Valerie Garcia
Irvine,CA
Summary
My goal is to obtain a long-term position with a great organization, where I can prove my work ethic and abilities as well as have an opportunity to contribute to the growth of the organization while gradually increasing my responsibilities. Utilizing my professional experience in all areas of loan processing & customer service.
Overview
14
14
years of professional experience
Work History
Customer Service Representative
R&R Industries Inc.
San Clemente, CA
11.2022 - 07.2023
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Handled customer inquiries and suggestions courteously and professionally.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Provided primary customer support to internal and external customers.
- Utilized customer service software to manage interactions and track customer satisfaction.
- Tracked customer service cases and updated service software with customer information.
- Developed customer service policies and procedures to meet and exceed industry service standards.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
- Trained new personnel regarding company operations, policies and services.
- Sought ways to improve processes and services provided.
- Cross-trained and provided backup support for organizational leadership.
Loan Setup Specialist
Vista Point Mortgage
12.2021 - 10.2022
- Examined incoming Loans and compared to documentation for accuracy and quality.
- Prepared reports and technical documentation of day-to-day production processes.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Prepped loan documents for funding in a timely manner
Loan Processor
Intercontinental Capital Group, ICG
07.2020 - 08.2021
- Reviewed loan files for completeness, identified missing documentation and generated condition lists for applicants.
- Prepared documents for underwriting by verifying client income, credit reports and other information.
- Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Provided quick turnaround times to maintain fast-past schedule.
- Set up and completed loan submission packages.
- Interviewed clients regarding loan needs and financial histories and conveyed information regarding application processes.
- Reviewed financial statements and contacted institutions and customers to clarify details.
- Handled any conditions sent from underwriting departments.
- Maintained long-term relationships with customers to provide best-in-class customer service.
- Checked packages for appropriate documentation.
- Maintained compliance with privacy and security requirements, as well as federal statutes covering [Type] loans.
- Looked over and approved various types of loans.
Admin Assistant
C&W Garage Doors
02.2020 - 06.2020
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Generated reports and typed letters in Word and prepared PowerPoint presentations.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
Receptionist
TriMark O.C
08.2017 - 12.2017
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Confirmed appointments, communicated with clients and updated client records.
- Answered central telephone system and directed calls accordingly.
- Resolved customer problems and complaints.
- Responded to inquiries from callers seeking information.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Managed multiple tasks and met time-sensitive deadlines.
- Corresponded with clients through email, telephone or postal mail.
- Sorted, received and distributed mail correspondence between departments and personnel.
Sr. Stylist
18/8 Fine Men’s Salon
02.2013 - 04.2018
- Perform high-end men’s color cuts and styles for a professional salon
- I was responsible for establishing a strong clientele base by retaining my clients
- I received top sales in selling memberships and hair products and extra services to my clientele
- Also performed massages, facials and manicures as needed for clients.
- Attended social and networking events to engage in prospecting activities and grow personal book of business.
- Educated customers on products to maximize benefits.
- Trimmed, cut and shaped hair and hairpieces based on customer preference.
- Processed payments, entering sales in register for prompt customer service.
- Mixed pigments and used proper techniques to achieve desired color.
- Completed safety training and certifications to minimize risk of infection or injury to customers.
- Scheduled customer appointments and rearranged individual time slots to meet demand.
- Resolved guest complaints about service or style.
- Counted and documented opening and closing cash amounts daily.
- Organized sales area and work station to showcase products and boost sales.
- Suggested treatments and styles to suit customer appearance and fashion choices.
- Recorded notes for future reference about customer preferences and services delivered.
- Distributed business cards outside of salon to generate new business.
- Created memorable customer experiences, adding bonus services such as head and neck massages during appointments.
- Permed, relaxed and bleached hair for customers daily.
- Serviced high-profile clients with intricate coloring and highlighting techniques.
- Designed individualized plans to assist customers in healing damaged or dry hair.
- Escorted guests to and from treatment rooms for specialty salon services.
Customer Account Rep
Meggitt Aerospace OC
01.2014 - 01.2016
- Representative in the Aerospace industry, maintaining accounts for aerospace companies such as; UTC, Pratt & Whitney Canada, Sikorsky, BF Goodrich, GE and Honeywell
- Responsibilities included reviewing and setting up our customers forecast, manage customer portals, warranties on contracts, create orders and deliveries
- Assuring all proper certifications and all sourcing was cleared prior to shipments
- Processes customer order changes and product specification communications
- Resolved complaints and issues in a timely manner.
Stylist
Supercuts Corporation
02.2011 - 01.2013
- Responsibilities included front desk and receptionist duties such as scheduling of clients and checking them in with the assigned stylist
- Performed haircuts, coloring and styles on women, men and children of all ages as well as the sale of hair care products as needed
- Also responsible for the opening and closing of two Irvine store locations in a 10-hour day and night shift.
Customer Service
Wet Seal Corporation
10.2010 - 02.2011
- I answered a high volume and wide range of incoming calls on a queue in a prompt, courteous and professional manner
- I processed returns & orders on the wet seal website, also processed credits and adjustments and tracked orders via FedEx/UPS
- Provided promotional information and discounts.
Cosmetology Student
Marinello School of Beauty
Lake Forest, CA
12.2009 - 05.2011
- Minimized infection risks by using required solutions and procedures to clean and sanitize tools.
- Offered exceptional service and support to walk-in and scheduled customers.
- Assisted hair stylists with colorwork by applying base colors and toners.
- Performed basic housekeeping duties such as sweeping, taking out trash and collecting dirty linens for wash.
- Assisted hairdressers with cutting, coloring, and styling hair to maintain salon workflow efficiency.
- Studied advanced techniques to develop proficiency and better serve customers.
- Helped get clients' hair ready for treatment by shampooing and conditioning at wash station.
- Sterilized cutting equipment and refilled hair product bottles to assist hair stylists during busy periods.
- Completed basic styles for regular customers by using strong blow-drying and curling abilities.
- Assisted front desk by answering phone calls, taking appointments and checking clients in.
- Answered telephone calls to provide information and schedule new appointments.
- Helped customers select styles for special events such as prom and formal dances.
- Styled hair, makeup and nails for customers for special events and occasions.
- Shampooed, conditioned, and rinsed guests' hair using salon-exclusive products while educating clients on product benefits to increase product sales.
- Utilized latest techniques in balayage, ombre, highlights and color correction.
- Attended hair shows, classes and seminars to stay up-to-date on latest trends.
- Maintained high number of return customers through precise cutting, coloring and styling of clients' hair.
- Built strong and lasting rapport with clients through consistent delivery of requested services and exceptional results.
Education
No Degree -
Marinello Schools of Beauty
Lake Forest, CAHigh School Diploma -
Orange High School
Orange, CASkills
- SAP, Salesforce, ERP, Microsoft Office, Excel, Outlook, Expandable, Cleveland Data
- Effective working independently or as a cooperative team member
- Handle property liens and follow through completion of collections
- Building Customer Trust and Loyalty
- Data Entry and Maintenance
Qualifications:
Excellent customer service communications skills Strong organizational & follow-up skills Stable, reliable, professional Flexible and adaptable to work environment
Skills:
- Efficient and Detail-Oriented
- Courteous with Strong Service Mindset
- Responding to Difficult Customers
- POS Systems and Ordering Platforms
- Hire and train new employees
- Teamwork and Communication
- Calm and Professional Under Pressure
Timeline
Customer Service Representative
R&R Industries Inc.
11.2022 - 07.2023
Loan Setup Specialist
Vista Point Mortgage
12.2021 - 10.2022
Loan Processor
Intercontinental Capital Group, ICG
07.2020 - 08.2021
Admin Assistant
C&W Garage Doors
02.2020 - 06.2020
Receptionist
TriMark O.C
08.2017 - 12.2017
Customer Account Rep
Meggitt Aerospace OC
01.2014 - 01.2016
Sr. Stylist
18/8 Fine Men’s Salon
02.2013 - 04.2018
Stylist
Supercuts Corporation
02.2011 - 01.2013
Customer Service
Wet Seal Corporation
10.2010 - 02.2011
Cosmetology Student
Marinello School of Beauty
12.2009 - 05.2011
No Degree -
Marinello Schools of Beauty
High School Diploma -
Orange High School
Additional Information
- Professional references available upon request
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