Data Entry Administrative Assistant

Patricia Rubalcava

San Antonio, TX ***** l 210-***-**** l ******@*****.***

Objective:

I am seeking a position with a reputable company that offers a stimulating learning environment and opportunities for advancement. Looking for employment that allows me to implement what I know and allows growth for new skills. Skills Profile:

Proficient in Microsoft Office Customer Data Confidentiality Trained Training Experience Efficient in Financial Records & Reporting Strong Communication Skills Administrative Assistant Adept in Data Entry Skilled in multiple computer systems Employment History:

Financial Resolution Agent 09/2021 - Current

Allcat Claims (USAA Contract)– San Antonio, TX 210-***-****)

• Conduct research on dormant funds for possible escheatment to the state.

• Determine next steps as needed per policy and procedure.

• Assist with establishing the Standard Operating Procedure.

• Notify insured/claimants of process on auto claim, via letter or email.

• Set up and process payments for total loss claims.

• Check for incorrect tax information on USAA vendors 1099’s. Make corrections when necessary.

• Exam claim forms and records to determine insurance coverage.

• Build and maintain business relationships.

Back Office Clerk 11/2019 - 09/2021

Capital Group via Randstand – San Antonio, TX 800-***-****)

• Review incoming documents and material.

• Data Entry for computer tracking systems.

• File paperwork based off procedures and company policy.

• Research and find root cause for discrepancies.

• Review non-traditional investment requests

Home Preservation Specialist 11/2016 - 03/2019

Wells Fargo – San Antonio, TX (1-877-***-****)

• Work as the direct point of contact for customers and businesses.

• Submit delinquent accounts to underwriter for review of loan modification.

• Communicate approval or rejection of loan modification and offer alternate solutions.

• Actively listen to customer needs, concerns and work directly with them for assistance. Service Coordinator 08/2008 – 07/2016

Beckwith Electronic Engineering – San Antonio 210-***-****)

• Estimate cost of repairs based on parts and labor.

• Confer with customers to determine the nature of malfunctions for equipment.

• Review financial transactions to ensure expenditures are authorized.

• Monitor budgets and payroll records.

Education:

Bachelor of Arts – Criminal Justice

Licensed Adjuster

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