Lorie Velasquez
Yuma,AZ
Summary
Business-minded professional tackling any job task with gusto and precision. Determined to deliver exceptional service and responding to questions and inquiries quickly. Demonstrates positive attitude and readiness to adapt to different situations. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Manager
The Menta Group
Yuma, AZ
01.2023 - 10.2024
- Developed and implemented policies and procedures to improve operational efficiency.
- Maintained financial records, prepared budgets, and monitored expenditures for multiple departments.
- Managed a team of staff members, providing guidance and direction to ensure successful completion of projects.
- Managed employee records including payroll information, benefits enrollment forms.
- Maintained monthly, quarterly and yearly client billing cycles.
- Completed paperwork related to billing processes accurately and efficiently.
- Prepared and processed invoices, payments and bank deposits.
- Completed reconciliations of various accounts, including petty cash, credit cards, and bank accounts.
- Performed regular cycle counts to maintain accuracy of inventory records.
- Managed documentation of new hire paperwork including contracts, tax forms, health benefits information and other required documents.
- Order supplies such as raw materials and packaging when needed for production runs.
- Prepared welcome packages for new hires containing relevant paperwork and other important details.
Sales Associate
Bill Alexander Ford
Yuma, AZ
04.2017 - 10.2022
- Negotiated purchase prices, explained sales, warranty, and optional products.
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives, and explaining warranties and services.
- Sold no fewer than 8 cars per month, minimum.
- Maintained up-to-date knowledge of store merchandise and policies.
- Built relationships with customers to encourage repeat business.
Customer Service Representative
Convey Health Solutions
Yuma, Arizona
07.2016 - 04.2017
- Answered high volume of telephone calls from customers regarding payments, returns, and charges to accounts.
- Assisted customers in the selection of products.
- Researched and responded to customer inquiries, and explained transactions to their satisfaction.
- Provided marketing support by making outbound sales calls for special promotions.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Gathered customer feedback through surveys and used the data to improve customer service.
- Maintained detailed records of customer interactions, transactions and comments for future reference.
Receptionist
Saguaro Speech Therapy
Yuma, Arizona
07.2015 - 07.2016
- Directed and accompanied visitors and business representatives to their designated areas.
- Responsible for answering phone calls with professionalism and patience.
- Transferred calls, paged employees, and took accurate, detailed messages for the voice mail system.
- Greeted visitors and provided them with assistance.
- Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
- Scheduled appointments for clients, customers, and other visitors.
- Verified visitors' identification cards before allowing access to the building.
- Maintained a neat reception area by organizing materials and tidying up furniture.
Volunteer
Alreanwald-Theranova
Yuma, Arizona
02.2014 - 07.2016
- Directed activities with staff members and volunteers.
- Communicated with parents over their child's therapy session.
- Helped therapist with any help she needed while working with the child.
- Work with children on activities the therapist has assigned.
- Answer phone calls and assist anyone who needs help setting appointments.
- Provided assistance to staff in the daily operations of the organization.
Sales Associate
Doll Up Boutique
Yuma, Arizona
06.2011 - 03.2012
- Balanced cash drawer at the end of the shift.
- Assisted customers with questions they had.
- Maintained Boutique cleaned and organized.
- Replenished cash in registers on a regular basis and totaled out cash balance.
- Processed a high volume of transactions in cash, checks, and credit card sales.
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
Education
Diploma -
Cibola High School
Yuma, Arizona2015
Some College (No Degree) - General Studies
Arizona Western College
Yuma, AZSkills
- Demonstrated passion
- Flexible and adaptable
- Outgoing and good with people, well organized
- Takes initiative, and understands confidentiality policies and practices
- Ability to accurately create and generate reports, including sensitive data
- Sales Goal Attainment
- Upselling Techniques
- Sales generation
- Business Planning
- Documentation And Reporting
- Decision-Making
- Employee Motivation
- Negotiation
- Recruiting and Hiring
- Billing statement management
- Understanding of billing processes
- Month-end billing
- Billing Processing
- Billing and payment processing
- Payroll document management
- Time Tracking and Payroll Administration
- Payroll, time, and attendance
Certification
- CPR/First aid for both infants and adults
- Finger Print Clarence Card
- Food Handlers Card
Languages
English
Full Professional
Spanish
Full Professional
References
References available upon request.
Timeline
Business Manager
The Menta Group
01.2023 - 10.2024
Sales Associate
Bill Alexander Ford
04.2017 - 10.2022
Customer Service Representative
Convey Health Solutions
07.2016 - 04.2017
Receptionist
Saguaro Speech Therapy
07.2015 - 07.2016
Volunteer
Alreanwald-Theranova
02.2014 - 07.2016
Sales Associate
Doll Up Boutique
06.2011 - 03.2012
- CPR/First aid for both infants and adults
- Finger Print Clarence Card
- Food Handlers Card
Diploma -
Cibola High School
Some College (No Degree) - General Studies
Arizona Western College
Similar Profiles
Giovanni De La TorreGiovanni De La Torre
Business Manager at The Menta GroupBusiness Manager at The Menta Group
Raven StoverRaven Stover
Paraprofessional at The Menta GroupParaprofessional at The Menta Group
Heather HoweHeather Howe
Program Director at Menta GroupProgram Director at Menta Group