Deanna Moreno
San Angelo,TX
Summary
Highly motivated and detail-oriented professional with a strong background in administrative support and client services. Adept at managing complex tasks with exceptional organization and interpersonal skills. Proven ability to handle confidential information with discretion and to operate effectively in fast-paced legal and administrative environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Customer Account Specialist
Western Shamrock Finance
11.2024 - Current
- Conducted regular account reviews with clients to assess satisfaction levels and identify areas for improvement.
- Coordinated with sales teams to ensure seamless transition from prospecting to account management stages.
- Secured on-time payments and collected on delinquent accounts with tailored payment plans.
- Evaluated customers' potential needs to make appropriate recommendations.
- Created sales objectives and strategies to help struggling teams increase productivity and meet sales metrics.
- Facilitated clear communication between customers and internal departments such as billing or technical support for issue resolution.
- Assisted in the onboarding process for new customers, providing comprehensive support during account setup.
- Negotiated favorable contract terms with clients while maintaining company revenue goals and objectives.
- Communicated with approximately 8 clients daily to understand needs and explain product value.
Receptionist
Hay, Wittenburg, Davis, Caldwell & Bale, LLP
09.2022 - 03.2024
- Answered and directed calls, messages, and inquiries with professionalism
- Maintained a clean and organized reception area
- Provided administrative support, including document preparation, scanning, and filing
- Scheduled appointments and managed office equipment repairs and maintenance
- Ensured client confidentiality and adherence to privacy policies
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
- Handled sensitive information with discretion while maintaining strict confidentiality standards.
Receptionist
Spherion Staffing
08.2022 - 09.2022
- Managed incoming calls, messages, and call transfers to appropriate personnel
- Assisted visitors, ensuring a professional and welcoming reception experience
- Performed data entry and maintained accurate records in organizational databases
- Coordinated mail distribution, courier services, and office supply management
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Assisted internal staff with clerical and administrative needs to maximize efficiency and team productivity.
Temp Concierge
Concho Concierge
02.2021 - 03.2022
- Performed client-specific tasks, including food delivery, prescription pick-up, and grocery shopping
- Delivered personalized and professional service to meet unique client needs
Medical Assistant Extern
Kanawha Valley GI
06.2019 - 07.2019
- Assisted in patient preparation for examinations, including obtaining medical histories and vital signs
- Scheduled appointments and supported insurance coding and billing procedures
- Ensured compliance with infection control protocols and maintained accurate patient records
Education
High Academic Achievement - General Studies
Ross Medical Education
07.2019
High School Diploma -
Central High School
05.1998
Skills
- Strong organizational skills
- Attention to detail
- Legal transcription
- Dictation
- Record-keeping
- Filing
- Customer service
- Communication skills
- High-pressure situations
- Administrative procedures
- Client engagement
- Time management
- Multitasking Abilities
- Critical thinking
- Team collaboration
- Adaptability and flexibility
Certification
- CPR Certification, 2021
- Notary Public, 01/01/27
Additional Information
Any gaps in employment is due to raising my children.
Timeline
Customer Account Specialist
Western Shamrock Finance
11.2024 - Current
Receptionist
Hay, Wittenburg, Davis, Caldwell & Bale, LLP
09.2022 - 03.2024
Receptionist
Spherion Staffing
08.2022 - 09.2022
Temp Concierge
Concho Concierge
02.2021 - 03.2022
Medical Assistant Extern
Kanawha Valley GI
06.2019 - 07.2019
High School Diploma -
Central High School
- CPR Certification, 2021
- Notary Public, 01/01/27
High Academic Achievement - General Studies
Ross Medical Education
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