Ada Garcia Ramirez
Charlotte,NC
Summary
Detail-oriented administrative assistant with experience in customer service, data entry and office management. Demonstrates exceptional teamwork and problem-solving skills, and enhancing client financial literacy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Administrative Assistant/ Financial Counselor/
Common Wealth Charlotte
04.2020 - 10.2024
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Provided clerical support to company employees by copying, faxing, and filing documents..
- Maintained daily report documents, memos and invoices.
- Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
- Increased client confidence in managing personal finances by providing tools and resources for long-term success.
- Conducted interviews with patients and family members and answered questions regarding insurance benefits.
- Worked directly with clients to provide financial counseling and education using individualized counseling model and personal finance course.
- Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
- Enhanced customer satisfaction levels with clear communication and timely follow-ups on loan applications.
- Processed loan applications and monitored progress from start to finish.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Facilities Assistant
Goodwill Industries of Southern Piedmont
08.2018 - 04.2020
- Maintained inventory and submitted written requests for supplies to keep stock levels even.
- Collaborated with other departments to foster efficient use of facility space and resources.
- Built relationships with vendors and contractors to support timely and cost-effective services.
- Assisted with meetings and conference room reservations.
- Maintained a well-organized mailroom, ensuring easy access to materials and efficient workflow for staff members.
Customer Service Representative
Haier
08.2018 - 03.2019
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Line Cook
Chipotle
06.2018 - 08.2018
- Prepared multiple orders simultaneously during peak periods with high accuracy rate, maximizing customer satisfaction, and repeat business.
- Collaborated with team members to maintain a clean and safe working environment, adhering to health and safety guidelines.
- Set up and prepared cooking supplies and workstations during opening and closing to maximize productivity.
Education
Credit Counselor -
The National Association of Certified Credit Couns
Phillip O Berry High School
Charlotte06.2018
Skills
- Database entry
- Documentation And Reporting
- Proficient in Microsoft Office/Salesforce
- Proficient in Client relationship
- Loans
- Credit Counseling
Certification
NACCC® Certified Credit Counselor
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Administrative Assistant/ Financial Counselor/
Common Wealth Charlotte
04.2020 - 10.2024
Facilities Assistant
Goodwill Industries of Southern Piedmont
08.2018 - 04.2020
Customer Service Representative
Haier
08.2018 - 03.2019
Line Cook
Chipotle
06.2018 - 08.2018
NACCC® Certified Credit Counselor
Credit Counselor -
The National Association of Certified Credit Couns
Phillip O Berry High School
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