Ashley Parrilla
Baltimore
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Polite and bilingual professional successful in applying strong communication and problem resolution skills to each customer issue. Solid history of surpassing productivity and quality targets in high-volume settings. Skillful in building long-lasting, loyal customer relationships.
Overview
8
8
years of professional experience
Work History
Item Processing Associate II
FIS Global
11.2022 - 11.2023
- Placed purchase orders for with approved clients transactions procedures.
- Collected and documented 401k and IRA checks process rollover transactions.
- Prepare financial documents for processing attach any form 5500's from the department of labor website maintain compliance with the IRS.
- Created reports monthly to show payroll adjustments through the Trowe price organization.
- Monitored plan retirement accounts and reported concerns to management for further evaluation.
- Discovered and reconciled differences in records such negative contributions and returned checks.
- Processed deposits daily to safeguard plan accout funds.
- Used data entry skills to accurately document and input statements.
- Audited and corrected funding and posting documents for accuracy.
- Responded to client concerns and questions on daily basis.
FIS -Bilingual Retirement Specialist
Owings Mills, MD
08.2021 - 11.2022
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Guided clients through compiling important financial histories and documentation for evaluation
- Developed and maintained courteous and effective working relationships
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions
- Answered customer telephone calls promptly to avoid on-hold wait times
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Carried out day to day duties accurately and efficiently
- Maintained energy and enthusiasm in fast-paced environment
- Demonstrated respect, friendliness and willingness to help wherever needed.
T. Rowe Price - Retirement Plan Specialist
Baltimore, Maryland
11.2020
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Guided clients through compiling important financial histories and documentation for evaluation
- Developed and maintained courteous and effective working relationships
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions
- Answered customer telephone calls promptly to avoid on-hold wait times
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Carried out day to day duties accurately and efficiently
- Maintained energy and enthusiasm in fast-paced environment
- Demonstrated respect, friendliness and willingness to help wherever needed.
Johns Hopkins University - Administrative Coordinator
11/2019 - 11/2020
11.2019 - 11.2020
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment
- Identified issues, analyzed information and provided solutions to problems
- Highlighted values and educated clients on workplace investments, and other T Rowe financial products
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch
- Maintained payroll information by calculating, collecting and entering data
- Maintained employee confidence and protected payroll operations by keeping information confidential
- Improved efficiency of operations, including data collection, analysis and modeling, to enhance practices and increase customer retention
- Ordered medical supplies and maintained inventory for both JHU Simulation centers
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts
- Registered and verified patient records before triage.
Johns Hopkins University - Administrative Ast.
06/2017 - 11/2019
06.2017 - 11.2019
- Used critical thinking to break down problems, evaluate solutions and make decisions
- Performed duties in accordance with all applicable standards, policies and regulatory guidelines to promote safe working environment
- Identified issues, analyzed information and provided solutions to problems
- Highlighted values and educated clients on workplace investments, and other T Rowe financial products
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas partners
- Completed all paperwork, recognizing any discrepancies and addressing them in a timely fashion
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch
- Maintained payroll information by calculating, collecting and entering data
- Maintained employee confidence and protected payroll operations by keeping information confidential
- Improved efficiency of operations, including data collection, analysis and modeling, to enhance practices and increase customer retention
- Ordered medical supplies and maintained inventory for both JHU Simulation centers
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts
- Registered and verified patient records before triage.
John Hopkins Hospital - Customer Service Specialist
Baltimore, Maryland
10.2015 - 06.2017
- Developed and maintained courteous and effective working relationships
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
- Worked closely with the chief of Cardiology to maintain optimum levels of communication to effectively and efficiently complete projects
- Offered friendly and efficient service to all customers, handled challenging situations with ease
- Make initial contact with patients to provide service, maintain customer database and make necessary changes, take up to 80 calls a day, schedule patient appointments and testing
- Translate for Spanish patients as well as translate any documents needed
- Achieved high satisfaction rating through proactive one-call resolutions of customer issues
- Facilitated inter-departmental communication to effectively provide customer support
- Increased efficiency and team productivity by promoting operational best practices
- Cross-trained and provided back up for customer service managers.
Education
Associate of Applied Science - Cybersecurity
The Community College of Baltimore County
Catonsville, MD06.2024
Certified Administrative Professional -
Johns Hopkins University
12.2016
H.S. Diploma: Music -
Towson High School
Towson, MD03.2011
Skills
- Portfolio Management
- Attention to Detail
- Financial Plan Development
- Investment Performance Reporting
- Analytical Thinking
- Service-Oriented
- Client Recruiting and Retention
- De-escalation Techniques
- Cultural Awareness and Sensitivity
- Inbound and Outbound Calling
- Time Management
- Multi-Line Phone Systems
Timeline
Item Processing Associate II
FIS Global
11.2022 - 11.2023
FIS -Bilingual Retirement Specialist
Owings Mills, MD
08.2021 - 11.2022
T. Rowe Price - Retirement Plan Specialist
Baltimore, Maryland
11.2020
Johns Hopkins University - Administrative Coordinator
11/2019 - 11/2020
11.2019 - 11.2020
Johns Hopkins University - Administrative Ast.
06/2017 - 11/2019
06.2017 - 11.2019
John Hopkins Hospital - Customer Service Specialist
Baltimore, Maryland
10.2015 - 06.2017
Associate of Applied Science - Cybersecurity
The Community College of Baltimore County
Certified Administrative Professional -
Johns Hopkins University
H.S. Diploma: Music -
Towson High School
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