Bio
Experience
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PacificSource Health Plans
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Springfield, Oregon
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Membership Representative
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Mar 2019 - Present
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Springfield, Oregon
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Lonza
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Bend, Oregon Area
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Quality Assurance Specialist
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Jun 2018 - Present
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Bend, Oregon Area
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United States
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Banking
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100 - 200 Employee
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AVP, Sr. Quality Control Risk Supervisor
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Mar 2017 - Present
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Quality Control Analyst
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Jul 2016 - Present
Review 100% of new business relationships opened within my team for accuracy, completeness, and for possible issues that could result in unnecessary risk for the bank. In addition I am responsible for assisting BSA with addressing questions and/or concerns with current clients regarding principles of the entities, transactions, or obtaining any missing entity documentation.
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Sr. Client Relationship Supervisor
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Feb 2016 - Present
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Sr. Client Svs. Representitive
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Dec 2014 - Present
Working in Commercial Depository Services department.
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Sr. Client Relationship Representative
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Jul 2015 - Jun 2018
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Sales & Service Specialist
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Mar 2013 - Present
Seller experience (Opening/closing Accounts/IRA's/CD's, processed mortgage/auto loan applications while focusing on customer loyalty and satisfaction. Finding the best solutions for each customers unique situation. Cross-selling, active listening, and building value in products/services.
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Bank Teller
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2012 - 2014
Patiently and professionally helped customers with financial issues or errors with banking, processed bank transactions (deposits, withdrawals, monetary instruments, bond redemption), exceeded numerous goals on a monthly and quarterly basis.
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Rebound physical Therapy
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Bend Oregon
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Medical Billing Specialist
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Jul 2010 - Nov 2011
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Bend Oregon
Converted charges from therapists to claims to forward to insurance companies or to patients. Posted payments from both patients and insurance companies.
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ODS Companies
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Portland, Oregon Area
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Medical Customer Service Specialist
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Apr 2008 - Mar 2010
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Portland, Oregon Area
Incoming phone calls from customers/professional offices. Calls were pertaining to claim denials/status, prior authorization status, medical benefits, and helping with enrollment questions.
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Education
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2000 - 2014Oakridge High School
Diploma, General Studies -
2010 - 2011University of Phoenix
none, Information Technology
Suggested Services
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Industry Focus. “Financial Services”
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