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Work Background
Heartspace Virtual SolutionsBusiness Owner
Jun. 2021United StatesHeartspace Virtual Solutions provides comprehensive, high-quality virtual support services to small businesses, especially ABA business owners. Our team of experienced virtual accounting assistants offer a wide range of services including system buildouts & automation, project management, calendar & email management, and so much more. All at an affordable, monthly cost. Find out more about why we are the best solution for your business.
Charles SchwabEstates Relationship Specialist
Nov. 2018 - Jun. 2021United StatesProvide white-glove customer service to clients/beneficiaries who just lost their loved ones. Effectively manage a large caseload in a fast-paced and challenging environment: -Developed “Daily Find” emails to help my co-workers stay updated on company processes
-Developed a work guide on Pension Trusts to assist Estates Relationship Specialists with understanding Schwab processes
-Contributed insightful feedback on a process development project
-Consistently reduce company risk exposure by thoroughly reviewing complex documents for trusts and estate accounts
-Handled many high-value clients and facilitated with asset transfers up to $30 million with accuracy and diligence
US Medical NetworksProcess Development Specialist
Jan. 2017 - Nov. 2018United StatesEffectively streamlined and developed multiple business processes to help US Medical Networks become more operationally efficient. I also developed Standards of Operating Procedures for over 6 departments and assisted the COO in various projects:
Developed and designed the company website
Developed a process change log to track process changes within departments that improved communication across all departments.
Developed an Uniform Notation language that helped streamlined the reporting of several thousand claims
Restructured the company’s shared Box Account and implemented a document number system to track all versions of internal documents
.
Quality Assurance Analyst (06/2017-01/2018): Reviewed several hundred accounts worked by employees to ensure company protocols were being followed with a high accuracy rate. I assisted in the development of the quality assurance protocols that evaluated departmental processes. Medical Records Clerk (05/2017-06/2017): Prepared, organized, and submitted medical records for the Accounts Receivable department. I also helped construct live spreadsheets and a system to track medical record submissions.
WGR ManagementPublic Relations Manager
May. 2012 - Aug. 2014Dallas/Fort Worth Area
TD AmeritradeResource Desk Specialist
Nov. 2009 - May. 2012Ft. Worth, TXAs a Resource Desk Specialist I analyzed and researched various cases for clients and representatives, provided solutions to complex cases and used many opportunities to build rapport with clients and also coordinated with various departments and branches to resolve complex client issues that needed extensive research. I also proficiently corresponded with clients daily through e-mails, letters, faxes, and phone calls.
ChaseTeller
Jan. 2008 - Oct. 2009Las Colinas, TXAs a teller I worked in a demanding fast-paced environment while being detailed-oriented, accurate, and efficient. I was acknowledged as a top performing teller in May and August 2009 of 12 banks, increasing revenues and providing great customer service. I also performed daily repetitive transactions while paying attention to detail, demonstrated commitment by reaching my monthly goals in referrals and provided great customer service, and also maintained an high level of integrity.
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