Ivette Bahena

• Utilized CRM software to facilitate scheduling hvac diagnostics, repairs and estimates for new equipment installation.
• Performed customer welcome calls and satisfaction surveys for business retention purposes.
• Recorded customer complaints and discussed possible solutions to prevent negative word of mouth.
• Developed administrative processes to achieve organizational objectives and improve office efficiency.
• Oversaw complex office support, managing records database and organizing contracts.
• Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
• Kept customers informed of service trucks' whereabouts and expected time of service.
• Monitored phone queue, supported emails and responded to customer text messages.

A debt resolution and lending organization focused on helping individuals become lendable. Our expertise primarily focuses on credit repair, credit counseling and consumer lending. In charge of fully managing the company’s daily operations, including human resources, payroll approvals, client retention, business compliance and all client related enrollments.

• Reviewed credit reports to identify debt and determine best-fit strategies for consolidating or eliminating balances.
• Prepared budgets, financial education tools and referrals on behalf of clients.
• Provided excellent service and attention to customers when face-to-face or through phone conversations.
• Performed site evaluations, customer surveys and team audits.
• Helped management improve appraisal, counseling and performance optimization techniques to maximize workforce satisfaction and productivity.
• Reached out to major credit bureaus to obtain records and discuss entries.
• Recruited and trained Client Relations employees and provided evaluations with feedback to cultivate a highly talented team.

Enhanced guest experience with special event planning for the Disneyland Resort Entertainment Department. Coordinated and dispatched performer transportation for cosmetology department, park parades and theatrical shows. Department financial analysts and book keeping.

• Communicated with multiple departments to meet deliverables in a timely manner.
• Dispatching maintenance support for parade floats, parade performer transportation and costume/wig deliveries.
• Supervised driver dispatching, route planning and vehicle tracking for over 10 drivers.
• Managed daily delivery and work schedules to maximize coverage and meet show times.
• Monitored dispatch board and adjusted call priorities regularly based on caller needs.
• Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
• Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Recommended money-saving strategies for events.
• Designed contracts, collected fees and booked venues for events.

Managed hospital front office, patient surgery scheduling and admitting. Performed billing, clerical aid and insurance verification.

• Controlled and managed document processes by reviewing files, records and critical information to confirm accuracy and ensure compliance with company policies and procedures.
• Responded to client and vendor inquiries via email and telephone, providing updated and accurate information.
• Reviewed company budget development and adherence and provided cost projection reports to inform decision-makers.
• Managed electronic calendars using CRM, Outlook, Google Hangouts and scheduled meetings, appointments and conference calls.
• Monitored office supply inventory and replenishment, including liaising with vendors to negotiate optimal pricing.
• Delivered exceptional customer service through direct communication with clients and team members.
• Oversaw invoicing and billing functions, achieving consistent and accurate payments.