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Work Background
Insurance Account Representative
Sergio Pena - State Farm Insurance AgentInsurance Account Representative
Oct. 2024Mission, Texas, United States
Utility Board Secretary/Director of Admin Services
McAllen Public UtilityUtility Board Secretary/Director of Admin Services
Jul. 2023 - Jul. 2024McAllen, Texas, United States
Business Owner
RGV Elite Fitness LLCBusiness Owner
Jul. 2022 - Nov. 2023Edinburg, Texas, United States
HR Trainer
City of McAllen, TXHR Trainer
Jan. 2021 - Jul. 2023United States
Operations Trainer
Navy Army Community Credit UnionOperations Trainer
Nov. 2018 - Jan. 2021McAllen, Texas Area
Universal Branch Associate
Capital OneUniversal Branch Associate
Aug. 2014 - Oct. 2017Edinburg/Pharr, TXMaximize sales referral opportunities, using working knowledge of line of products in promoting bank services/products, including mortgages, refinances, and home equity. • Exceed performance goals by delivering excellent customer service and being an advocate. • Maximize sales referral opportunities, using working knowledge of line of products in promoting bank services/products, including mortgages, refinances, and home equity. • Adhere to Capital One security/audit procedures, maintaining confidentiality of bank records/customer information. • Exceeded performance goals. • Successfully completed certification for Outbound calling. • Maximized sales referral opportunities. • Balanced cash boxes/ATM with minimal error rate. • Trained employees.
Accounting Clerk
Frank Smith Toyota / HyundaiAccounting Clerk
Jan. 2011 - Jan. 2013McAllen, Texas AreaMaintained accounting documents, journal vouchers, and contracts/warranties. • Delivered excellent customer service. • Prepared/mailed out vendor checks. • Assigned/distributed license plates. • Collected down payments and billed car deals daily. • Closed books monthly. • Assisted in the organization/commencement of events.
Head Billing Clerk
Medcare Ems IncHead Billing Clerk
Jan. 2007 - Jan. 2011McAllen, Texas AreaBilled private pay, personal insurances, Medicaid, and Medicare for emergency services rendered. • Appealed denied claims. • Assisted patients with payment plans and other billing issues/concerns. • Claim status. • Trauma Reporting. • Took in payments in person and over the phone. • Event planning.
Member Services Associate
Security First Credit UnionMember Services Associate
Jan. 2006 - Jan. 2007Weslaco, TXProcessed sales referrals/promoted credit union services/products. • Balanced cash box/ATM/teller cash dispensing machines/vault with minimal error rate. • Trained employees. • Adhered to security and audit procedures. • Maintained confidentiality of credit union records/member information.
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