Veronica Montelongo
Dallas
Summary
Dynamic professional with over three years at PNC Financial Services Group, excelling in customer relationship management and cash handling. Proven ability to enhance financial wellness through tailored solutions, while delivering exceptional service. Bilingual in Spanish and English, adept at problem-solving and fostering strong client connections.
Overview
6
6
years of professional experience
Work History
Universal Teller
PNC Financial Services Group
08.2021 - Current
- Over 3 years of experience working on the front line as a banker teller, providing a wide range of financial services
- Built strong business relationships with customers, offering tailored solutions for financial wellness
- Processed everyday transactions including deposits, withdrawals, account openings/closings, wire transfers, and credit card applications
- Handled stop payments, loss prevention, cash box, and vault balancing
- Delivered exceptional customer service, maintaining positive interactions with customers through both in-person and phone communication
Insurance Authorization Specialist
Home Care Providers of Texas Inc.
01.2020 - 07.2021
- Managed high-volume emails and phone calls to obtain insurance authorizations
- Coordinated and faxed required clinical documents, ensuring timely authorization processing
- Collaborated with insurance companies and healthcare providers to ensure patient care was not delayed
Medical Records Clerk
Northgate Health and Rehabilitation Center
04.2019 - 10.2020
- Performed medical record data entry, managing both e-file and manual filing systems
- Organized and maintained patient records, ensuring accuracy and compliance with regulatory standards
- Coordinated patient transportation services as needed for appointments and procedures
Education
GED -
Dallas Can Academy Charter
Dallas, TX05.1999
Skills
- Customer Relationship Management
- Cash Handling
- Account Management
- Financial Wellness Solutions
- Microsoft Office
- Typing
- Excellent phone etiquette
- Communication skills
- Problem-solving
- Interpersonal skills
- Insurance Verification
- Medical Records Management
- Medical Terminology
- Medical Office Administration
- Bilingual (Spanish/English)
- Auditing
- Sales
- Organizational Skills
- Time Management
- Front Desk
- Medical Receptionist
Personal Information
Authorized To Work: US
Timeline
Universal Teller
PNC Financial Services Group
08.2021 - Current
Insurance Authorization Specialist
Home Care Providers of Texas Inc.
01.2020 - 07.2021
Medical Records Clerk
Northgate Health and Rehabilitation Center
04.2019 - 10.2020
GED -
Dallas Can Academy Charter
Similar Profiles
Anis ElezovicAnis Elezovic
Sales Manager Payments/Merchant Services/Treasury at PNC Financial Services GroupSales Manager Payments/Merchant Services/Treasury at PNC Financial Services Group
David SmithDavid Smith
Commercial Banking Group Manager at The PNC Financial Services GroupCommercial Banking Group Manager at The PNC Financial Services Group
Brian QuinnBrian Quinn
VP – Business Analytics Manager at PNC Financial Services GroupVP – Business Analytics Manager at PNC Financial Services Group