JOSHUA B. PEREZ
Katy, TX 77449
*************@*****.***
Objective: To obtain a supply chain, clerical, office clerk or assistant managerial position with a dynamic organization with room for growth.
Work Experience:
NRG, Houston, TX 07/2015 - Present
Lease Processing Rep
Processed applications and projects through salesforce
Maintained data integrity and ensured client home solar policies and procedures were followed properly
Ensured project deadlines were maintained
Answered inbound customer and contractor calls/emails
Reviewed and audited lease contract packages and provided oversight of the projects assigned
Responsible for the accuracy of each lease contract package and processed the approval/rejection of all lease contract packages during the stages of the aproval/rejection process.
Weatherford, Houston, TX 09/2014 – 04/2015
Data Specialist
Provided basic support by handling a wide variety of administrative functions within a functional area.
Responsible for performing office tasks such as filing, maintaining records, processing transactions and other similar duties.
Prepared reports and presentations.
Entered work order information, in Microsoft Access, for tube prep.
Stewart Title, Houston, TX
Document Review Specialist 01/2014 – 08/2014
Reviewed documentation, researched and tagged loan numbers, and routed and pended the documents as applicable.
Possessed an overall knowledge of Mortgage Loan Servicing.
Inserted all applicable data information into system applications.
Determined whether issues should be escalated.
Adhered to any changes made to the flow process as implemented based on the Client’s request.
Participated in team meetings in order to gain knowledge of business updates, operational issues and Servicer needs.
Tomas & Betts, Houston, TX
Microsoft Excel Specialist 10/2013 – 12/2013
Worked with the Health and Safety department on Excel forms and also presented those forms in their audit presentation (power-point, excel) to A&B auditors.
Goodman Manufacturing, Houston, TX 06/2013 - 09/2013
Data Entry Clerk
Input data using Mincron for purchase orders of home warranty companies such as American Home Shield and Old Republic.
General office duties.
United Airlines, Houston, TX 02/2012 - 04/2013
Data Analyst
Data Entry of all applicable Payable Audit documents into the Pasco/RASCAL and SIS (Simplified Interline Settlement) systems.
Verified data and corrected data where necessary.
Combined and rearranged data from source documents where required.
Entered data from source documents into prescribed computer database, files and forms.
Transcribed information into required electronic format.
Responded to requests for information and accessed relevant files.
Shell Oil Company, Houston, TX 03/2009 - 08/2011
Supply Chain Liaison Officer/Customer Service
Handled inbound emails and phone calls of customers requesting assistance
Worked with reports correcting and confirming orders for shell products
Worked with all the ranges of shell customers, including distributors, end users – as a mediator between customers and Shell plants
Utilized the GSAP software program to record and track customers and their orders
Home Team Pest Defense, Houston, TX 05/2008 – 12/2008
Salesperson
Made outbound cold calls to residential homeowners
Filled out activity reports, contracts, and payment forms
Answered inbound sales calls
Assisted potential customers with information and setting up service
Ameritrust Capital Mortgage, Houston, TX 01/2007 - 02/2008
Loan Officer
Handled the initial paperwork of mortgage loans and acted as a contact person for the borrower
Originated loans through cold calling and referrals (inside/outside sales)
Developed business relationships with lenders, borrowers, and realtors
B&C Construction, Stephenville, TX 09/2004 – 12/2006
Sales person
Promoted to head of sales after 5 months based on excellent performance
Managed and trained other sales representatives to excel in the field
Established strong relationships with local businesses marketing and selling construction services
Skill Set and licenses: License - loan officers license 2007; Microsoft Office – software: word, power point, excel and access, GSAP – software: provides the capability to manage financial, asset, and cost accounting, production operations and materials, personnel, plants, and archived documents.; JDE – database software, Route Point – software: keeps track of customer information and provides directions to residential locations, Calyx – software: data base of customer information. Pascal – database software system. Salesforce – database software system.
Organizations:
Friends in Christ - St. Cecilia's Young Adults Group
Education:
Tarleton State University
Business Management Major
Bachelor of Business Administration - Degree 2006
Ashford University
Masters in Business Administration - Degree 09/2012