Overview
Work History
Education
Skills
Languages
Timeline
Generic

KATIE E. CHAVEZ

Santa Ana,CA

Overview

3
3
years of professional experience

Work History

Funding Advisor

Zip Capital Group
07.2025 - 10.2025
  • Developed tailored funding strategies to meet client needs and enhance financial outcomes.
  • Collaborated with clients to prepare comprehensive project proposals for funding opportunities.
  • Conducted market research to identify emerging funding sources and trends in the industry.
  • Assisting clients with the application process for funding opportunities.

Customer Service Representative

Toyota of Orange
12.2024 - 07.2025
  • Manage and organize 150+ customer records and documentation for billing and account services daily.
  • Process 100+ invoices and payables efficiently, ensuring accurate data management.
  • Provide professional customer support via phone 100+ calls and in-person, addressing inquiries and resolving service issues.
  • Maintain high attention to detail while updating customer information, toll road management, and document filing.
  • Organize and handle 150+ documents and invoices for executives.

Sales Associate - Customer Support

Moda 2000
09.2022 - 10.2024
  • Delivered exceptional customer service, addressing client inquiries and concerns in a fast-paced retail environment.
  • Handled multi-line phone system to provide product and service information 50+ calls daily.
  • Maintained organized records and documentation for customer orders and transactions nationwide.
  • Promoted from Cashier to Sales Stylist based on performance and customer service excellence.

Education

High School Diploma -

West High School
Salt Lake City, UT
07-2021

Skills

  • Data Entry and Records Management
  • Appointment Scheduling and Follow-Up
  • Order Processing and Document Management
  • Client Relationship Management

Languages

Spanish
Full Professional

Timeline

Funding Advisor

Zip Capital Group
07.2025 - 10.2025

Customer Service Representative

Toyota of Orange
12.2024 - 07.2025

Sales Associate - Customer Support

Moda 2000
09.2022 - 10.2024

High School Diploma -

West High School
KATIE E. CHAVEZ