Jackie Wooten
Ramona,CA
Summary
Highly motivated and positive individual with great organizational and communication skills. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
18
18
years of professional experience
Work History
Client Loyalty Representative
Robbins Research International
San Diego
03.2017 - 01.2019
- Develop relationships with customers, sales representative and in-house staff
- Submit paperless requests for refunds, exchanges and credits for products
- Coordinate and streamline communication between customers, sales team and coaching department
- Schedule FedEx call tags to facilitate product returns/exchanges
- Provide Breakthrough App support to customers and team members via phone, email and Slack
- Effectively troubleshoot DISC assessment to customers via phone and email
- Accurately provide updates and resolutions to customers on products, live events, coaching, order status and account information
- Issues and maintain records of live event certificates for customers
- Facilitate with training new department staff members
- Order audio programs, supplements and other products for our in-office inventory and other departments
- Update event ticket information for attendees and guests.
Program Specialist III
Richard Heath Associates
San Diego
10.2011 - 09.2016
- Income checking documentation for accuracy and quality control of newly enrolled applications
- Developed and maintained an outline of the policies and procedures for my department for ISO certification
- Team lead for admin staff, responsible for daily production report of in-office staff
- Invoice corrections, both hardcopy and SDGE system
- Client development - answer general questions, screen applicants and schedule appointments
- Data input - creating leads, enrolling and processing files
- All other office duties such as photocopies, filing & correspondence.
Interviewer
Binder & Binder The National Social Security Disability Advocate
Los Angeles
01.2008 - 07.2011
- Conduct face-to-face interviews with potential clients to determine eligibility of assistance with Social Security Disability benefits
- Bill clients for doctor's medical records, narrative reports, and questionnaires
- Conduct phone intakes, prepare potential clients for interviews and conduct conference calls to Social Security Administration
- Preparation of all new cases: print all retainer forms, photocopy all medical records, medical data input, assign appropriate case stage and office location.
Administrative Assistant
Assistance League of Southern California
Hollywood
10.2006 - 12.2007
- Assist parents with any questions or concerns regarding school day-to-day curriculum
- Daily accounting- payments and receipts
- Update weekly class enrollment list
- All other office duties such as phones, filing and correspondence.
- Executed record filing system to improve document organization and management
Human Services Specialist
HHSA Ramona Community Resource Center
Ramona
01.2004 - 08.2006
- Determine CalWorks, Food Stamp & MediCal eligibility
- Conduct interview/intake with clients to obtain and verify information to determine HHSA eligibility
- Determine and issue benefits on CalWIN and communicate results to clients
- Maintain the security of all files, records and documents
- Interact with all clients and refer to appropriate agency for services needed.
Intermediate Clerk Typist
HHSA Ramona Community Resource Center
Ramona
01.2001 - 01.2004
- Provide quality customer service with strict confidentiality and discretion to visitors while directing them to the appropriate staff
- Serve as clerical support for administration operations
- Maintain filing system, confidential office records, and administrative communications
- Record, post, log, distribute and update all incoming executive and staff correspondence.
Sales Administrator
Robbins Research International
San Diego
1 2019 - 9 2022
- Support live events sales team with processing sales in Salesforce
- Payroll related tasks for sales team (time off requests, time sheets, expense reports, bonuses)
- Coordinate meetings, trainings, onboarding and new hire trainings
- Support Tony Robbins live event seminars (travel to event location 3-7 days)
- Assign accounts and sales to team members
- Arrange travel arrangements for live events
- Process requests for comp tickets
- Support clients with event ticket sales refunds, comps
- Review/report sales team daily call logs
- Compile sales team data and create reports in Salesforce.
Education
Some College (No Degree) -
Palomar College
Escondido, CAHigh School Diploma -
Montecito High School
Ramona, CASkills
- Customer service background
- New Hire Onboarding
- Travel Coordination
- Data Entry
- Appointment Scheduling
- Computer Proficiency
- Administrative Support
- Courteous Demeanor
- Phone Etiquette
- Office Opening and Closing
- Problem Solving Abilities
- Microsoft 365 experience
Timeline
Client Loyalty Representative
Robbins Research International
03.2017 - 01.2019
Program Specialist III
Richard Heath Associates
10.2011 - 09.2016
Interviewer
Binder & Binder The National Social Security Disability Advocate
01.2008 - 07.2011
Administrative Assistant
Assistance League of Southern California
10.2006 - 12.2007
Human Services Specialist
HHSA Ramona Community Resource Center
01.2004 - 08.2006
Intermediate Clerk Typist
HHSA Ramona Community Resource Center
01.2001 - 01.2004
Sales Administrator
Robbins Research International
1 2019 - 9 2022
Some College (No Degree) -
Palomar College
High School Diploma -
Montecito High School
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