Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tania Stevenson

Carlsbad,CA

Summary

Detail-oriented Administrative Receptionist with extensive experience in sales management, customer service, and strategic partnership development. Proven expertise in office administration, client relations, and multitasking. Adept at managing schedules, handling communications, and maintaining organized records. Demonstrates strong problem-solving skills and a commitment to providing exceptional service in dynamic environments.

Overview

16
16
years of professional experience

Work History

Strategic Partnership Specialist

Avoya Travel
10.2023 - Current
  • Develop and manage strategic partnerships to enhance business growth and client satisfaction
  • Coordinate and execute partnership agreements, ensuring alignment with organizational goals
  • Utilize CRM and project management tools to track partnership performance and deliverables
  • Prepare and present detailed reports and analysis on partnership success and areas for improvement
  • Facilitate communication between partners and internal teams, ensuring seamless collaboration
  • Organize and attend meetings, taking minutes and ensuring follow-up on action items.

Shift Leader

Rubio's Coastal Grill
10.2022 - Current
  • Oversee daily operations, including customer service, cash handling, and inventory management
  • Train and schedule employees, ensuring compliance with company policies and procedures
  • Handle customer complaints and feedback professionally, resolving issues efficiently
  • Manage POS systems, cash drawers, and perform closing procedures
  • Coordinate office supplies and maintain stock levels to ensure smooth operations.

Program Manager - Renewals Expert

Balboa Capital
08.2021 - 02.2023
  • Developed and implemented renewal loan processes, enhancing client retention and satisfaction
  • Utilized MS Office tools to create detailed reports and presentations, aiding in business decision-making
  • Managed client communications via phone, email, and meetings, ensuring effective information exchange
  • Negotiated and strategized with clients to meet sales goals and quotas
  • Organized and maintained client and documentation files, ensuring accuracy and confidentiality.

Sales and Relations Supervisor

Bank of Cardiff
08.2018 - 08.2021
  • Cultivated and maintained client relationships, ensuring high levels of satisfaction and renewal readiness
  • Developed marketing materials and strategies to improve customer engagement and response rates
  • Conducted prospecting calls, managed account documentation, and provided solutions to client inquiries
  • Coordinated with internal teams to streamline processes and improve efficiency
  • Implemented office procedures and maintained accurate records of client interactions.

Renewal Specialist

Balboa Capital Corporation
02.2014 - 04.2016
  • Delivered excellent customer service while managing high-volume communication via phone and email
  • Coordinated with underwriters to resolve funding issues and ensure smooth transactions
  • Managed and nurtured broker and customer relationships to support renewal funding efforts
  • Performed routine data entry and document management, maintaining accuracy and confidentiality
  • Scheduled and organized meetings, ensuring timely follow-up and documentation.

Account Supervisor

Quick Bridge Funding
01.2012 - 04.2013
  • Led customer retention initiatives and managed a high volume of accounts
  • Developed marketing plans and assisted with office setup and operations
  • Conducted high-volume communication and provided support for new office establishment
  • Coordinated office administrative tasks, including scheduling meetings and managing correspondence
  • Assisted in hiring and training new staff, contributing to team development.

Relationship Manager

CBM Services
03.2008 - 05.2011
  • Resolved customer issues promptly and maintained high satisfaction levels
  • Collaborated with operations to deliver tailored solutions and generate new business
  • Educated clients on product options and processed transactions effectively
  • Managed and organized client records, ensuring accuracy and easy retrieval
  • Supported branch manager with administrative tasks, contributing to team initiatives.

Education

Bachelor of Arts in Communications -

California State University

High School Diploma -

Rancho Alamitos High School

Master in Esthetics -

Bellus Academy - Advanced Esthetics
Poway, CA
07.2024

Skills

  • Proficient in Microsoft Office Suite (Word, Excel, Outlook)
  • Strong typing speed (60 WPM)
  • Office administration and scheduling
  • Document management and data entry
  • Customer service and communication
  • POS systems and cash handling
  • Multitasking and problem-solving
  • File organization and record-keeping
  • Meeting coordination and minute-taking
  • Confidentiality and accuracy in documentation
  • CRM and project management tools
  • Strategic partnership development

Timeline

Strategic Partnership Specialist

Avoya Travel
10.2023 - Current

Shift Leader

Rubio's Coastal Grill
10.2022 - Current

Program Manager - Renewals Expert

Balboa Capital
08.2021 - 02.2023

Sales and Relations Supervisor

Bank of Cardiff
08.2018 - 08.2021

Renewal Specialist

Balboa Capital Corporation
02.2014 - 04.2016

Account Supervisor

Quick Bridge Funding
01.2012 - 04.2013

Relationship Manager

CBM Services
03.2008 - 05.2011

Bachelor of Arts in Communications -

California State University

High School Diploma -

Rancho Alamitos High School

Master in Esthetics -

Bellus Academy - Advanced Esthetics
Tania Stevenson