Relationship-Focused Financial Professional with 20 Years Experience
Resume:
YURI CHAVEZ
San Diego, CA ***** 760-***-**** **********@*****.***
Professional Summary
Educated professional offering 20 years of experience streamlining processes, coordinating accounts, building relationship with professionals, and performing financial documentation. Tireless team player known for staying poised and calm in fast-paced environments. Dedicated to detailed, accurate and proactive work. Conversational in English and Spanish. Skills
• Strong communication skills • Coordinating skills
• People skills • Analytical skills
• Account verification • Conflict Resolution
• Budget Coordination • Problem solving
• Compliance awareness • Multitasking Abilities
• HIPAA compliance • Data entry
• Medical terminology understanding • Payment collection
• Billing oversight • Insurance eligibility
Work History
Brokerage Client Associate 09/2022 to 02/2025
Wells Fargo Advisors – La Jolla, CA
Facilitate Financial Advisors and client requests for account-related information, schedule and prepare for appointments with new prospective clients.
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• Establish and service client accounts, prepare forms, research account inquiries.
• Handling of cash management functions including ACH, journals, securities and wire transfers.
• Communicate with IRA, operations and Annuity departments to resolve any account inquiries. Submit and process ACAT initiation, deposit of checks, account updates and other operational task.
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Work in coordination with Financial Advisors to ensure certain reports are viewed and addressed. Correct trade errors, and liquidate when necessary.
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• Assist in managing unified managed accounts.
Developed personal rapport with each client to maintain customer loyalty and establish long- term accounts.
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• Facilitated new client onboarding process and investment account setup. Maintained accurate records of client transactions, investments, and other financial activities to ensure compliance with regulatory requirements.
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Mortgage Support Specialist/ Loan Setup Specialist 09/2020 to 07/2022 Cardinal Financial – San Diego, CA
Provide support to Partners/Brokers and Account Executives by communication with external customers.
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Resolved over 30 customer issues per shift by researching and exploring answers, implementing solutions and escalating unresolved problems to upper management.
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• Document parsing, verification, analysis, and corresponding data entry. Heavy interaction with vendors, internal customers, and external customers along with providing status updates and escalating issues to ensure the needs of our customer are met.
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Ensure daily, weekly and monthly internally specified requirements surrounding successful new file setup, inbound/outbound call support, and document parsing are met along with customer satisfaction.
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• Offer assistance to third parties using Octane portal and Salesforece
• Connect with borrowers to address questions and resolve issues through phone and email.
• Developed strong relationships with customers through high levels of customer service.
• Collaborated with underwriters to expedite loan approvals and close deals in a timely manner. Improved loan processing efficiency by streamlining application procedures and documentation requirements.
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On-Site Account Coordinator/Contractor 05/2019 to 08/2020 PerkinElmer – San Diego, CA
Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
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• Escalated issues to appropriate channels as necessary. Managed over 2,000 scientific equipment, files, records and Johnson & Johnson/Jansen Research & Development equipment to adhered safety procedures.
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Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
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Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
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Integrated logistic systems into company processes to improve operations and manage work orders and price changes.
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Produced high-quality documents, spreadsheets and presentations for internal and customer- facing needs using Excel and Salesforce.
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Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
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• Called clients to request information and schedules appointments each week. Program Specialist/Independent Contractor 09/2018 to 05/2019 Covance – San Diego, CA
• Improved operational efficiency and cultivated cost reduction and increased productivity.
• Provided ongoing direction and leadership for program operations. Assisted 20-30 customers in average of eight hours by answering questions, responding to inquiries and handling telephone requests.
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Responsible for serving biotechnology company as customer's primary point of contact by providing operational and reimbursement support to complex programs.
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• Safeguarded medical records and patient data in accordance with HIPAA protocols. Maintained knowledge of benefits claim processing, claims principles, medical terminology and procedures and HIPAA regulations.
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Worked with patients, pharmacist, health insurance companies and physicians to understand needs and provide excellent service using Salesforce software.
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• Uploaded physician progress notes, history, and physicals into electronic medical records. Responded effectively to requests for medical records from legal representatives, insurance companies, and other authorized parties in a timely manner.
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Maintained patient privacy and security by monitoring access to electronic health records and reporting any unauthorized activity.
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Education
MBA: Business Administration And Management 06/2019 University of Phoenix - San Diego, CA -External Campus Bachelor of Science 05/2017
San Diego State University - San Diego, CA
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