Angiebeth Ortiz
Bethlehem,PA
Summary
Motivated bilingual individual with experience as an Administrative Assistant and Customer Service Representative for over 8 years. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
7
7
years of professional experience
Work History
Order processing
Daimler AG
01.2021 - Current
- Data entry
- SAP data entry
- Inventory management
- Examine reports and sheets of data
- Verify, correct, and delete unnecessary data, or combine data from several source
- Submit information into spreadsheets, databases and customer relationship management systems
- Search websites for information
- Retain detailed accounts of tasks, files, and progress
- Request further information for documents that are deemed incomplete
- Analyze completed work for duplication or errors in content before submitting the final product
- Great written, verbal, and interpersonal skills
- Solid understanding of Microsoft Excel
- Proficiency in Microsoft Office
- Command of Pivot Table
- Ability to handle multiple tasks to prioritize needs and expedite tasks upon request
Scheduling Specialist
Healthcare
09.2020 - 01.2021
- Obtains current patient information for established and new patients
- Accurately enters/updates patient information in scheduling system
- Identifies payer source and verifies insurance eligibility
- Reviews scheduling system for needed updated demographics and consent forms
- Schedules and re-schedules appointments as needed
- Accurately messages or transfers call to physicians and nurses when protocol indicated
- Protects/observes patient confidentiality per policies and procedure
- Accurately imports registration documents into patients' electronic health record
Account Executive/Sales
PCM
06.2019 - 12.2019
Account Executive
- My role included prospecting companies over 200 employees to offer company
- IT services, determining their IT environment and upcoming projects and then creating an IT Service plan that matched the client with different major manufacturers based on their needs
- This role required me to prospect to build a book of business in all the US Southeastern region
- I was responsible for creating leads, cold calling and closing at least 60 percent of the warm leads company provided.
SALES ASSOCIATE/ ASSISTANT MANAGER
Home Center Outlet
05.2018 - 06.2019
- Assist customers with their home improvement purchases
- Build estimates, place and track orders with respective PO numbers
- Assist other two locations with their PO and order placements
- Oversee that all items are displayed safely and properly, while ensuring that merchandise is correctly priced
- Keep track of inventories for inbound and existing merchandise
- Perform end of day procedures such as closing reports, balancing cash registers,etc
- Resolve and assist with customer issues or concerns
- Delegating and assigning tasks to team, training on policies and procedures,etc
- Keyholder
- Meet monthly sales goal while facilitating to meet and exceed monthly sales goal of the store.
Administrative Assistant II/ Order Fulfillment Associate
Toro Granite/ Fulfillex
05.2017 - 05.2018
- Answer and direct phone calls to respective department
- Keep track of installed jobs, ensuring that install has been completed without any concerns from our clients
- Collecting payment
- Using MoraWare and Quickbooks, build estimate for internal use, revising material usage, dimensions, labor costs and its accuracy
- Assist walk in customers with color and material choices, explaining product difference, install process, similar options depending on client needs and budget
- Collecting all information from customers and being first point of contact for sales, I would then assign account or client to our sales representatives
- Monthly reports and check details
- Create memo for accounts receivable, email to notify clients on policy changes, pricing, due dates, contract copies
- File invoices
- Enter bills and mail out check payments
- Organize meeting room and have reports ready
- Use of Excel, QuickBooks, Word, MoraWare and other related programs often used for accounts management
- Fulfiller:
- Receive and sort vendor orders, assigning them to the packing department
- Reviewing orders and samples to ensure that they match the order requirements in terms of size, color, edge
- Making sure that each piece meets company quality requirements
- Keep track of assigned orders, and assist in packing as often as needed
- Verify inventory and report to warehouse manager if any samples are out of stock
- Complete orders as they are sent, adjusting pricing, weight, quantity as required
- Printing out domestic and international shipping labels, reviewing tracking number and entering it manually for international shipping
- Reviewing orders for various vendors throughout the day.
Pro Sales Associate/ Cashier
The Home Depot
06.2016 - 04.2017
- Provide excellent customer service by greeting every customer
- Inquire about current and future projects and provide information on the right tools and materials needed
- Process online, in store and over the phone purchases
- Offering credit options to our contractors
- Keeping work area organized, etc.
Customer Service Representative
Faneuil
04.2020
- Respond to various customers billing and service related inquiries via telephone and in writing
- Enroll new customers, offering appropriate products and services
- Offer new products and services to existing customers
- Process payments for current or outstanding balances
- Collect outstanding balances and/or negotiate appropriate payment arrangements
- Utilize various client software packages
- Ensure Customer Satisfaction & First Call Resolution
- Appropriately handle emergency calls regarding gas leakage, odor of gas, explosions and fires.
Education
Associate - Culinary Arts and Hospitality
IBC
Guayama, PR2012
Skills
- Microsoft Office, Excel, Word, Quickbooks General and POS, MoraWare Software (5 years)
- Construction Estimating
- Sage (5 years)
- Google Docs (5 years)
- Profit & Loss
- Assistant Manager Experience
- Leadership Experience
- Accounting
- Office Manager Experience
- SAP
- Team Management
- Digital Marketing
- Administrative Experience
- Data Entry
- Customer Service
- Process Improvement
- B2B Sales
- Order Management System
Languages
Spanish
Native or Bilingual
Timeline
Order processing
Daimler AG
01.2021 - Current
Scheduling Specialist
Healthcare
09.2020 - 01.2021
Customer Service Representative
Faneuil
04.2020
Account Executive/Sales
PCM
06.2019 - 12.2019
SALES ASSOCIATE/ ASSISTANT MANAGER
Home Center Outlet
05.2018 - 06.2019
Administrative Assistant II/ Order Fulfillment Associate
Toro Granite/ Fulfillex
05.2017 - 05.2018
Pro Sales Associate/ Cashier
The Home Depot
06.2016 - 04.2017
Account Executive
Associate - Culinary Arts and Hospitality
IBC
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