Jacqueline Alvarez

• Managed high call volumes while providing exceptional customer support and maintaining professional composure.
• Handled escalated calls professionally, effectively resolving complex issues and always ensuring client satisfaction.
• Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
• Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
• Establish trust with clients by accurately addressing their concerns and offering appropriate resolutions based on their needs.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Enhanced customer satisfaction by promptly resolving invoice-related disputes and discrepancies.
• Reduced errors in billing by meticulously reviewing invoices for accuracy and consistency.
• Expedited payment processing by accurately applying received payments to relevant invoices in the system.
• Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
• Confirmed appointments, communicated with clients, and updated client records.

• Screened incoming telephone calls, routed to appropriate personnel.
• Maintained effective lines of communication with clients and vendors.
• Scheduled appointments with new and returning clients.
• Scheduled backflow testing and maintained backflow log.
• Created invoices for new orders using Field Locate.
• Assigned and Dispatched technicians using Field Locate and CorrigoPro.
• Proofread technician notes and confirmed final cost on each invoice.
• Billed customers and worked with management to resolve any discrepancies with invoices.
• Processed credit card payments and confirmed payments made electronically were received.
• Drafted and sent proposals in a timely manner
• Data entry into Excel to keep track of all technicians jobs and payments received.
• Maintained office inventory by assisting with supply orders.
• Coordinated daily workflow in adherence with critical timelines.
• Managed company email and responded on behalf of the company.
• Communicated new ideas with management to help office run more efficiently.

• Opened/Organized new files
• Reviewed and validated details of loan applications and closing documentation.
• Assisted loan officers with origination and closing processes to fast track procedures and promote teamwork.
• Requested Escrow and Title Documents
• Requested Employee Verification
• Ordered Insurance/HOA
• Ordered Appraisals
• Data entry into Lender Software (LendingQB)
• Worked/Submitted final approval conditions
• Performed QC on closed files
• Notarized Final Docs
• Provided quick turnaround times to maintain fast-past schedule.

Receptionist:

• Answered/directed incoming calls
• Scheduled/Confirmed Meetings
• Greeted clients and visitors
• Kept the office presentable
• Ordered office supplies
• Made flyers, copies and sent/requested faxes
• Sorted Mail
• Delivered final loan documents to mail carrier

• Welcomed customers into the store upon arrival.
• Assisted customers with any questions/concerns.
• Inventory: participated in yearly inventory.
• Shipment: unloading shipment boxes from delivery truck unboxed.
• Merchandize and organized it on the sales floor.
• Marketing/price change: changed weekly sale signs for each department.
• Cashier/cash handler: responsible for counting cashier tins at opening.
• And closing of store.
• Department Lead.