JOSH VALES
Lathrop,CA
Summary
Results-driven professional with extensive experience in financial services, customer support, and team collaboration. Proven track record of exceeding expectations in lease management, collections, and funding processes. Skilled in Microsoft Office Suite, with expertise in Excel, Word, and Outlook.
Overview
5
5
years of professional experience
Work History
Data Entry Specialist
Tesla Finance
Hayward, CA
09.2022 - Current
- Accurately input, update, and maintain data in various databases and systems, ensuring information is current and error-free.
- Conduct regular audits and quality checks on data to identify and correct inaccuracies, ensuring compliance with data management standards.
- Utilize data entry software and tools (e.g., Microsoft Excel, Google Sheets, CRM systems) to efficiently manage and manipulate large volumes of data.
- Work closely with cross-functional teams to gather necessary information and ensure data integrity across various departments.
- Prioritize tasks effectively to meet deadlines and handle high volumes of data entry while maintaining accuracy.
Lease Return Representative
Tesla
Fremont, CA
01.2022 - Current
- Field and complete requests for contract modifications, including lease extensions, buyout requests, and transfers, for a growing customer base
- Provide proactive financial services customer support via phone and email channels, ensuring customer satisfaction
- Collaborate with internal teams and external service vendors to resolve customer escalations and complex issues
- Utilize multiple systems to navigate and manage workload effectively
- Consistently exercise independent judgment and problem-solving skills to meet customer needs
Collections Specialist
Tesla
Fremont, CA
10.2021 - Current
- Resolved outstanding account issues by proactively contacting customers through outbound phone calls
- Assisted in analyzing underlying reasons for delays in payments, proactively taking corrective measures
- Optimized collection strategies through the analysis of payment history and behavior
- Managed payment collection through diverse channels such as credit card, ACH and wire transfers
- Ensured adherence to company standards in every interaction.
- Maintain and manage a portfolio of overdue accounts, ensuring accurate records of customer interactions and payment histories.
- Utilize skip tracing techniques to locate individuals who have moved or changed contact information, ensuring timely collections.
- Enhanced CRM tool usage to monitor and analyze collections activities, resulting in a 40% improvement in follow-up communication effectiveness.
- Delivered exceptional results improving overdue account tracking, realized an 85% Contact Rate and more effective follow-ups.
- Achieved a customer satisfaction score of 4.7/5 by implementing effective communication and resolution strategies, strengthening customer relationships.
- Raised Recovery Rate to 75% through the use of effective negotiation methods and tailored payment schedules for high-risk accounts.
Funding Associate
Tesla
Fremont, CA
12.2019 - 09.2021
- Attained consistent top positions in statistics for daily collections and customer engagement
- Successfully handled numerous projects, resulting in consistent monthly collections totaling over $200K
- Coordinated efforts with both internal and external teams, ensuring the resolution of funding delays and the completion of necessary loan documentation.
- Managed customer and stakeholder communication to uphold high satisfaction levels
- Played a key role in the overall success of the department by providing leadership and support to team members.
Education
Associate's Degree - Personal Training / Nutrition
Bryan University
Arizona06.2024
Certificate - Personal Training
Bryan University
Arizona City, AZ05.2024
High School Diploma -
Stockton Christian High School
Stockton, CASkills
- Proficiency in Microsoft Office Suite (Excel, Word, Access)
- Strong communication and interpersonal skills
- Excellent problem-solving abilities
- Excellent typing speed (eg, 70 WPM)
- Leadership and supervisory experience
- Data collection and analysis
- Customer service and support
Assessments
- Recruiting, Proficient
- Attention to Detail, Proficient
- Building Relationships for Childcare Providers, Proficient
- Data Entry: Attention to Detail, Proficient
- Work Style: Reliability, Proficient
Timeline
Data Entry Specialist
Tesla Finance
09.2022 - Current
Lease Return Representative
Tesla
01.2022 - Current
Collections Specialist
Tesla
10.2021 - Current
Funding Associate
Tesla
12.2019 - 09.2021
Associate's Degree - Personal Training / Nutrition
Bryan University
Certificate - Personal Training
Bryan University
High School Diploma -
Stockton Christian High School