Karla Martinez
Willis ,TX
Summary
Results-driven professional with experience in financial oversight and documentation management. Skilled in effective communication and client relationship building, contributing to high retention rates and operational efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Operations Assistant
Entrusted Restoration
Conroe, TX
07.2023 - Current
- Managed scheduling and coordination of calendars for three pre-construction consultants and ten project managers.
- Achieved high client retention rates by effectively communicating appointment confirmations and addressing cancellation concerns. Strengthened client relationships through proactive support and tailored service solutions. Enhanced overall client satisfaction by providing timely assistance and guidance.
- Executed onboarding and offboarding procedures, facilitating documentation, device distribution, workspace arrangements, and asset recovery.
- Oversaw processing of incoming check payments to ensure accurate tracking and secure deposits.
- Served as the in-office IT liaison, troubleshooting device issues and coordinating resolutions with tech support
- Analyzed mileage reports for a 20-member team, confirming trip accuracy and enforcing compliance with established reimbursement guidelines.
- Investigated corporate card expenditures to validate appropriate usage and implement cost-saving measures.
- Assisted in inventory management, tracking supplies, and ensuring availability for ongoing projects.
Project Support Specialist
Entrusted Restoration
Conroe
09.2021 - 07.2023
- Oversaw job file management from signup to closure, ensuring accurate documentation and compliance with legal and mortgage standards.
- Managed accounts receivable processes, including supplements, depreciation, final payments, and bank deposits.
- Synchronized rebuild meetings with clients, establishing clear project expectations and enhancing communication with internal teams.
- Established strong partnerships with adjusters to facilitate timely approvals and minimize delays in file processing.
Assistant Manager
Security Finance
Conroe
06.2017 - 09.2021
- Identified and engaged potential clients through targeted outreach and effective loan solicitation strategies.
- Achieved timely processing of personal loans by effectively managing credit checks and applicant evaluations. Enhanced loan approval rates through thorough assessment of applicant qualifications. Improved customer satisfaction by providing clear guidance on loan options.
- Managed tax return preparation processes to ensure compliance and accuracy during peak tax periods.
- Oversaw daily deposit operations and ensured accuracy of branch financial ledger.
- Established and maintained strong client connections to expand loan portfolio and foster ongoing business relationships.
- Reviewed and validated lending procedures documentation to ensure alignment with company policies.
- Developed training programs to improve staff performance and compliance with company policies.
Education
High School Diploma -
Klein Oak High School
SpringSkills
- Attention to detail
- Customer support
- Project coordination
- Documentation and reporting
Certification
- CNP - Certified Notary Public
Languages
Spanish
Professional Working
Timeline
Operations Assistant
Entrusted Restoration
07.2023 - Current
Project Support Specialist
Entrusted Restoration
09.2021 - 07.2023
Assistant Manager
Security Finance
06.2017 - 09.2021
High School Diploma -
Klein Oak High School