Allison Bickel
Corona,CA
Summary
Dedicated and detail-oriented professional with extensive experience in customer service, mortgage banking and inside sales. Proven track record of providing excellent customer care while resolving inquiries and ensuring client satisfaction. Skilled in administrative tasks, including loan documentation preparation, application processing and client communication.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Administrative Assistant
TLC Action Tax Service
Corona, USA
01.2020 - 05.2024
- Entered data into spreadsheets using Microsoft Excel or other similar programs
- Data entry all tax related documents
- Processing payments and running general ledger reports
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Photocopy/print forms
- Provide support as needed in day to day office tasks
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records
- Provided administrative support to the executive team, including scheduling meetings and managing calendars
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel
- Scheduled appointments between clients and customers and internal staff members
- Answered questions from customers regarding products and services offered by the company
Scheduling Coordinator
Engel Machinery
Corona, USA
05.2023 - 08.2023
- Project managed the sales team to ensure timelines for new equipment, technician visits met the customer and department goals.
- Interacted with customers to address any issues, complaints, feedback
- Built and maintained positive relationships with customers
- Identified opportunities to upsell or cross sell products or services
- Knowledge of plastic ejection molding machines
- Created and maintained employee schedules to ensure adequate staffing levels.
- Coordinated with department managers to adjust employee schedules as needed.
- Monitored changes in labor needs to ensure compliance with relevant laws and regulations.
Service Coordinator/Floater
Rite Hite/Arbon Equipment
Corona, USA
03.2022 - 03.2023
- Project Managed sales, technicians and customers
- Responsible for ordering products
- Monitor and fix any technicians time punches daily
- Reviewed customer billing statements for accuracy
- Trained new staff members on departments policy and procedures
- Held ongoing mentoring sessions with new and existing staff members
- Coordinated service schedules and appointments with clients
- Maintained accurate records of services provided for each client
- Handled incoming calls and inquiries from customers regarding services offered
- Researched, identified and resolved customer complaints in a timely manner
HECM Mortgage Banker Assistant - NMLS # 1554531
The Federal Savings Bank
Corona, USA
12.2020 - 03.2022
- Analyzed financial information provided by customers to determine appropriate loan products for their needs
- Supported top loan officers with admin tasks such as preparing loan documents, processing applications and maintaining client files
- Organized and analyzed all mortgage related documents prior to sending them to underwriting
- Assisted in the preparation of loan applications by gathering all required documents and verifying accuracy of data entered
- Provided excellent customer service and support to clients via phone, email and chat channels
- Provided customer service to clients by responding to inquiries, addressing concerns and resolving issues
- Act as a liaison between customers, internal operations, realtors, and title companies
Customer Care Representative
AmeriSave Mortgage
Corona, USA
08.2020 - 12.2020
- Built and maintained positive relationships with client, resulting in increased returning customers
- Met and exceeded performance metrics as response time, resolution rate while achieving high scores in customer satisfaction
- Addressed customer inquiries, resolved issues, handled escalated questions or complaints
- Thrived in a fast-paced environment, prioritizing tasks, meeting tight deadlines to ensure timely closing of escrow
Inside Sales/Sales Support CSR
BSN Sports
Corona, USA
01.2012 - 04.2020
- Processed and placed over 300 million dollars in orders in one year
- Conducted outbound sales calls or emails to potential customers to generate leads for services
- Processed and resolved returns
- Updated and maintained customer information and activity in CRM system
- Consistently met or exceeded sales goals
- Handled customer inquiries and complaints in a timely manner
- Identified customer needs and provided appropriate solutions
- Provided customer service support to customers over the phone and by email
- Followed up with customers to ensure their satisfaction
- Analyzed call trends to identify areas of improvement for customer service processes
- Collaborated with other teams within the organization to resolve complex issues related to customers' accounts
Education
General Studies -
Golden West College
Huntington Beach, CA01.1993
High School Diploma -
Brea Olinda High School
Brea, CA 9282106-1990
Skills
- SAP
- ServiceMax
- Encompass
- Mercury
- Blend/DocuSign
- Microsoft Office Suite software
- Project Management
- Advanced problem solving
- Judgment/decision making
- Oral and written communication
- Team player
- Data entry documentation
Certification
- EKG Monitor Tech - California School of Health Sciences CEP 17440 8/2028
Timeline
Scheduling Coordinator
Engel Machinery
05.2023 - 08.2023
Service Coordinator/Floater
Rite Hite/Arbon Equipment
03.2022 - 03.2023
HECM Mortgage Banker Assistant - NMLS # 1554531
The Federal Savings Bank
12.2020 - 03.2022
Customer Care Representative
AmeriSave Mortgage
08.2020 - 12.2020
Administrative Assistant
TLC Action Tax Service
01.2020 - 05.2024
Inside Sales/Sales Support CSR
BSN Sports
01.2012 - 04.2020
General Studies -
Golden West College
High School Diploma -
Brea Olinda High School
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