Charlene Tellez
Stockton,CA
Summary
Detail-oriented administrative professional with expertise in compliance assurance and document organization. Proven ability to enhance workflows and improve operational efficiency. Strong time management skills developed through balancing online education and family responsibilities. Committed to delivering exceptional customer service and support.
Overview
10
10
years of professional experience
Work History
Funding Assistant
Land Home Financial
Concord, USA
12.2008 - 01.2015
- Ensured compliance with federal regulations across all operational activities.
- Reviewed loan applications for guideline adherence and accuracy.
- Coordinated client communications with loan officers during funding processes.
- Managed document collection and organization to expedite loan processing.
- Maintained comprehensive transaction records and correspondence related to funding.
- Increased credit comparison efficiency by 50% through rigorous accuracy checks.
- Created collateral packages, verifying inclusion of correct documents prior to submission.
- Collaborated with team members to enhance workflow efficiency and service quality.
Customer Service/Cashier Level 3
Lowe’s Home Improvement Warehouse
South Antioch, USA
12.2008 - 12.2012
- Oversaw checkout functions, ensuring efficient processing of sales transactions and refunds.
- Enhanced daily revenue generation by 25% through extensive product knowledge.
- Monitored cash drawer amounts to guarantee adequate coverage across registers.
- Resolved customer complaints professionally, maintaining high satisfaction levels.
- Employed customer service strategies for effective loss prevention practices.
- Guided customers with inquiries, delivering tailored exceptional service.
- Ensured cleanliness of store environment and organized merchandise displays.
- Performed daily cash management tasks, balancing registers during opening and closing shifts.
Receptionist
Mike McCall Landscape
Concord, USA
12.2008 - 08.2008
- Processed invoices for multiple departments ensuring accuracy and compliance.
- Reviewed vendor statements to resolve discrepancies and maintain records.
- Coordinated with internal teams to gather necessary documentation for payments.
- Maintained organized filing system for electronic and paper invoices.
- Assisted in developing best practices for invoice processing workflows.
- Processed invoices in accordance to established procedures.
- Performed data entry into accounting system software to process payments.
- Contacted vendors to follow up on late invoices.
- Documented all invoice processing activities in accordance with internal audit requirements.
- Monitored incoming emails and faxes for unpaid invoices or billing disputes.
- Performed data import, scanning, or manual keying processes to verify invoice accuracy.
- Greeted clients and visitors warmly, creating a welcoming environment.
- Managed phone calls, directing inquiries to appropriate team members efficiently.
- Scheduled appointments for consultations and site visits with clients and contractors.
- Maintained organized records of client interactions and service requests for reference.
- Coordinated office supplies, ensuring availability of necessary materials for daily operations.
- Collaborated with team members to streamline communication between departments effectively.
- Handled incoming mail and packages, distributing them to respective staff promptly.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Performed data entry tasks into various computer systems accurately and promptly.
- Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
- Managed multi-line phone system, directing calls to appropriate departments.
- Screened and responded to emails, messages and other correspondence, freeing up senior management.
- Performed data entry and other administrative tasks to support departments.
- Performed clerical duties such as filing, photocopying, transcribing, and faxing.
Engage Life Director Assistant
Atria Montego Heights
Walnut Creek, USA
09.2004 - 11.2007
- Assisted residents in engaging activities to promote social interaction.
- Coordinated event logistics to ensure smooth execution of programs.
- Developed creative activity plans tailored to residents' interests and abilities.
- Facilitated group discussions to encourage participation and feedback.
- Managed supplies and materials for various recreational activities.
- Collaborated with staff to enhance resident experience during events.
- Organized transportation for residents attending off-site activities.
- Maintained a safe and welcoming environment during all programming sessions.
- Kept activities spaces organized, clean and tidy.
- Facilitated group activities such as bingo, arts and crafts, cooking classes.
- Provided one-on-one assistance with activities for those who needed it.
- Participated in special events such as birthday celebrations, holiday parties.
- Upheld positive quality of life standards for residents of all ability levels.
- Developed relationships with families and other members of the community to further enhance recreational opportunities for residents.
- Provided emotional support when necessary during recreational activities.
- Collaborated with team members to ensure that all programs were successful and enjoyable for all involved.
- Organized special trips for residents and accompanied groups throughout each excursion.
- Tracked resident demographics and preferences in order to develop enjoyable activities plans.
- Updated facility schedule and related records.
- Created an environment that was conducive to learning through interactive conversations and positive reinforcement techniques.
- Assisted with transportation arrangements for offsite activities when required.
- Modified existing recreational programs according to the needs of individuals or groups.
- Adapted equipment as needed for safe participation by individuals with disabilities or physical limitations.
- Ensured that all participants were aware of potential risks associated with certain activities.
- Enforced discipline and policies to protect safety of recreational activity participants.
- Instructed staff on proper procedures for leading activities and providing support for residents' needs.
- Provided emotional support to both clients and family members during difficult times.
- Respected cultural diversity when interacting with individuals from different backgrounds.
- Met with staff to discuss rules, regulations and work-related problems.
- Introduced new arrivals to other participants, explained facility rules and encouraged participation.
- Ensured compliance with state regulations and safety standards in operations.
- Arranged pre-admission tours to families to lessen anxiety of admission.
- Monitored budget expenditures and reported discrepancies to management.
- Analyzed previous budgets to inform future planning processes.
- Provided administrative support during budget preparation meetings.
- Developed and updated budget tracking spreadsheets for accuracy.
Education
Bachelor of Science - Healthcare Administration/Management
The University of Phoenix
Oakland, CA07-2018
Certificate of completion - Medical Terminology-Medical Transcription & Billing and Coding
Loma Vista Adult Education Center
Concord, CA01-2003
Skills
- Professionalism
- Problem solving
- Time management
- Conflict resolution
- Attention to detail
- Regulatory knowledge
- Compliance assurance
- Effective communication
- Data entry accuracy
- Self-motivation
- Interpersonal skills
- Team collaboration
- Strategic thinking
- Systematic analysis
- Analytical skills
- Adaptability
- Cross-training in billing
- Report processing
- Communication proficiency
- Microsoft Windows
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- HIPAA compliance
- Joint Commission standards
References
References available upon request.
Timeline
Funding Assistant
Land Home Financial
12.2008 - 01.2015
Receptionist
Mike McCall Landscape
12.2008 - 08.2008
Customer Service/Cashier Level 3
Lowe’s Home Improvement Warehouse
12.2008 - 12.2012
Engage Life Director Assistant
Atria Montego Heights
09.2004 - 11.2007
Bachelor of Science - Healthcare Administration/Management
The University of Phoenix
Certificate of completion - Medical Terminology-Medical Transcription & Billing and Coding
Loma Vista Adult Education Center
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