Meagan Heuchan
Customer Service
Long Beach,CA
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
9
9
years of professional experience
2
2
years of post-secondary education
Work History
Personal Financial Consultant
J & M Consulting
Hemet , CA
03.2020 - 10.2021
- Monitored clients' EDD accounts to determine changes to improve any delay in receiving funds to accommodate life changes
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Studied financial documents to identify potential areas needing improvement for submitting.
Quality Control Specialist
Horizon Solar Power
Hemet, CA
06.2017 - 10.2020
- Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
- Reviewed call logs from the confirmation department to make sure the appointments that were being set met all of the requirements for a salesman to be sent out to the residence for an appointment.
- Updated inspection journals and daily summary logs with quality-related data.
- Used web platforms such as Google maps to ensure adequate sunlight exposure for solar installation.
- Used Credit Checking Software to ensure homeowners credit score was a 650 or greater.
- Used "HERO" software to check the title of the home and make sure that the appointment setter was setting the appointment with the listed homeowner.
Office Administrator/Customer Service
Intel Public Utilities Marketing
Ontario , CA
01.2013 - 05.2014
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Interacted with customers by phone, email, or in-person to provide information.
Education
Associates - Business
Long Beach City College
Long Beach, CA 02.2021 - 02.2023
Skills
Clerical Support
Analytical and Critical Thinking
Organization and Time Management
Written Communication
Dependable and reliable
Business Development
Inbound phone call handling
Meeting coordination
Typing 45 words per minute
Administrative support
Strategic planning
Office management
Additional Information
References:
- Charlie Provenghi 714-493-1433
- Toni Heuchan 562-754-6699
Timeline
Associates - Business
Long Beach City College
02.2021 - 02.2023
Personal Financial Consultant
J & M Consulting
03.2020 - 10.2021
Quality Control Specialist
Horizon Solar Power
06.2017 - 10.2020
Office Administrator/Customer Service
Intel Public Utilities Marketing
01.2013 - 05.2014