Experienced in a professional office environment as well as precise, motivated and detail oriented. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sales Support Lead
Acosta Sales & Marketing
01.2023 - Current
Implemented CRM system updates accurately, improving workflow efficiencies across the entire organization.
Supported account managers in achieving their quotas by providing administrative assistance during high-pressure periods.
Analyzed competitor offerings for strategic insights on how to differentiate our products effectively.
Enhanced customer satisfaction with prompt responses to inquiries and proactive identification of potential issues.
Conducted post-sale follow-ups to ensure customer satisfaction and identify opportunities for upselling or cross-selling products.
Built strong rapport with clients through attentive relationship management practices, promoting loyalty and repeat business opportunities.
Managed client accounts, ensuring timely delivery of products and resolving any issues that arose.
Coordinated shipping logistics, expediting product delivery times and enhancing customer satisfaction levels.
Monitored inventory levels to prevent stockouts or overstock situations, optimizing revenue potential.
Provided ongoing support for the sales team, facilitating smooth communication between departments and improved overall operations.
Organized trade shows and events, increasing brand visibility and fostering valuable business relationships.
Maintained detailed records of sales data for accurate forecasting and progress tracking.
Contributed to a positive office culture by actively participating in team-building activities and offering assistance wherever needed.
Built relationships with customers and community to promote long term business growth.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Attended 50retailer and distributor product and sales training events to consistently increase product knowledge.
Office Manager
DMV Chimney & Masonry Repair (Family Owned)
08.2018 - Current
Hiring, supervising, and evaluating staff members
Delegating tasks and ensuring completion in accordance with existing policies and procedures
Handling basic office duties, such as answering and routing phones, responding to emails, maintaining employee, financial, and client records, and data entry and reporting
Answering questions and finding information for employees, vendors, clients, and lenders
Supporting employees by facilitating interdepartmental communications and interactions between internal and external parties
Ensuring that the office is well maintained, organized, and secure
Assisting with special projects, such as process improvements and budget development
Developing and implementing new policies and processes
Bookkeeping and Minor Accounting for Company Books.
Patient Access Specialist
Valley Health Winchester Medical Center
01.2020 - 01.2023
Greeting patients and their caregivers on arrival
Collecting information such as patient details, medical history, billing, and insurance information
Preparing patient admission and discharge documentation
Entering information into EPIC and maintaining accurate records
Relaying information to relevant staff members
Informing patients and their caregivers of hospital procedures, policies, and protocols
Contributed to a positive work environment through effective teamwork and communication with colleagues.
Collected and validated patient demographics and insurance information.
Provided exceptional customer service, addressing patient concerns promptly and professionally.
Maintained patient confidentiality by adhering to HIPAA guidelines and hospital policies.
Performing general administrative tasks.
Scheduling Specialist
Sentara Healthcare
01.2017 - 08.2018
Schedules procedures for 100 + patients in a computerized scheduling system per day
Accountable for obtaining accurate and complete required information in the scheduling process, ensuring the correct patient and procedure requested scheduled
Assisting patients with issues, questions, concerns, etc
Responsible for order entry process, communications, guest relations, medical record maintenance/analysis, and various clerical duties within scope of role
Performs clerical duties and efficient record keeping, facilitates a professional, personable, and efficient atmosphere, and manages telephone calls effectively and efficiently.
Supervisor/Dispatcher/Customer Service
Take Out Taxi
05.2014 - 03.2017
Data Entry: Submitting various tickets through DMS
Assisting customers with issues, questions, concerns, etc
Customer Service: Responding accordingly to customer inquiries
Organized and verified loan documents, data entry, boxing etc
Worked with local Loan office
Used various client databases to review loans prior to foreclosure sales
Reviewed websites and databases to verify accurate loan information
Prepared and reviewed various types of reports using numerous sites and Microsoft excel
Departmental and organizational tasks.
Pre-Sale Specialist
Nectar Projects Inc
08.2009 - 01.2012
Foreclosure Office: First to receive referrals, confirm home owners/borrowers were not in bankruptcy
Ensure all necessary documentation was available (Deed of Trust, copy of Note etc.)
Locate documentation and communicate with clients such as MetLife, Capital One, etc
Production of legal documents (ie
Substitution of Trustee), Set-up new beneficiary codes in company system (received from client in order to produce valid Substitution of Trustee)
Intermediate Secretarial Skills: filing, mailing, copying, scanning, knowledge of telephone affability and transferring of calls
Basic knowledge of Realty/Foreclosures in regards to loans (ie
FHA Loans, Reverse Mortgages, etc.)
Logging borrower and client information from client databases and use of various companies' databases (Lenstar, Vendorscape, Net Director, VETS, New Track etc.)
Create and organize hard copies of files.
Education
Bachelor of Science - Business Management
University of Phoenix
Phoenix
02.2022
Skills
Office Administration
Document Management
Microsoft Office
QuickBooks
Management
Sales & Marketing
Strategic Planning
Forecasting
Sales process optimization
Attention to Detail
Multitasking Abilities
Certification
BLS/CPR, American Heart Association, 08/2020, 08/2022, 205504753537
Proficiency in Lenstar, Vendorscape, NetDirector, VTTS, NewTrack, etcQUALIFICATION HIGHLIGHTS
Customer excellence
Fast learner
Secretarial skills
Telephone experience
Property pre-sale Quality Assurance
Experience in professional office environments
Assessments
Call center customer service, Proficient, 10/2022, Demonstrating customer service skills in a call center setting
Medical billing, Familiar, 10/2022, Understanding the procedures and forms used for medical billing
Typing, Proficient, 10/2022, Transcribing text
Attention to detail, Familiar, 10/2022, Identifying differences in materials, following instructions, and detecting details among distracting information
Sales skills, Proficient, 10/2022, Influencing and negotiating with customers
Team Lead - Reporting and Financial Management at Dept. of the Interior - BIA/BIE Office of Budget Personnel ManagementTeam Lead - Reporting and Financial Management at Dept. of the Interior - BIA/BIE Office of Budget Personnel Management