Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Oscar Chavez

Sunland

Summary

Experienced and detail-oriented professional with a strong background in both banking and insurance claims management. Over 15 years of experience delivering exceptional customer service, processing transactions, and resolving insurance claims in a fast-paced environment. Proficient in handling financial transactions, analyzing claims, and collaborating with clients to ensure accurate and timely resolution. Demonstrated ability to apply industry knowledge and regulations to assess risk, manage client relationships, and support operational efficiency. Seeking to leverage expertise in claims management and financial services to contribute to a dynamic insurance team and provide excellent service to clients.

Overview

17
17
years of professional experience

Work History

Client Service Specialist II

City National Bank
04.2024 - Current

The Client Service Specialist II in the Cash Area is responsible for providing high-level customer service support, managing cash transactions, ensuring accuracy in financial processes, and assisting clients within an entertainment-focused banking environment. This role combines excellent client service skills with a strong understanding of cash handling procedures, financial regulations, and entertainment industry-specific banking needs.

Intake Specialist

Legal Corner Law Office
12.2019 - 02.2024

The Intake Specialist for a private insurance adjuster is responsible for efficiently managing the intake and processing of new insurance claims. This role involves gathering essential information from policyholders, ensuring the accuracy of claims data, and facilitating the initial stages of the claims process. The Intake Specialist serves as a key point of contact for clients, brokers, and insurance adjusters, ensuring timely and accurate documentation and helping to streamline the claims management process.

Branch Balancing and Support Representative

City National Bank
11.2018 - 12.2019

The Branch Balancing and Support Representative is responsible for ensuring the accuracy and integrity of all branch financial transactions. This role involves balancing cash drawers, verifying transaction records, troubleshooting discrepancies, and providing operational support to the branch team. The representative ensures compliance with banking regulations, internal controls, and security policies, while also offering administrative assistance to ensure smooth branch operations.

Treasury Management Support Representative II

Grandpoint Bank/Pacific Premier Bank
06.2016 - 11.2018

The Treasury Management Support Representative is responsible for providing administrative and operational support to the Treasury Management team. This role involves assisting clients with the setup and maintenance of treasury management services, ensuring smooth processing of transactions, and troubleshooting issues related to cash management, electronic payments, and other treasury services. The representative serves as a key liaison between clients and internal teams, ensuring the timely resolution of inquiries and providing excellent customer service.

Client Service Specialist I

Gilmore Bank/Grandpoint Bank
02.2008 - 06.2016

The Client Service Specialist I – Teller is responsible for providing excellent customer service and efficiently processing a variety of banking transactions. This role involves interacting with clients, assisting them with their financial needs, and ensuring that all transactions are completed accurately and in compliance with banking policies and procedures. The Teller is a key representative of the bank, delivering a positive experience for clients while maintaining a high standard of security and accuracy in cash handling.

Education

GED -

Glendale Community College
Glendale, CA
12-2006

Skills

  • Telephone skills
  • Paperwork processing
  • Document management
  • Money handling
  • Exceptional communication
  • Customer service
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Insurance claims processing

Languages

Spanish
Native or Bilingual

Timeline

Client Service Specialist II

City National Bank
04.2024 - Current

Intake Specialist

Legal Corner Law Office
12.2019 - 02.2024

Branch Balancing and Support Representative

City National Bank
11.2018 - 12.2019

Treasury Management Support Representative II

Grandpoint Bank/Pacific Premier Bank
06.2016 - 11.2018

Client Service Specialist I

Gilmore Bank/Grandpoint Bank
02.2008 - 06.2016

GED -

Glendale Community College
Oscar Chavez