Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Maria Guevara

Summary

Friendly and empathetic with excellent communication skills, dedicated to providing outstanding service and support. Possesses solid understanding of customer needs and conflict resolution, coupled with strong problem-solving abilities. Aiming to build positive customer relationships and contribute to customer satisfaction and loyalty.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Personal Assistant to the Owner

Private Family Home
08.2024 - 12.2024
  • Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments, and arranging transportation.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Sourced and ordered office equipment and supplies.
  • Kept detailed track of household and maintenance inventory and schedules.
  • Displayed absolute discretion at handling confidential information.

Equity Research Assistant

Aston Carter
08.2023 - 02.2024
  • Generated comprehensive reports on portfolio performance and risk assessment.
  • Monitored market trends and news to identify emerging opportunities.
  • Evaluated the performance of existing investments and adjusted accordingly.
  • Tracked prices, yields, and other trends to correctly interpret impacts on investment programs.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Assisted in preparing client presentations, tailoring content for specific audience needs and objectives.

Customer Service Representative Agent

Aston Carter
07.2022 - 08.2023
  • Verified client information via email, ensuring accuracy and compliance with company standards
  • Consistently met or exceeded weekly loan targets, demonstrating strong performance and reliability
  • Delivered high-quality customer service when responding to inquiries from both internal and external clients
  • Drafted memos, letters, and reports on behalf of supervisors or managers
  • Supported peers through knowledge-sharing sharing, and collaboration efforts resulting in an enhanced team dynamic and heightened productivity levels.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Built rapport with clients through active listening, empathy, and understanding of their individual needs.

Administrative Assistant

Bonilla Home Improvement
03.2021 - 06.2022
  • Prepared meeting agendas, recorded minutes, and distributed documentation to attendees
  • Scheduled appointments, managed tasks, ensuring timely project completion
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Managed filing system, entered data, and completed other clerical tasks.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.

Loan Specialist

Fast Auto Loans
02.2018 - 03.2021
  • Explained very technical financial information to applicants in easy-to-understand language.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine the feasibility of granting loans.
  • Effectively managed time and resources to maintain a high level of productivity while ensuring attention to detail in every aspect of the loan process.
  • Proactively identified potential delinquent accounts, implementing early intervention strategies to mitigate risk exposure for the company.

Retail Sales Associate

The Children's Place
09.2016 - 03.2018
  • Assisted customers in identifying and purchasing desired merchandise, enhancing shopping experience
  • Advised customers on product choices and promotions, boosting sales and customer satisfaction
  • Managed inventory and requested new stock, ensuring product availability and organization
  • Maintained store cleanliness, contributing to a welcoming shopping environment
  • Enhanced customer satisfaction by providing personalized shopping experiences and exceeding sales targets

Education

HIGHSCHOOL DIPLOMA -

Freedom High School
Woodbridge, VA
06.2016

Skills

  • Maintaining schedules
  • Office management
  • Document preparation
  • File organization
  • Tech-savviness
  • Time management
  • FLUENT IN SPANISH
  • Filing and data archiving

Certification

  • First Aid Certification

Languages

Spanish
Native or Bilingual

Timeline

Personal Assistant to the Owner

Private Family Home
08.2024 - 12.2024

Equity Research Assistant

Aston Carter
08.2023 - 02.2024

Customer Service Representative Agent

Aston Carter
07.2022 - 08.2023

Administrative Assistant

Bonilla Home Improvement
03.2021 - 06.2022

Loan Specialist

Fast Auto Loans
02.2018 - 03.2021

Retail Sales Associate

The Children's Place
09.2016 - 03.2018
  • First Aid Certification

HIGHSCHOOL DIPLOMA -

Freedom High School
Maria Guevara