Esmeralda Fuentes Mejia

• My duties include, but are not limited to- Uploading receipts for all employees to Wells Fargo bank reconciliation purposes, I answer emails/calls on a daily basis from our subs and guys on the field. I help get our subcontractors set up, sending them all the required documentation, and following up until they are good to go. I send our subs their weekly invoices, balance sheets and lien release forms for them to sign. I’m in charge of buying all office supplies including snacks, kitchen, cleaning and office supplies. I help fill out contracts for our subs to sign for every job they get awarded. My duties also include to get all sub checks ready with all the documentation and to ship them out as well as shipping any material or documents to our field guys. I also help with translating when needed and event planning for major events.

Coordinated customer appointment scheduling and managed invoice and estimate preparation using Excel, including email, phone, and text communications; maintained job-level balance sheets and completed bookkeeping, new material company account setup, and translation support as needed.

Coordinate real estate transactions including sales, leases and office operations, prepare contracts, manage client communications, source suitable properties, track follow-up activities, and conduct property tours for prospective clients.

• Manage different properties we would perform jobs for, billing using Quickbooks, sending estimates, answering emails/calls, bookkeeping, charging work orders, payroll using Quickbooks, making reports, entering checks into the system, walking properties to see work that needed to be done, keeping files etc. Left due to the pandemic.

Handled inbound and outbound customer communication, sold new policies, processed payments, executed policy change requests, and resolved issues related to existing policy coverage.

• My responsibilities were to make appointments, get rooms ready for patients, room patients, translating, and clean the rooms after the patients left. Additional duties included making copies of insurance cards, organizing files, making new files for new patients and calling to confirm appointments.

• I provided a high level of customer service to potential clients. My duties included asking customers questions to learn their preferences and needs, educating customers on different products, and handling monetary transactions. I was responsible for both opening and closing the store and assisted with keeping the store organized.