Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Hi, I’m

Elizabeth Herrera

Visalia,CA

Summary

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

22
years of professional experience
1
Certification

Work History

Performance Electric

Project Manager/Office Secretary
09.2023 - Current

Job overview

  • Managed projects from procurement to commission.
  • Managed accounting invoices and billings, balanced accounts and created financial reports.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Compiled and analyzed data to produce reports.
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Upheld strict timetables by maintaining accurate, balanced calendars.
  • Assisted with onboarding of new employees.
  • Informed and supported business leaders through consistent communication and administrative support duties.
  • Coordinated and scheduled meetings and appointments.
  • Cultivated strong relationships with vendors and partners supporting administrative operations.
  • Coordinated project activities with activities of government, regulatory or other governmental agencies.
  • Prepared and edited documents to produce precise, accurate and professional communication.
  • Proved successful working within tight deadlines and a fast-paced environment.

Liz's Kitchen

Owner
04.2015 - Current

Job overview

  • Met with clients to outline desired goals and prepared quotes for overall catering costs.
  • Promoted business via social media to generate leads and maximize brand identity.
  • Handled catering scheduling, ordered food and planned events.
  • Coordinated with event planners for floor and table layouts, guest numbers and overall catering needs.
  • Verified prepared food met standards for quality and quantity before serving to customers.
  • Cooked for large groups of people and managing various types of food for large events.
  • Crafted exciting catering options for clients.
  • Created catering menu based upon client specifications, event type, dietary needs, and budget.
  • Set up and broke down kitchen for service.
  • Participated in food tastings and taste tests.
  • Interviewed and hired ideal candidates to assist with logistics and tasks of business.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Advertised products and services online, social media and through traditional campaigns to target ideal consumers.

County of Tulare

Self Sufficiency Counselor II
03.2012 - 05.2021

Job overview

  • Determined eligibility for public assistance programs.
  • Provided comprehensive case management services, created treatment plans and connected clients and families to appropriate resources.
  • Researched and interpreted program regulations and memorandum.
  • Collected and analyzed personal and financial information to make appropriate determinations.
  • Educated potential participants on available services and processes to engage in program.
  • Determined needed and relevant interventions based on each client's cognitive abilities and current needs.
  • Adhered to company policies and scripts to consistently achieve call-time and quality standards.
  • Answered up to 100 calls per day in busy, fast-paced office for both English and Spanish-speaking clients.
  • Initiated outbound calls to respond to inquiries and to follow-up with previous contacts.
  • Achieved and maintained departmental performance standards.

JP Morgan Chase Bank

Senior Bank Teller
03.2009 - 02.2012

Job overview

  • Identified potential needs through observation, questioning and listening.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Introduced customers to other bank team members to help meet financial needs.
  • Provided customers with appropriate literature on banking products and services.
  • Investigated and promptly resolved issues with patron accounts.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Received loan and utility payments, sending funds to correct destinations.
  • Reconciled cash drawer and resolved discrepancies.
  • Processed customer transactions promptly, minimizing wait times.

State Farm Insurance-Charlie Torres

Insurance Agent
10.2002 - 03.2009

Job overview

  • Served as the first point of contact for a semi retired agent, assisted all Spanish speaking clients.
  • Successfully assisted in running book of business, while also interviewing and training new hires.
  • Calculated quotes and educated potential clients on insurance options.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Established payment methods for over 500 clients to facilitate customer payments and issue receipts.
  • Met with customers to provide information about available products and policies.
  • Finalized sales and collected necessary deposits.
  • Conducted annual reviews of existing policies to update information.

Education

Visalia Adult School
Visalia, CA

Certificate- Small Business Ownership
11-2022

University Overview

Successfully completed  certificate program.

Deep Creek Academy
Farmersville, CA

High School Diploma from General Studies
06-2002

University Overview

  • Salutatorian for graduating class of 2022.
  • Volunteer work as teacher's assistant in special education class.
  • Volunteer work for local senior center.
  • Participated and organized presentations for elementary school students on dealing with peer pressure.
  • Served as student body council. Prepared weekly reports to present at school board meetings.

Skills

  • Bilingual in Spanish and English
  • Database and Client Management Systems
  • Professional and Courteous
  • Verbal and Written Communication
  • Office Equipment Operation
  • Public speaking ability
  • Customer Experience
  • Workflow Coordination
  • Billing and Payment Processing
  • Food Preparation
  • Ease with Computers and Technology
  • Multi-Line Telephone Systems
  • Microsoft Office Suite
  • Skilled in intake interviewing
  • Vendor Relationships
  • Customer Loyalty

Accomplishments

TOP 5 Customer Service Shops JP Morgan Chase Bank February 2012

Was recognized by CEO of JP Morgan Chase for customer service shops top five placement recipient. Participated in Chase, customer experience conference call as a guest speaker recipient.

Certification

ANSI-Certified Food Protection Manager April 2023

Languages

Spanish
Advanced (C1)

Timeline

Project Manager/Office Secretary

Performance Electric
09.2023 - Current

Owner

Liz's Kitchen
04.2015 - Current

Self Sufficiency Counselor II

County of Tulare
03.2012 - 05.2021

Senior Bank Teller

JP Morgan Chase Bank
03.2009 - 02.2012

Insurance Agent

State Farm Insurance-Charlie Torres
10.2002 - 03.2009

ANSI-Certified Food Protection Manager April 2023

Visalia Adult School

Certificate- Small Business Ownership

Deep Creek Academy

High School Diploma from General Studies
Elizabeth Herrera