LORENA MELERO
STOCKTON,CA
Summary
Knowledgeable in organization management, operations, research and sales, quick learner. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
23
23
years of professional experience
Work History
Finance Manager
Catholic Church Support
Pleasanton, CA
09.2017 - Current
- Managed all areas of accounting, including accounts payable and receivable, general ledger management, banking reconciliations and monthly balance sheet statements.
- Managed accounting operations, including journal entries, collection efforts, reconciliations and payroll processing.
- Checked vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Supported change management by understanding and addressing impacts of new accounting policies, financial statement initiatives and non-standard transactions.
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Reviewed documentation and identified financial discrepancies where applicable
- Trained new and existing staff members in for job requirements
Enroller
Kaiser Permanente
Modesto, CA
08.2016 - 02.2017
- Assist with seminars.
- Sales, Enroll members, Personal appointments.
- Process applications.
- Bilingual Spanish/English customer service representative.
- Listened to customer needs and preferences to provide accurate advice
- Maintain marketing materials for sales presentations and client meetings.
- Exceeded customer satisfaction by finding creative solutions to problems
- Resolved interpersonal conflicts by listening, finding common ground and building relationships
Unit Coordinator
Eden Medical Center
Castro Valley, CA
02.2016 - 08.2016
- Processed and routed incoming mail.
- Entered information into computer databases.
- Created and maintained all absentee calendars, agency nurse schedules and staff meeting minutes.
- Maintained all confidential personnel files, licensing and CPR compliance records.
- Scanned and filed forms, reports, correspondence and receipts.
- Retrieved requested files and delivered to appropriate personnel.
- Operated office equipment such as copiers and fax machines.
Patient Service Rep
Sutter Medical Foundation
Elk Grove, CA
02.2008 - 02.2016
- Kept department clean, organized and professional.
- Disseminated information to correct department, individual or outside location.
- Followed-up with insurance companies and individuals to resolve discrepancies.
- Scanned and filed forms, reports, correspondence and receipts.
- Operated office equipment such as copiers and fax machines.
- Processed and routed incoming mail.
- Contacted staff and customers to retrieve files.
- Obtained information by contacting appropriate personnel or patients.
- Pulled patient charts for upcoming appointments.
- Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations
Sales Associate
State Farm Insurance
Tracy, CA
10.2002 - 02.2008
- Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
- Processed applications, payments, corrections, endorsements and cancellations.
- Developed, implemented and monitored new underwriting guidelines for the agency.
- Prepared necessary paperwork to process insurance sales and renewals.
- Submitted up-to-date activity and production logs to agency management for review.
- Pursued continuing education and training programs to continue professional development.
- Cold-called prospective customers to build relationship.
- Greeted store customers promptly and responded to questions with knowledgeable service.
- Filled out expense reports for accounting.
- Built and maintained effective relationships with peers and upper management to drive team success toward common sales, service and operational goals
Office Manager
Farmers Insurance
Hayward, CA
11.1998 - 10.2002
- Hired and trained all sales staff for new store location.
- Created and directed sales team training and development programs.
- Shared product knowledge with customers while making personal recommendations.
- Cold-called prospective customers to build relationship.
- Greeted store customers promptly and responded to questions with knowledgeable service.
- Completed documentation for product and service sales.
- Led sales calls with team members to establish sales and customer retention goals.
- Increased office organization by developing filing system and customer database protocols
- Managed office inventory by maintaining documentation of stock
- Supported office needs including taking messages, scanning documents and routing business correspondence
- Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care
- Maintained office supplies inventory by checking stock and ordering new supplies as needed
- Improved productivity initiatives, managing accounts, coordinating itinerary and scheduling client/leadership appointments
- Managed office operations while scheduling appointments for department managers
Education
Associate of Science -
San Joaquin Delta College
Stockton, CAHigh School Diploma -
Newark Memorial High School
Newark, CASkills
- Mentoring and training
- Improvement recommendations
- Financing expertise
- Insurance products
- Customer satisfaction
- Customer financing
- Client relationship management
Languages
Fluent in Spanish
Timeline
Finance Manager
Catholic Church Support
09.2017 - Current
Enroller
Kaiser Permanente
08.2016 - 02.2017
Unit Coordinator
Eden Medical Center
02.2016 - 08.2016
Patient Service Rep
Sutter Medical Foundation
02.2008 - 02.2016
Sales Associate
State Farm Insurance
10.2002 - 02.2008
Office Manager
Farmers Insurance
11.1998 - 10.2002
Associate of Science -
San Joaquin Delta College
High School Diploma -
Newark Memorial High School
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