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Karen
Data Analyst with 5 years of experience in financial services
Contacto
Competencias
Utilized SQL, Excel, and statistical tools to analyze financial data and generate reports.
Created dashboards and visual reports for internal and external stakeholders.
Written complex queries to extract, manipulate, and analyze large data sets.
Worked with cross-functional teams to gather requirements and deliver analytic solutions.
Educacion
Resumen
Experienced in financial data analysis, visualization, and reporting.
Logros Clave
- Developed and maintained data dashboards to monitor key financial metrics.
- Led data collection and cleansing processes to ensure accuracy and consistency.
- Collaborated with cross-functional teams to deliver insights for strategic decisions.
Experiencia
Administrative Assistant
Managed front-desk operations, including greeting patients, answering calls, and scheduling appointments efficiently., Maintained and updated patient records, ensuring accuracy and confidentiality in compliance with healthcare regulations., Coordinated communication between doctors, nurses and patients to streamline daily operations., Ordered and organized office and medical supplies to maintain smooth clinic workflow., Assisted with report preparation, correspondence and administrative documentation., Assisted and organized medications inventory., Improved patient satisfaction by providing clear information and compassionate assistance during visits and over the phone., Supported the medical staff in organizing meetings, maintaining calendars and managing daily administrative tasks.
Customer Service Representative
Provided exceptional customer service to national and international patients seeking COVID-19 vaccinations through Walmart ́s support line., Assisted callers with scheduling vaccine appointments and locating nearby pharmacies or clinics with available doses., Educated patients on vaccine options (Pfizer, Moderna and Johnson & Johnson), including dosage intervals and safety information., Managed a high volume of inbound calls while maintaining professionalism, accuracy and empathy in every interaction., Guided patients through online booking systems, troubleshooting scheduling or access issues efficiently., Verified and entered patient data accurately into internal systems to ensure proper record keeping., Collaborated with team members and supervisors to streamline processes and enhance patient experience., Maintained confidentiality and compliance with company and health care information policies.
Customer Service Representative – Provider Services
Delivered high-quality customer service to healthcare providers by explaining patient insurance benefits, eligibility and coverage details with accuracy and professionalism., Reviewed and verified insurance claims, ensuring compliance with company policies and reducing claim processing error by 15%., Resolved complex provider inquiries regarding claims, authorizations and reimbursements, achieving a 95% first-call resolution rate., Handled an average of 30-50 inbound calls per day, maintaining strong communication and problem-solving skills in a fast-paced environment., Collaborated with cross-functional teams to streamline claim verification and eligibility processes, improving response times and provider satisfaction., Utilized multiple internal systems to research member eligibility, claim history, and billing discrepancies efficiently., Maintained strict confidentiality and compliance with HIPAA and organizational standards.
Customer Service & Sales Representative
Provided exceptional customer service to residential and commercial clients across Texas on behalf of NRG, Reliant and the affiliated energy companies., Assisted customers with billing inquiries, payment processing, reconnections, and contract renewals while ensuring accuracy and efficiency., Educated customers on electricity plans, billing rates and usage tips to help reduce high bills and improve energy efficiency., Consistently achieved 30 - 40 new protection plan sales per month and completed 50+ contract renewals monthly, exceeding performance targets., Promoted home protection plans covering AC Units, plumbing and electrical systems, as well as Vivint Smart Home security systems, by identifying customer needs and providing tailored solutions., Resolved account and service issues on the first call, maintaining a high first-call resolution rate and boosting customer satisfaction., Collected and processed overdue payments in compliance with company policies, helping reduce outstanding balances., Maintained detailed and accurate documentation of all interactions and transactions using internal CRM systems.
Medical Interpreter
Provided accurate and professional interpretation services for medical, financial, insurance and emergency (911) calls in a remote setting., Facilitated clear communication between clients, patients and service providers, ensuring understanding of complex medical and insurance information., Maintained strict confidentiality and compliance with HIPAA regulations, safeguarding sensitive patient and client information., Demonstrated excellent retention and comprehension skills, accurately interpreting information in real-time across multiple industries., Assisted patients and clients with understanding healthcare plans, insurance coverage, setting up appointments and financial policies, enhancing customer experience., Utilized knowledge of medical, insurance and financial terminology to provide precise and culturally appropriate interpretation., Delivered high-quality customer service while managing a high volume of calls in a fast-paced, remote environment.