Summary
Overview
Work History
Education
Skills
Timeline
BusinessAnalyst
JORGETTE MONTILLA

JORGETTE MONTILLA

Business Administration/Entrepreneur
Romeoville,IL

Summary

Experienced professional who is efficient, detail-oriented, and highly organized. Expertise in creating and maintaining a customer focused environment. Proven ability to resolve customer disputes and exceed customer expectations, while enforcing company goals and standards. Background includes general supervision, training evaluation, employee development, hr management, and accounts payable/receivables . Skilled mentor who can analyze projects requiring strategy, and assist others in resolving complex situations. Proficient with Word, Excel, PowerPoint. Knowledge of Office Administration, Human Resource Management and the ability to maintain a high level of accuracy in preparing and entering information.

Overview

21
21
years of professional experience
3
3
Language

Work History

CGI AUTMATED MANUFACTURING
Romeoville, IL
06.2020 - Current
  • Maintain and submit to upper management office records on a daily, weekly, and monthly basis
  • Assemble and enter invoices for all purchase order receipts of material, goods and services
  • Prepare, report and submit all outgoing billing for customer orders
  • Communicate with customers regarding collections and make bank deposits
  • Inventory and order office supplies
  • Update and maintain office records for vendors, customers and prospects
  • Ensure filing systems are maintained and up to date
  • Maintain office contracts and memberships
  • Sort and distribute mail
  • Scan and organize office records
  • Coordinate maintenance of office equipment
  • Organize and schedule meetings for office staff
  • Maintain safety bingo program for shop employees
  • Assist upper management and quality manager with communicating and maintaining quality program
  • Update and report staff anniversaries, birthdays and vacation days
  • Assist with marketing efforts for potential customers which includes identifying potential prospects, preparing data bases with contact information and sending marketing material
  • E-mail or mail communications with customers, prospects, suspects and vendors
  • Maintain data bases for customers, prospects and suspects within internal ERP System and within Outlook
  • Maintain inventory and Order all First Aid and Defibrillator supplies as needed
  • Organize and coordinate company luncheons and activities such as Anniversary’s,
  • Christmas Party, etc
  • Perform other duties as assigned by Management
  • Ensures all aspects of QMS Quality, Policy, and Objectives are being followed.

Marketing Director

WORLD FINANCIAL GROUP
Oak Brook, IL
01.2013 - Current
  • Established customer atmosphere where integrity and customer excellence prevail
  • Create a personalized strategy for clients regarding their current financial needs and requirements
  • Act as liaison between the client and respective insurance company
  • Facilitate onboarding and training of new business partners
  • Developing recruits to be efficient financial educators
  • Responsible for meeting agendas, topics, coordination of events
  • Create attainable goals for client and develop plans to improve their financial circumstances
  • Receive internal and external recognition for working closely with clients and successfully implementing proper protection, specific to their needs
  • Recruit ambitious business partners, who are willing to attend and create training opportunities
  • Provide licensing support by conducting state licensing reviews on a national level
  • Present our financial workshops one on one or as speaker at national events.

Office Manager

ROSIN EYECARE
Glen Ellyn, IL
01.2009 - 01.2013
  • Managed all incoming daily funds and audited and approved customer refunds
  • Coached and developed six direct reports and managed a number of projects
  • Reduced the amount of errors on reports, by researching monies and third party billing issues not easily identified by other team members
  • Regularly cleared aging and missing information reports
  • Hired and develop front desk personnel and opticians
  • Planned weekly, monthly and quarterly budgets
  • Advocate for office staff with regard to incentives, monthly recognition programs and payroll
  • Consistently communicated changes to daily processes and procedures in a timely manner
  • Ensured on-going optical training and employee development by conducting informational meetings.

Accounts Payable/Receivable Manager

LISLE AUTO PLAZA
Lisle, IL
01.2006 - 01.2009
  • Reconciled incoming and outgoing invoices for Honda, Volvo, and the Used Car Superstore, through monthly batches run in Reynolds and Reynolds
  • Maintained accurate and balanced accounts through regular reconciliation and auditing
  • Completed timely and correct payment of invoices by identifying and negotiating inaccurate rates and services with third party vendors
  • Saved the company several working hours per year by collaborating with the comptroller to meet the demands of on-site audits
  • Collected and submitted W-9s for new vendors, as well as identifying and creating necessary accounts
  • Assisted with HR needs from balancing labor to printing checks and lead employee meetings to boost company morale.

Optical Technician

CHOICE EYE CARE
Lisle, IL
01.2003 - 01.2006
  • Supported the customer base and communicated regularly to resolve discrepancies related to delinquent accounts and insurance inquiries
  • Collected valuable pre-testing data used make critical decisions regarding the customer’s optical health
  • Assisted the front desk with telephone calls, scheduling appointments, and the management of patient files
  • Reduced the number of delinquent accounts by working with customers on timely payments and reasonable payment arrangements
  • Supported the doctors by utilizing optical tools such as the retinal imaging camera, macular pigment ocular density test, threshold visual test, and corneal thickness test
  • Aided customers with suitable optical wear selection and discussed payment and billing options.

Education

Illinois Life and Health Insurance Certification -

Department Fo Insurance
05.2013 - 05.2013

Reynolds and Reynolds Training -

Skills

Salesforceundefined

Timeline

CGI AUTMATED MANUFACTURING
06.2020 - Current

Illinois Life and Health Insurance Certification -

Department Fo Insurance
05.2013 - 05.2013

Marketing Director

WORLD FINANCIAL GROUP
01.2013 - Current

Office Manager

ROSIN EYECARE
01.2009 - 01.2013

Accounts Payable/Receivable Manager

LISLE AUTO PLAZA
01.2006 - 01.2009

Optical Technician

CHOICE EYE CARE
01.2003 - 01.2006

Reynolds and Reynolds Training -

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