • Decision-making
  • Cash handling
  • Opening and closing procedures
  • Multitasking Abilities
  • Customer satisfaction
  • Organizational skills
  • Team collaboration
  • Self motivation
  • Goal setting
  • Customer retention
  • Account management

Tax preparation

Experience in income tax filing

Languages

Spanish
Native or Bilingual

Tax preparation

Experience in income tax filing

Timeline

Account Specialist

Western Shamrock Finance
01.2017 - 04.2021

Assistant Manager

Security Finance, Financial Services
12.2006 - 08.2013

Registration Clerk

Community Health Development
01.2004 - 05.2006

Diploma - Basics

Sabinal ISD

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