Sophia Carreon
San Antonio
Summary
Knowledgeable professional with several years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
17
17
years of professional experience
Work History
Operations Manager
We Go Transportation LLC
San Antonio
06.2024 - 05.2026
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Oversaw daily operations, enhancing efficiency of transportation services.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Coordinated schedules for drivers and logistics personnel.
- Tracked performance metrics, ensuring adherence to service quality standards.
- Built strong operational teams to meet process and production demands.
- Managed staffing needs through recruitment, selection, onboarding and training, disciplinary action as necessary.
- Addressed customer complaints promptly, achieving optimal levels of customer satisfaction.
- Assessed employee development needs and provided feedback on their progress towards meeting goals.
- Ensured compliance with safety regulations and maintained a safe work environment for all personnel.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Connected with clients and developed strategies to achieve sales and customer service goals.
- Presented performance and productivity reports to supervisors.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
Sales Representative
Manny G Motors
08.2021 - 06.2024
- Engaged customers by providing expert knowledge on vehicle features and options.
- Conducted product demonstrations to highlight vehicle capabilities and benefits.
- Developed key customer relationships to increase sales.
- Collaborated with team members to achieve sales targets and improve strategies.
- Followed up with previous customers for feedback to strengthen relationships and enhance customer satisfaction.
- Responded to inquiries from prospective customers about product features and services to facilitate informed purchasing decisions.
- Trained new staff on product knowledge and effective sales techniques for success.
Office Manager / GM Assistant
Manny G Motors
07.2018 - 03.2021
- Managed multiple phone lines to facilitate clear and timely communication.
- Followed up with customers to address inquiries and enhance satisfaction.
- Coordinated work orders for Service Department to ensure timely service completion.
- Trained Sales personnel
- Verify insurance
- Worked with banks submitted deals
- Front and back office
- Conducted lot maintenance tasks to uphold property appearance.
CSR inbound/outbound
RAPP Collins Agency
11.2016 - 01.2017
- Assisted customers with inquiries, resolving issues to ensure satisfaction.
- Provided product information and guided customers in making informed choices.
- Processed orders and managed customer accounts, streamlining account operations.
- Utilized CRM software to track interactions and follow up with clients.
- Collaborated with team members to develop and implement service delivery strategies.
Insurance Liaison
HR Automotors
05.2016 - 11.2016
- Verified vehicle insurance to ensure compliance and minimize risk
- Updated system to maintain accurate records and streamline operations
- Maintained GPS spreadsheet daily for efficient tracking and coordination
- Repossession paperwork
- Payments
- Supported daily office operations
Customer Service
Sam’s Club Call Center
04.2016 - 09.2016
- Provided support through online chat to assist members with inquiries
- Processed refunds to ensure customer satisfaction
- Reported damaged items to management for resolution
- Social media department
Sr. Sales manager
HR Automotors
09.2016 - 05.2016
- Led team of car salespersons to achieve sales quotas
- Closing car deals
- Facilitated car sales transactions, ensuring customer satisfaction and compliance
- Managed contracting processes to streamline deal finalization
- Promoted products through advertising
- Performed faxing and copying duties
Call Center Rep.
Xerox State and Government
07.2015 - 03.2016
- Assisted card members with transaction history
- Facilitated call transfers, ensuring customers connected with appropriate teams for quicker issue resolution.
- Performed light copying and faxing duties to support team operations and maintain workflow.
Photographer
Mom365 INC.
San Antonio
08.2015 - 11.2015
- Captured high-quality images of newborns and families in various settings.
- Collaborated with hospital staff to schedule and coordinate photo sessions.
- Edited and retouched photographs using industry-standard software tools.
- Documented photography processes to maintain consistency across team members.
- Photographed special events, parties, and portraits.
- Deliver quality products within deadlines established by clientele.
- Collaborated with clients to plan shoots and boost satisfaction with photos.
- Maintain photography equipment including cameras, lenses, lighting gear, tripods.
Unit Secretary
University Hospital
11.2015 - 07.2015
- Answered multi line phones
- Checked in guests to ensure accurate patient records
- Assisted with patient discharge papers
- Facilitated document management through efficient copying and filing to maintain organized medical records
- Executed light housekeeping tasks to maintain cleanliness and organization in patient areas
- Conducted car seat checks
Sr. Sales Rep. / assistant store manager
Rex Formal Wear
09.2013 - 07.2015
- Engaged with potential clients at bridal shows to showcase services and expand brand awareness
- Collaborated with outside wedding planners and potential clients to establish relationships and facilitate successful partnerships
- Guided brides in selecting colors and tuxedo styles to enhance their wedding vision
- Inventory on tuxedos going out and coming in
- Daily cash count
- Basic sales floor duties very little housekeeping
- Performed light housekeeping to maintain a tidy environment
Lifestyle Consultant / receptionist
Massage Height Medical Center
09.2013 - 01.2014
- Advised clients on wellness strategies and lifestyle adjustments.
- Conducted assessments to identify individual health and wellness needs.
- Developed personalized wellness plans tailored to client goals.
- Provided ongoing support and guidance to clients throughout their wellness journey.
- Maintained up-to-date knowledge of industry trends and best practices in lifestyle consulting.
- Created customized lifestyle plans for clients based on their individual needs and goals.
- Facilitated group discussions about various aspects of living a healthy lifestyle.
Lead advertiser/ CSR
Primetime Advertising
05.2013 - 09.2013
- Managed inbound calls in fast-paced call center, enhancing customer communication.
- Transferred calls using multi-line phone system, ensuring efficient connection to correct extensions.
- Initiated fraud investigations, contributing to security and risk management.
- Submitted a new credit card to be sent to cardholder
Interviewer
Scarborough Marketing & Research
07.2012 - 04.2013
- Conducted phone survey interviews to gather insights that informed decision-making.
- Managed personal information records through effective operation of phone dialer.
- Conducted in-depth interviews with participants for market research projects.
- Recorded and organized participant responses accurately during interviews.
- Collaborated with research teams to develop effective interview questions.
Financial Needs Analysis / Sales Person
Primerica Financial Services
02.2010 - 07.2012
- Educated clients on life and health insurance options to facilitate informed decision-making.
- Guided clients through mortgage and auto loan application procedures.
- Managed incoming multi-line phone calls to resolve customer inquiries efficiently.
- Scheduled appointments and interviewed potential employees to assess fit for roles.
Medical Secretary
Interventional Pain Management
10.2009 - 11.2010
- Welcomed and assisted patients, enhancing their experience during visits
- Verified insurance and patient demographics
- Collected co-pays and deductibles, ensuring accurate payment processing
- Organized and filed medical records and insurance forms for efficient access and compliance
- Entered data into clinic computer system
- Ensured timely and secure handling of daily cash deposits for financial accuracy.
CSR/ RECEPTIONIST
Global Advertising
01.2010 - 03.2010
- Processed payment information, consistently meeting weekly quotas
- Cold-called small businesses to secure advertising spots on high school spirit items
- Organized training classes to support employee development
Medical Secretary
SAGA
04.2009 - 10.2009
- Coordinated and managed patient appointment schedules
- Welcomed patients and facilitated check-in process
- Discharged patients from clinic
- Managed incoming calls on multi-line system, ensuring efficient communication
- Set up medical exam rooms for procedures
- Communicated prescription details to pharmacy staff
Education
MBA -
Baylor University
01-2018
Medical Billing & Coding -
Career Point College
03-2011
Medical Secretary -
Southwest School of Business
04-2009
High School -
Southside High School
01-2005
Skills
- Administrative support
- Secretarial support
- Clerical support
- Communication
- Customer service
- Office equipment operation
- Microsoft Office
- Report preparation
- Invoicing
- Financial statements
- Client assistance
- Insurance claim processing
- Planning
- Scheduling
- Medical billing procedures
- Patient records management
- Filing system management
- Health insurance knowledge
- Pre-certification requirements knowledge
- Third-party medical insurance documentation
- Employee training
- Safety compliance
- Staff recruitment
- Customer relationship management
- Performance monitoring
- Operations management
- Team building
- Process improvement
- Conflict resolution
- Effective communication
- Time management
- Inventory control
- Logistics oversight
- Team building/leadership
- Contract negotiation
- Project management
- Continuous improvements
- Negotiation
- Case management
- Cost reduction
- Business administration
- Cultural awareness
- Strategic partnerships
- Marketing
- Organizational management
Knowledge And Skills
- Provide administrative, secretarial and clerical support working directly with visitors and office personnel.
- Interact and communicate with people over the telephone, often in stressful situations.
- Greet visitors, ascertain purpose of visit, and direct them to appropriate staff.
- Operate office equipment such as voicemail messaging systems.
- Knowledge of Microsoft Office (Word, Excel) and other software applications for report preparation, invoicing, and financial statements.
- Worked with clients and assisted in completing insurance or other claim forms.
- Experience with planning and scheduling.
- Knowledge of medical billing procedures.
- Responsible for preparing and maintaining patient records and filing system.
- Knowledge of various health insurance plans.
- Knowledge of pre-certification requirements, procedures, and documentation of third-party medical insurance payers.
Timeline
Operations Manager
We Go Transportation LLC
06.2024 - 05.2026
Sales Representative
Manny G Motors
08.2021 - 06.2024
Office Manager / GM Assistant
Manny G Motors
07.2018 - 03.2021
CSR inbound/outbound
RAPP Collins Agency
11.2016 - 01.2017
Sr. Sales manager
HR Automotors
09.2016 - 05.2016
Insurance Liaison
HR Automotors
05.2016 - 11.2016
Customer Service
Sam’s Club Call Center
04.2016 - 09.2016
Unit Secretary
University Hospital
11.2015 - 07.2015
Photographer
Mom365 INC.
08.2015 - 11.2015
Call Center Rep.
Xerox State and Government
07.2015 - 03.2016
Sr. Sales Rep. / assistant store manager
Rex Formal Wear
09.2013 - 07.2015
Lifestyle Consultant / receptionist
Massage Height Medical Center
09.2013 - 01.2014
Lead advertiser/ CSR
Primetime Advertising
05.2013 - 09.2013
Interviewer
Scarborough Marketing & Research
07.2012 - 04.2013
Financial Needs Analysis / Sales Person
Primerica Financial Services
02.2010 - 07.2012
CSR/ RECEPTIONIST
Global Advertising
01.2010 - 03.2010
Medical Secretary
Interventional Pain Management
10.2009 - 11.2010
Medical Secretary
SAGA
04.2009 - 10.2009
MBA -
Baylor University
Medical Billing & Coding -
Career Point College
Medical Secretary -
Southwest School of Business
High School -
Southside High School