Lorena Corona

Welcomed and interacted with clients each morning along with a triage of Office Assistants. Assisted in looking up clients case, reviewed, made them aware of any quarterly reports due were so their benefits werent interrupted.

• Maintained and updated office records, both digital and physical.
• Utilized office management software to record and track customer information.
• Coordinated and scheduled meetings and appointments.
• Interacted with customers by phone, email, or in-person to provide information.

• Official of Integrity appointed by Secretary of State to verify identification of individuals.
• Representing Escrow officers, closing agents, lenders in Real Estate transactions.
• Facilitating Loan Document signings for Mortgage Industry, by checking documents, briefly describing documents, identifying credentials for all parties and witnessing signatures.
• Administering oaths to document signers to obtain affirmation of truth.
• Performed multiple Loan closings through out the day.
• Scheduling appointments, invoicing clients, networking, accounting.
• Facilitating return of documents
• Updating Notary Journal with names, dates and Notarizations for permanent record.
• Monthly education, training, keeping up with CA notarial law.

Accommodated visitors, and clients
• Operated phones and direct potential clients to relevant departments/Directors/employees
• Data entry of Tax information into Drake Tax software program.
• Recorded, filed and tracked all outgoing and incoming courier and sorted mail
• Managed all matters pertaining to reception/office appearance
• Cooperated with CEO and Office Manager on day-to-day operations
• Maintain CRM (customer relationship management) database of service providers and clients
• Track and procure office supplies
• Assisted the CEO and Manager on tasks as an assistant
• Ad hoc duties as required and directed by the office manager and president

• Developed excellent customer service skills to public and case managing maintenance.
• Worked with Emergency Response, Youth Services Division, Ongoing services and Adoption programs.
• Duties have included conducting background checks on Clientele, researching open referrals, reviewing and emitting Child Abuse reports to District Attorney’s office and Police Departments.
• Clerical duties such as mailing confidential information intended to designated parties, filing, creating additional volumes for cases, distributing bus passes for clientele as court ordered services, typed written report summaries of interviews with children and families, maintained county vehicle car maintenance with GSA fleet services, reserved regional county vehicles and motor pool vehicles for social workers.
• Managed over 50 calls per day, checked clients in, covered front office reception. Processed incoming and outside certified, recorded Drug Testing records for clients, and updating in their case folders monthly
• Scheduling all visits, appointments and meetings for Social workers, Community workers and Supervisors.