Summary
Overview
Work History
Education
Skills
Additional Information
Personal Information
Languages
Timeline
Generic

Erica Jerez

Chandler,AZ

Summary

Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.

Overview

11
11
years of professional experience

Work History

Administrative Assistant

RVA LLC
Tucson
01.2021 - Current
  • Provided administrative support to the executive team, including scheduling meetings and managing calendars.
  • Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
  • Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
  • Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
  • Managed incoming calls while providing information or transferring callers to appropriate personnel.
  • Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.

Mortgage Specialist

Bayview Loan Servicing
Tucson
04.2017 - 12.2020
  • Analyzed customer financial data to determine eligibility for mortgage programs.
  • Developed and maintained relationships with customers, real estate agents, and other professionals in the industry.
  • Prepared loan documents such as credit reports, income statements, appraisals, and closing statements.
  • Assisted customers in completing online applications for mortgage loans.
  • Handled customer inquiries regarding loan status or requirements via phone or email.
  • Processed payments from customers in a timely manner and tracked them accordingly.

Escalation Specialist

Bayview Asset Management
Tucson
10.2016 - 04.2017
  • Provided technical support to customers with escalated issues.
  • Researched, analyzed, and resolved complex customer inquiries.
  • Investigated customer complaints and identified root cause of the issue.
  • Developed solutions to improve customer service experience.
  • Monitored ongoing escalations for resolution progress.
  • Interfaced with internal departments to ensure timely resolution of escalated cases.
  • Managed multiple customer accounts simultaneously while providing superior service.

Customer Relations Specialist

Bayview Loan Servicing
Tucson, AZ
10.2016 - 04.2017
  • Answered customer inquiries via telephone, email and in person.
  • Resolved customer complaints promptly and efficiently.
  • Maintained accurate records of customer interactions and transactions.
  • Collaborated with other departments to ensure timely resolution of customer issues.
  • Created reports detailing customer feedback, trends, suggestions and complaints.
  • Participated in team meetings to share best practices regarding customer relations management.

Collections Agent

GC Services
Tucson, AZ
04.2016 - 10.2016
  • Interviewed customers to obtain financial information, payment history and other relevant details.
  • Researched customer accounts for any discrepancies or outstanding payments.
  • Negotiated payment plans with customers to ensure timely repayment of debt.
  • Conducted skip-tracing activities to locate delinquent customers.
  • Assisted in the development of strategies to improve collections process efficiency.

Sales Agent

Legal Shield
Tucson, AZ
01.2015 - 04.2016
  • Conducted market research to identify potential customers and their needs.
  • Generated leads through cold calling, online searches, and referrals from existing clients.
  • Developed relationships with customers by providing excellent customer service.
  • Created presentations and proposals for prospective clients.

Server/Cashier/Hostess

Manuel's Mexican Restaurant
Green Valley, AZ
10.2012 - 01.2015
  • Maintained polite and professional demeanor to patrons to encourage inquiries and order placements.
  • Presented menus to patrons to answer questions about offered items and make suitable recommendations.
  • Developed rapport with guests and assisted in generating repeat business by providing exceptional customer service.
  • Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
  • Checked with customers to determine satisfaction with meals, promptly taking action to correct problems.
  • Operated POS terminals to input orders, split bills and calculate totals.
  • Displayed enthusiasm and knowledge about restaurant's menu and products.

Education

-

Pima Community College
11.2023

-

Sahuarita High School
01.2012

Skills

  • Office Administration
  • Self-Starter
  • Strong Interpersonal Skills
  • Strategic Planning
  • Computer Proficiency
  • Resourceful
  • Spanish Fluency
  • Expense Reporting
  • Appointment Scheduling
  • Reception Oversight
  • Clerical Support
  • Workflow Optimization
  • Scheduling
  • Bookkeeping

Additional Information

Spanish Speaking

Personal Information

Relocation: Anywhere

Languages

Spanish
Native/ Bilingual

Timeline

Administrative Assistant

RVA LLC
01.2021 - Current

Mortgage Specialist

Bayview Loan Servicing
04.2017 - 12.2020

Escalation Specialist

Bayview Asset Management
10.2016 - 04.2017

Customer Relations Specialist

Bayview Loan Servicing
10.2016 - 04.2017

Collections Agent

GC Services
04.2016 - 10.2016

Sales Agent

Legal Shield
01.2015 - 04.2016

Server/Cashier/Hostess

Manuel's Mexican Restaurant
10.2012 - 01.2015

-

Pima Community College

-

Sahuarita High School
Erica Jerez