Areli Lucero
Lemon Grove,CA
Summary
Dynamic professional with a proven track record at Commonwealth Financial Network, excelling in customer engagement and data analysis. Recognized for enhancing customer satisfaction through strategic initiatives and adept problem-solving. Detail-oriented and organized, with strong proficiency in Microsoft Office and a commitment to adapting to changing environments.
Overview
9
9
years of professional experience
Work History
Account Supervision Associate
Commonwealth Financial Network
04.2021 - Current
- Developed and implemented strategies to increase customer satisfaction and engagement, resulting in processing the most amount of cases in a year.
- Analyzed customer data to identify trends and anticipate customer needs.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Monitored customers for signs of concerns in regards to documentation and escalated issues to management.
Administrative Assistant/AP Accounting Clerk
One Diamond Electronics
07.2016 - 04.2019
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Assisted the accounting department by reviewing all warehouse receipts for accuracy and resolving any discrepancies.
- Assisted management with budget oversight, appointment scheduling, and itinerary organization.
- Recorded all office expenses in Great Plains accounting software.
Education
No Degree - Accounting
Grossmont Collge
El Cajon, CA02-2007
High School Diploma -
Monte Vista Highschool
Spring Valley, CA06-2005
Skills
- Willingness to adjust hours
- Multitasking and organization
- Courteous and professional
- Detail-oriented data management
- Organized file management
- Creative problem solving
- Data collection and analysis
- Fundamental accounting
- Adaptability to change
- Microsoft Office proficiency
- Detail-oriented approach
Languages
Spanish
Bilingual or Proficient (C2)
Timeline
Account Supervision Associate
Commonwealth Financial Network
04.2021 - Current
Administrative Assistant/AP Accounting Clerk
One Diamond Electronics
07.2016 - 04.2019
No Degree - Accounting
Grossmont Collge
High School Diploma -
Monte Vista Highschool