I am a hardworking, motivated, effective, reliable and loyal employee. Although, I have over 33+ years in pharmacy and manager experience; I adapt to change seamlessly, effectively and my recent change of careers evidences it. I strive to exceed standards, able to adapt to meet goals and objectives in a timely matter. I am seeking full time employment where my attributes, experience and skill set may be leveraged. My core and technical competencies include:

Financial and Budget Planning Administration Problem Solving Medical Rules, Regulations and Terminology Strategic Planning Employee Management and scheduling Cross-functional Operation Microsoft Office Suite Data Entry Effective Communication Customer service Decision-making Integrity Team Leadership Organization Problem-solving Time management

Charles Schwab San Diego, CA

Account Services Representative (ASR): (Contractor with Aston Carter) June 2023–Present

Specialized in managing the client experience. Transaction services(New Account Opening, Wire Transfers & Cash/Asset movements). Manage back office needs and effectively processes advisor transactions using internal workflow systems using departmental standard procedures with a high degree of accuracy.

Qualifies validated paperwork, activates and maintains advisors accounts.

Assisted with editing workbook and SharePoint site with accurate information.

Research, resolve and follow-up on applicable transfers, cash movements, document restrictions on accounts and release restrictions when issues are resolved.

Contact contra firms as needed to status submitted transfers or to make general inquiries as to contra firm procedures or contact/delivery information.

Review and process cash management, transfer request and banking needs the clients may have requests for Advisors and their Clients via Wire Management Document control.

Analyze all paperwork received, document and notify clients of pending issues, work closely with clients for resolution, and accurately process accounts, as they are resolved.

Performing in depth research on issues as well as identify best courses of action to best service the client and protect the firm from liability.

Partner internally with Senior Relationship Managers to ensure the appropriate research and resolution of issues in a timely manner.

MUFG, Union Bank San Diego, CA

Ops Support Specialist (Contractor with Pro-Limited) May 2020 – April 2023

Manage daily assignment workflow for loan processors and underwriters of various loan origination channels such as portfolio loans and saleable loans.

Assisted with editing workbook and SharePoint site with accurate information.

Monitored loan pipeline and updated accordingly to ensure requests were processed within a timely manner.

Established process to distribute loans equally between underwriters and processors. Ensured loan supporting documentation from customers and third-party vendors were accurately placed in the loan origination system for quick access to next line users.

Lead offshore indexing team by performing QA, simplifying, and providing training/support.

Provided training and support to offshore business partners.

Performed Quality Assurance reviews of offshore production.

Analyzed, researched, and resolved simple to intermediate inquiries and requests.

Ensure efficiency opportunities are identified and executed.

Worked in Indexing document for mortgage application.

Maintain, prepare, evaluate, and process on-line information and documentation via tools within the Empower Origination system.

Verify loan documents and related forms for completeness and accuracy while ensuring Bank rules and regulations are followed.

Medical Center Pharmacy San Diego, CA

various positions: Pharmacy Technician Supervisor & Operations Manager July 1990 – September 2019

Managed daily schedules for interns, employees, and floating staff to ensure appropriate coverage and training. Managed individual pharmacy site’s staffing schedules.

Duties include screening, interviewing, hiring, training, and the management of our internship program. Oversee the personnel processes (Human Resources).

Familiar with Dermal Medical Equipment (DME),Medi-Cal, HMO and PPO.

Billing of medical claims HCFA 1500, Insurance Claims and Medi-Cal RTD's

Processing and selling of durable medical equipment and diabetes supplies.

Ensure efficiency opportunities were executed, provided guidance and perspective while maintaining budgetary limits to upper management and needs by frequently visiting sites to ensure proper coverage, oversee staff, and their working environment.

Ensured all customer inquiries and complaints were appropriately handled. Manage 13 sites and 225 staff, prepare work schedules, assign, and identify specific job duties, process and manage payroll.

Established and implemented departmental policies, goals, objectives, and procedures.

Determined staffing requirements, which include screening, interviewing, hiring, and training all new employees. Oversee the personnel processes (Human Resources).

Provided facility management, which include monitoring of pharmacy location sites, identify and ensure efficiency opportunities, provide guidance and perspective while maintaining budgetary limits.

Created and implemented customer service training materials which included telephone etiquette and new employee orientation.

Education

Diploma, Montgomery High School - 1986/ Diploma, Coleman College - 1988-1989

Pharmacy Supervisor & Manager Courses / HIPPA Certifications / LEAP Union Bank Internal Certifications

REFERENCES UPON REQUEST

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