Nancy Ruiz-Cales

• Responsible for intakes of new clients, making sure to use trauma informed knowledge to make them feel welcome and safe.
• Meet weekly to establish a professional relationship with each client, identifying their individual needs and getting them document ready for permanent housing.
• Helping with the planning, preparation and serving for lunches, dinners and snacks for the participants.
• General housekeeping duties as needed.
• Treating all participants with dignity respect and assisting in their transition to shelter life and beyond.
• Maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
• Collaborate with all resources, here on location and outside to help meet my clients goals.

Handled incoming inquiries for service vial text, chat, call and email.

• Set up appointments for both new and existing customers.
• Did routing for estimators maximizing their time and the customers preferences.
• Used my bi-lingual skills with crew and customers alike.
• Operated office equipment including computer, multi-line phone, copy machine, laminating machine and scanner.
• Reached out to vendors regarding orders and used tracking info provided.
• Handled payments over the phone.
• Did monthly service reminders.
• De-escalated situations to make sue customers were happy and satisfied with products and services.

• Demonstrated adaptability by cross-training in multiple job functions within the fulfillment center.
• I trained in multiple areas including warehouse work, sorting, packing, problem solving, hazmat handling, damages and returns.
• Used various tools including interactive stow and packing system, mobile station and manual pallet jacks.
• Contributed to a positive workplace culture by maintaining a professional demeanor and supporting colleagues in their work duties.
• Labeled boxes, crates and containers with accurate order information, destinations and codes to minimize shipping errors.

• Collaborated with underwriting team to resolve any discrepancies or issues found in loan applications, ensuring a smooth approval process for clients.
• Ensured compliance with federal regulations by meticulously reviewing loan applications for accuracy and completeness.
• Verified wire information and balanced final closing disclosure in preparation for funding.
• Found and applied creative solutions to any obstacles in order to ensure the member file was successfully funded in a timely manner.
• Maintained an electronic log about incoming files and did daily follow-up on missing files including FedEx and UPS tracking.