Leticia Loreto
Dallas,TX
Summary
Experienced Customer Service Representative fluent in English and Spanish language. Professional employee dedicated to providing excellent service to current and new customers. Comfortable working in fast-paced environment attending to customer service needs including incoming calls, product questions, issue resolution and order processing.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Customer Loyalty Representative
Oportun
Dallas, TX
12.2019 - 04.2020
- Provide quality customer service
- Process all transactions, while following company policies & procedures
- Work as team to meet and exceed daily goals in lending activities
- Be role model by living Oportun’s Core Values: Service, Care, Innovation, Courage, Excellence, and Empowerment
- Create and generate rewarding and unique customer service experience
- Listen, help, and connect with people
- Make the mission of Oportun come to life by educating our customers about our inclusive, affordable financial services that empower them to build a better future
- Goal oriented and results driven while always exhibiting the Oportun brand
- Take cash transactions daily up to $50,000
- Daily end of day shift reports
- Daily payment reports on proprietary system
- Daily reconciliation at the end of the shifts.
Office Assistant/Bookkeeper
Matchbox Machinery
Dallas, TX
03.2019 - 09.2019
- Communication with customers in Mexico and USA via Skype telephone
- Used Excel to update information such as call logs/contact info
- Sending emails and updating information in Salesforce
- Update customer contact info in QuickBooks
- Company payroll (small company 10-20 employees)
- QuickBooks print employee checks
- Generate business by following up on potential leads/customer referrals
- Email/Mail company product brochures (machinery to produce cardboard/boxes) to leads/referrals
- Admin duties such as data entry, filing, printing, scanning
- Review Invoices in QuickBooks, print/email to customers
- Light collections (B2B - Business to Business) on delinquent accounts
- Set up payment arrangements
- Process payments, ACH, Debit/Credit, Checks & Money Orders
- Pay company utility bills
- File receipts/invoices
- A/R-Accounts Receivable
- A/P- Accounts Payable
Office Assistant/Bookkeeper
Mundo Floor
Dallas, TX
02.2018 - 08.2018
- Basic office work such as data entry, filing, scanning, printing
- Answer mostly incoming customer calls and take purchase orders
- Dispatch workers to job sites and provide work orders for them
- Payroll for entire company (10-20 employees)
- QuickBooks
- Print and distribute employee checks
- Provide excellent customer service.
- Provided clerical support, addressing routine and special requirements
- Executed record filing system to improve document organization and management
- Interacted with customers by phone, email or in-person to provide information
- Completed clerical tasks such as filing, copying and distributing mail
Bilingual Credit and Collections Analyst
Kasmir Fabrics
Dallas, TX
06.2017 - 12.2017
- Assist credit manager with administrative duties and daily tasks consisting of:
- Filing, faxing, scanning, printing documents as needed
- Records management including inspecting, indexing, coding, sorting & storing
- Run credit reports on clients and set credit terms
- Report any delinquencies to credit bureau
- Maintenance on delinquent accounts by updating credit terms
- Data entry in "Mainframe" system with corresponding credit terms
- Generating potential new clients and screening them to sales representatives
- Matching invoices to corresponding work orders
- Processing payment transactions, ACH, cash, money order, credit/debit cards
- Business to Business Collections
- Reviewing accounts to ensure payments are made on time
- Follow up on delinquent accounts to ensure payment by setting up payment arrangements.
Bilingual Account Manager/Collections
Ennova Learning
Arlington, TX
10.2013 - 09.2016
- Heavy customer service
- Handle 200+ inbound calls daily
- Data entry
- Handle over 2000+ delinquent account collections
- Ensure customer satisfaction by determining needs and transferring calls
- Department Lead in charge of new hire training
- A/R- Accounts Receivable
- A/P- Accounts Payable
- Negotiating on past due accounts
- E-mailed clients regarding delinquent accounts via company proprietary system
- Responded to incoming e-mails from clients with any questions about their account: Balances, payment amounts, different payment arrangements
- Processing payment transactions, ACH, credit/debit cards, money orders
- Bookkeeping with excel and QuickBooks
- Admin duties such as scanning, faxing or copying important paperwork or client contracts per request to be sent to either their preferred e-mail or address
- Filing contracts once they arrived in alphabetical order, region area and workshop dates.
Appointment Setter/Receptionist
Ennova Learning
Arlington, TX
12.2012 - 10.2013
- Provide excellent customer service at all times
- Handle heavy call center volume 500+ inbound calls daily for information on an educational workshop
- Appointment setting for weekend workshops
- Admin duties such as data entry, filing, scanning, printing
- Send confirmation emails to clients with their workshop details
- Making reminder calls 24-48 hours before reservations to clients
- The purpose is to confirm appointment attendance, answer any questions and give workshop details
- If needed send map, directions via email or text to families
- Cross trained in multiple areas to assist if needed
- When needed acted as receptionist for escalated calls to resolve issues or concerns
- Top bonus recipient of office for highest public contacts and for outstanding employee.
Education
Accounting Assistant Certificate in Accounting -
Dallas County Community College District
08.2020 - Current
Accounting Clerk Certificate in Accounting - undefined
Dallas County Community College District
08.2020 - Current
High School Diploma -
Lincoln High School
08.2008 - 07.2010
Skills
10-Key (10 years)MS Office (7 years)Quickbooks (4 years)Cash Handling (8 years)Accounting (2 years)Accounts Payable (5 years)Accounts Receivable (5 years)Office Manager (1 year)Call Center (9 years)Telephone Skills (10 years)Collections (10 years)Marketing (1 year)Schedule Appointments (10 years)Scheduling (10 years)Employee Training (8 years)Administrative Assistant (5 years)Credit Analysis (1 year)Mainframe (Less than 1 year)Bilingual SpanishBilingualCustomer Service (10 years)Spanish Bilingual (10 years)Account Management (10 years)CRMPowerpointReceptionistCustomer Service Skills (10 years)Cold Calling (3 years)Inventory ManagementOasis Software (4 years)Einstein Software (1 year)Salesforce (Less than 1 year)Okta (Less than 1 year)Communication skills (10 years)Face sitting computer (10 years)Fast to improvise (3 years)Social Networking (3 years)Social Media Marketing (1 year)Social Media Monitoring (Less than 1 year)General Ledger AccountingFinancial ServicesACHAccount ReconciliationJournal EntriesBalance Sheet ReconciliationFinancial Statement PreparationB2B SalesBank ReconciliationPayrollFinancial AnalysisSpanishMicrosoft ExcelMicrosoft PowerpointMicrosoft OfficeAdministrative experienceMicrosoft OutlookMicrosoft WordAssessmentsCustomer Focus & Orientation — Highly ProficientDecember 2019Responding to customer situations with sensitivityFull results: Highly ProficientDelivery Driver — Proficient
[Office Equipment] proficiency
Customer service background
Retention strategies knowledge
Outstanding interpersonal skills
Money handling abilities
Professional telephone demeanor
Recordkeeping strengths
Account management
Additional Information
- #readytowork , Authorized to work in the US for any employer
Timeline
Accounting Assistant Certificate in Accounting -
Dallas County Community College District
08.2020 - Current
Accounting Clerk Certificate in Accounting - undefined
Dallas County Community College District
08.2020 - Current
Customer Loyalty Representative
Oportun
12.2019 - 04.2020
Office Assistant/Bookkeeper
Matchbox Machinery
03.2019 - 09.2019
Office Assistant/Bookkeeper
Mundo Floor
02.2018 - 08.2018
Bilingual Credit and Collections Analyst
Kasmir Fabrics
06.2017 - 12.2017
Bilingual Account Manager/Collections
Ennova Learning
10.2013 - 09.2016
Appointment Setter/Receptionist
Ennova Learning
12.2012 - 10.2013
High School Diploma -
Lincoln High School
08.2008 - 07.2010