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)undefined
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
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