Norma Montoya
Norwalk,CA
Summary
Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Proven ability to establish rapport with customers and exceed sales quotas. Reliable and driven with strong management and prioritization skills.
Overview
14
14
years of professional experience
Work History
Admissions Counselor
AKUA Mind And Body
04.2022 - Current
- Reviewed admissions applications and evaluated client's credentials.
- Explained institution's fee structure, amenities, courses offered and facilities to prospective Client's.
- Collaborated with admissions team to develop and implement strategies to improve admissions process.
- Completed preliminary paperwork for incoming and outgoing patients.
- Confirmed all insurance benefits met standards of admissions as dictated by policy.
- Managed admissions processes for incoming client's, promptly collecting and processing necessary documents.
Scheduling Specialist
ClearSource LLC
11.2021 - 01.2022
- Provided detailed information about available services and requirements.
- Documented calls and appointments using V5 Software.
- Called Patients to coordinate schedules and set appointments.
- Established rapport with callers to build loyalty and support retention goals.
Collections Specialist
Red Auto Protection
07.2018 - 02.2020
- Negotiated to collect balance in full.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Processed payments and applied to customer balances.
- Counseled debtors on payment options and arranged installment agreements.
Loan Officer
Payday Money Centers
01.2014 - 07.2018
- Submitted loan applications to underwriter for verification and recommendations.
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained strict confidentiality of bank records and client information.
Dental Billing Specialist
Affinity Dental
05.2014 - 08.2014
- Responded to customer concerns and questions on daily basis.
- Executed billing tasks and recorded information in company databases.
- Used data entry skills to accurately document and input statements.
- Managed invoicing and payment processing operations.
Head Cashier
The Home Depot Inc
01.2014 - 05.2014
- Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
- Educated employees on register use, merchandising and customer service.
Teller Service Representative
Processing Center Of Orange County
03.2010 - 11.2013
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
High School Diploma -
Century High School
Santa Ana, CA06.2011
Skills
- Client Rapport-Building
- Reviewing Medical Histories
- Overcoming Objections
- Office Supplies and Inventory
- Professional Relationships
- Data Entry and Database Software
- Customer Complaint Resolution
- Collecting Intake Information
- Professional Telephone Demeanor
- Positive Attitude and Energetic
- Customer Service
Languages
Spanish
Full Professional
Timeline
Admissions Counselor
AKUA Mind And Body
04.2022 - Current
Scheduling Specialist
ClearSource LLC
11.2021 - 01.2022
Collections Specialist
Red Auto Protection
07.2018 - 02.2020
Dental Billing Specialist
Affinity Dental
05.2014 - 08.2014
Loan Officer
Payday Money Centers
01.2014 - 07.2018
Head Cashier
The Home Depot Inc
01.2014 - 05.2014
Teller Service Representative
Processing Center Of Orange County
03.2010 - 11.2013
High School Diploma -
Century High School
Similar Profiles
RYAN SHIMOKUBORYAN SHIMOKUBO
Case Manager at Akua Mind And BodyCase Manager at Akua Mind And Body
Adam CrainAdam Crain
Case Manager at Akua Mind And BodyCase Manager at Akua Mind And Body
Suzanne ShamblinSuzanne Shamblin
Clinical Technician at Akua Mind And BodyClinical Technician at Akua Mind And Body
Gladys OsorioGladys Osorio
Therapist Intern at Akua Mind And BodyTherapist Intern at Akua Mind And Body
Ivan MartinezIvan Martinez
Finance Intern at Trust Company of the West (TCW)Finance Intern at Trust Company of the West (TCW)