Alexis Bolanos
Upland
Summary
To secure and maintain a rewarding position that promotes professional growth and utilizes the unique and varied skills I possess. I am motivated to succeed and thrive in situations where I have the opportunity to overcome new challenges.
Overview
7
7
years of professional experience
Work History
Claims Representative
Automobile Club Of Southern California
05.2023 - Current
- Worked productively in fast-moving work environment to process large volumes of claims as well as emails.
- Prepared and presented detailed reports to management on claims issues to aid in decision making.
- Generated, posted and attached information to claim files.
- Oversee multiple pending personal/commercial claims while maintaining service satisfaction of 90-100%
- Issue payments or deny a claimin timely manner in accordance with policy conditions.
- Make equitable liability decisions by regularly resolving disputes between policy holders and claimants by taking recorded statements, reviewing police reports and contacting and obtaining witness statements.
- Research claim inquiries to resolve discrepancies, identify reasons for inconsistent claims and overpayments.
Teller II
Logix Federal Credit Union
01.2022 - 05.2023
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Helped with fraud claims, including but not limited, researched for fraud claims and partnered up with various departments.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Teller
Wells Fargo Bank N.A.
09.2018 - 12.2022
- Supported branch leadership with daily operational and procedural activities.
- Responsible for high volume of transactions (merchant line specifically ) and any transactions related to foreign currency.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
Education
Bachelor of Science - Business Administration And Management
California State University Bakersfield
05.2022
Skills
- Ability to coordinate and work with different departments including all levels of management and staff
- Stress Tolerance
- Claim Investigation
- Documentation Review
- Compliance, Banking Laws and Regulations
- Cash Handling Expertise
- Time management
- Bilingual
Timeline
Claims Representative
Automobile Club Of Southern California
05.2023 - Current
Teller II
Logix Federal Credit Union
01.2022 - 05.2023
Teller
Wells Fargo Bank N.A.
09.2018 - 12.2022
Bachelor of Science - Business Administration And Management
California State University Bakersfield
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