Monica Duarte
Upland,CA
Summary
Sales Manager with 15+ years of experience in product development and optimization. Demonstrated expertise in fostering client relationships through knowledgeable support and consistent service. Proven track record in implementing effective marketing and merchandising strategies to meet promotional goals. Successful in expanding networks and enhancing brand visibility.
Overview
17
17
years of professional experience
Work History
Patient Care Coordinator
Pacific Rejuvenation Medical
12.2023 - 09.2025
- Streamlined communication among patients, doctors, and staff to promote seamless interaction.
- Accessed programs to establish payment strategies tailored to patient needs.
- Communicated care plans effectively with patients to ensure quality outcomes.
- Scheduled evaluations and procedures to maintain patient flow and care continuity.
- Processed patient intake information while updating medical records prior to treatment.
- Received and routed communications from the care team to appropriate personnel.
- Established professional relationships with healthcare colleagues to enhance teamwork.
- Performed administrative tasks including filing, answering phones, and managing databases.
Business Development Manager
Southland Data Processing
12.2021 - 01.2024
- Determine prospective customers’ needs for Payroll, Human Resources and more, then presenting Southland Data Processing services to meet those needs
- Using initiative, develop prospects through cold calling, referrals, professional and personal contacts and other sources
- Identifying prospective customers by using business directories, following leads from existing customers, participating in organizations and clubs, and attending trade shows and conferences
- Negotiating details of contracts and payments
- Prepare and present proposals and provide appropriate follow-up throughout the sales process
- Complete and obtain documentation required for the conversion of data from their previous payroll provider to the SDP system
- Work directly with internal departments to ensure the client has a smooth transition to their new payroll provider
- Consulting with clients after sales or contract signings to resolve problems and to provide ongoing support.
- Established performance metrics to measure success of regional sales goals.
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
- Generated new business with marketing initiatives and strategic plans.
- Represented company and promoted products at conferences and industry events.
Call Center Supervisor
Bank of America
08.2018 - 11.2021
- Work in a collaborative environment with a team of professional preferred agents & managers in an inbound call center
- Listening to, understanding and providing needs-based sales solutions for our preferred clients
- Opening new credit card accounts, while being within compliance with federal regulations & disclosures
- Navigating multiple computer systems while interacting with the client to enhance relationship & offer core banking products from balance transfers, small business loans, credit cards, Auto Loans, mortgage loans & refinancing
- Displayed passion, commitment and drive to deliver an experience that improves our clients’ financial lives while seeking to understand their needs, actively sharing options using plain language, building rapport and handling objections
- Always met & exceeded daily/monthly incentives
- Placed top 2% overall in the company for sales in 2018,2020
- Analyzed customer data to identify opportunities for growth within the territory.
- Resolved customer complaints in a timely manner while striving for customer satisfaction.
- Conducted customer surveys to identify areas of improvement in customer service.
- Resolved customer complaints regarding billing errors, payment disputes, and other product related inquiries.
- Provided training and support to staff members on credit card policies and procedures.
- Worked closely with team members across multiple departments such as sales, operations, finance, and legal teams to ensure compliance with all applicable laws and regulations.
- Participated in industry events such as conferences, seminars, webinars., to stay abreast of changes in the market place.
- Managed team of 10+ employees, ensuring quality standards were met.
- Conducted regular staff meetings to discuss progress and challenges faced by the team.
- Documented all operational activities and maintained records of performance metrics.
- Ensured safety regulations were strictly followed by all personnel.
Centralized Director of Admission's
Marinello Schools of Beauty
01.2016 - 07.2018
- Responsible for 5 campuses, scheduled and conducted all admissions interviews via phone
- Enrolled qualified applicants and performed required follow-up contacts
- Entered all required prospective student information and contacts in lead management system
- Met required daily/monthly budget campus goals
- Acted in a liaison capacity with my assigned campuses to ensure that student enrollment is efficient
- Adhere strictly to U.S Department of Education guidelines for proprietary school admissions.
- Assisted in the review of applications, transcripts, and other documents for admission decisions.
- Conducted student interviews and provided feedback on their application status.
- Maintained accurate records of admissions data and statistics.
- Provided guidance to prospective students regarding program requirements and options.
- Coordinated with faculty members to ensure that all application deadlines are met.
- Organized campus visits for admitted students, including tours, meetings with faculty members, and information sessions.
- Answered inquiries from prospective students about admission requirements and procedures.
- Reviewed enrollment contracts prior to submission.
- Managed communication between accepted students and other departments such as housing or financial aid offices.
- Explained school policies and enrollment process to students and families.
- Prepared reports using academic or institutional data and information.
- Planned, administered and controlled budgets.
- Led cross-functional teams to streamline project execution and enhance operational efficiency.
- Collaborated with senior leadership to define company vision and align departmental objectives accordingly.
Personal Assistant
A Status Marketing
01.2009 - 12.2015
- Coordinated executive schedules, optimizing time management and enhancing productivity.
- Managed communications, ensuring timely responses and maintaining professional relationships.
- Developed and maintained filing systems, improving information retrieval efficiency.
- Organized travel arrangements, streamlining logistics for corporate events and meetings.
- Mentored junior staff, fostering skill development and promoting team collaboration.
- Implemented office procedures, driving operational improvements and enhancing workflow efficiency.
- Maintained appropriate filing of personal and professional documentation.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
Education
Some College (No Degree) -
Mt. SAC
Walnut, CASkills
- Fluent in English and Proficient in Spanish, Knowledge in MS-Word, Excel, Outlook and ACT and Quickbooks software
- Business & Project Development
- Strategic Partnerships
- Client Consultations
- Pipeline Development
- Prospecting
- Customer Acquisition
- Team Leadership
- Sales and Marketing
- Verbal and written communication
- Relationship building and management
- Proposal Writing
- Territory Management
- Sales Leadership
- New Business Development
- Contract negotiation expertise
- Account development
- Mentoring and Coaching
- Key decision making
- Business Administration
Education and Training
other
Timeline
Patient Care Coordinator
Pacific Rejuvenation Medical
12.2023 - 09.2025
Business Development Manager
Southland Data Processing
12.2021 - 01.2024
Call Center Supervisor
Bank of America
08.2018 - 11.2021
Centralized Director of Admission's
Marinello Schools of Beauty
01.2016 - 07.2018
Personal Assistant
A Status Marketing
01.2009 - 12.2015
Some College (No Degree) -
Mt. SAC
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