Lupe Villa
Midland,TX
Summary
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.
Overview
16
16
years of professional experience
Work History
Insurance Customer Service Representative
Yorkman and Assocites
Midland, TX
01.2024 - Current
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Provided quotes on various types of insurance policies.
- Advised customers on available coverage options that best fit their individual needs.
- Processed new policy applications and updated existing policy documents.
- Navigated computer system to look up customer information and update policies.
- Greeted customers and provided prompt, courteous service.
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Collected payments, processed receipts and informed policyholders of outstanding balances.
General Manager
Viva Villa Drive Thru
Midland, TX
09.2013 - Current
- Managed all aspects of daily business operations including budgeting, staffing, scheduling, inventory control, customer service and sales.
- Trained employees on duties, policies and procedures.
- Recruited, interviewed and hired qualified staff for open positions.
- Created schedules and monitored payroll to remain within budget.
- Tracked monthly sales to generate reports for business development planning.
- Developed service and sales strategies to improve retention and revenue.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
Bookkeeping Administrative Assistant
Borland & Borland, Attorneys At Law
Midland, TX
11.2007 - 09.2015
- Processed accounts payable and receivable transactions.
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Generated invoices for clients and tracked payments received from customers.
- Analyzed financial transactions, assigning to specific accounts.
- Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
- Maintained and reconciled general ledger accounts.
- Reviewed employee expense reports for compliance with company policies.
- Managed general ledger entries, invoicing and deposits.
Education
Some College (No Degree) - Business Management
Midland College
Midland, TXSkills
- Organization
- Records Management
- Professional Demeanor
- Analytical Skills
- Multitasking
- Professionalism
- Financial Reporting
- Cash Flow Management
- Cost Accounting
- Quickbooks
- Account Reconciliation
- Paperwork Processing
- Data Entry
- Customer Service
Languages
English
Professional
Spanish
Professional
Timeline
Insurance Customer Service Representative
Yorkman and Assocites
01.2024 - Current
General Manager
Viva Villa Drive Thru
09.2013 - Current
Bookkeeping Administrative Assistant
Borland & Borland, Attorneys At Law
11.2007 - 09.2015
Some College (No Degree) - Business Management
Midland College
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