Customer Service

Heather Hoffacker

***** ******** ***** *********, ** 28277 980-***-**** **************@*****.***

Qualifications Summary

HIGHLIGHTS • More than 7 years of extensive experience in front desk and customer service capacities • Highly skilled in handling incoming calls and routing them appropriately •

SPECIAL SKILLS • Knowledge with Redtail CRM and Imaging software • Knowledge with Microsoft Office Suite• Strong interpersonal and communication skills • Commitment to accuracy and following procedures • Good time management skills • In depth knowledge of administrative and clerical protocols

Work Experience

BDT AND ASSOCIATES, INC., SAN DIEGO, CA

Director of Client Services, Jan 2017 – Aug 2017

Facilitated communication between two Financial Advisors and 80 clients.

Oversaw client accounts and ensured client requests were processed in a timely manner and to satisfaction.

Prepared and processed tri-annual progress meetings for advisors to discuss client taxes, investments, insurance, and estate planning.

MERITAGE HOMES CORPORATION, TUCSON, AZ

Receptionist, Apr 2003 – Mar 2006

Operated telephone switchboard to answer, screen, or forward calls, provide information, and take messages.

Greeted visitors and subcontractors entering establishment, determined nature and purpose of visit, and directed or escorted them to specific destinations.

Transmitted information or documents to customers, using computer, mail, or facsimile machine.

Maintained subcontractor files

Provided information about establishment, such as location of departments or offices, employees and services provided.

Collected, sorted, distributed, and prepared mail, messages, or courier deliveries.

THE EMMONS COMPANY, THOUSAND OAKS, CA

Receptionist, Jun 2000 – Apr 2003

Operated telephone switchboard to answer, screen, or forward calls, provide information, and take messages.

Greeted visitors and clients, determined nature and purpose of visit, and directed or escorted them to specific destinations.

Prepared new homeowner packets for escrow and title companies.

Filed and maintained records.

Received payments and recorded receipts for services.

Volunteer Work

Moms Club of Mira Mesa/Scripps Ranch 2013-2015

Served as Welcome/Membership coordinator on Executive Board. Scheduled and hosted weekly events for members and their children. Helped organize annual Moms Club luncheon for our chapter.

Naval Officer Spouses Club 2007-2011

Served as President on Executive Board. Planned events including; welcome luncheons, homecoming activities, and children’s holiday events. Fundraising and volunteering for local charities including Ronald McDonald House and Susan G. Komen. Coordinated meal schedules for families with new babies and unexpected events.

Education

SAN DIEGO MESA COLLEGE, SAN DIEGO, CA

Completed coursework towards Interior Design, May 1999

References

References and performance review available upon request.

Contact this candidate