Carolina Estrella
Arlington
Summary
Dynamic Customer Intake Associate with proven expertise at HomeWorks Energy in optimizing client onboarding and enhancing data collection accuracy. Skilled in appointment scheduling and client relationship building, I excel in delivering exceptional service and resolving inquiries efficiently, ensuring high satisfaction levels and compliance with industry standards.
Overview
2026
2026
years of professional experience
Work History
Customer Intake Associate
HomeWorks Energy
2023 - Current
- Managed intake processes to ensure timely and accurate data collection from clients.
- Coordinated scheduling of energy assessments, optimizing workflow for field technicians.
- Assisted in training new intake staff on protocols and system navigation.
- Developed client communication templates to improve clarity and consistency in outreach efforts.
- Analyzed client feedback to enhance service delivery and address concerns proactively.
- Maintained compliance with industry regulations during information gathering and reporting procedures.
- Collaborated with cross-functional teams to ensure seamless client onboarding experience.
- Acted as a reliable point-of-contact between potential clients and legal professionals, ensuring efficient scheduling of appointments or consultations when needed.
Sales Associate
Sherwin-Williams Paint Store
2020 - 2023
- Assisted customers in product selection, enhancing overall shopping experience.
- Processed transactions efficiently using point-of-sale systems, ensuring accuracy and speed.
- Maintained organized merchandise displays to drive sales and improve customer engagement.
- Collaborated with team members to achieve daily sales targets through effective communication.
- Demonstrated product features and benefits, fostering customer interest and loyalty.
- Trained new staff on operational procedures and customer service best practices, improving team performance.
- Resolved customer inquiries and complaints promptly, ensuring high satisfaction levels.
- Analyzed inventory levels regularly to support stock replenishment initiatives and minimize shortages.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Answered customer questions about sizing, accessories, and merchandise care.
- Helped customers locate products and checked store system for merchandise at other sites.
Education
High School Diploma -
NMB Senior High School
North Miami Beach, FLSkills
- Client intake management
- Data collection accuracy
- Scheduling coordination
- Workflow optimization
- Appointment scheduling efficiency
- Customer service excellence
- Transaction processing accuracy
- Cash handling procedures
- Complaint resolution strategies
- Performance improvement initiatives
- Client relationship building
- Information gathering
- Data entry proficiency
- Scheduling appointments
- Inventory management
- Multi-line phone systems
- Confidentiality
- Teamwork and collaboration
- Multitasking Abilities
- Reliability
- Active listening
- Adaptability and flexibility
- Task prioritization
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Customer Intake Associate
HomeWorks Energy
2023 - Current
Sales Associate
Sherwin-Williams Paint Store
2020 - 2023
High School Diploma -
NMB Senior High School