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
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