Well-qualified individual with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.
Overview
12
12
years of professional experience
Work History
Settlement Specialist
Silver Eagle Distributors Houston, LLC
08.2021 - Current
Distributes and collects all truck safe keys and route stamps before verifying daily receipts
Matches driver deposits form with the daily receipts
Counts and verifies each driver’s checks
Completes deposit tickets (check and total) for daily sales receipts, and sends one copy of each deposit
ticket to the Accounting Manager, one with the deposit and one with the armored car company
Files all load out paperwork in the appropriate route folder
Prepares, sales recap, and routing packages and distributes accordingly
Settles each employee’s route and charges the appropriate AR accounts
Ensures each route is settled nightly and generates loads selected for the register report to be faxed
to Houston
Balances PPG and cup/cooler receipts daily
Performs file maintenance, including opening new accounts and/or revise existing accounts
Verify that the Driver fills out the Daily Inspection Vehicle Report prior to handing the safe key
Verify that the cab and trailer are cleaned of all trash
Verify that all beer has been down-stacked and all pallets have been condensed
Count all beer and pallets on the truck and verify that the quantities match what is on the drivers
Truck printout
If the Sales Rep is short or over, any beer or pallets make sure he is aware of the discrepancy and
then make the correction to the Hand Held
If the driver turns in any old, short coded or broken beer
The Settlement Clerk must ensure the
Sales Rep has O.S.&B
Form filled out correctly and completely and verifies that the beer being turned
in matches what is documented on the O.S.&B
Form
Once all of these steps are completed the Settlement Clerk and Sales Rep are to sign the On Truck
Ending Inventory, and O.S.&B
Consistently interacts with customer to ensure exceptional customer satisfaction
De-Escalate issues involving customer accounts as well as going above and beyond to make sure the
customers needs are met
I was also involved in every aspect of the customer experience by creating a comfortable yet
professional environment
What I say, how I say it, as well as how quickly I handle each customer was
a very important factor in my customer service experience
My motto is treat the customer the same way you would expect to be treated involving money, living,
and overall experience.
Leasing Consultant
Heights at post oak
06.2018 - 01.2019
Performs all sales and leasing activities to achieve the community’s revenue and occupancy goals
by greeting and qualifying prospects, conducting community tours and showing apartments, processing
applications, credit screening, and criminal background checks, preparing the lease and move-in
package, and ensuring a smooth resident move-in and lease signing
Inspects apartments prior to resident move-in and ensures apartments are in move-in ready condition
and schedules any outstanding item to be addressed with the maintenance team
Stays informed about current market and competitor conditions that may impact the community’s
occupancy and sales results, develops and implements short- and long-term marketing plans and goals
to sustain occupancy, and follows the community’s established policies related to concessions, specials,
and other programs to boost occupancy
Designs and executes marketing activities to create and drive traffic to the community, including
implementing resident referral and employer outreach programs, using internet marketing tools
(Craigslist, Facebook, e-mail, and other websites), and following other community-specific marketing
plans, drives, and special programs
Uses the on-site property management software (OneSite, Yardi, etc.) to track apartment availability,
record traffic and leasing activities, manage resident and prospect data, and capture critical demographic
and other information about existing and future residents
Ensures that the community and show units meet the Company’s standards for show quality by daily
inspecting the marketing corridor and leasing tour, communicating maintenance and upkeep needs to
the community’s maintenance team members, merchandising and ensuring a physically appealing show
unit and/or model and amenities, and preparing the leasing office for daily leasing activities
Follows-up with prospects and new residents to ensure satisfaction by sending e-mail, thank-you notes,
and cards or making telephone calls or other contacts to finalize decisions to lease and/or renew
Executes and performs activities in support of the community’s lease renewal program by preparing
lease renewal letters and packages for residents, meeting with and contacting renewing residents in
advance of move-out dates, and ensuring that lease renewal documents are signed and implemented
on time
Responds quickly and courteously to resident and client/owner concerns and questions, and takes
prompt action to solve problems and/or document and convey resident or other requests to the
appropriate individuas
Call Center Agent
Teleperformance
02.2012 - 01.2015
Assist customers with loan applications as well as their personal accounts
Create a satisfactory customer
service experience by ensuring all needs are met and all issues were resolved
On a daily basis I would
interact with customers via telephone and handle bank accounts and different software devices to
complete each transaction
While handling the customer’s accounts I had to regularly communicate what
I’m doing and professionally communicate with the customer by having small talk
Each customer ended
each call feeling as though I was a friend who made sure they weee taken care of
I have utilized over
ten years of experience in every job I’ve come across
With each setting I made sure I overachieved
whatever goal I’m given
I take my job very seriously and I always make sure my customer is satisfied
before I let them leave
I want them to feel as though I did everything I could possibly do to make sure
their needs are met.
Education
High school diploma - General studies
Elsik High School
Houston, TX
Skills
English
Microsoft Excel
Basic math
Microsoft Word
Customer service
Retail Management
Security
Microsoft Office
Pricing
Phone Etiquette
Time Management
Running checks
Settlement
Logistics
Filing
Data entry
Typing
Operating systems
Windows
Computer Skills
Active Directory
Computer Networking
Invoicing Support
Expense Reports
Settlement Support
Document Verification
Communications Strategies
Settlement Documents
Office Organization
Data Integrity
Workflow Processes
File Review
Financial Transactions
Office Operations
Administrative Support
Follow Through Abilities
Dispute Resolution
Calculator Usage
Overcoming Obstacles
Digital Filing
Data Entry
Active Listening
Order Fulfillment
Customer Consulting
Order Processing
Office Equipment Proficiency
Refund Processing
Document Control
Typing Proficiency
Money Handling Abilities
Customer Service
Multi-Line Telephone Operation
Critical Thinking
Call Center Operations
Additional Information
Authorized to work in the US for any employer
Authorized to work in the US for any employer
Languages
English
Full Professional
Timeline
Settlement Specialist
Silver Eagle Distributors Houston, LLC
08.2021 - Current
Leasing Consultant
Heights at post oak
06.2018 - 01.2019
Call Center Agent
Teleperformance
02.2012 - 01.2015
High school diploma - General studies
Elsik High School
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