Julian Rosas
Perris,Ca
Summary
Dedicated and detail-oriented professional with a strong background in business administration, operations management, and team leadership. Proven ability to streamline processes, enhance organizational efficiency, and ensure compliance with industry standards. Skilled in managing budgets, supervising teams, and fostering productive workplace environments. Adept at collaborating with diverse stakeholders, addressing client concerns, and delivering exceptional customer service. Seeking to leverage expertise in administrative operations and strategic planning to contribute to organizational success and drive measurable results.
Overview
13
13
years of professional experience
Work History
Office Manager
Synergy Companies
06.2018 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Ensure compliance with health and safety regulations within the workplace.
- Manage employee onboarding processes, including orientation and training.
- Manage and maintain office budgets, track expenses, and handle financial reporting.
- Coordinate and schedule meetings, appointments, and events for management and staff.
- Supervise administrative staff, assign tasks, and monitor performance to meet organizational goals.
- Implement and maintain office systems, procedures, and policies for improved efficiency.
- Monitor and manage office technology, including troubleshooting basic IT issues.
- Foster a positive and productive work environment to enhance employee morale and collaboration.
- Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
- Spearheaded internal marketing initiatives, improving company's local reputation and engagement.
Processing Supervisor
Synergy Companies
02.2016 - 06.2018
- Supervise auditing and data entry departments to ensure quality
- Supervised and managed people on program guidelines and ensured paperwork had minimal errors
- Worked with marketing and scheduling supervisor to minimize time between a customer signing the application and them receiving a technician
- Work closely with SoCal Gas representatives on updated guidelines to ensure company is on the same page
- Update accruals quarterly
- Quarterly goals and meetings with auditing and data entry departments
Program Administrator
Synergy Companies
06.2013 - 01.2016
- Data entry incoming field paperwork and process to be ready for invoicing
- Address and resolve any customer issues and complaints in a timely manner
- Data entry all paperwork for both, So Cal Gas and Edison, coming in from field technicians
- Process and invoice all jobs to So Cal Gas using their internal system
- Review and address all issues under the program (i.e
- Help customers who are awaiting appliances and explain what exactly they are receiving from the program)
- Run weekly reports to notify management of our charge backs
- Correct those rejected jobs and prepare them to re-bill
Customer Service Representative
Synergy Companies
07.2011 - 06.2013
- Provide friendly and supportive assistance to customers interested in signing up with the Energy Assistance Program through utility companies
- Address any questions and effectively providing aid to customer issues with technicians or energy specialist on the field
- Make 70+ outgoing calls to help customers receive Energy Savings Assistance Program through San Diego Gas & Electric
- Schedule customers who are eligible for program to meet up with an energy specialist
- Receive incoming calls by customer issues or concerns, address them and direct them towards the right department if I was unable to assist them
- Support energy specialist out in the field by relaying the information to them through Google spreadsheets
- Update the Google spreadsheet by contacting energy specialists if they enrolled the customers the following day
Education
Audio Technology Certificate - Audio Engineer
Mt San Jacinto College
San Jacinto, Ca11.2024
Skills
- WPM 68
- Microsoft Office Proficient
- Google Suite Procifient
- Customer relations
- Clear oral/written communication
- Scheduling and calendar management
- Administrative support
- Document management
- Payroll and budgeting
- Clerical support
- Account reconciliation
- Scheduling coordination
- Scheduling
- Inventory control
- Staff management
- Documentation and control
- Training and coaching
- Windows Proficient
- Customer service
- Oral communication
- Written communication
- Team Player
- Independent
- Fluent in English
- Fluent in Spanish
- Willing to learn
- Office management
- Organizational skills
- Office administration
- Data entry
Volunteer Experience
HeyDay Productions, Helping out with the audio and lighting in events provided by HeyDay. Worked with audio snakes, xrl cables, wiring, channel selection, and microphone placement. I worked with a PreSonus console.
Timeline
Office Manager
Synergy Companies
06.2018 - Current
Processing Supervisor
Synergy Companies
02.2016 - 06.2018
Program Administrator
Synergy Companies
06.2013 - 01.2016
Customer Service Representative
Synergy Companies
07.2011 - 06.2013
Audio Technology Certificate - Audio Engineer
Mt San Jacinto College
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