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Q&A With Megan Morales

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Megan Morales
Account Coordinator, Optum Financial
Location: West Jordan, UT United States
Joined: Jun 25th, 2025
About   (request update)
Experience
I currently work with Optum Financial as Account Coordinator
I have years of experience working in the Financial Services industry.
Client Services Specialist | Optum
From November 2012 to Current • 14 year(s)
 Work with implementation team to process files with thousands of records, manage 80+ clients, run custom reports, and drive departmental performance through operational reviews and coaching.
Office Manager | Ecommerce Consulting
From January 2006 to November 2012 • 6 year(s)
 Processed orders, completed federal compliance requirements, handled credit operations including disputes and chargebacks, and managed employee schedules.
Receptionist | Internet Auction Consulting
From January 2004 to January 2006 • 2 year(s)
 Processed orders, completed federal compliance requirements, drafted memos to office personnel, and updated policy changes.
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