Brittany Carbajal
Costa Mesa,CA
Summary
Well-qualified individual familiar with skills and abilities needed to succeed. Possessing strengths in task prioritization and customer service. Ready to leverage training and experience to take on new professional challenges.
Overview
8
8
years of professional experience
Work History
Brand Ambassador/ Team Lead
Diverse Agency
06.2023 - Current
- Arrive to designated location and help assemble display area to promote products given for promotion
- Annotate times of check-ins for all brand ambassadors, amount of product received and distributed, and performance of ambassadors after each event
- Provide instructions and direction to ambassadors to ensure displays are set correctly and all tasks are completed for each event
- Promote, inform, and answer questions by consumers about the products displayed
- Take pictures of and with consumers showing the products per the company's request
- Fill out report for each event providing information about the event, product distribution, and all brand ambassadors' performance.
Operations Manager/ Loan Underwriter/ Customer Service Representative
KwikCash Inc.
11.2018 - 03.2023
- Open/ close office and phone line systems.
- Communicate daily with owner in person, via email, or by phone in regards to anything work related.
- Answer phone calls / emails to help clients with any questions in regards to loan applications, current active / or inactive loans, charged off loans, returned/ missed payment(s), or any general questions pertaining to the personal, installment loans we offer.
- Assist owner with any tasks needed; paperwork, auditing, filing/ uploading documents, etc..
- Introduce any new ideas/ improvements to owner and also website engineer to help improve company website and increase productivity flow.
- Assist marketing department with creating new marketing strategies and mail out promotional letters to existing clients.
- Process any over the phone payments using payment processors: Payliance, Repay, USAepay, etc..
- Update any billing information for clients.
- Underwrite new/ re-offered applications, as they are submitted.
- Pull applicants' credit history through Experian for application review.
- Send applications to owner for final decision on approval.
- Create and send loan agreements to clients via email using Assuresign/ Docusign.
- Scan and upload all applications to our website and create client profiles.
- Check customer payment returns and contact clients in regards to missed payment(s).
- Assist clients with loan settlements for delinquent accounts or for those who are unable to continue making payments based on loan term.
- Handle any disputes by clients and provide resolutions for any problems within our capabilities.
- Call and email clients for those whose accounts have been marked delinquent or have fallen behind on loan payments and help arrange either a new reduced payment plan or offer a small settlement.
- Create excel sheets of all delinquent accounts for collection.
- Maintain cleanliness and upkeep around office and work area.
Assistant Manager/ Customer Service/ Receiver/ Front Desk Receptionist/ Cashier
Via Lido Drugs
Newport Beach, CA
08.2015 - 10.2018
- Assist customers with any questions about products and make sure all customers are being helped.
- Ring up purchases using a POS system.
- Gift wrap any items purchased in stores using wrapping paper, ribbon, cellophane bags, etc..
- Help store designers with seasonal decorations and/or merchandising.
- Assist pharmacy ringing up patients with prescription purchases
- (HIPPA certificate acquired).
- Close out registers and deposit all cash into safe during closing time.
- Open/close store depending on shift.
- Lift large boxes in receiving area to upstairs storage or onto delivery van.
- Clean all areas as needed.
- Relieve any sales associate requiring a break/lunch.
- Answer and transfer calls to either gift area or pharmacy.
- Create inventory and sales reports for the over the counter (OTC) area for owners.
Education
Costa Mesa High School
Skills
- Office management experience
- Customer engagement
- Social media savvy
- Loan Underwriting
- Microsoft Office
- Relationship Building
- Cashiering
- Credit Analysis
- Online payment processors (USAepay, USIO, Payliance, Repay)
- Conflict resolution
- Marketing Strategies
- Sales
- Project management
References
- Todd Getz, Kwikcash Owner, (714) 231-9066
- Tracey Vu, Colleague, (714) 907-7320
- Felix Castrejon, Colleague, (714) 406-8808
Timeline
Brand Ambassador/ Team Lead
Diverse Agency
06.2023 - Current
Operations Manager/ Loan Underwriter/ Customer Service Representative
KwikCash Inc.
11.2018 - 03.2023
Assistant Manager/ Customer Service/ Receiver/ Front Desk Receptionist/ Cashier
Via Lido Drugs
08.2015 - 10.2018
Costa Mesa High School
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