Melissa Perez

Work History

SMS Assist/Lessen

Chicago, IL

06.2023 - Current

Exceeded expectations by consistently achieving a 95-99% KPI rating in quality, productivity, and customer satisfaction, setting new industry standards
Expertly resolved over 300 invoice discrepancies, utilizing adept negotiation techniques to create mutually beneficial solutions for vendors and clients
Conducted comprehensive training sessions for new vendors, empowering them with the knowledge needed to efficiently utilize the vendor portal and mobile app
Guided them through the process of submitting proposals for reactive work orders
Strategically onboarded and managed 25+ new vendors across various regions and categories, ensuring rigorous compliance with contract terms and corporate policies
Implemented streamlined onboarding procedures for enhanced efficiency.
Responded to customer issues promptly to build strong professional relationships.
Communicated with store employees to maintain conditions and appearance of retail area.

Primerica

Chicago, IL

06.2018 - Current

Maintained an exceptional 95% accuracy rate in processing client applications, ensuring timely and error- free submissions
Pioneered the recruitment and mentorship of a high-performing team, achieving a remarkable 20% increase in overall team productivity
Empowered families to achieve financial stability through tailored solutions, resulting in a substantial 30% reduction in client debt
Conducted in-depth interviews with potential clients, consistently achieving an outstanding 90% satisfaction rate.
Managed finances and overall business direction through solutions-oriented problem-solving.
Met with customers to assess needs, financial status and eligibility.

Bridge Legal

Chicago, IL

11.2022 - 05.2023

Answered phone calls and provided new clients with required paperwork to initiate service.
Explained eligibility requirements, application details, payment methods, and applicants' legal rights during intake assessment.
Utilized active listening techniques during initial consultations, resulting in a notable 25% increase in clients feeling heard and valued.
Ensured strict adherence to federal confidentiality regulations, safeguarding sensitive client information, and maintaining impeccable compliance records.
Analyzed incoming service requests, applying predefined criteria to determine eligibility accurately and swiftly.
Leveraged excellent communication skills to provide clients with clear, concise instructions for completing documentation and meeting requirements.