Customer Service - Sales

Zulim Elizabeth Valdovinos 281-***-****

**** ******* ******, ****, ** 77493

Objective: Seeking a position as an Administrative Sales Assistant

Licenses: NASD Series 7, 54, 63, 65, 66, & CFS Certificate

Type: 70 WPM & Ten Key by Touch Languages: English/Spanish

Education: California State University of Los Angeles Pasadena City College

Los Angeles, CA Pasadena, CA

Major: Business / Finance

Professional Experience:

8/13 to Present Kroger’s Market, Houston, TX

Cashier & Sushi Dept

Maintained good relationships with customers, Learned variety of product codes &

problem solving methods. Assisted sushi sales dept by providing Sushi samples.

6/99 to 12/06 TD Ameritrade Investment Center, Beverly Hills, CA

Sales Assistant/Financial Representative Trainee

Acted as liasion between top producer and clientele. Generated sales leads in a variety of ways.

Responded to trade related inquiries, account balances, margin, cost basis, and other customer

requests. Provided customers with information about TDW’s various products & services

available. Compiled portfolio plans for marketing purposes & maintained good relationship with

wholesalers. Effective understanding of compliance and company procedures for processing forms

and documentation. Maintained & reconciled commission database on a monthly basis to insure

accurate payroll. Initiated a customer record keeping system that enabled prompt retrieval of

current customer activity and relationship interaction, as well as opening & amending current

customer account requests.

2/99 to 6/99 Rodriguez Insurance Agency, South Gate, CA

Sales Representative & Bookkeeping Clerk

Provided new and existing customers with assistance in attaining auto and life insurance, as well as

providing customer service assistance as needed. Marketed existing clients, followed up calls,

ordered office supplies for office, responded to workers compensation correspondence; reconciled

bank statements and commission sheets; Installed software updates and new software as required.

Accounting responsibilities - payroll; managed weekly deposits; A/P from Operating and Trust

Accounts from QuickBooks and AMS Prime, monitored accounts; made airline reservations; set

appointments; interviewed and tested future employees; kept track of multiple task assignments

using MSFT Scheduler/Calendar as required.

7/96 to 11/98 Auto Insurance Specialists, Inc., Santa Monica, CA

Underwriter

Customer Service; Assisted customers with auto insurance applications, and amendments to their

policies; Assisted with Home Owners policy and Umbrella policy amendments for existing

customers. Problem solving for billing, coverage questions, figured out commissions, and sent

correspondence letters. Underwrote policies for over 30 Insurance Companies.

10/91 to 8/93 CIT Group Commercial Services, Los Angeles, CA

Sr. Word Processor

Typed and edited correspondence letters to existing retail/wholesale clients via the Lanier

Telephone System & interoffice memos. Created complex financial reports, monthly, quarterly,

semi-annually & annually on spreadsheets. Consistently proofreading all documentation; Created

spreadsheets & per Factoring representatives instructions, which required good knowledge of

formulas (including L.O.C’s). Also created confidential legal contracts for the VP’s when

requested. When necessary, distributed work load, and assisted executive secretaries on various

software questions & work load as required. Proficient in Word Perfect 5.0 and Lotus 1.2.3.

Software: Bloomberg, Morningstar, ADP Systems, Microsoft Explorer, Microsoft Office, Excel, Word,

Works, Outlook mail, Windows NT Explorer, FSC Quote System, Various Insurance Software’s,

Prime Accounting System, Windows 2000 & 2007, Lanier Dictation System, & PowerPoint.

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