Experience

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  J.P. Morgan Chase Bank, N.A.

  • Private Client Banker

    • Feb 2024 - Present

  • Relationship Banker II

    • Jun 2022 - Feb 2024

  • Associate Banker

    • Jan 2021 - Jun 2022

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  Eisenhower Medical Center - Careers

  • Rancho Mirage, California, United States

  • Patient Admitting Specialist

    • Feb 2020 - Dec 2020
    • Rancho Mirage, California, United States

    • First and foremost, take patients temperatures before checking patients in• Serve as a translator of oral and written materials to facilitate communication with non-English speaking patients• Ensure accurate patient insurance information is recorded, including verification of eligibility and benefits• Coordinate schedules and communicate with others regarding meetings and appointments for the providers• Operate a variety of office equipment including a calculator, copier, fax machine, scanner, projector, computer, and assigned software• Provides a wide variety of clerical and administrative support such as receiving and screening telephone calls and emails; take and send messages

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  Kaiser Permanente

  • San Jose

  • Teleservice Representative

    • Mar 2016 - Nov 2019
    • San Jose

    • Identifies the purpose of the member's call and processes the call according to the appropriate script• Answered 100+ phone calls a day with minimal errors to ensure patient care is addressed promptly• Provides facility and provider information and some laboratory results• Scheduled, canceled, and reschedule appointments• Transferred members to Advice Nurses, intake information from members, and composes emails for providers• Contributed to written reports and presentation materials describing project or task objectives, methods, data, and results• Used work computer to record monthly meeting minutes and compiled them in an MS Word-based file for future organizational reference

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  Coldwell Banker

  • San Francisco Bay Area

  • Receptionist

    • Apr 2016 - Oct 2018
    • San Francisco Bay Area

    • Receives, sorts, and distributes incoming and outgoing mail • Answer phones and direct all incoming calls to the appropriate person promptly and efficiently• Meet and greet staff and visitors as they arrive• Unloads, stores, transports, delivers, and distributes parts, materials, and supplies• Maintains a wide variety of inter-related records, inventories, and files• Assists with ordering and maintaining office supplies• Updated Facebook pages for realtors • Managed webpage upkeep• Helped set up a conference room for zoom meetings and realtor presentations

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  Bank of America

  • San Jose

  • Relationship Banker

    • Jun 2011 - Mar 2016
    • San Jose

    • Helped in the planning and coordination of events and projects that engage, promote, and inform about Banking services such as community engagements, small business engagement, and other necessary events• Engage customers in the lobby to assist, educate, and train customers on how to conduct simple transactions through self-service technologies• Ordered, loaded, and balanced ATMs for use twice a week every week• Learned Research methods and analysis techniques to provide efficient and effective service• Work with customers to build and deepen relationships by uncovering financial needs and recommending the best products, and services• Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans)• Balanced individual cash box after daily check cashing, deposits, and payments taken from customers

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  Circuit City

  • Sales Associate

    • Oct 2007 - Jan 2008