Clarisse Fuentes
Irvine
Summary
Motivated professional with diverse experience in intake, debt consolidation, finance, and medical front office administration within the fertility field. Skilled in client relations, administrative support, and process management, with a proven ability to adapt across industries. Currently pursuing Payroll Processing Certification to transition into payroll and human resources, bringing strong organizational skills, attention to detail, and a commitment to accuracy in financial and employee data management. Eager to leverage cross-functional efficiency and employee success.
Overview
4
4
years of professional experience
Work History
Office Administrative Assistant
Ingenes Institute
Irvine
02.2025 - Current
- Compiled correspondence, presentations, spreadsheets, and reports using Microsoft Office applications.
- Tracked invoices, created expense reports, and processed payments efficiently.
- Processed incoming invoices promptly to ensure timely payments.
- Scanned physical documents and uploaded to encrypted databases for secure digital storage.
- Coordinated meetings and scheduled appointments for staff and clients effectively.
- Maintained confidentiality while managing sensitive patient information securely.
- Answered phone inquiries, directed callers, scheduled appointments, and provided office information.
Personal Loan Consultant
Credit9 Inc.
Irvine
10.2023 - 05.2024
- Closed 30 consolidation loans in one month by leveraging product expertise.
- Evaluated applicants' income, assets, and liabilities to determine loan eligibility.
- Negotiated favorable loan terms with borrowers, ensuring optimal outcomes.
- Guided borrowers on repayment strategies and debt settlement products effectively.
- Clarified loan terms and conditions, achieving a 100% satisfaction rating.
- Developed in-depth knowledge of loan products to support client needs.
Intake Specialist
Americor
Irvine
07.2022 - 10.2023
- Managed over 150 calls daily in a high-pressure environment.
- Converted one out of five leads to new clients.
- Assessed clients' financial situations to recommend appropriate debt relief products.
- Tracked customer data and monitored sales performance using a CRM system.
- Analyzed market trends and customer needs to identify opportunities for sales growth.
Education
Associate of Applied Business - Attended
Irvine Valley College
01-2022
Skills
- FPC - Fundamental Payroll Certification
- ADP Entry Level Payroll Specialist
- Microsoft Excel
- Customer relationship management
- Attention to detail
- Effective communication
- Sales negotiation
Volunteer Experience
- Volunteer, Youth Action Team, Volunteer work consisted of collaborating with local organizations. Commitment to fostering a culture of participation in activities bettering the community.
- Performer, Relampago del Cielo Dance Group, Performed Mexican cultural dances for community-held events across Southern California. Developed ability to collaborate with peers to deliver stellar performances as well as a confident, inspiring stage presence.
Languages
Bilingual (English, Spanish)
Timeline
Office Administrative Assistant
Ingenes Institute
02.2025 - Current
Personal Loan Consultant
Credit9 Inc.
10.2023 - 05.2024
Intake Specialist
Americor
07.2022 - 10.2023
Associate of Applied Business - Attended
Irvine Valley College