Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Syed Zaidi

Buena Park,United States

Summary

A motivated and results-driven business economics student at UCLA with strong experience in sales management, client relations, and administrative support. I am seeking a position where I can apply my skills in collaboration, communication, and technical proficiency in Excel and Word.

Overview

4
4
years of professional experience

Work History

Administrative Assistant

Medco (Mobile Physician and Wound Care Company)
03.2024 - Current
  • Managed relationships with home health agencies and facilitated client acquisition
  • Performed clerical tasks, including managing patient records and handling office correspondence
  • Developed and maintained strong relationships with customers, enhancing customer satisfaction and retention
  • Utilized Excel and Word to organize and manage company data efficiently.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.

Sales Manager

California Concepts
12.2021 - 12.2023
  • Managed and developed a sales team for major clients including AT&T, Costco, and Sam's Club
  • Led self-production and team production efforts, consistently ranking number 1 out of 535 offices nationwide
  • Conducted training sessions and interviews for new and current employees, fostering a high-performing team
  • Excelled in new client acquisitions and developed strong leadership skills.
  • Built long-lasting client relationships through excellent customer service and consistent followups.

Loan Officer Assistant

First Premium Financial
07.2021 - 12.2021
  • Assisted top loan officers by managing paperwork and client files
  • Handled client accounts and retrieved necessary documents to streamline the loan process
  • Utilized CRM software to manage customer relationships effectively.

Accounting Assistant

Miz Inc.
06.2020 - 06.2021
  • Managed client account paperwork and performed simple accounting tasks using QuickBooks
  • Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
  • Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.

Education

Bachelor's Degree in Business Economics -

University of California, Los Angeles (UCLA)
01.2025

Bachelor's in Economics -

Cypress College
Cypress, CA
01.2021

High School Diploma -

Oxford Academy
Cypress, CA
05.2021

Skills

  • Technical Proficiency: Microsoft Excel, Word, QuickBooks
  • Leadership: Sales Team Management, Client Relations, Training & Development
  • Collaboration: Team-Oriented, Effective Communication, Customer Relationship Management (CRM)
  • Problem-Solving: New Business Development, Process Improvement
  • Data Entry
  • Customer Service
  • Clerical Support
  • Documentation and Recordkeeping

References

Available upon request.

Timeline

Administrative Assistant

Medco (Mobile Physician and Wound Care Company)
03.2024 - Current

Sales Manager

California Concepts
12.2021 - 12.2023

Loan Officer Assistant

First Premium Financial
07.2021 - 12.2021

Accounting Assistant

Miz Inc.
06.2020 - 06.2021

Bachelor's Degree in Business Economics -

University of California, Los Angeles (UCLA)

Bachelor's in Economics -

Cypress College

High School Diploma -

Oxford Academy
Syed Zaidi