Nayeli C Ramirez
Smyrna
Summary
Highly trained Banking Specialist offering excellent skills in operating departments efficiently to meet goals. Experienced in project management, process improvement and financial analysis. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
Work History
Operations Specialist
Vanderbilt University Credit Union
11.2023 - Current
- Facilitated smooth operations by efficiently handling incoming email, mail, phone calls, and visitor inquiries.
- Assisted in financial tasks such as invoicing, expense tracking, and budget preparation to ensure accuracy.
- Reduced system downtime by proactively monitoring and addressing potential issues in a timely manner.
- Acted as a liaison between end users and external vendors, fostering productive relationships that led to improved service levels from third-party providers.
- Provided exceptional customer service, contributing to a positive reputation for the bank.
- Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
Credit Card Specialist
Pinnacle Financial Partners
08.2022 - 10.2023
- Assist customers with questions and inquiries in regards their Credit Card applications
- Manually submit approved credit card applications for the firms Financial Advisors.
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Pulled daily reports and reported fraud
- Assist with Fraud Chargebacks and sent out mandatory letters for cardholders
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
- Analyzed credit scores to determine borrowers' creditworthiness.
- Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
- Oversaw reporting, documentation and recordkeeping requirements for department.
Team lead
Advance Financial
03.2017 - 07.2022
- Communicate Company goals, stats and deadlines to team members
- Assisted with company projects and assigned task to certain team members
- Reviewed scorecards and progress reports with team members
- Cash Checks and write loans to customers
- Confirm employment, funds and , review eligibility for approval
- Train new hires
Community Health Systems
10.2015 - 03.2017
- Check to ensure that appropriate changes were made to resolve patients' problems
- Review insurance policy terms to determine whether a particular visit is covered by insurance
- Conduct free screenings to see if patients would qualify for programs that could potentially pay for some or all of their medical expenses
- Worked over 100 accounts screened over 11 patients each day.
Eyecare Plus, Doctors Tech
04.2015 - 10.2015
- Record patients' medical history, vital statistics, or information such as test results in medical records
- Prepare treatment rooms for patient examinations, keeping the rooms neat and clean
- Interview patients to obtain medical information and measure their vital signs, weight, and height
- Perform routine laboratory tests and sample analyses
- Test patients' visual acuity, depth perception, pressure inside of the eye, color vision and pupil reflexes
- Performed tonometry, perimetry, and pachymetry test on patients.
Office Coordinator
Service King
12.2013 - 03.2015
- Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken
- Determine charges for services requested, collect deposits or payments, or arrange for billing
- Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications
- Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
- Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
- Open, read, route, and distribute incoming mail or other materials and answer routine letters
- Schedule and confirm appointments for clients, customers, or supervisors.
Education
Lavergne High School
Lavergne, TNSkills
- Bilingual
- Multi-task
- Proficient in Microsoft word, Excel and PowerPoint
- Communication
- Leadership
- Customer Service
- Problem solving
- Active listening
Timeline
Operations Specialist
Vanderbilt University Credit Union
11.2023 - Current
Credit Card Specialist
Pinnacle Financial Partners
08.2022 - 10.2023
Team lead
Advance Financial
03.2017 - 07.2022
Community Health Systems
10.2015 - 03.2017
Eyecare Plus, Doctors Tech
04.2015 - 10.2015
Office Coordinator
Service King
12.2013 - 03.2015
Lavergne High School
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