Isabel Luis
Lead Customer Service Assistant at Tulsa City-County Library- Claim this Profile
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Bio
Experience
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Tulsa City-County Library
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Libraries
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100 - 200 Employee
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Lead Customer Service Assistant
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Oct 2021 - Present
• Promoted to Lead Customer Service Assistant in May 2022, taking on increased responsibilities and leadership role within the library. • Manage daily operations and duties at the library, including checking in items, paging for holds, and maintaining the neatness of shelves and restocking business areas as needed. • Assist patrons with finding and ordering materials, as well as helping provide guidance with computers and electronics, copying, faxing, and scanning. • Responsible for creating the monthly schedule for all branch staff, taking account of holidays and time off to ensure sufficient daily coverage. • Lead and mentor a team of two customer service assistants, providing training, guidance, and support as needed to ensure we provide our patrons with an exceptional experience. • Collaborate with the manager to plan and implement programs and events, successfully hosting gatherings of up to 300 people, fostering a vibrant and engaged community. • Maintains a detailed maintenance log for the branch, ensuring prompt service orders for repairs and maintenance, including regular checks on the functionality of the AED machine and emergency phone systems. • Develop monthly displays focusing on topics that promote equity, diversity, and inclusion (EDI), enhancing the library's commitment to fostering an inclusive environment. • Foster partnerships with local businesses and community organizations to raise awareness of library events and increase patron engagement. • Manage social media accounts for the branch, strategically utilizing various platforms to attract new potential patrons and promote library services. Show less
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Family & Children's Services
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United States
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Mental Health Care
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300 - 400 Employee
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Medical Records Discharge Specialist
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Jan 2020 - Apr 2021
· Reviewed incoming chart closure requests for the agency, prepared mental health client data for state submission and notated client’s charts of intent to close.· Prepared client demographic information, referral sources, and billing guarantors for chart closure in accordance to agency policy and state standards.· Closed out client’s episodes of care and when applicable filed a discharge summary to complete chart closure.
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Front Desk Representative
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Jun 2019 - Apr 2021
· Maintained client charts, demographics, and billing information. Copied necessary documentation such as ID and insurance and scanned appropriate documents to medical records.· Verified Medicaid coverage through the Oklahoma Healthcare Authority and submitted requests for private insurance and employee assistance program verification.· Communicated financial responsibility for every client. Assisted with client questions regarding billing and payments. Loaded client charts with financial guarantors and ordered them according to agency priority.· Maintained a scheduling calendar of 16-20 adult and child therapists. Scheduled intake and follow up appointments. Created client charts for intake and outreached program referrals for assessments.· Assisted with incoming phone calls. Transferred appropriately, delivered messages in a timely manner and completed miscellaneous administrative requests throughout the day.· From July 2020 to March 2021, worked as the sole front desk specialist for the Children and Family Strengthening Center. Maintained an excellent standard of customer service while completing email requests, faxes, and insurance reports daily. Show less
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Navy Federal Credit Union
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United States
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Financial Services
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700 & Above Employee
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Card Fraud Specialist
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May 2018 - Oct 2018
• Assist members with fraud and dispute claims related to debit and credit card accounts. • Take initiative while paying close attention to detail to prevent fraud and dollar loss for our members. • Answer any and all questions promptly and accurately concerning member accounts; redirect to appropriate departments as needed. • Take payments using Automated Clearing House debits and cards towards loans and credit cards. • Assist members in using, setting up, and troubleshooting online banking. • Perform account transactions such as internal transfers, wires, adding travel notices, etc. Show less
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PenAir Credit Union
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United States
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Banking
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100 - 200 Employee
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Member Services Representative
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Nov 2016 - May 2018
• Maintain excellent member service standards according the Pen Air mission statement, providing exceptional service, strength, and financial solutions. • Fully verify customer accounts according to Pen Air and NCUA security standards • Answer any and all questions promptly and accurately concerning member accounts; redirect to appropriate departments as needed. • Take payments using Automated Clearing House debits and cards towards loans and credit cards. • Assist members in using, setting up, and troubleshooting online banking. • Perform account transactions such as internal transfers, wires, adding travel notices, etc. • As of March 2018, mentor all incoming new hires- assist in development of procedural and company knowledge. • Take all incoming calls for members needing assistance in Spanish, as well as assisting other departments with Spanish-speaking member inquiries when needed. Show less
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bn
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United States
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Book and Periodical Publishing
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100 - 200 Employee
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Bookseller/Barista
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Aug 2016 - Nov 2016
• Provide timely and friendly café service while upselling products. • Prepare and serve drinks and food in accordance with health codes and café standards. • Perform all support tasks in the café, including baking, cleaning cases and equipment, restocking displays and maintaining cleanliness. • Maintain education in loss prevention in order to protect company assets and increase overall productivity of the store. • Provide timely and friendly café service while upselling products. • Prepare and serve drinks and food in accordance with health codes and café standards. • Perform all support tasks in the café, including baking, cleaning cases and equipment, restocking displays and maintaining cleanliness. • Maintain education in loss prevention in order to protect company assets and increase overall productivity of the store.
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Another Broken Egg Cafe
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United States
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Restaurants
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200 - 300 Employee
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Hostess/Prep Cook/Server
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Jul 2014 - Jun 2016
• Provide excellent customer service and provide answers in regards to availability, wait times, and reservations. • Provide guests with necessary amount of menus, and makes necessary seating accommodations for wheelchairs and high chairs. • Maintain electronic restaurant seating chart, and allocate guests to servers following guests’ seating preference while maintaining balanced server workload. • Maintain a waiting list; effectively communicate with wait staff to ensure prompt service to guests. • Keep work area clean in compliance to OSHA standards. Show less
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Education
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Tulsa Community College
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Pensacola State College
Currently Enrolled, Social Sciences