Summary
Overview
Work History
Education
Skills
Languages
Timeline
Hi, I’m

Otilia Martinez

Milpitas

Summary

Dynamic Financial Representative at Tesla with a proven track record in relationship building and customer service. Expert in conducting risk assessments and implementing payment plans, enhancing client satisfaction. Committed to continuous improvement through active participation in training and workshops, ensuring exceptional support and trust in financial solutions.

Overview

12
years of professional experience

Work History

Tesla

Financial Representative
11.2021 - Current

Job overview

  • Met with customers to assess needs, financial status, and eligibility.
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Warm Springs Optometric Group

Ophthalmic Technician
04.2020 - 10.2021

Job overview

  • Applied eye medications and drops to dilate pupils in preparation for examinations.
  • Triaged phone calls from patients and outside contacts and handled in order of importance.
  • Performed thorough medical history assessments as part of the pre-examination process for new patients.
  • Provided exceptional customer service to all patients, addressing concerns promptly and compassionately.

Natividad Hospital

Receptionist Administrator
04.2019 - 07.2020

Job overview

  • Answered incoming calls, directing patients to individuals addressing specific needs.
  • Greeted incoming patients and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give patient positive first impression.
  • Handled complaints and questions, and re-directed calls to other team members.

SVMC Primecare

Call Center Representative
03.2018 - 05.2020

Job overview

  • Managed high call volumes while providing exceptional customer support and maintaining professional composure.
  • Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
  • Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
  • Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.

Marine Corp Exchange

Cashier
01.2013 - 03.2015

Job overview

  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Education

Valley Center High School
Valley Center, CA

High School Diploma
05-2008

University Overview

  • Extracurricular Activities: Soccer

Skills

  • Customer service
  • Payment plans
  • Relationship building
  • Selling techniques

Languages

Spanish
Full Professional

Timeline

Financial Representative

Tesla
11.2021 - Current

Ophthalmic Technician

Warm Springs Optometric Group
04.2020 - 10.2021

Receptionist Administrator

Natividad Hospital
04.2019 - 07.2020

Call Center Representative

SVMC Primecare
03.2018 - 05.2020

Cashier

Marine Corp Exchange
01.2013 - 03.2015

Valley Center High School

High School Diploma

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Otilia Martinez