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Juan

Customer Service Specialist with 5+ years in Banking and Healthcare

Video resume

Presentation
I have professional experience as a Claims Specialist, in back-office operations, and in the banking sector, where I managed both sensitive and standard documentation with confidentiality and precision. I also worked as a Content Moderator, a role...

Contacto

Bogotá, Bogota D.C., Colombia
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Competencias

Customer Service & SupportAvanzado

Delivered customer assistance across banking, healthcare, and digital content platforms, ensuring compliance and client satisfaction.

CRM & Data ManagementAvanzado

Utilized Salesforce and banking CRM systems for handling sensitive client data, reporting, and workflow management.

Content Moderation & ComplianceIntermedio

Reviewed and classified digital content following community guidelines and compliance policies.

Logistics & OperationsIntermedio

Coordinated shipments, monitored delivery statuses, and managed documentation for logistics operations.

Medical and Financial DocumentationIntermedio

Handled medical and financial documentation with attention to confidentiality, including medical billing and loan documentation.

Educacion

HIGH SCHOOL DIPLOMA
COLEGIO GIOVANNI ANTONIO FARINA
Completed 2018
BACHELOR IN LANGUAGES
ÚNICA - INSTITUCIÓN UNIVERSITARIA
Completed 2019
ENGLISH COURSE
AMERICAN SCHOOL WAY
Completed 2016
FRENCH COURSE
ULA
Completed 2020

Idiomas

EnglishC1
FrenchA2

Resumen

Experienced professional with a strong background in banking, healthcare, and digital content moderation. Skilled in CRM systems, process coordination, and compliance.

Logros Clave

  • Processed customer payments and validated loan documents at ATENTO, gaining financial regulatory understanding.
  • Coordinated medical appointments and managed patient data using Salesforce CRM at HUMANA, supporting healthcare operations.
  • Reviewed digital content for Facebook, applying community guidelines to ensure platform compliance.

Experiencia

ATENTO COLOMBIA (CUSTOMER SERVICE – BBVA USA)
JUNE 2020 - JULY 2021

WORKED PROCESSING CUSTOMER PAYMENTS, VALIDATING LOAN DOCUMENTS, AND PROVIDING DETAILED GUIDANCE ON LOAN TERMS, USED A SPECIALIZED BANKING CRM TO PREPARE FINANCIAL REPORTS AND HANDLE SENSITIVE DATA, GAINED A STRONG UNDERSTANDING OF U.S. FINANCIAL REGULATIONS, PARTICULARLY IN TEXAS.

EXL (CUSTOMER SERVICE – HUMANA)
AUGUST 2021 - FEBRUARY 2022

SCHEDULED MEDICAL APPOINTMENTS, COORDINATED PATIENT BENEFITS WITH HEALTHCARE PROFESSIONALS, AND OCCASIONALLY SERVED AS A FLOATING SUPERVISOR TO ENSURE KPI TARGETS, USED SALESFORCE CRM TO REVIEW AND APPROVE MEDICAL DOCUMENTATION WHILE MAINTAINING ACCURATE PATIENT DATABASES, DEVELOPED A SOLID KNOWLEDGE OF U.S. HEALTH INSURANCE PROCESSES AND POLICY VALIDATION.

OPTUM (CUSTOMER SERVICE – UHC)
NOVEMBER 2022 - MARCH 2024

SUPPORTED HEALTH INSURANCE POLICYHOLDERS AND MEDICAL PROVIDERS BY CLARIFYING BENEFITS AND PROCESSING DOCUMENTATION FOR AUTHORIZATIONS, WORKED WITH SALESFORCE CRM TO VERIFY MEDICAL DOCUMENTS, ENSURING STRICT CONFIDENTIALITY AND COMPLIANCE, ACQUIRED IN-DEPTH EXPERIENCE WITH U.S. HEALTH INSURANCE REGULATIONS AND PROCEDURES.

TELEPERFORMANCE (CONTENT MODERATOR – LIKEBLUE)
MAY 2022 - NOVEMBER 2022

REVIEWED AND CLASSIFIED DIGITAL CONTENT ON FACEBOOK, APPLYING COMMUNITY GUIDELINES TO REMOVE INAPPROPRIATE POSTS AND COMMENTS, USED FACEBOOK’S AI-BASED MODERATION TOOLS AND TRACKED INCIDENTS THROUGH AN INTERNAL SYSTEM, STRENGTHENED ANALYTICAL SKILLS THROUGH LARGE-SCALE DIGITAL CONTENT MODERATION.

LEAN SOLUTIONS GROUP (LOGISTICS AGENT/OPERATOR)
SEPTEMBER 2024 - MARCH 2025

COORDINATED NATIONAL AND INTERNATIONAL SHIPMENTS, COMMUNICATED WITH CARRIERS, AND MONITORED REAL-TIME DELIVERY STATUSES, UTILIZED EXCEL FOR DATA ANALYSIS AND A CRM SYSTEM FOR SHIPMENT TRACKING, ENSURING PROPER DOCUMENT MANAGEMENT FOR CUSTOMS AND REGULATORY COMPLIANCE, GAINED HANDS-ON SKILLS IN LOGISTICS OPERATIONS AND REAL-TIME CARGO MANAGEMENT.

Habilidades

Customer Service & SupportCRM & Data ManagementContent Moderation & ComplianceLogistics & OperationsMedical and Financial Documentation
Publicado en CazVid - 17 may 2026
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