Massi Eshraghi
Aliso Viejo,CA
Summary
An accomplished and skilled professional with a keen understanding of the comprehensive analytic review of clinical documentation and experience in client evaluation, planning, and implementation. A proven record of success in working with clients in day-to-day activities, social development, and crisis management. Broad knowledge in case management, including education of health needs, ensuring medical directions are followed, and facilitating meeting with state representatives. Extensive background in training, coaching, and mentoring new and seasoned employees. Talented in working in fast paced environments and handling multiple projects simultaneously. An experienced human resources specialist with skills in onboarding, talent acquisition, recruiting, and relationship management. With a deep understanding of people management, strategic planning, and ensuring optimal performance with employees and stakeholders. A strong ability managing sizable teams, mentoring, and providing guidance to new hires as well as seasoned professionals. Proven track record in increasing productivity and efficiency through excellent interpersonal skills, consistent communication, and organizational knowledge. Thorough background in hiring, staffing, and employee development for large organizations dealing with military and civilian quality assurance and customer service. Dynamic and passionate Sales Professional with years of sales and management experience and a keen understanding of national market dynamics, C-Level negotiations, and how to develop and protect the integrity of an organization's brand. A proven record of success penetrating new market segments, account development, and revenue growth. Talented communicator focused on driving positive change and building sustainable relationships with clients, partner networks and industry influencers. Positive attitude, intuitive business acumen and analytical mindset used to identify profitable opportunities, define change, and devise unique competitive advantages. Exceptional customer service that ensures client retention and positive feedback.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Social Service Agency - County of Orange
Laguna Hills, CA
08.2021 - Current
- Analyzes and evaluates client records daily, determining client needs and medical necessities
- Maintains case documentation ensuring accuracy and confidentiality
- Manages thorough case history records and writing detailed reports
- Analyzes client situations to develop workable solutions for recurring problems for individuals and families
- Interviews clients individually and in family groups to determine eligibility and services to best address specific needs
- Administers conflict resolution strategies to help families resolve disputes and support their needs
- Conducting phone or Face to Face interviews for Calfresh benefit determination, Medi-Cal eligibility
- Review and evaluate client applications and process client cases timely and match records with State System
Personal Banker
Chase Bank
Laguna Hills, CA
02.2017 - 07.2021
- Collaborated with senior management to determine the company's future direction and supported tactical finance strategies
- Responsible for on-boarding new clients and cross-selling bank products, such as: running, commodity, project, import/export, and seasonal finance packages and plans
- Collaborated with the loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Helped customers open and close accounts, apply for loans, and make sound financial decisions
- Utilized strategic and engaging sales techniques to upsell services and convince clients to apply for additional banking services
- Developed highly productive teams to support branch operations and cultivate customer satisfaction
- Opened new checking, savings, and lines of credit for customer accounts, answering questions and recommending solutions
- Comprehensive analysis of working capital and long-term credit requirements of clients, adhering to established legal and regulatory banking policies and prudent financial practices
- Managed client and matter profitability analysis for large client relationship review, while working closely with senior management and the business development team on financial analysis and risk assessment
Jewelry Sales Specialist
Macy's
Mission Viejo, CA
08.2015 - 03.2017
- Built rapport with clients, assessing needs, and utilizing communication and data to engage consumers and increase sales
- Developed new sales techniques to work with a variety of customers, then trained staff on how to use these strategies most effectively
- Ensured clients received best service from me and the organization, following up regularly to check on customer's satisfaction
- Created a culturally sensitive environment, using extensive knowledge of cultures in order to work successfully and engagingly with a variety of clients
- Developed, implemented, and managed sales forecasting, planning, and budgeting processes, while ensuring high levels of quality, accuracy, efficiency, and efficacy all sales approaches and strategies
- Created and protected the integrity of the organization's brand
Customer Service Representative
Wholesome Choice
Irvine, CA
10.2014 - 07.2015
- Collaborated with executive management to streamline and improve processes, which resulted in increased sales
- Handled client accounts through service, while serving as the main point of contact and subject matter expert for customer's needs
- Collaborated with personnel and management to resolve client issues and ensure compliance for all location account services
- Educated clients on the excellence of company's products and services, engaging, and establishing long lasting rapport with customers, clients, and vendors
- Liaised between cross-functional departments, supplying the appropriate documents and data to complete projects as needed
- Counted cash, made change, and stored coupons to keep organized and balanced cash register drawer
Sales & Recruitment Manager
MEHR ASL Manufacturing & HVAC Systems
Tehran, Iran
12.2008 - 04.2014
- Collaborated with executive management to streamline and improve processes, which resulted in increased sales
- Troubleshot content delivery and quality issues by identifying problems, researching, and applying solutions, and served as the subject matter expert for clients regarding content issues
- Supervised, coached, and engaged sales representatives to ensure exceptional customer service behaviors and the achievement of sales objectives
- Initiated weekly one-on-one discussions to ensure sales metrics are met and/or exceeded
- Managed quality service and attendance levels to accomplish business objectives, while following up with associates and leaders to identify trends
- Developed, implemented, and managed sales forecasting, planning, and budgeting processes, while ensuring high levels of quality, accuracy, efficiency and efficacy all sales approaches and strategies
- Created and protected the integrity of the organization's brand
- Analyzed performance of employees and managers, comparing to organizational metrics and quality assurance
- Strategically lead and consulted with peers and workforce on creating innovative recruitment and human resource strategies, which forecasts and assesses emerging business, and organizational and population trends
- Gathered data, assessed and organized to identify solutions and implement new processes and procedures for assigned client groups
- Evaluated job candidates on the basis of skills, education, and background, using diversity and inclusion practices, and conforming to local, state, and federal hiring regulations
- Coordinated departmental recruiting efforts, manages growth planning, and collaborates with crossfunctional departments
- Collaborated with executive management to define organizational needs and translate those needs into talent acquisition
- Assessed talent, compensation, performance, retention, change management needs, and objectives in order to plan hiring strategies and forecast future needs, resulting in 150+ positions to be filled in 2018, including challenging positions to fill
- Managed office inventory and placed new supply orders
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices
- Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends
- Achieved company growth for several consecutive years through market expansion and sales
Education
Bachelor of Business Administration -
University of Firoozkooh
01.2008
Master of Science - Organizational Leadership
University of La Verne
01.2019
Licensed Notary -
01.2020
Skills
- Case Management
- Coaching & Mentoring
- Bilingual: English/Persian
- Management
- Creative & Innovative
- Fraud Analysis
- Relationship Management
- Cultural Sensitivity
- Scheduling & Coordination
- Conducting interviews
- Microsoft Office
- Word Perfect
- Lotus Notes
- Printshop Deluxe
- Printmaster
- Internet Research
- Typing
Certification
Licensed Notary, 01/01/20
Typingspeed
60 words per minute
Timeline
Social Service Agency - County of Orange
08.2021 - Current
Personal Banker
Chase Bank
02.2017 - 07.2021
Jewelry Sales Specialist
Macy's
08.2015 - 03.2017
Customer Service Representative
Wholesome Choice
10.2014 - 07.2015
Sales & Recruitment Manager
MEHR ASL Manufacturing & HVAC Systems
12.2008 - 04.2014
Bachelor of Business Administration -
University of Firoozkooh
Master of Science - Organizational Leadership
University of La Verne
Licensed Notary -
Licensed Notary, 01/01/20