Elizabeth Ortega
Riverside,CA
Summary
Efficient Service Delivery Representative known for high productivity and task completion efficiency. Specializes in customer relationship management, process optimization, and issue resolution. Excels in communication, teamwork, and adaptability to ensure seamless service delivery and client satisfaction.
Overview
8
8
years of professional experience
Work History
Service Delivery Representative
Schools First Credit Union
Tustin, CA
11.2022 - Current
- Resolved product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
- Maintained positive working relationship with fellow staff and management.
- Critical problem-solving using advanced research and analysis to correct and resolve member concerns.
- Provide recommendations and uncover educational opportunities that benefit our members, enhance their financial well-being, and improve our team's knowledge base.
- Act as a trusted advisor who exercises empowerment, measures risk assessment, and demonstrates sound decision-making skills to advocate at a high level for members through partnership with other departments to resolve member concerns.
- Ability to deliver out of the box solutions, while utilizing technical expertise to foster innovation and suggest opportunities to streamline and improve systems, resources, or create processes and functions to improve productivity and efficiency.
- Perform account transactions and requests with accuracy, ensuring Members’ needs are met by clearly answering all their questions, and seeking out assistance as needed.
- Protect the security of our Members’ accounts by properly identifying Members and listening for indications of Member impersonators and/or fraudsters before conducting transactions.
- Navigate various technology systems, work with multiple computer screens, and adapt to evolving software and technology enhancements.
Accounts Payable Clerk
Ken Grody Ford
Buena Park, CA
03.2017 - 10.2022
- Prepared vendor invoices and processed incoming payments.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Maintained good working relationships with vendors and resolved disputes.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Maintained accounts payable files and records in an organized manner.
- Researched and responded to inquiries from vendors regarding invoice status or payment issues.
- Matched orders with invoices and recorded required information.
Sales Associate
Fashion Q
Santa Ana, CA
08.2016 - 02.2017
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Provided positive first impressions to welcome existing, new and potential customers.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
Education
High School Diploma -
Anaheim High School
Anaheim, CA05-2016
Languages
Spanish
Limited
References
References available upon request.
Timeline
Service Delivery Representative
Schools First Credit Union
11.2022 - Current
Accounts Payable Clerk
Ken Grody Ford
03.2017 - 10.2022
Sales Associate
Fashion Q
08.2016 - 02.2017
High School Diploma -
Anaheim High School
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