Meriyah Ortiz
Santa Ana,CA
Summary
Dedicated professional with strong organizational skills in customer service and financing. Proven ability to develop relationships and streamline paperwork processes to enhance operational efficiency.
Overview
3
3
years of professional experience
Work History
Financing
Nexgen AC, Heating, Plumbing, and Electrical LLC.
Anaheim, California
10.2024 - Current
- Assisted clients in understanding the implications of various types of financing products available from the bank.
- Organized paperwork, including contracts and financing documents.
- Developed relationships with financial institutions to provide financing options for customers.
- Collaborated with team members to develop innovative solutions for customers' financing needs.
- Developed training materials and conducted user training sessions on the use of financing systems.
Administrative Coordinator
Nexgen AC, Heating, Plumbing, and Electrical LLC.
Anaheim, California
08.2022 - Current
- Managed scheduling and calendar for field personnel to optimize time management.
- Assisted in preparing reports and presentations for departmental meetings and reviews.
- Organized and maintained electronic and physical filing systems for easy access.
- Supported the onboarding process for new employees by preparing materials and trainings.
- Provided administrative support to various departments within the organization.
- Responded to customer inquiries via phone or email in a professional manner.
- Prepared quotes, invoices, and contracts for customers.
Education
Business And Accounting
Santa Ana College
Santa Ana, CASkills
- Data entry and administrative support
- Customer service and finance
- Microsoft Office proficiency
- Multitasking and self-management
- Project management
- Staff coordination
- Time management
Accomplishments
- Employee of the year in 2023.
- Multiple promotions within 3 years.
References
References available upon request.
Timeline
Financing
Nexgen AC, Heating, Plumbing, and Electrical LLC.
10.2024 - Current
Administrative Coordinator
Nexgen AC, Heating, Plumbing, and Electrical LLC.
08.2022 - Current
Business And Accounting
Santa Ana College
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