Wendy Lopez

Lithia Springs, GA *****

ad2cbh@r.postjobfree.com

+1-916-***-****

Authorized to work in the US for any employer

Work Experience

Record keeper Admin/technical Support

Aspire - Philadelphia, PA

February 2023 to December 2023

Record keeper for advisor firms. Assist with Inbound calls/outbound calls. IRA,403b,457 investments Maintained company records and files.

Provided training and assistance to staff.

Worked with company lawyers to ensure confidentiality of records. Maintained and updated records of participants and advisors. Use of salesforce, Lexis nexis,outlook and other verifiable programs

Bilingual Customer Service Representative

Health Care Services - Folsom, CA

September 2019 to July 2021

In a call center environment. Assist Medicare/Medical members thru open enrollment with different health plans provided by county. Assist with provider calls. And update information in company data.Transfer/ refer consumers to appropriate entities according to the established guidelines. Meet Quality Assurance

(QA) and other key performance metrics. Follow HIPPA and IPA procedures.

• Facilitate the fulfillment of caller requests for materials via mail, email

• Escalate calls or issues to the appropriate designated staff for resolution as needed.

• Facilitate translation services for non-English speaking callers according to procedures.

• Attend meetings and trainings as requested and maintains up-to-date knowledge of all programs and systems.

Customer Service Representative

Healthcare Services Group BRMS - Rancho Cordova, CA August 2012 to May 2019

Inbound call from members and provider. Regarding different health plans and benefits. Assist callers within company standards. Assist with Flexible spending accounts and assist with COBRA coverage. Education

High school or equivalent in Graduate

John F. Kennedy High School - Sacramento, CA

September 1997 to June 2000

AA in Business Ethics

Cosumnes River College

Skills

• Bilingual Spanish (10+ years)

• Customer Service

• Call Center

• CSR (10+ years)

• Bilingual

• Customer Care

• Customer Support

• Multilingual (10+ years)

• Quality Assurance

• Translation

• English

• HIPAA

• Administrative Experience

• Insurance Verification

• Data entry

• Microsoft Office (10+ years)

• Microsoft Excel

• Medical Records (10+ years)

• Medicare

• Medical Terminology

• Microsoft Powerpoint

• Communication Skills

• Microsoft Word

• Computer skills (10+ years)

• Spanish (10+ years)

• Salesforce (4 years)

• Financial planning (1 year)

• Interpretation

• Medical Scheduling

• Financial Analysis (3 years)

• Technical Support

• Help Desk

• Desktop Support

Certifications and Licenses

Lexis nexis

Present

Driver's License

March 2021 to March 2028

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