Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Assessments
Additional Information
Timeline
Generic

Michelle Ortega

Executive Assistant
Richmond,TX

Summary

Dynamic sales manager with 8 years of experience in software and financial sectors, alongside a solid background in education. Expertise in IT support, web design, and managing digital domains enhances ability to drive business development. Demonstrated success in cold and warm calling, with a focus on meeting client needs through teamwork and effective communication. Holds a B.S. in Interdisciplinary Studies, authorized to work in the US for any employer.

Experienced administrative professional prepared for this role with strong background in office management, scheduling, and communication. Skilled in handling multiple tasks efficiently, ensuring smooth operations, and supporting executive teams. Team collaboration and adaptability to changing needs drive consistent achievement of organizational goals. Known for reliability and fostering positive work environment.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Administrative Assistant/Sales Assistant

AMVT, LLC
10.2022 - Current
  • Implement the CRM system for the company and assist employees in its usage.
  • Procure office furniture by contacting vendors, requesting quotes, and scheduling visits and meetings.
  • Conduct market research for prospective customers using relevant search engines and websites. Compile findings in spreadsheets organized by market areas such as tree nuts, plastics, metals, fruits, vegetables, seeds, and coffee.
  • Create mass emails for target markets that include marketing materials and brochures.
  • Design and modify brochures and flyers using Canva.
  • Create forms for company use, including those for on-site machine installations, service visits, invoices, quotes, and generic fillable forms.
  • Contact GoDaddy, our email domain provider, to address billing questions, inquire about add-ons for email accounts, gather information on migrating to Microsoft 365, and obtain pricing.
  • Assist with the migration of our email accounts from GoDaddy Basic to Microsoft 365, collaborating with GoDaddy representatives and technicians to ensure a smooth transition on our website domain, WIX.
  • Communicate with employees regarding IT-related information, including updates on account migration and instructions for any necessary tasks to prepare for the migration.
  • Help new and current employees with IT-related issues or questions.
  • Monitor and manage office supply needs, including ordering supplies for the warehouse and customers.
  • Prepare FedEx shipments for customers.
  • Contact various companies used by AMVT to address questions related to bills, invoices, and services, including internet, security cameras, building maintenance, and locks. Obtain quotes for all types of office services.
  • Contact the insurance company for certificates of insurance (COIs) needed by customers, ensuring timely delivery.
  • Post open job positions at AMVT locations on Indeed and screen candidates before submitting resumes to decision-makers.
  • Research employee health insurance plans.
  • Ensure that selected invoices are paid on time.
  • Order business cards for new employees and confirm their receipt.
  • Maintain organized files for easy access when requested by supervisors.
  • Obtain freight shipment quotes.
  • Assist the team during periods without a warehouse manager.
  • Reserve flights and hotels for employees and engineers visiting from China.
  • Contact the Brazilian consulate and other relevant consulates regarding visa requirements for our Chinese engineers. Relay information and set appointments.
  • Assist our Northwest Regional Sales Manager in setting up his new office, including connecting utilities, arranging trash service, and ordering furniture and supplies.
  • Help prepare for trade shows, including booth registration and payments, obtaining COIs, arranging electricity, coordinating shipments to trade shows, contacting member associations about memberships, placing ads in magazines, and creating social media posts for events.
  • Locate employee handbooks and translate information from Spanish or Chinese into English.
  • Track lawn maintenance and payment schedules.
  • Contact the mud district and service providers to comply with mandatory county requirements.
  • Clean women's restrooms and kitchen areas, as well as vacuum and dust the office before the arrival of the cleaning crew.
  • Request letters of credit.
  • Modify Adobe PDFs for the sales team to meet customer or prospective customer needs.
  • Welcome office visitors, including vendors, customers, potential clients, job applicants attending interviews, and individuals here for meetings with company staff. Provide information to visitors inquiring about selling their products or services, such as freight shipment companies, staffing agencies, cleaning service representatives, insurance company agents, machine parts suppliers, and warehouse supply companies.
  • Accept deliveries at the front desk and ensure they reach the appropriate personnel.

Executive Assistant/Account Manager/Financial Adviser

Mann Financial Group
05.2015 - 04.2020
  • Assisted in qualifying potential clients who inquired about our financial services via am radio show, Safe Money with Scott Mann and website safemoneywithscottmann.com.
  • Contacted listeners of radio show who contacted our call center of visited our website requesting a call back or further information. Contacted listeners and website inquiries via telephone and or email.
  • Utilized CRM Hubspot for notating potential clients contact information, reasons for reaching out to us after listening to radio show, summary of notes from conversation as well as setting follow up tasks regarding future contact, scheduled meetings or phone webinar with Mr. Mann including calling and emailing to confirm meeting or webinar.
  • Followed our team developed sales process from beginning to end.
  • Assisted in transferring funds of new clients or existing clients from other financial institutions or investment firms which required contacting third parties in some cases.
  • Obtained my health and life insurance license to become more knowledgeable in state laws and regulations in order to better assist potential or existing clients which helped bring more business to company.
  • Attended meetings with potential and existing clients conducting by Mr. Mann in order to best assist with their financial needs.
  • Gained a tremendous amount of experience while working for Mr. Scott Mann, a licensed individual financial adviser whose business per year averaged between 40 and 50 million dollars.

Marketing Manager

ThomasKelly Software Associates
01.2011 - 01.2014
  • Serve as a Marketing/ Sales liaison for a software firm specializing in the development of education management software.
  • Research, contact, qualify, and present sound software solutions to clients across the United States.
  • Developed more than 100 new business contacts and relationships while managing all activity in a Customer Relationship Management System.
  • Continuously exceeded per year sales quota by more than 20%.
  • Successfully implemented a state wide software system in Alabama due to diligence and presenting a sound software solution.

Pre-Kindergarten Teacher

Early Learning Center - First United Methodist Church
01.2010 - 01.2011
  • Taught children four years of age in a self contained environment with an emphasis on pre-kindergarten skills development.

Third Grade Math and Science Teacher - Thompson Elementary School

Spring I.S.D
01.2006 - 01.2008
  • Taught third grade students in math and science in a team teaching environment.
  • Attended multiple trainings to help in meeting student's needs and improving teaching skills including: ESL, technology in the classroom, TOOT training math and differentiation of instruction for gifted learners.

Cosmetics Analyst/ Sales Associate

Macy's Department Store
01.2005 - 01.2006
  • Responsible for developing customer based sales plan and meeting sales and credit goals on a weekly and monthly basis.
  • Responsible for the delivery of highest quality customer service to clients
  • Technical duties include ensuring custom blending of personalized products for customers.

Substitute Teacher- Grade Levels

Conroe I.S.D
01.2004 - 01.2005
  • 1-12.

Eighth Grade U.S. History Teacher/ Substitute Teacher

Humble I.S.D
01.2003 - 01.2004

Second Grade Teacher - Purple Sage Elementary

Galena Park I.S.D
01.2002 - 01.2003
  • Taught second grade students in a self contained teaching environment.
  • Attended multiple trainings to help in meeting student's needs and improving teaching skills including: ESL, technology in the classroom, TOPT training math and differentiation of instruction for gifted learners.

Education

Bachelor of Science - Interdisciplinary Studies

Stephen F. Austin State University
Nacogdoches, TX
01.2001

Skills

  • Telemarketing expertise
  • Client relationship management
  • Event coordination
  • Negotiation tactics
  • Quantitative analysis
  • Sales strategy development
  • Insurance knowledge
  • Digital marketing strategies
  • CRM proficiency (Salesforce, HubSpot)
  • Administrative support
  • Executive assistance
  • Social media strategy

Certification

  • Life and Health Insurance October 2017 to October 2021
  • Teaching Certification
  • Substitute Teaching Certification
  • Professional Educator License
  • Property & Casualty License

Languages

Spanish - Fluent
English - Expert

Assessments

  • Attention to detail — Highly Proficient June 2022 Identifying differences in materials, following instructions, and detecting details among distracting information Full results: Highly Proficient
  • Customer focus & orientation — Expert June 2022 Responding to customer situations with sensitivity Full results: Expert
  • Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

Skills Microsoft Word, Excel, PowerPoint, Grade Speed, Sales Force, Typing, excellent communication, excellent customer service, 10-key, data entry, cold-calling, 3+ years sales experience, closing business.crm's - sales force hub spot, Microsoft 365, Social Media Marketing, Email Marketing

Timeline

Administrative Assistant/Sales Assistant

AMVT, LLC
10.2022 - Current

Executive Assistant/Account Manager/Financial Adviser

Mann Financial Group
05.2015 - 04.2020

Marketing Manager

ThomasKelly Software Associates
01.2011 - 01.2014

Pre-Kindergarten Teacher

Early Learning Center - First United Methodist Church
01.2010 - 01.2011

Third Grade Math and Science Teacher - Thompson Elementary School

Spring I.S.D
01.2006 - 01.2008

Cosmetics Analyst/ Sales Associate

Macy's Department Store
01.2005 - 01.2006

Substitute Teacher- Grade Levels

Conroe I.S.D
01.2004 - 01.2005

Eighth Grade U.S. History Teacher/ Substitute Teacher

Humble I.S.D
01.2003 - 01.2004

Second Grade Teacher - Purple Sage Elementary

Galena Park I.S.D
01.2002 - 01.2003

Bachelor of Science - Interdisciplinary Studies

Stephen F. Austin State University

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