Yelissa Villa

** ****** *****

Providence, RI ***04

Summary:

•Experience in financial audits, designing and implementing various audit strategies.

•Handled benefit insurance inquiries as a means of ensuring medical plans were established for clients.

•Proficient in Microsoft Word, Microsoft Excel, and Outlook

•Perform audits on specific account & Done Insurance Verifications

•Make outreaches to the branches

•Validate accuracy of new account documentation

•Bilingual-English and Spanish with Administrative Assistant and Customer Service skills

•Individual/Team player who works well under pressure

•Excellent Organizational Skills and Detail Oriented.

Education:

•Bachelor’s Degree Program Criminal Justice Johnson and Wales University, Providence, RI 2015-2020

Skills and Abilities

•Critical thinking skills

•Ability to lead and multi-task on several projects simultaneously

•Ability to work while managing projects

•Extraordinary communication, organizational and time management skills

•Experience with Computer systems

•Proficient in Microsoft Word, Microsoft Excel and Outlook

•Bilingual-English and Spanish with Administrative Assistant and Customer Service skills

•Individual/Team player who works well under pressure

•Excellent Organizational Skills and Detail Oriented

Professional Experience:

Santander Bank, Providence, RI Jan 2021 - Apr 2023

Audit Specialist

Conducting financial audits, designing and implementing various audit strategies,

Coordinating with manager to determine scope and timelines, reviewing audit findings, planning and performing operation, financial and compliance audits.

Perform audits on specific account

Make outreaches to the branches

Validate accuracy of new account documentation

MetLife, Warwick, RI Dec 2018 – June 2020

Senior Customer Service Representative

•Provided customers with fixed annuity contract information

•Process withdrawals and account changes

•Submit special request needed for contracts

National Glass and Gate, Lincoln, RI Oct 2017 - Sep 2018

Team Lead Supervisor

•Perform account audits

•Provide training for new employee

•Run daily billing reports/ Dispatch technicians to work locations

Elite Physical Therapy, Providence, RI Aug 2014 – Jul 2017

Patient Coordinator

•Front Office Administration

•Verifying Insurance Benefit

•Intake Coordinator

Mercer, Norwood, MA Dec 2011 – Feb 2014

Customer Service/Data Entry Representative

•401K Account Coordinator

•Call Center Customer Service

•Investment Trade Specialist

CVS Caremark, Lincoln, RI Feb 2009 – Nov 2011

Benefits Investigator

•Handled benefit insurance inquiries as a means of ensuring medical plans were established for clients.

•Contacting the patient’s insurance company to verify coverage levels.

•Processed requests from patients and health care provides to research insurance benefits and coverage requirements

•Insurance Verifications

•Call Center Customer Service

Family Service of Rhode Island, Providence RI Nov 2007 – Aug 2008

Front Desk Financial Intake Assistant

•Front Desk Receptionist/Coordinator

•Calendar Management/ Record Obtainer

•Intake & Outpatient Medical Log-ins

•Collect co-payments & verify insurance coverage

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