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
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