Post Job Free
Sign in

Manager Customer Service

Location:
Moreno Valley, CA, 92553
Posted:
April 19, 2011

Contact this candidate

Resume:

Ingrid Sandoval

***** *** ******** *****

Moreno Valley, CA

92553

310-***-****

abhmfl@r.postjobfree.com

Summary

Administrative Professional with excellent interpersonal skills, with the

ability to multi-task, work well in team and independently, meets multiple

deadlines in an organized, effective and accurate manner. Key strengths

include ability to prioritize workload, manage own responsibilities while

training, assisting, and covering other areas within the department in

special projects or as needed. Thrives in a fast-paced and challenging

environment.

Professional Experience

Toro Aire, San Pedro, CA 2010- Present

A Distributor and Reseller of top name HVAC products and supplies. Toro

sells primarily to Mechanical, Air Conditioning, Sheet Metal and Plumbing

Contractors in the Southern California Commercial Construction Marketplace.

In addition, sells to General Contractors who do their own installations.

Credit Assistant

Provide administrative support to Credit Manager and Accounts Receivable by

managing day-to-day clerical support; including new account processing,

customer service/collection calls, posting checks, account maintenance and

special projects as needed.

o Communicate with customers via phone, fax and/or e-mail for any

request or concerns.

o Prepare and fax reference verification request forms for New Customer

Account Credit application, follow up, create new account and send new

account welcome letter.

o Create different types of business letters, for example, insufficient

funds notifications.

o Monitoring customers' accounts for past due or delayed payments by

sending reminder statements and/or invoices and conduct collection

calls.

o Issue copies of invoices, purchase orders and shipping labels when

requested by customer.

o Review customer orders for daily credit approval release through

"Genesis" program.

o Request Pre-Lien project information as orders come in and input new

project data in Multi-State Lien Writer system.

o On a weekly basis I prepare more than 50 Pre-Lien Reports and send out

by certified mail; follow-up to ensure we get all certified cards back

from owner's and/or contractors.

o Prepare and process over 35 lien releases a day for customer /general

contractor payment.

o Open and log mail, sort, alphabetize files and run tapes to verify

check counts.

o Proactively resolve issues and/or perform other accounting duties and

responsibilities to back up supervisor when needed or requested.

o Post and reconcile A/R checks; send payment reconciliation letters to

customers.

o Assist the Credit Manager in all other aspects of the Credit

Department.

ING Advisors Network, El Segundo, CA 2001- 2009

ING Advisors Network is an independent broker-dealer network consisting of

four broker-dealers with approximately 8,000 financial professionals

specializing in financial planning, asset management, insurance, and third-

party bank marketing.

Administrative Assistant (2007 - 2009)

Provided executive-level support to three Vice Presidents of Marketing of

three of the Broker Dealers in 3 different locations and time zones and to

ten direct reports including the Meeting's Department.

o Managed multiple daily calendar schedules; and scheduled travel/hotel

arrangements, ensuring travel expenses were minimized by researching

reservation options.

o Processed and submitted monthly expense reimbursements (T&E) and

corporate credit card reports.

o Prepared and maintained a weekly and monthly PTO/Vacation calendar; and

an annually attendance record report for 12 departmental personnel

including managers.

o Planned and coordinated details for corporate on site & off-site

meetings/luncheons, multi-party and conference calls; created agendas,

presentations and distributed meeting materials.

o Monitored the workspace and maintained a log to comply with clean/clear

desk policy and a monthly gift log report for the department.

o Composed and updated a weekly electronic newsletter to keep Broker Dealer

Representatives informed of regulatory changes and updates to remain in

compliance.

o Maintained inventory and updated marketing brochures, and ensured

appropriate distribution to financial advisors and vendors

o Reduced office supply costs by making cost-effective purchases through

Ariba/Staples system.

o Participated in the event planning of seminars, annual corporate

conferences, brand campaigns and corporate sponsorship events providing

on-site assistance.

o Managed and distributed the Meetings & Events Calendar on a monthly basis

to prevent schedule conflicts between all four Broker Dealers.

o Supported the reception area for phone coverage once a month or when

needed.

Facilities Coordinator (2004-2007)

Provided functional oversight support to 300+ corporate employees,

Facilities Manager, Human Resources, the Executive and Senior-Management

team with day to day and confidential projects.

o Served as primary point of contact for and liaison between personnel,

building management, maintenance and outside vendors for facilities

repair services.

o Maintained complete inventory knowledge and records of office supplies,

equipments (furniture and computers), managed capital purchases and

service ordering.

o Exercised strong staff management skills; by effectively supervising the

Mailroom clerks and practicing project leadership skills in special

projects and events by improvising, improving procedures, and meeting

demanding deadlines.

o Scheduled and coordinated meetings in 8 conference rooms for

internal/external management and associates; for appointments,

interviews, corporate events and other activities.

o Provided administrative support, calendar management and document

preparation to the Chief Executive Officer in his secretary's absence.

o Trained and lead new employees in the New Hire Orientation presentation,

as needed.

o Played a vital role in assisting with the company move, to make a smooth

transition during the relocation of 350 employees from two locations into

one; resulting in uninterrupted business operations.

Receptionist (2001-2004)

Provided overall office support by answering approximately 350 calls per

day and directed visitors with a friendly and personable demeanor.

o Served as point person for managers, personnel, clients, and vendors.

o Reduced corporate liability by developing and implementing a Visitor's

Log and key card badges to track visitors incase of an emergency.

o Implemented & maintained updates for multiple lists: Department/Phone

Extension, New Hire/Termination, and E-mail Distribution lists.

o Kept New Hire Packets information and Employee Corporate Discount Coupons

updated.

o Trained member of the ING Business Continuity Plan team; ready to provide

immediate assistance in the event of an emergency crisis or disaster and

update Employee Emergency list for the Crisis Management Team.

Professional Skills

o Bilingual and Bi-literate: English and Spanish.

o Microsoft Office: Word, Excel, Basic PowerPoint, Outlook and Adobe

Illustrator.

o 10-key adding machine and general office equipment.

volunteer EXPERIENCE

o Organized, supervised, evaluated and coordinated the recruitment,

training, motivation and delegation of assigned tasks of all Volunteer &

Diversity community events and fundraisers for more than 100 volunteers;

to increase employee morale by being an active member of the following

committees: the Community Partners, Orange Team Brand Ambassador and the

employee Resource groups: Latino, African American, GALA, Asian and

Women's Networks.

o Managed promotional activities in conjunction with corporate objectives

and control costs to increase brand awareness and work in a team

environment to effectively represent the organization's mission.

Education

Southern California Regional Occupational Center (SCROC) - Torrance, CA

Certification Medical Receptionist

Narbonne High School - Harbor City, CA

General Studies[pic]



Contact this candidate