Experience

NYC Board of Education Retirement System

• United States
• Government Administration
• 100 - 200 Employee

• Retirement Benefits Examiner

  • Feb 2018 - Present

  A proactive and efficient retirement specialist who works for one of the largest multi-employer, multi-tiered retirement systems (BERS) in the United States which manages a 6 billion-dollar fund that serves 55,000 members who are employed in such agencies as the Department of Education, the School District of New York, School Construction Authority, and the Police Department. A proactive and efficient retirement specialist who works for one of the largest multi-employer, multi-tiered retirement systems (BERS) in the United States which manages a 6 billion-dollar fund that serves 55,000 members who are employed in such agencies as the Department of Education, the School District of New York, School Construction Authority, and the Police Department.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Personal Banker

  • Mar 2017 - Feb 2018

  A strategic and effective communicator who worked for one of Citibank’s multicultural community branch that managed 13 million in book of business and foster relations with clients to build loyalty A strategic and effective communicator who worked for one of Citibank’s multicultural community branch that managed 13 million in book of business and foster relations with clients to build loyalty



Allstate

• United States
• Real Estate

• Personal Injury Protection Adjuster

  • Jan 2016 - Mar 2017

  Consistently established customer engagement by providing high-level service focusing on customer needs and satisfaction; which resulted to the attainment of positive feedback through prompt services and outcomes. Fulfilled a wide range of responsibilities, which included file documentation, reporting of claims, and management of medical bills. Intensively examined on both medical and physical conditions and prior injuries of the claimant, while evaluating medical bills, wage loss reviews, home service, attendant care, mileage payments, and other related claims. Processed first-party file and collected pertinent information provided by claimant, witnesses, and medical provider interviews. Analyzed medical records and treatment plan of claimant, while identifying if treatment is applicable. Tracked reject insurance coverage by reviewing claim forms and other medical records. Directly controlled and prioritized workflow to guarantee company productivity through effective time management. Acquired company’s responsibility and bill amounts from claims evaluation utilizing analytics as well as regional policy provisions. Established mutual partnerships with both external and internal customers to increase shareholder wealth. Show less



HSBC

• United Kingdom
• Financial Services
• 700 & Above Employee

• Client Experience Associate

  • Jan 2013 - Jan 2016

  Analyzed and accomplished specific needs of new and existing customers by using appropriate products and services provided by the company Participated with all account opening processes, including checking, savings, estate and safe deposit box accounts, while presenting understanding on services. Successfully implemented international and domestic wide transfer during the identification of funds legitimacy. Offered extensive service activities with clients in retail, advance, premier, and business banking through personal interaction or alternate channel while maintaining efficiency, integrity, and professionalism Applied attention for details in performing operational functions in the branch to support sales personnel in processing applications, signature cards, check ordering, and know your customer (KYC) update to support all branch customer segments. Rendered hands-on assistance to leading customer service representatives to ensure proper servicing of banking needs and necessary overrides with due diligences for branch customers. Advanced collaborative measures with colleagues during branch morning huddle in trading related information focused on selling strategies, due diligence on operational duties, and customer digital engagement. Determined and responded promptly in all customers’ need, sourcing opportunities, and developing high-level awareness on what the company could offer and what is sets up apart from competitors. Strategically led sales professional’s process for each branch for account opening and maintenance, while ensuring compliance with all established bank KYC, anti-money laundering (AML), and operational standards. Show less