LUISA BARCELO
Santa Ana,CA
Summary
Enthusiastic retail professional with hands-on experience in customer service, payment processing and sales. Strong communicator and team player, eager to learn new processes to support overall organizational success.
Overview
10
10
years of professional experience
Work History
Certificated Tax Preparer/Incorporation Specialist
Orange County Tax Help (OC-Tax Geek)
Huntington Beach, CA
02.2022 - Current
- Analyzed & prepared financial reports for bookkeeping, payroll or tax returns
- Assisted small businesses with filling out tax returns
- Collaborated with other departments to come up with strategies for financial gain and customer satisfaction
- Worked with new and existing customers to build excellent rapport
- Finalized and processed paperwork with local, state and federal government authorities
- Greeted customers promptly and responded to questions.
- Addressed customer questions and concerns regarding products and services.
Business Development Representative II
Lendistry
Tustin, CA
12.2022 - 11.2023
- Utilize leads provided by Lendistry through both inbound and outbound calling to generate and process loan applications
- Conduct welcome calls within 24 hours
- Assist in screening and verifying and gathering required documentations for the applicable service
- Maintain the highest degree of customer satisfaction and professionalism
- Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process
- Review loan application packages for completeness and eligibility
Cashier/Baker
Disneyland Resort
Anaheim, CA
04.2015 - 01.2023
- Ensure all food items are prepared and presented to Boudin's standards
- Maintain a clean, safe, and organized work environment
- Follow safety and sanitation guidelines
- Receive and processes payment
- Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
- Performed opening and closing procedures including counting cash drawers and preparing deposits.
- Handled customer complaints and concerns promptly, escalating complex issues to direct supervisor for quick resolution.
- Maintained cleanliness of the checkout area by sweeping floors, emptying trash cans.
- Processed customer payments quickly and returned exact change and receipts.
- Counted and balanced cashier drawers.
- Answered customers' questions and provided information on store procedures or policies.
- Addressed customer questions and concerns regarding products and services.
- Greeted customers promptly and responded to questions.
- Resolved customer complaints in a professional manner.
- Collected credit card and cash payments to complete transactions for customer orders.
- Balanced cash drawers at the end of each shift.
PBX Operator
Kindred Hospital La Mirada
La Mirada, CA
03.2021 - 02.2022
- Provided training and coaching to new PBX operators
- Developed and updated business phone directory to reflect current employees and other changes
- Handled incoming and outgoing calls according to standard operating procedures
- Participated in emergency preparation meetings to understand crisis management procedures
- Organized & completed patient records, files, logs, letters & reports
Culinary Assistant
Kindred Hospital Westminster
Westminster, CA
03.2020 - 02.2021
- Reviews and approves all patient menus in the facility
- Ensures all patient meals and snack orders are checked against the diet order and distributed to patients timely
- Prepared and served meals following departmental nutritional and safety standards
- Maintains a clean and safe working environment in accordance with established standards and regulations
Skills
- Customer service experience
- Attention to detail
- Teamwork
- Time management
- Problem solving
- Sale skills
- Works great with deadlines
- Cash handling
Websites
Languages
Professional
Timeline
Business Development Representative II
Lendistry
12.2022 - 11.2023
Certificated Tax Preparer/Incorporation Specialist
Orange County Tax Help (OC-Tax Geek)
02.2022 - Current
PBX Operator
Kindred Hospital La Mirada
03.2021 - 02.2022
Culinary Assistant
Kindred Hospital Westminster
03.2020 - 02.2021
Cashier/Baker
Disneyland Resort
04.2015 - 01.2023