Katherine Lopez
Miami
Summary
Dynamic and service-oriented professional with a proven track record at Toledo M Delivery, excelling in customer relations and communication. Skilled in appointment scheduling and data entry, I consistently enhanced client satisfaction and streamlined operations, contributing to a positive brand reputation through exceptional service and effective teamwork.
Credit professional with extensive experience in managing credit portfolios and mitigating risks. Known for strong focus on team collaboration and achieving results. Reliable and adaptable with skills in financial analysis and risk assessment.
Overview
7
7
years of professional experience
Work History
Credit Specialist
A Plus Credit Services.
8459 Sw 24th St
01.2026 - Current
- Analyzed client credit reports to identify discrepancies and recommend solutions.
- Developed personalized credit improvement plans, enhancing clients' financial literacy and management skills.
- Collaborated with clients to negotiate payment plans, fostering positive relationships and ensuring compliance with agreements.
- Trained junior staff on credit assessment techniques and industry regulations to enhance team performance.
- Monitored regulatory changes in credit policies, ensuring adherence and updating internal guidelines accordingly.
- Conducted regular workshops to educate clients on credit scores, boosting understanding of financial products.
- Increased customer satisfaction, resolving disputes and offering payment solutions tailored to individual needs.
- Maintained accurate documentation of all credit-related activities, ensuring compliance with company policies and industry regulations.
- Reduced risk exposure by conducting thorough credit analyses for new and existing clients.
- Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
Retail Sales Associate
Massage Envy Spa
14200 Sw Eight 8t
11.2025 - 01.2026
- Delivered exceptional customer service, addressing inquiries and concerns efficiently.
- Assisted in maintaining cleanliness and organization of sales floor and treatment areas.
- Educated clients on services offered, fostering increased awareness and engagement.
- Collaborated with team members to meet daily sales goals and enhance customer satisfaction.
- Implemented promotional strategies to increase membership sign-ups and service bookings consistently.
- Resolved customer complaints promptly, improving overall client retention rates through effective communication skills.
Receptionist
Toledo M Delivery
Miami Florida
02.2023 - 2025
- Provided excellent customer service to patients and medical staff.
- Exhibited excellent communications and customer service relations skills.
- Worked with customer service representatives to handle escalated customer issues.
- Managed high call volume while maintaining excellent customer service standards.
- Provided exceptional customer service, addressing client concerns promptly and thoroughly.
- Managed high call volume while maintaining exemplary customer service standards.
- Strengthened brand reputation by delivering exceptional customer service during all interactions.
- Collaborated with team members to improve overall customer service experience.
Warehouse Assistant
Carga Rica Llc
01.2022 - 09.2024
- Loaded and unloaded delivery trucks promptly for further distribution.
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Packaged and shipped orders accurately to promote safe and quick delivery to customers.
- Maintained a safe work environment by adhering to safety protocols and regularly inspecting warehouse equipment.
- Cleaned and maintained warehouse in compliance with OSHA safety standards.
- Assisted with stock takes and cycle counts to promote accurate inventory processes.
- Maintained clean workspace consistently; keeping aisles clear from obstructions promoting workplace safety.
- Reduced order processing time by effectively coordinating with team members to pick, pack, and ship products quickly.
- Ensured optimal use of storage space through proper organization, stacking, and labeling of products within the warehouse facility.
- Contributed to smooth operations by assisting with the accurate receipt, storage, and dispatch of goods.
Crew Member
Mc Donald’s
01.2020 - 04.2020
- Worked front counter, drive-thru and other areas.
- Took orders, prepared meals, and collected payments.
- Demonstrated strong multitasking abilities, handling multiple orders simultaneously without compromising quality or efficiency.
- Worked well with teammates and accepted coaching from management team.
- Collaborated with team members to complete orders.
- Improved customer satisfaction by providing friendly and efficient service at the register.
- Cleaned and maintained all areas of restaurant to promote clean image.
- Kept food preparation area, equipment, and utensils clean and sanitary.
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Assisted other team members to achieve goals.
- Maintained high-quality food preparation standards, adhering to company guidelines for safety and cleanliness.
- Helped maintain a clean and welcoming dining area for customers, boosting overall satisfaction during their visit.
- Trained new team members on procedures, customer service, and sales techniques.
- Enhanced team productivity by maintaining a clean and organized workspace for crew members.
- Collaborated with fellow crew members for seamless shift transitions, ensuring smooth operations throughout the day.
- Became familiar with products to answer questions and make suggestions.
- Addressed guest needs, questions, or concerns to create optimum experience onboard.
Education
High School Diploma -
American High School Academy
Miami, FLAssociate of Applied Science - Sonoghaphy
Florida National University
Hialeah, FL08.2028
Skills
- Organization skills
- Time management
- Telephone skills
- Data entry
- Verbal and written communication
- Customer/Client relations
- Appointment scheduling
- Scheduling
- Scheduling appointments
- Greeting and seating clients
- Data inputting
- File management
- Administrative support
- Schedule management
- Mail handling
- Multi-line telephone operation
- Document management
- Clerical support
- Professional demeanor
- Calendar management
- Typing speed
- Service-oriented mindset
- Office management
- Multi-line telephone systems
- Tech-Savvy
- Performance improvement
- Bookkeeping
- Basic accounting
- Document control
- Mail distribution
- Strategic planning
- Technical support
- Office equipment operations
- Telephone and email etiquette
- Effective communication
- Documentation review
- Loan underwriting
- Credit analysis
- Cash flow analysis
- Credit policy development
- Relationship management
- Portfolio management
- Data analytics
- Risk assessment
- Quality controls
- Compliance reviews
- Solution structuring
- Teamwork
Accomplishments
- Designed a more efficient Excel template to track and manage office personnel calendars and daily meetings.
- Responded to over 50 customer inquiries each day.
Languages
French
Elementary
English.
Native or Bilingual
Spanish
Native or Bilingual
Education
true
Timeline
Credit Specialist
A Plus Credit Services.
01.2026 - Current
Retail Sales Associate
Massage Envy Spa
11.2025 - 01.2026
Receptionist
Toledo M Delivery
02.2023 - 2025
Warehouse Assistant
Carga Rica Llc
01.2022 - 09.2024
Crew Member
Mc Donald’s
01.2020 - 04.2020
High School Diploma -
American High School Academy
Associate of Applied Science - Sonoghaphy
Florida National University