Annel A Lopez
Parker,ID
Summary
Working with people is what I excel in. Being able to assist and help people gives me gratitude. I have 10+ years experience in sales and administrative environments. Always up for new challenges and opportunities. I look forward to supporting team objectives and ready to achieve company goals.
Overview
10
10
years of professional experience
Work History
Administrative Assistant/Assistant Event Coordinator
Personal Benefit Financial
12.2021 - 08.2024
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained and filing systems for physical and electronic documents, Ensuring accuracy and confidentiality of records.
- Greeted clients in professional manner, responding to inquires and directing them to appropriate personnel.
- Assisted with planning of special events by arranging catering services, securing venues and running errands for special events decor.
- Coordinated mailings including sorting mail, Preparing packages for shipping via courier service or postal service.
- Entered data into spreadsheets using Microsoft, Excel or other similar programs.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients and potential customers and internal staff members.
- Developed project plans for various tasks assigned by upper management.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk/ reception area in a neat and organized fashion.
Credit Analyst/Inside Sales and Marketing Representative
Home Loans Assist
03.2018 - 01.2021
- Reviewed and analyzed financial statements of potential borrowers to determine credit worthiness.
- Assessed loan requests for accuracy, completeness and conformance with established lending guidelines.
- Analyzed customer payment histories to assess credit risk profiles.
- Implemented new initiatives , Which resulted in quicker payments and better turnaround times to resolve customer issues.
- Worked with management to evaluate credit strategies and develop improvements.
- Attended credit- related training and conferences to stay informed about the industry trends and developments.
- Enhanced customer relationships through effective communication of complex financial information, contributing to loyalty and retention.
Sales Manager
Wireless PCS
04.2014 - 03.2018
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Trained, coached and mentored junior sales personnel to ensure success in their roles.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Developed pricing strategies that would maximize profits while remaining competitive in the market.
- Boosted team morale and overall sales volume by creating employee incentive sales contests.
- Checked accuracy of monthly revenue, monitoring our conversion rate to exceed sale goals.
Education
High School Diploma -
Westminster High School
Westminster, CO05-2010
Skills
- Proficient with Microsoft, Data Entry- Excel
- Travel Coordination
- Familiar with CRM system's Salesforce, Advisor Engine, Eyefinity EHR
- Sales Expertise
- Retention Expert
- Fraud Understanding
- Bilingual (English / Spanish)
- Expense Reporting
- Calendar Management
- PCC- Patient Care Coordinator
Timeline
Administrative Assistant/Assistant Event Coordinator
Personal Benefit Financial
12.2021 - 08.2024
Credit Analyst/Inside Sales and Marketing Representative
Home Loans Assist
03.2018 - 01.2021
Sales Manager
Wireless PCS
04.2014 - 03.2018
High School Diploma -
Westminster High School