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ANGEL
Client Services Specialist with 2+ years in Banking and Healthcare Support
Video resume
Contacto
Competencias
Expert in managing client interactions, resolving issues efficiently, and maintaining high satisfaction levels.
Skilled in scheduling, document management, and workflow coordination across multiple sectors.
Proficient in Excel, Google Sheets, SQL, and reporting tools to analyze and present data effectively.
Experienced with Citrix, Sage, CRM, and case-management platforms to optimize operational tasks.
Educacion
Idiomas
Resumen
Versatile professional skilled in client relations, administrative coordination, and data management. Proven track record of improving workflows, managing high-volume caseloads, and ensuring exceptional service delivery across banking and healthcare sectors.
Logros Clave
- Streamlined appointment scheduling processes, ensuring zero missed appointments across healthcare providers.
- Managed high-volume client caseloads in banking, achieving timely resolutions and high customer satisfaction.
- Coordinated complex administrative workflows, enhancing operational efficiency in diverse environments.
- Operated enterprise platforms including Citrix and CRM systems to support client and patient management.
Experiencia
Administrative Assistant
Managed front-desk operations including appointment scheduling, document control, and customer intake in a high-volume branch environment. Coordinated supervisor calendars and meeting agendas, ensuring timely follow-up and zero scheduling conflicts. Handled data entry, case tracking, and file organization using Excel and internal CRM tools with strong attention to detail. Delivered bilingual (EN/ES) client-facing support in person and by phone; maintained compliance documentation per banking regulations
Client Services Specialist & Case Analyst
Managed a full caseload of high-value accounts, coordinating follow-up, callbacks, and resolution timelines through structured administrative workflows. Operated enterprise platforms including Citrix and Sage for case documentation, audit compliance, and client record management. Produced data reports and used transaction monitoring tools to track case progress and support decision-making. Delivered bilingual (EN/ES C1) client support; scheduled callbacks and escalation appointments with full regulatory adherence
Appointment Setter & Case Coordinator – Medical
Coordinated appointment scheduling and patient case follow-up across multiple healthcare providers, ensuring zero missed appointments. Served as central point of contact between patients, providers, and insurers for all scheduling and case status updates. Tracked case statuses and documented clinical updates, maintaining organized patient records with rigorous confidentiality standards. Delivered real-time EN/ES interpretation during consultations, care coordination calls, and insurance processes
Habilidades
Transcripcion del Video
bilingual administrative assistant and billing specialist
Hi, I'm Angel. I'm a bilingual administrative assistant and a billing specialist with a background in healthcare interpretation, case management for patients, financial operations, and compliance-driven client support. I have three years of experience in different environments. Most recently, I worked as a medical interpreter, handling real-time English-Spanish interpretation in clinical settings while I maintain a strict HIPAA confidentiality.
bilingual administrative assistant and billing specialist
Hi, I'm Angel. I'm a bilingual administrative assistant and a billing specialist with a background in healthcare interpretation, case management for patients, financial operations, and compliance-driven client support. I have three years of experience in different environments. Most recently, I worked as a medical interpreter handling real-time English-Spanish interpretation in clinical settings while I maintain a strict HIPAA confidentiality.