Destiny Urdiales
San Antonio
Summary
Intake specialist with a proven track record at Pronto Process, excelling in client acquisition and employee coaching. Skilled in maintaining accurate records and fostering effective communication in fast-paced environments. Committed to ensuring exceptional service delivery and client satisfaction through attention to detail and strategic thinking.
Overview
11
11
years of professional experience
Work History
Intake Specialist
Pronto Process
San Antonio
03.2023 - Current
- Managed client intake processes for efficient service delivery.
- Coordinated communication between clients and internal teams.
- Maintained accurate and confidential client records in database systems.
- Provided support to clients throughout the intake and assessment phases.
- Trained new staff on best practices for client intake processes.
- Answered and logged incoming inquiries via phone, fax and email.
Receptionist
Inman Christian Center
San Antonio
10.2022 - 03.2023
- Greeted visitors and clients with warmth and professionalism.
- Managed incoming calls and directed them to appropriate staff members.
- Scheduled appointments and maintained the reception calendar efficiently.
- Assisted in coordinating events and meetings within the center.
- Provided information about services offered at the center to inquiries.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Inside Sales Coordinator
Marquee Event Group San Antonio
San Antonio
01.2019 - 04.2020
- Processed orders and reviewed accounts to ensure correct pricing, quantities and shipping data.
- Utilized extensive research skills and highly developed listening talents to effectively resolve customer issues.
- Contacted new and existing customers to discuss how specific products can meet individual needs.
- Submitted hundreds of bids for new and existing projects.
- Ensured quick follow up and issue resolution with customers by returning phone calls and emails within 24-hour period.
- Negotiated and closed deals with minimal oversight.
- Created and implemented store displays, promoting sales and growth.
- Forecasted sales for different accounts and managed inventory to ensure sufficient products at each site.
- Educated customers about product features and technical details to highlight benefits and correct misunderstandings.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
- Ensured effective customer communication to maintain customer satisfaction and loyalty.
Warehouse Lead
Marquee Event Group San Antonio
San Antonio
09.2015 - 01.2019
- Organized efficient daily work plans based on oral instructions and written directions to meet challenging objectives.
- Staged and sorted products for loading.
- Ensured damaged products were removed from outgoing shipments.
- Sorted cargo for accurate shipment to target locations, preventing unnecessary delays and promoting productivity.
- Reviewed work orders to determine work assignments and material and equipment needs.
- Reviewed production schedule, customer orders, work orders, and requisitions to determine items to be moved, gathered or distributed.
- Protected company inventory with well-organized and secure storage areas.
- Used daily production sheets or work tickets to accurately record quantity of units handled and moved.
- Operated forklifts or pallet jacks to transport stored items from warehouse to plant.
- Packaged finished products for shipping by shrink-wrapping, boxing and labeling.
- Unloaded incoming products off trucks, moved boxes to staging area, sorted items and transported to final storage locations.
- Operated forklifts, pallet jacks and variety of warehouse mechanical equipment according to safe operating standards.
- Assembled customer orders from stock and staged completed orders on pallets or shelves.
- Maintained inventory records with timely updates.
- Gained complete understanding of duties and job tasks for each shift, prioritizing those requiring immediate completion.
- Led and complied with safety and wellbeing efforts on assigned shift.
- Loaded and unloaded trailers with care and efficiency.
Education
High School Diploma -
Fox Technical High School
San Antonio, TX05-2011
Skills
- Patient intake processing
- Client communication
- Client acquisition
- Documentation and reporting
- Data management
- Case review coordination
- Follow-up strategies
- Sales support
- Employee coaching and mentoring
- Staff training
- Strategic thinking
- Attention to detail in data entry
- Warehouse operations knowledge
- Materials handling and transport
- Inventory organization
- Warehouse team engagement
- Attention to detail in data entry
Timeline
Intake Specialist
Pronto Process
03.2023 - Current
Receptionist
Inman Christian Center
10.2022 - 03.2023
Inside Sales Coordinator
Marquee Event Group San Antonio
01.2019 - 04.2020
Warehouse Lead
Marquee Event Group San Antonio
09.2015 - 01.2019
High School Diploma -
Fox Technical High School