Organized and dedicated professional with proven successful years in providing exceptional customer service in fast-paced environments within multiple industry's. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
16
16
years of professional experience
Work History
Finance Document Specialist
BMW Of Monrovia
01.2022 - 06.2023
Prepared documents for daily deals in accordance with project manager, team or client specifications containing 50- 60 pages of documents each deal.
Transmitted deals documents, organized revisions and tracked changes.
Prepared digital files, physical documents and work requests in compliance with company guidelines.
Maintained organized and efficient document flows by using excellent planning and multitasking skills.
Evaluated current document processes, suggested methods for change and implemented successful improvements.
Coordinated document exchange between departments, contractors, suppliers and customers.
Monitored due dates and deadlines and worked to submit all documents on time or early.
Scanned, filed and transmitted various documents and adhered to digital filing procedures.
Proofread filenames, titles and submittal details to streamline submittal and avoid rejection.
Obtain approvals from finance sources for all deals
Process customer payments via cash, card etc. with payments ranged from $1,000.00 to $60,000.00; Kept daily invoices of all payments received.
Trained new hire document specialists.
Coach & Personal Trainer
Entity Fitness
01.2020 - 03.2023
Motivated athletes to become stronger, more agile and more effective through training habits .
Encouraged everyone to cultivate strong work ethic by demonstrating diligence, patience and respect for others.
Developed, planned and led personal and group fitness sessions as well as well-known specialty fitness programs.
Grew customer base through word-of-mouth referrals based on customer satisfaction and results and increased sales monthly by 10%.
Maintained equipment, facilities and inventory to avoid accidents, mishaps and damage.
Participated in fundraising events, helping team bring in funds for enhancing gym and members experience.
Trained athletes in proper use of equipment for safety and maximum results.
Established clear benchmarks for performance and monitored individual and team progress.
Administrative Assistant
California Business Bureau
01.2011 - 01.2022
Answered multi-line phone system, routing calls, delivering messages to staff. Managed estimated 150 to 250 inbound calls daily.
Executed record filing system to improve document organization and management.
Sorted and distributed office mail, restocked supplies and placed purchase orders to maintain adequate stock levels.
Generated reports via Excell to be emailed company wide and Contracts for company clients.
Handled client correspondence and tracked records to foster office efficiency regarding patient settlement contracts.
Processed payments.
Managed Access databases converting complex data into easy-to-interpret data.
Coached new employees on administrative procedures, company policies and performance standards.
Conducted insurance verification in order to complete billing.
Communicated with patients regarding payments on outstanding accounts and filed financial documentation for accounting purposes.
Audited customer files to verify medical necessity and satisfaction of coverage criteria.
Cashier & RTV Warehouse Associate
Sears
01.2007 - 01.2011
Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
Worked flexible schedule and extra shifts to meet business needs.
Helped customers complete purchases, locate items and join reward programs.
Restocked and organized merchandise in front lanes.
Answered questions about store policies and addressed customer concerns.
Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Education
High School Diploma -
Monrovia High School
Monrovia, CA
Skills
Project Management
Database Management
Data Logging
Document Creation and Distribution
Project Support
Workflow Coordination
Invoicing Support
Workflow Management
Departmental Support
Customer Accounts Management
Office Organization
Document Verification
Customer Satisfaction
Timeline
Finance Document Specialist
BMW Of Monrovia
01.2022 - 06.2023
Coach & Personal Trainer
Entity Fitness
01.2020 - 03.2023
Administrative Assistant
California Business Bureau
01.2011 - 01.2022
Cashier & RTV Warehouse Associate
Sears
01.2007 - 01.2011
High School Diploma -
Monrovia High School
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