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, UT07-2021
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