I bring a positive attitude and strong work ethic to the workplace.
Over 10 years administrative support including proofing, auditing, editing and formatting correspondence, records and reports.
Computer literate: MS Word, Excel, Onesite, Coins ERP, Internet and E-mail.
Maintain and organize confidential documents in databases.
Screen, evaluate, and direct telephone calls and e-mail.
Manage, maintain, and order office supply inventory and equipment.
Ability to prioritize work, manage multiple tasks simultaneously, and work well under pressure while meeting strict deadlines.
Excellent people skills, including written and verbal communication skills.
Dedicated Customer Service Specialist providing skills to prioritize and multi-task in fast-paced working environment. Successfully works as part of the team to reach personal and business goals.
Overview
16
16
years of professional experience
Work History
Customer Service Representative/Sales Contracts
Air Systems Inc
San Jose, CA
11.2023 - Current
Review and resolve customer complaints in a professional manner, finding appropriate solutions to ensure customer loyalty.
Work closely with our Accounts Receivable team to negotiate payment arrangements with customers, aiming to resolve outstanding debts, and prevent further escalation. Ensure that all relevant documentation is provided to both A/R and the Service Director for short-pay credits and write-offs.
Review and enter new agreements in Coins ERP to ensure PM service orders are generated accurately, with taskings, and accurate hours.
Create customer locations and maintain accurate customer information within Coins ERP.
Manage the end-to-end process of requesting and tracking technician badges for customer site access. Maintain a detailed badging log to ensure all credentials are current, compliant, and renewed prior to expiration.
Participate in sales meetings to provide feedback on improving processes related to agreement submissions, customer service, and managing client expectations.
Service Team Lead
Air Systems, Inc.
San Jose, CA
12.2018 - 11.2023
Managed a team of 3-5 dispatchers, overseeing their daily activities and ensuring efficient operations
Generated weekly reports to ensure dispatchers coordinated with technicians to schedule all HVAC Preventive Maintenance (PM) tasks on time
Monitored customer portals to ensure dispatchers responded promptly to service requests and closed out service orders upon completion, maintaining high standards of customer satisfaction
Worked with the Billing department to obtain and update customer Purchase Order (PO) numbers, including requesting PO increases to ensure timely invoice processing. Researched parts and services used to support accurate and complete billing
Monitored a high-volume email channel to manage customer requests and complaints, ensuring timely and professional responses to maintain service quality and customer satisfaction
Managed and responded to technician requests via Microsoft Teams, providing PO numbers, customer details, and support with part ordering for service repairs to ensure timely and accurate job completion
Scheduled and conducted quarterly one-on-one reviews with the dispatch team to discuss individual performance, provide feedback, and create a space for team members to voice concerns. Focused on collaborative problem-solving to foster a positive and supportive work environment
Dispatcher
Aquatek Plumbing
San Jose, CA
12.2014 - 05.2018
Scheduled technicians to respond to emergency service calls.
Customer service.
Answer a high volume of incoming service calls.
Monitor the high-volume emergency email account and respond accordingly.
Coordinate service calls, work orders, maintenance, emergencies, and on-call/after-hours dispatching for boilers, water heaters, hydro flushing, cabling, leak repairs, fixture installs, domestic/sewer systems, backflows, sheetrock, and paint.
Leasing Specialist
Renior/Prometheus Real Estate Group
03.2010 - 10.2014
Maintained accurate resident files, vendor accounts, and maintenance records.
Maintained resident retention by negotiating new rental rates.
Coordinated maintenance requests, ensuring timely resolution, and tenant satisfaction.