Beatriz Tobar

Serve as front line to customer service utility department by answering phone calls, provide in person assistance to water utility customers and public

In addition, respond in such professional timely manner to customer request regarding new accounts, terminating accounts, starting new accounts for new service, bill concerns, payments, vacation holds electronically and by mail

Primary duties and responsibilities

Process new accounts request application for service over the phone, electronically, enter new customer data into customer information system

Prepares field service order for water and solid waste department, enter new customer data into customer information system Ensure

Ensures new accounts are created with al necessary and appropriate service and rate codes are assigned to produce accurate billing statements

Process termination request in timely manner to meet customers need

Answer utility customer inquiries, solves concerns on water usage, research bills discrepancies, misapplied payments, transfer security deposit, prepares proper documentation to submit for approval if need it

Assist customer with auto pay enrollment using city program in person and via phone

Correct accounts if needed for incorrect billing regarding irrigation servir, vacation holds returned payments and waste usage

Post bill paycheck payments to accounts and effectively communicate customer account charges

Receives complaints and provide fast resolution to maintain satisfactory customer relationship

Reconciles cash, debit card check transactions at end of day to accurately maintain financial records

Perform other duties as assigned or required to meet daily business goals

Maintained customer service satisfaction with forward-thinking strategies focused on addressing customer needs and. Resolving concerns

Responsible for maintaining accuracy on customer record and data base

ensure documents are authentic and correct and haven't been tampered with.

Process customer driver licenses and identification card issuance.

Process reinstatement and suspensions.

Process authorized presents for customer coming from out of the country. 

Customers data entry.

examine motor carrier permits registrations,  insurance and task certificate.

vehicle identification numbers and titles 

inspections of new or user motor vehicles 

answer phone call, receive incoming mail.

manage activity logs and completed work reports 

Keep track of assigned accounts to I identify outstanding debits
Plan course of action to recover outstanding payments
Locate and Contact debtors to inquire of their payments
Negotiate payoff deadlines or payments plans
Handle questions or complaints
Investigate and resolve discrepancies
Create trust relationships with debtors when possible to avoid issues
Update account status and database regularly
Alert superiors status and database regularly
Comply with requirements when legal action is unavoidable

Managed the receptionist area, including greeting visitors and responding to telephone and in-person requests for information.
Designed electronic file systems and maintained electronic and paper files.
Maintained an up-to-date department organizational chart.
Made copies, sent faxes and handled all incoming and outgoing correspondence.
Maintained the front desk and reception area in a neat and organized fashion.
Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.
Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
Managed medical supply inventory, insurance records, patient charts and company files using online tracking system.
Contacted insurance providers to verify correct insurance information and get authorization for proper billing codes.
Updated patient accounts and information on a daily basis.
Implemented updated online collection procedures for payment, increasing on-time payments.
Managed incoming and outgoing calls for busy medical office.
Communicated with patients via phone, email and in person to obtain payments on outstanding accounts or accounts requiring deductibles or co-pays.
Handled and processed confidential patient information.
Cooperated with Medicare, Medicaid and private insurance providers to resolve billing issues.
Managed medical supply inventory, insurance records, patient charts and company files using online tracking system.
Contacted insurance providers to verify correct insurance information and get authorization for proper billing codes.
Updated patient accounts and information on a daily basis.
Managed incoming and outgoing calls for busy medical office

Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
Designed electronic file systems and maintained electronic and paper files.
Planned meetings and prepared conference rooms.
Dispersed incoming mail to correct recipients throughout the office.
Created weekly and monthly reports and presentations.
Trained new employees quarterly.
Created and maintained spreadsheets using advanced Excel functions and calculations to develop reports and lists.
Managed daily office operations and maintenance of equipment. 

Organized files, developed spreadsheets, faxed reports and scanned document.

Opened new customer accounts, including checking, savings and lines of credit.
Managed opening and closing times for the main branch.
Processed sales referrals and promoted bank services and products, resulting in branch sales increase.
Established new customer accounts including checking, savings, lines of credit and loans.
Processed cash withdrawals.
Trained employees on cash drawer operation.
Loaded consumer loan applications into the system loan processing program.
Examined checks for identification and endorsement.
Processed treasury, tax and loan payments.
Reported daily averages and shortages to the operations department.
Supplied tellers with coin and currency as needed.

Delivered prompt, accurate and excellent customer service.
Maintained confidentiality of bank records and client information.
Entered member transaction data into the online banking software.
Processed treasury, tax and loan payments.
Examined checks for identification and endorsement.
Processed cash withdrawals.
Assembled in-store marketing displays.
Established new customer accounts including checking, savings, lines of credit and loans.
Opened new customer accounts, including checking, savings and lines of credit.

Conducted daily pre-shift and weekly departmental meetings to ensure organizational efficiency.
Scheduled and directed staff in daily work assignments to maximize productivity.
Continually monitored restaurant and took appropriate action to ensure food quality and service standards were consistently met.
Developed and maintained exceptional customer service standards.
Performed checkouts of servers and bartenders to ensure that all tickets were accounted for.
Initiated negotiations regarding vendor contracts and kept updated records of contracts.
Worked closely with the chef and cooks to determine menu plans for special events or occasions.
Accepted payment from customers and made change as necessary.
Apportioned and served food to facility residents, employees, or patrons.
Assisted diners with seating as needed.
Assisted co-worker

Apportioned and served food to facility residents, employees, or patrons.
Accepted payment from customers and made change as necessary.
Checked the quantity and quality of received products.
Cleaned and maintained the beverage area, display cases, equipment, and order transaction area.
Cleaned and prepared various foods for cooking or serving.
Developed variety of menu items catering to customers with food allergies and diet restrictions such as gluten-free and vegan items.
Managed food and produce receiving process with 100% accuracy.
Accepted payment from customers and made change as necessary.