Maria Fuentes
Santa Ana,CA
Summary
Dedicated employee known for punctuality, pursuing employment options where good customer service and a positive attitude will make a difference. Proactive leader with strengths in communication and collaboration. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Communicative and team-oriented, with proficiency in Microsoft programs. Proven history of fostering success to meet team, individual, and management objectives. Organized and motivated employee, eager to apply time management and organizational skills in various environments. Seeking opportunities to expand skills while facilitating company growth.
Overview
5
5
years of professional experience
Work History
Sales Support
Horizon Sales & Marketing
Costa Mesa, CA
06.2024 - Current
- Provided customer service and sales support in a retail environment.
- Collaborated with other teams such as Sales Support and Customer Service to provide a comprehensive service experience for customers.
- Drafted policies and procedures regarding sales support activities.
- Maintained strong relationships with vendors, suppliers and other external partners involved in Sales Support activities.
- Responded to technical questions, billing inquiries and sales support needs.
- Collaborated with internal departments to provide sales support for residential accounts.
- Answered incoming calls from customers, provided customer service and sales support.
- Collaborated with sales team to understand customer requirements, boost product sales and provide sales support.
- Utilized specialized software applications related to the job role.
- Collaborated with other departments to resolve issues regarding incorrect data entries.
- Organized files according to established procedures for easy retrieval later on.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Maintained updated knowledge of industry trends related to data entry operations.
- Created spreadsheets to track data entries.
- Updated existing records with new or revised information as needed.
- Checked source documents against entered data to ensure accuracy.
- Processed customer orders accurately and in a timely manner.
- Followed up on pending tasks until completion.
- Collected and organized information for entry, prioritizing entries to increase efficiency.
- Maintained database by entering new and updated customer and account information.
- Responded to daily inquiries and requests within mandated timeframe to meet deadlines.
- Followed data program techniques and procedures to maintain data entry requirements.
- Reviewed, corrected or deleted data, verifying customer and account information.
- Stored hard copies of data in organized files to optimize retrieval.
- Contacted customers via phone or email to address data inquiries.
- Maintained data entry requirements by following data program techniques and procedures.
- Identified, corrected, and reported data entry errors.
- Entered data into spreadsheets, documents and databases with high accuracy rate.
Risk Coordinator
Pacific Dental Services
Irvine, CA
03.2022 - 04.2023
- Met deadlines consistently with accuracy and strong attention to detail, in spite of setbacks.
- Monitored customer issues to deliver the best resolution course, following steps involved for appropriate procedures.
- Used Excel pivot tables, charts, and reports to break down and analyze information.
- Developed administrative processes to achieve organizational objectives and improve office efficiency.
- Managed physical and digital files, monitored spreadsheets, and updated reports to coordinate project materials.
- Directed customer communication to appropriate department personnel.
- Responded effectively to sensitive inquiries or complaints.
- Maintained accurate department and customer records.
- Ordered materials, organized workspaces, answered emails, and made phone calls.
- Obtained scanned records and uploaded them to the database.
- Processed expense reports and invoices.
- Scanned physical documents and uploaded them to databases for digital access.
- Used current filing system to increase ability to retain and recover documents, reports, and records.
- Received and submitted payments for fees and fines, accurately tracking amounts, issuing receipts, and updating computer systems.
- Investigated past and current licensees to perform record checks.
- Issued permits and licenses for offices, doctors, and machines.
- Renewed permits and licenses, after making sure they have been paid for, to ensure they are current.
- Stepped up when coworkers were out on short notice.
- Scheduled and coordinated meetings, appointments, and travel arrangements for managers or supervisors.
- Gathered and sorted data for inclusion in reports and files.
- Served as a contact person and source of information to maintain good communication with clients.
- Used scheduling software to delegate resources and manage calendars.
- Answered incoming calls and recorded accurate messages.
- Executed record filing systems to improve document management and organization.
- Obtained signatures for financial documents, internal invoices, and external invoices.
- Opened, sorted, and distributed incoming mail and processed outgoing mail.
- Provided secretarial and office management support while building cooperative working relationships.
- Scheduled appointments, meetings, and events for management staff.
- Prepared and prioritized calendars and correspondence.
- Organized both physical and digital files, and updated reports to coordinate project materials.
- Compose correspondence, reports, and meeting notes.
- Organized files, developed spreadsheets, faxed reports, and scanned documents, maintaining the front desk and reception area in a neat and organized fashion.
- Handled incoming calls and directed callers to the appropriate department or employee.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Responded to customer issues to provide immediate resolution and improve retention.
- Sorted and distributed incoming faxes, letters, and emails for office distribution.
- Coordinated catering services for various functions, including sales trainings and department meetings.
Insurance Reviewer
Guaranteed Rate
Santa Ana, CA
03.2021 - 01.2022
- Performed in-depth reviews to check compliance with applicable laws, policies and regulations to complete accurate paperwork and avoid delays.
- Worked in editing and word processing software to produce and submit work
- Worked with colleagues to review, accept or deny new and renewal business.
- Varied language and tone of messages based on product and medium.
- Reviewed files, records and other obtained documents to respond to customer requests.
- Completed documents and work requests according to company standards.
- Kept documents moving in proper flow by applying strong organizational, planning and multitasking abilities.
- Filed accurate weekly, monthly, quarterly regulatory paperwork and maintained organization to support smooth audit processes.
- Adhered to federal and state compliance guidelines relative to retail mortgage lending.
- Complied applications and paperwork and double-checked for accuracy.
- Approved loans that met specifications.
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
- Maintained pleasant and cordial attitude, remaining calm when issues arose.
- Provided timely information and work output to supervisors and team members.
Post Close Coordinator
Owning
Santa Ana, CA
02.2020 - 03.2021
- Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Approved loans and specified terms, referring applications outside those limits to management.
- Reviewed records for accuracy and completeness to maximize compliance and prevent errors.
- Performed post-closing checks of mortgage loan documentation.
- Managed loan packages and prepared closing instructions for staff.
- Examined and verified information in loan application and closing documents.
- Organized, filed and maintained customer, department and regulatory loan records.
- Checked applicant credit, personal references and employment histories.
- Prepared and delivered loan documents to title and escrow teams.
- Assembled and compiled title abstracts, insurance forms, loan documents and tax receipts.
- Scanned and organized 80+ products per day and put away at correct warehouse locations.
- Prepared requested orders by pulling materials, packing boxes and placing packaged items in delivery staging area.
- Converted physical documents via scanning into electronic files and images.
- Utilized various scanning hardware, computer programs and applications to scan files and documents.
- Reviewed electronically scanned document images to verify accuracy.
- Implemented troubleshooting techniques to resolve issues with scanning equipment.
- Completed diary logs to maintain accurate inventory levels.
- Batched, sorted and imported electronic files into software.
- Managed document processes through scanning, filing and transmitting while following all standard procedures.
- Evaluated various forms of documentation and reports for accuracy and completeness, identified deficiencies and advised on appropriate corrective measures to improve information details or processes.
- Organized technical documents, digital records and business correspondence for each project, program or department.
- Complied with safety regulations in terms of document control, strictly following corporate procedures and federal rules.
- Properly prepared and shipped records for storage at offsite facilities.
- Volunteered to work on special projects and took on additional tasks to assist various department.
- Reviewed documents for accuracy and verified funds.
- Prepared closing documents with care to eliminate errors or delays in processes.
- Assisted in escrow process, title process, financial transactions, company policies and procedures and regulatory requirements.
- Collaborated extensively with auditors during preliminary and year-end audit processes.
- Conducted comprehensive analysis and evaluated risk to control underwriting loss.
- Reviewed and evaluated loan applications to approve, suspend or decline requests.
- Entered data into underwriting database to track activity during underwriting process.
- Photocopied, documented and scanned received documentation and filed it for use by escrow or other departments.
- Created and delivered submissions of loan documents to various departments.
Education
High School Diploma -
Segerstrom High School
Santa Ana, CA06.2017
Some College (No Degree) - Political Science
Santa Ana College
Santa Ana, CASkills
- Team collaboration
- Copywriting, editing, and review
- Working collaboratively
- Conflict Resolution
- Customer service
- Multitasking
- Organization
- People skills
- Fluent in Spanish
- Computer skills
- Processing documents
- Verifying information
- Reviewing financial paperwork
- Analyzing data
- Microsoft Office
- Quality control
- Loan processing support
- Time management
- Reliable and trustworthy
- Communication
- Active listening
- Excel spreadsheets
Timeline
Sales Support
Horizon Sales & Marketing
06.2024 - Current
Risk Coordinator
Pacific Dental Services
03.2022 - 04.2023
Insurance Reviewer
Guaranteed Rate
03.2021 - 01.2022
Post Close Coordinator
Owning
02.2020 - 03.2021
High School Diploma -
Segerstrom High School
Some College (No Degree) - Political Science
Santa Ana College
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