Work Preference
Overview
Summary
Work History
Education
Skills
Work Availability
Software
Languages
Interests
Timeline
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Erik Flores-Diaz

Beaverton,OR

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Associate Account ManagerField Operations CoordinatorOutreach CoordinatorBilingual Customer Service Representative

Work Type

Full TimeContract Work

Location Preference

On-SiteRemoteHybrid
Location: Beaverton, ORPortland, ORHillsboro, OR
Open to relocation: Yes

Important To Me

Career advancementPersonal development programsHealthcare benefitsCompany CultureWork-life balance

Overview

12
12
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Summary

I'm a detail-oriented individual with proven communication and project management skills. I've demonstrated the ability to handle multiple tasks effectively and efficiently in fast-paced environments. Self starter and willing to take a proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives. Provided Bilingual support through many different capacities in different roles.

Work History

Health and Well-being
12.2022 - 03.2026
  • Dealt with health issues initially in early 2023 and throughout the overall period.
  • Additionally, in 2025, I was a caregiver to my late grandmother who passed away that year.

Associate Account Manager

CLEAResult
12.2019 - 11.2022
  • Manage 65-85 residential HVAC & weatherization contractor accounts for local client.
  • Implemented strategic outreach initiatives for residential and commercial programs, enhancing stakeholder collaboration and ultimately successful client delivery outcomes.
  • Represent local client through workshops, events and in-person engagement with community partners.
  • Support Spanish speaking stakeholders by creating and improving program documentation and language accuracy.

Field Operations Coordinator

CLEAResult
03.2018 - 11.2019
  • Manage and deliver webinars for prospective contractors and oversee enrollment process and general contractor support.
  • Coordinated and review outreach team field content for client delivery reporting deadlines, enhancing clarity and accuracy.
  • Contributed to quality management initiatives, fostering collaboration with utility partner to streamline operations.
  • Coordinated and managed multiple initiatives ensuring deadline completion leveraging Microsoft suite tools.
  • Oversaw proprietary CRM systems to ensure accurate data management and client interactions.
  • Translated Spanish program materials to facilitate accessibility for Spanish-speaking stakeholders.

Senior Incentive Processor

CLEAResult
03.2016 - 02.2018
  • Train new team members' projects.
  • Resolve CRM and proprietary system issues to avoid delays affecting SLA requirements.
  • Manage multi-family projects as needed and communicate with internal and external stakeholders.
  • Manage documentation for special projects and cross collaborate with different function teams for accuracy and eligibility.
  • Support call center team; communicate payment status and manage Spanish inquiries for multiple client programs.
  • Delegate projects to the IP and call center team and track metrics for SLA requirements and improve best practices.

Incentive Processing Assistant

CLEAResult
11.2014 - 02.2016
  • Support the call center team to process payments when documents are received, reviewed, and ready for approval.
  • Support high priority inquiries from different internal function teams.
  • Manage Spanish emails and inbound calls for multiple utility client programs.
  • Review documentation, coordinate with finance team to avoid delays and comply with contractual SLA requirements.

Bilingual Delinquency Specialist

SETERUS inc
03.2014 - 07.2014
  • Answer customer inquiries regarding mortgage accounts and provide payment assistance options.
  • Perform collection activities on past due mortgage loans using specific company procedures.
  • Root cause analysis to determine customer’s ability to pay and understand their financial situation.
  • Construct technical notes for streamlined record keeping of customer accounts in proprietary systems.

Education

No Degree - Business Administration

University of Oregon
Eugene, OR
09.2005 - 01.2008

High School Diploma -

Tillamook High School
Tillamook
09.2001 - 06.2005

Skills

  • Training & Development
  • Organization and time management
  • Communication
  • Clerical support
  • Relationship building
  • Customer service
  • FLUENT IN SPANISH
  • Data entry
  • CRM software proficiency
  • Account management
  • Outreach activities
  • Microsoft 365 Software Proficiency
  • Program management
  • Training material updates
  • Public speaking

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Customer Relationship Management

Microsoft 365

Proprietary Data Entry

Salesforce

Languages

English
Native language
Spanish
Proficient (C2)
C2

Interests

Sports

Running

Cooking

Home Improvement

Networking

TV & Movies

Timeline

Health and Well-being
12.2022 - 03.2026

Associate Account Manager

CLEAResult
12.2019 - 11.2022

Field Operations Coordinator

CLEAResult
03.2018 - 11.2019

Senior Incentive Processor

CLEAResult
03.2016 - 02.2018

Incentive Processing Assistant

CLEAResult
11.2014 - 02.2016

Bilingual Delinquency Specialist

SETERUS inc
03.2014 - 07.2014

No Degree - Business Administration

University of Oregon
09.2005 - 01.2008

High School Diploma -

Tillamook High School
09.2001 - 06.2005

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Erik Flores-Diaz