Summary
Overview
Work History
Skills
References
Timeline
Generic

Ureta Miller

Walkertown

Summary

Dedicated professional with over 20 years of experience in financial services, compliance, and customer-facing roles. Skilled in career planning, record keeping, and community outreach, with a proven ability to guide individuals toward personal and professional growth. Strong background in Microsoft Office, data management, and documentation. Recognized for excellent customer service, problem-solving, and building collaborative relationships to support organizational goals and participant success.

Overview

25
25
years of professional experience

Work History

Front Desk Coordinator

Eye Care Center
Walkertown
01.2025 - 08.2025
  • Greeted patients and managed front office workflow, including scheduling and insurance verification.
  • Maintained patient records in compliance with HIPAA standards.
  • Made referrals to doctors and communicated with insurance companies.
  • Faxed, scanned, and managed office documents; coordinated correspondence.
  • Provided exceptional customer service in a fast-paced medical setting.

Lead Operations Processor – Due Diligence

Wells Fargo
Winston-Salem
03.2017 - 01.2025
  • Supported clients through onboarding and due diligence processes.
  • Ensured compliance with KYC/CIP/CDD/EDD requirements.
  • Completed compliance reporting and performed quality reviews.
  • Trained and mentored new hires; acted as Subject Matter Expert.
  • Provided outreach support to Consumer and Small Business Banking.

Loan Servicing -Quality Assurance

Wells Fargo
Winston-Salem
01.2010 - 03.2017
  • Conducted QA reviews to identify trends and ensure compliance.
  • Prepared performance reports for management.
  • Reviewed loan documentation and monitored collateral.
  • Provided training and quality control for staff.

Operations Clerk III

Wells Fargo
Winston-Salem
01.2001 - 01.2010
  • Managed and tracked commercial loan documents across multiple departments.
  • Created and updated processing procedures.
  • Provided customer service and inter-department support.
  • Trained staff in prepping, scanning, and indexing.
  • Conducted quality control for accuracy.

Skills

  • Customer Service
  • Record Keeping & Documentation
  • Career Planning & Coaching
  • Community Outreach
  • Microsoft Office (Word, Excel, Outlook, Access)
  • Multitasking & Time Management
  • Team Collaboration
  • Problem-Solving

References

Personal  
Amy Bailey | 336-624-1430 | amybailey19@gmail.com  
Katherine Wilson | 336-391-3476 | kwilson@wilsonconstant-care.com  
Renita Clemons | 980-226-4354 | RenitaClemons12@gmail.com  

Professional  
Josue Hooey – Wells Fargo Manager  
Josue.Hooey@wellsfargo.com

Timeline

Front Desk Coordinator

Eye Care Center
01.2025 - 08.2025

Lead Operations Processor – Due Diligence

Wells Fargo
03.2017 - 01.2025

Loan Servicing -Quality Assurance

Wells Fargo
01.2010 - 03.2017

Operations Clerk III

Wells Fargo
01.2001 - 01.2010

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Ureta Miller