Summary
Overview
Work History
Education
Skills
Languages
References
Languages
Timeline
Generic

Melissa Morales de la Torre

Florence,SC

Summary

Thanks to the different jobs I have had in recent years I have gained experience in organization and leadership. I have learned how to manage an office and handle ups and downs. I am always willing and excited to learn new things and I enjoy working as a team member. My native language is Spanish and one of my strengths is speaking fluent English and the attention I put into details. I hope I can be of help if we start working together. Thank you in advance for considering me.

Overview

13
13
years of professional experience

Work History

Validation Manager

Synergi Partners
Florence, SC
01.2023 - Current
  • I was hired to work in the ERC program, doing the following activities:

    1. Attending meetings & writing down all conversations the Client Success Manager (CSM) have with client, these calls could be in Spanish or English.
    2. Transcribe & organized all information obtained during the call to a document (EDCC Notes)
    3. Prepare a document (Pre-Call Notes) with the information sent by the client, 90% of these documents are originally sent in spanish, so these have had to be translated and grammatically arranged when creating the official document
    4. All clients assigned to the CSM's receive follow-up emails or follow-up calls to scheduled an EDCC and any conversation with the client is written on a notepad and added to the client's correspondence folder and notified to the CSM.
    5. Downloading credit packages for US accounts
    6. Reviewing and approving client accounts, these reviews include:
    - If owners and relatives have been excluded from the packages delivered to the client
    - If the amounts and quarters approved in Credit Manager are correct and match the last EIN report
    - If the necessary documentation is in the client's folder, all this is reviewed before approving in the "Change Status Form" app
    7. Audit projects
    8. Updating information in the Refund Module in Credit Manager, checking 941X are on K-Drive, downloading documents from sharepoint, and verifying if the client have filed, or has been paid by the IRS via email , notepad, or any available document and any situation that is not clear, we have had to report it to our Manager

    These are the activities in which I have helped the CSM's assigned to me, which are not included as activities that the VMs do:
    1. Downloading Puerto Rico credit packages, each CSM has a different way of doing it.
    2. Creating analytical charts with the information client has sent, separating it by quarters and thus building support in case of a future audit form the IRS
    3. I translate and attach any new information
    4. During calls with clients, all my CSM's count on me to speak with the client and ask them eligibility questions, or request metrics.
    5. I review notes from previous calls and make bullet point summaries so the CSM can send an email to the client requesting this information
    6. Internal meetings with the CSM's, to further discuss charts or impacts, they all validate my opinion and input.

Owner of a Crystal Jewelry Business

Stellar Gemz
Florence, SC
10.2021 - Current
  • I started my small business on Oct 2021, and have only grown since then, I create & sell crystal jewelry, patch tote bags and bucket hats and Vintage clothing, I run an online business and attend the Farmers Market & any event in the county area.

Seater & Medical Records Assistant

Stokes Regional Eye Center
Florence, SC
07.2021 - 08.2022
  • In charge of having an entry order and records of visits and procedures for each patient
  • Responsible for preparing the patient before seeing each Dr, with the proper indications from the different doctors
  • Medical Records (4 times a month): In charge of uploading and reviewing documents other clinics have sent and sending Patients test results back to them for further review.

General Manager & Marketing Rep

Rosa & Tuñon Insurance Agency
Florence, SC
09.2017 - 07.2021
  • Customer Service Rep
  • Logo and flyer designer using photoshop
  • Translator in between the client and the Insurance Company
  • Transmits at the DMV (Plate Renewals, Car taxes & New Plates)
  • Collect Payments
  • Responsible for daily and weekly financial reports
  • Responsible for creating any Marketing Materials & Projects
  • Responsible for reviewing company cancellations or lapsed policies due to non payments, surcharges, expirations or underwriting reasons.

Receptionist- Commercial Administration Manager’s Assistant

Holcim Ecuador S.A
Guayaquil, Ecuador
08.2016 - 02.2017
  • Update the database of customers and employees
  • Direct clients and suppliers to the corresponding areas
  • Coordinate teleconferences at corporate level
  • In charge of the satisfaction surveys and to offer services of Concrete and Aggregates.

Receptionist – Cashier

Chinese Restaurant Sion Lung
Guayaquil, Ecuador
01.2012 - 01.2017
  • Customer Service
  • Complete daily reports
  • Provider Payment Service.

Customer Service

OVLEX - Program Work & Travel
Panama City Beach, Florida
03.2014 - 05.2014
  • Provide adequate attention to customers, responding to their product questions
  • Listen and process suggestions and complaints from customers.

Education

8 levels - English Language

Southern Cross (British Language Centre)
Guayaquil, Ecuador
07-2012

8 Levels - English Language

Neighbour Academy
Guayaquil, Ecuador
03-2006

Some College (No Degree) - International Business Bilingual

Santa María University Campus Guayaquil
Guayaquil

Some College (No Degree) - Entrepreneurship Bilingual

Catholic University of Santiago De Guayaquil
Santiago de Guayaquil

Bachelor of Commerce and Administration -

Moderna Sergio Pérez Valdez

Skills

  • Bilingual
  • Verbal & written communication
  • Positive Attitude
  • Analytical thinking
  • Teamwork
  • Professionalism
  • Organized
  • Business Administration

Languages

  • Spanish
  • English

References

  • Mary Callozo, Manager of The Rustic Raven Energy Medicine & Holistic Healing, (843) 489-2983
  • Diamond Boatwright, Executive Director of Heart of Life, (843) 799-7039
  • Kilma C. Frierson, Agent & Manager of Rosa & Tuñon Insurance, (843) 615-5161
  • Liliana Penaranda, CSM Synergi Partners, (786) 287-0709
  • Miriam Balladares, CSM Synergi Partners, (786) 566-1405

Languages

English
Full Professional
Spanish
Native/ Bilingual

Timeline

Validation Manager

Synergi Partners
01.2023 - Current

Owner of a Crystal Jewelry Business

Stellar Gemz
10.2021 - Current

Seater & Medical Records Assistant

Stokes Regional Eye Center
07.2021 - 08.2022

General Manager & Marketing Rep

Rosa & Tuñon Insurance Agency
09.2017 - 07.2021

Receptionist- Commercial Administration Manager’s Assistant

Holcim Ecuador S.A
08.2016 - 02.2017

Customer Service

OVLEX - Program Work & Travel
03.2014 - 05.2014

Receptionist – Cashier

Chinese Restaurant Sion Lung
01.2012 - 01.2017

8 levels - English Language

Southern Cross (British Language Centre)

8 Levels - English Language

Neighbour Academy

Some College (No Degree) - International Business Bilingual

Santa María University Campus Guayaquil

Some College (No Degree) - Entrepreneurship Bilingual

Catholic University of Santiago De Guayaquil

Bachelor of Commerce and Administration -

Moderna Sergio Pérez Valdez

Similar Profiles

CREATE PROFILE
Melissa Morales de la Torre