CHRISTINA ORTEGA
Michigan Center ,MI
Summary
Office Administrator with 15+ years of experience in organizing, planning, executing, and reporting for various projects and tasks across multi-departments. Possess a B.A. in Psychology with expertise in Microsoft Office and Microsoft Dynamics CRM. Looking to leverage my knowledge and experience into an exciting, thriving, and positive environment. Detail-oriented Account Specialist focused on resolving issues and maintaining customer loyalty. Strong critical thinking skills with a methodical approach. Knowledgeable about Roofing practices and documentation requirements. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
14
14
years of professional experience
Work History
Sales and Service Account Specialist
Bloom Roofing
Brighton, Michigan
11.2020 - Current
- Responds to customer inquiries by telephone, e-mail, or chat to provide non-technical problem resolution
- Analyzes customer's service needs and coordinates with other service or technical departments to develop and deliver appropriate solution for each customer
- Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials utilizing word processing, spreadsheet, or specialized software
- Prepares and distributes reports or other communications on a regular schedule
- Maintains files, databases, and archives of relevant records
- Create, maintain, assist Service and Sales with CRM database
- Schedules and coordinates meetings, travel, and other group activities
- Manage expense reporting, invoicing, office supply inventory, or other routine processes
- Prepares daily scheduling for technicians across multiple states
- Drafts and submits roof inspection reports
- Drafts and submits service repair and roof replacement proposals
- Managed bid invites and bid process
- Process and distribute vendor forms, W9, Certificate of Insurance, and all other business documents.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Attended monthly sales meetings and quarterly sales trainings.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Monitored expenses to verify appropriate resource use and achieve budgets.
- Collaborated with sales team to upsell products and services, resulting in higher revenue generation.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Prepared and submitted timely invoices, statements and payment reminders for customers.
Executive Administrative Assistant
Closet by Design
Santa Ana
03.2020 - 08.2020
- Responsible for drafting and maintaining contracts for all 50+ franchises throughout the life-cycle of the relationship including routine change management of amendments, consolidations, and renewal agreements
- Communicate and worked with Franchisees, Franchise Support Managers, and the Legal Team to effectively execute franchise agreements and documents
- Responsible for identifying, researching, and analyzing data related to potential violations of brand's policies and procedures and abuse of the company's brand
- Maintain and manage various reports required for documentation of our policies
- All executive administrative responsibilities for the President of the company coupled general office support.
- Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Sales Operations Administrator
Capture 3D
Santa Ana
04.2013 - 07.2019
- Creates detailed quotes, sales orders, purchase orders, and invoices
- Works with marketing and sales engineers to research potential leads for engagement and events
- Administration duties related to sales operations and business developments
- Communication with customers regarding services, quotes, and orders
- Responsible for booking travel related items (i.e
- Flights, hotel and rental cars)
- Prepares facility, rooms, and organizes catering for meetings, events, and/or training classes
- Organized product line and created a budget preparation system.
- Managed company schedule to coordinate calendar and arrange travel.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Collected, arranged, and input information into database system.
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Oversaw vendor relations, negotiating contracts that resulted in cost savings for the organization.
- Created and managed project plans, timelines and budgets.
Executive Legal Assistant
Law Offices of Michelle Ghidotti
Fullerton
05.2012 - 03.2013
- Created and maintained the office of Michelle Ghidotti
- Calling and scheduling appointments with clients and potential clients
- Responsible for keeping track of employees' daily tasks for billable hours
- Drafted Motions, Discoveries, and Notices
- Create and maintain records & customer files
- All administrative duties related to the office.
- Improved client retention rates through exceptional customer service skills and timely responses to inquiries.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
Personal Legal Assistant
Attlesey Storm
Fullerton
04.2010 - 05.2012
- Answering phone lines and directed calls
- Filed over 36,000 claims in a 3-year time frame
- Responsible for calendaring which includes making appointments, travel arrangements, and scheduling for employees, clients, and potential clients
- Enter data into a spreadsheet utilizing Excel and other legal platforms for electronic filing
- Obtaining office supplies for the staff
- Maintaining accurate client records
- In charge of running the mail room, using a postage machine, letter organizer, and mailing confidential documents
- Worked without close supervision while setting and observing own priorities.
- Conducted comprehensive legal research using various resources such as online databases, law libraries, or government agencies to support case strategies effectively.
- Improved communication between attorneys and clients by scheduling meetings, providing status updates, and relaying critical information promptly.
- Prepared and managed attorney travel itineraries to optimize scheduling.
- Contacted clients to schedule appointments and discuss progress of cases.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
Education
Project Management -
PMBOK
Online 10.2022
Certified Personal Trainer -
ISSA
Online05.2021
Bachelor of Science - Psychology
Argosy University
Santa Ana 08.2008
Skills
- Problem Solving
- Communication & Teamwork
- Strong Work Ethic
- Time Management
- Critical Thinking
- Project Management
- Customer Engagement
- Microsoft Office proficiency
- CRM Software
- Flexible and Adaptable
- Customer Relations
Awards
PHI THETA KAPPA AWARD - International Honor Society of the Two-Year College.
Timeline
Sales and Service Account Specialist
Bloom Roofing
11.2020 - Current
Executive Administrative Assistant
Closet by Design
03.2020 - 08.2020
Sales Operations Administrator
Capture 3D
04.2013 - 07.2019
Executive Legal Assistant
Law Offices of Michelle Ghidotti
05.2012 - 03.2013
Personal Legal Assistant
Attlesey Storm
04.2010 - 05.2012
Project Management -
PMBOK
Certified Personal Trainer -
ISSA
Bachelor of Science - Psychology
Argosy University