Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Monterey Bertolas

Summary

Highly adaptable and efficient professional with a passion for customer success. Bringing a proactive mindset, strong organizational skills, and a commitment to delivering exceptional service. Proven ability to manage operations, support team objectives, and resolve challenges. Seeking a growth-oriented role where I can expand my skill set, contribute to meaningful projects, and build a long-term career.

Overview

3
3
years of professional experience

Work History

Office Manager

Bertolas & Pekula CPA
10.2023 - Current
  • Researched, implemented, and trained staff on a new client management database, improving operational efficiency
  • Organized and filed personal and business tax returns for 2,000+ clients, ensuring timely federal and state acceptance
  • Managed year-end paperwork for business clients, streamlining the process by implementing updated technology

Project Coordinator

Haven Builders
05.2023 - 10.2023
  • Monitored multiple residential projects, serving as the primary client contact to ensure prompt communication and satisfaction
  • Tracked progress of contractors, supply shipments, insurance claims, and client payments to ensure timely project completion
  • Submitted building permits and scheduled city inspections for compliance

Hockey Coach

OS Hockey
05.2022 - 08.2022
  • Fostered a positive team culture through effective communication and conflict resolution techniques.
  • Developed training methods to build skills for different ages and ability levels.
  • Conducted sessions in strength training, technique drills and motivational tactics.

Human Resources Intern

Life Fitness
05.2022 - 08.2022
  • Assisted in recruitment processes for 90+ open positions by screening resumes and scheduling interviews.
  • Supported onboarding initiatives by coordinating new hire orientation sessions.
  • Maintained employee records and updated HR databases for accuracy.

Education

Bachelor of Business Administration - Management, Minor in Psychology

University of Wisconsin- Eau Claire
Eau Claire, WI
05.2023

Skills

  • Time management and multitasking
  • Strong problem-solving mindset
  • Quick adaptability
  • Building trusting and strategic client relationships
  • System implementation and process improvement
  • Global teamwork and collaboration
  • Organized in fast-paced environments
  • Successful in resolving conflict
  • Dependability and accountability
  • Customer service excellence
  • Recruitment and talent selection

Awards

  • Glo-Bus Overall Champion, UWEC (2023)
  • Global Collaboration Certificate, UWEC (2022)

Timeline

Office Manager

Bertolas & Pekula CPA
10.2023 - Current

Project Coordinator

Haven Builders
05.2023 - 10.2023

Hockey Coach

OS Hockey
05.2022 - 08.2022

Human Resources Intern

Life Fitness
05.2022 - 08.2022

Bachelor of Business Administration - Management, Minor in Psychology

University of Wisconsin- Eau Claire

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