Idalia Stewart

• Performed background, reference and credit checks as part of screening process of prospective tenants.
• Expedited the leasing process for prospective tenants by efficiently managing application paperwork and conducting background checks.
• Handled tenant communications by quickly responding to requests for maintenance and answering any questions or concerns.
• Toured property with prospective tenants and provided wealth of information in regards to its key features.
• Ensured compliance with fair housing laws and company policies to promote an inclusive and welcoming community for all residents.
• Generated leads through various marketing channels such as social media platforms, email campaigns, and print advertising materials.
• Scheduled various contractors to complete needed work on vacant and occupied units.
• Assisted property managers in budget development, financial reporting, and expense tracking to optimize operational costs.
• Established rapport with potential tenants during tours, highlighting community features tailored to their specific needs and preferences.
• Distributed and followed up on tenant renewal notices.

• As part time Remote First Notice of Loss Agent
• I receive, review and process calls regarding losses incurred, for auto and home
• Completes first notice of loss (FNOL) for all policy products and handles inbound claim inquiries received via phone, the ACG website and other sources
• Explains the benefits of company programs to customers, and initiate services, such as arranging for repair inspections, vehicle tows and car rental.
• Communicated professionally with individuals from different ethnic and cultural backgrounds.

As a Remote Risk Client Services Representative

• My position description
• Deliver a personalized and remarkable experience for clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment
• Efficiently resolve inquiries and transactions from Financial Reps and clients
• Research and evaluate possible solutions to semi-complex problems that requires identifying root cause and some deviations from procedures
• De-escalate client experience situations and able to apply skills learned in Effortless Experience training (CEB) to all situations
• Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy
• Handle phone and transactional responsibilities while adhering to strict confidentiality and privacy standards
• Multi-tasks between phone and casework/transactional duties with the high degree of accuracy and quality.
• Developed strong relationships with clients by providing exceptional customer support and maintaining open lines of communication.
• Provided timely updates on project status to clients, ensuring transparency throughout the entire process while building trust in our services.

• Provide substantial support by efficiently handling inbound inquiries and conduct outbound calling on projects involving government alliances
• Perform contact tracing duties such as contacting individuals diagnosed with COVID-19, verifying their exposure, assessing their symptoms, referring for testing according to established protocols and providing them with instructions for isolation or quarantine.
• Communicated professionally with individuals from different ethnic and cultural backgrounds.
• Gathered information and filed reports to resolve complaints.

• Establishes and maintains communication and productive relationships among school staff, community agencies, parents and students to assist students and their families in the resolution of problems and crises, and to support and encourage students
• Counsel students one on one regarding academic, attendance and personal problems, school and community resources for assistance
• Assist students and their parents toward achieving responsible life skills
• Coordinate meetings of school staff, parents, students and community agencies
• Organize job contacts/employment programs, offer career planning, college information and application assistance, and vocational training opportunities
• Contact students and parents by phone or home visits to provide assistance in obtaining food, clothing, shelter, medical treatment necessary to maintain the family environment
• Notified community agencies when necessary to report situations needing their response
• Job during summer break from the school district.

• As a legal assistant I prepared divorce, custody, bankruptcy and immigration documents
• Filed documents with the court, in constant contact with the clerks, and built a good report
• Keep clients informed at all times of case status
• Perform secretarial functions for the office, maintaining files, answer phone calls from different clients
• Coordinated with senior lawyers and drafted legal documents
• Managed invoices, bills, and tracked expenses of the office
• Handled phone calls, emails, and letters of clients with discretion
• Maintained confidentiality of clients and the office records
• Coordinated with the court clerks, witnesses, lawyers, and clients
• Reviewed surveys and compared to legal descriptions to verify accuracy
• Strong verbal and interpersonal communication skills with the ability to interact with clients as needed
• Ability to handle situations, exercise sound judgment and work independently to achieve objectives in a fast-paced environment
• Used computer software to file, update, prepare and maintain legal documents for court cases
• Filed necessary paperwork for court dates
• Translated for Spanish-speaking clients, acted as liaison between attorneys, victims, and witnesses
• Tracked court cases and organized confidential case files
• Work part time when needed.

• (Summer position)
• As an Executive supported the Director of Operations (and Leadership Team) of the innovative Bimbo Group
• Scheduling meetings and conference calls for internal and external sources
• Managing the calendars for the Director of Operations and his Leadership team
• Coordinating travel arrangements for the teams and new associates, when needed
• (This includes booking flights, hotels, and arranging car services)
• Preparing, maintaining, and distributing documents and presentations; maintaining confidential files and data; updating the department contact lists
• Arranging lunch meetings
• Helping with the onboarding of new associates
• Arranging external meetings; shopping around for venues, handling catering requests, A/V and room requirements.
• Assisting new vendors with getting proper documentation to be set up in system; assisting with submitting invoices to AP
• Producing/editing procedures
• Ordering office supplies/sending out UPS packages
• Managing monthly expense reports for myself and Executives
• Coordinating office maintenance & interacting with building management, as needed
• Greeting visitors to the office
• Impacting culture by creating fun office events, managing the events calendar, and being a cheerleader for impacting positive culture.

• Peak Vista Community Health Center - Fountain, CO October 2017 to August 2019
• Responsible for the management and administration of daily clinic operations to include planning, coordinating, and facilitating those activities necessary for the efficient operation of the clinical team
• Coordinate inter-departmental processes with other managers to include other clinical team managers throughout the Peak Vista system as necessary and indicated to assure excellent company operations
• Complete monthly budget reports and monitor clinic expenses
• Works with patient accounts to assure billing requisitions are completed
• Computer literate, able to achieve competence in current EPM patient management system, ADP, Halogen and with current electronic health record system
• Functions as team's customer service representative, responsible for handling patient complaints and leading the clinical team in facilitating patient satisfaction and provider productivity goals
• Responsible for the administration, management, and supervision of staff to include interviewing, hiring, the training process, competency assessments, performance reviews, corrective actions, counseling, and terminations
• Assures adequate clinical staffing to meet organizational goals
• Working with the Director of Clinical Operations assures staff members are meeting clinical needs
• Maintenance of 100% CPR certification of all employees who are required to have this certification
• Leads the team in ensuring completion of Peak Vista's quality, hospitality and performance improvement goals
• Served as a liaison on community events
• Organized back to school fair for the clinic for the community of Fountain, Widefield and the surrounding areas
• Establish and maintain proactive relationships between our clinic and the Fountain community with state and federal leaders
• Work closely with our Fire Department Chief, Police Chief and our military members in coordinating events.

• Perform as receptionist, the first line of customer service at the centers and provide direct support and guidance to the patrons of Peak Vista
• Responsible for scheduling appointments, performing the necessary intake functions for arriving patients, answering questions, cash handling, directing telephone calls and other patient service duties
• Performing various administrative tasks such as: customer reception, receiving/originating calls, data filling, registration, making appointments, billing, invoicing, filing and archiving
• Assisted patients in scheduling appointments; provided information and made appointments with dentists
• Greeted patients and directed them in a positive manner - Interacted with clients in a very friendly manner
• Received calls on behalf of the dentists - Sorted customer queries and confusions
• Proven ability to interact and organize effectively to create a supportive and efficient front office environment
• Documented customer records in databases along with payments received and treatments conducted
• Maintain and manage patient records in compliance with privacy and security regulations arrange patient charts for next day appointments; fill in cancellations and no-shows
• Organize referrals to other medical specialists; dispatch lab work appropriately, collect and receipt payments from patients at time of treatment
• Inform patients of financial treatment plan options, arrange supporting documents for insurance claims
• Sort and distribute incoming and outgoing posts, monitor and maintain inventory of dental office supplies; update patient education materials
• Maintain a professional reception area, safeguard patient privacy and confidentiality; maintain medical records in accordance with company policies and procedures and state and Federal guidelines
• Dedication to working with physicians and caring about patients
• Organized and professional, friendly, outgoing, positive personality, especially towards patients and visitors
• Customer focused and team-worker
• Communication skills: Reports effectively to seniors, handles visitors, and evinces sensitivity towards patients
• Sustained performance under pressure - Experience and ability working long-hours and nights under pressure
• Moved to a different position within the organization.

• Serve as a Bankruptcy/Foreclosure Specialist, effectively maintained deadlines, set hearings, prepared motions and orders for attorneys to sign, kept contact with attorneys within the law firm and outside the law firm
• Perform secretarial functions for the Bankruptcy Department including; maintaining files, answering phone calls from different clients and attorneys, sorting, mail, and checking the court's website for orders entered
• Conducted meetings with clients seeking to restructure loans to save distressed properties
• Helped locate foreclosures for sale and helped individuals negotiate and set up short sales
• Identified resources for people who were experiencing financial problems to assist them with mortgage preservation strategies to avoid foreclosure
• Identified potential sites and conducted site surveys
• Explained loan modification programs to clients and negotiated options with lenders
• Filed documents, managed attorney calendar, met deadlines to stop foreclosures
• Drafted litigation documents, contacted opposing Counsel, answered and routed calls
• Received and responded to borrower dispute letters, calculated foreclosure sale price, reviewed pre-sale foreclosure documents including titles, liens, notices, and updated clients daily with sale results
• Ensured compliance with client directives in reviewing files and preparing documents/pleadings
• Set and calendared hearings/court appearances with opposing counsel and judicial assistants
• Maintained a high-volume case load while meeting various deadlines
• Company moved to Denver and worked in the Denver office from 2008 to 2010
• Until the company dissolved.

• Effectively worked as an RSA, then promoted to Support Lead Agent
• Offering software and hardware support to staff of 175-200 individuals
• Back up for Support Supervisor
• As Support Lead agent; I successfully opened all call center operations, monitored attendance and schedule adherence and monitored call routing system (GeoTel) for proper call routing and system outage
• First point of contact for escalation for system outage, responsible for reporting outage to all managers, including additional call centers
• Efficiently worked as the Reservation Lead Support Agent for eleven months then transferred into customer service as a Customer Care Agent
• Demonstrated ability to troubleshoot issues, respond to customer inquiries (both internal and external) both efficiently and effectively, resulting in a promotion to Customer Service Lead Agent within three months of the transfer
• And after two more months was promoted to Customer Service Supervisor
• Monitor daily call volume and operational performance for the Customer Care Department
• Point of contact for Customer Call Escalation
• Successfully responding to customer general dissatisfaction
• Provide detailed software support to all agents
• Provide detailed policy and procedure support to all Customer Care Staff
• Verbally train agents with questions over the phone to learn correct policy and procedure
• Assisted in the training and development of new hire support agents, giving one-on-one and group facilitated training sessions
• Resulted in less than 2% training related retail losses.

• Assisted customers in airline reservations, assisted employees with questions, helped with employees' schedule and paychecks
• Demonstrated the ability to resolve any customer complaints within the schedule change department
• Assisted with any customer inquiries efficiently
• Handling questions, complaints, and inquiries from customers politely and discreetly
• Instructing customers on using the company website and mobile application for information
• Applying discounts on tickets for regular customers and assisting in hotel reservation and car renting
• Provided options to customers for air travel and accommodated their travel needs
• Relayed correct, complete, and updated information on flight schedule, fare, arrival, and departure to customers
• Processed credit card, check, and cash payments for sold tickets for walk-in customers
• Coordinated with hotel and car rental agencies and extended services to customers
• Made alternate arrangements for passengers owing to flight cancellation and processed refund as required
• Booked domestic and international flights for travelers
• Airline filed for bankruptcy and closed.

• Efficiently maintained customer service transactions, including incoming orders, customer complaints/disputes, routing all call traffic to the appropriate persons
• Pleasantly answered all incoming calls
• Learned about products and services and kept up to date with changes
• Responded promptly and answered/resolved customer inquiries and complaints
• Deal with customers' complaints and feedback; provide information and solve problems
• Communicated directly with customers by phone or face to face
• Kept accurate records of discussions and correspondence with customers
• Provided customer feedback with managers to discuss possible improvements in customer service issues
• Moved to Colorado Springs, CO.