JOANNA ABADILLA
Sherman Oaks
Summary
Experienced business development professional at Premier America Credit Union, skilled in managing large projects, ensuring document compliance, and optimizing operational processes. Known for building strong relationships with clients and colleagues, I excel at driving efficiency and supporting business growth. With a focus on member outreach and service, I’m dedicated to achieving both short- and long-term goals through effective collaboration and streamlined operations.
Overview
7
7
years of professional experience
Work History
Business Development Coordinator
Premier America Credit Union
Chatsworth
02.2024 - Current
- Assisted BDROs by handling administrative tasks and operational support.
- Created and processed signature cards for new business members, meticulously verifying all necessary documentation for accuracy and compliance. This involved organizing documents, ensuring all required signatures and supporting materials were in place, and confirming that every account met company policies.
- Independently managed the Fletcher Project, overseeing the entire process of opening approximately 1,000 business accounts. This involved meticulously reviewing documentation, creating all signature cards, and cross-referencing the documents to ensure the accuracy of all information.
- Ensured every account met documentation standards by validating all forms, signatures, and supporting materials.
- Performed daily audits to maintain data integrity and operational accuracy.
- Actively participated in and supported outreach initiatives by attending various business development events, including several at CSUN, where I spoke with hundreds of students to educate them about our company, encourage membership, and promote other business initiatives.
- Partnered with sales teams during external business outreach initiatives to support membership growth.
Internal Marketer
Premier America Credit Union
Chatsworth
02.2021 - 01.2024
- Appointed agents and maintained accurate agent records
- Compiled, prepared, and distributed weekly production and performance reports to management and agents.
- Proactively tracked and monitored the expiration dates of Errors & Omissions (E&O) policies, ensuring agents maintained valid coverage and that no policies lapsed. Communicated with agents to remind them of upcoming renewals, and provided support with any questions regarding their policies.
- Provided insurance premium quotes and assisted agents with quoting needs.
- Supported Servicing by answering inbound calls, posting payments, and assisting member needs
- Assisted Processing by quoting and coordinating required documentation
- Assisted the collections team by posting return premium checks, reconciling accounts, and supporting efforts to collect overdue premiums. Played a key role in maintaining financial accuracy.
- Performed monthly month-end reconciliation, collecting funds from agents and processing monthly payouts
- Developed full cross-functional knowledge of all TOP department roles and provided ongoing coverage support
Receptionist Administrator
Agoura Dental Group
Agoura Hills
08.2019 - 04.2020
- Greeted patients upon arrival, ensuring they completed all necessary paperwork and verified personal information. Checked patients out, ensuring all charges were processed accurately, and scheduling follow-up appointments.
- Answered calls, emails, and walk-ins from patients with questions regarding treatments, insurance, or account status, providing clear and accurate information.
- Scheduled and rescheduled patient appointments to maximize clinic efficiency.
- Managed insurance verifications and obtained pre-authorizations for treatments, ensuring patients were informed of their coverage and out-of-pocket costs prior to procedures.
- Assisted in marketing efforts by promoting the practice’s services, upcoming events, or special promotions to patients, improving patient retention and attracting new business.
- Assisted with managing dental supplies, ensuring necessary materials were stocked and ordering replacements when needed.
- Processed patient payments and managed cash transactions accurately.
- Supported back office equipment and setup to maintain operational readiness.
Receptionist
Galpin Mazda
Van Nuys
08.2018 - 08.2019
- Answered a high volume of incoming calls, directed customers to the appropriate departments, and greeted visitors, providing a friendly and professional first impression of the dealership.
- Scheduled service appointments, test drives, and customer consultations, ensuring a smooth flow of daily operations and timely follow-up for customer satisfaction.
- Handled cash transactions, processed payments for services, and ensured all financial transactions were accurately logged and documented during cashier close-outs.
Career Pause
04/01/20, 02/01/21, Employment pause due to COVID-19 office closure.
Timeline
Business Development Coordinator
Premier America Credit Union
02.2024 - Current
Internal Marketer
Premier America Credit Union
02.2021 - 01.2024
Receptionist Administrator
Agoura Dental Group
08.2019 - 04.2020
Receptionist
Galpin Mazda
08.2018 - 08.2019