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Customer Service Manager

Location:
Texas
Posted:
June 06, 2016

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Resume:

Laura Jones Saravia

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

Baytown, Texas 77521

************.**@*****.***

832-***-****

Career Objective:

To obtain a challenging position that will utilize my professional knowledge, skills, and abilities while providing opportunities for career growth and development.

Professional Skills:

Computer proficient including

Microsoft Office Programs

QuickBooks Proficient

Cash flow reports

AP / AR Invoicing

Payroll

Auditing and reconciliations

Solid understanding of consolidations

Internal Auditing

Proficient in tax systems for

Preparation of taxes

Individual tax returns

Tax return presentation

Tax liability computation

Federal/State tax return preparation

Customer Service

Experience with conflict resolution

Negotiation skills

Complex problem solving skills

Client Relations and Resolutions

Cash handling

Strategic planning

Marketing initiatives

Credit and Collections including: cold calling and in person collection visits

Skip tracing / Private Investigation skills

Bilingual in Spanish (read, write, speak fluently)

State of Texas Licensed for Property and Casualty Insurance

State of Texas License for Life and Health Insurance

Notary for State of Texas

DMV title transaction knowledge and experience

Professional Experiences:

Larry Hudson Allstate Operations Manager

League City, Texas June 2014- May 2016

Verifying legal documents for coverages and information submitted for policies.

Customer service and providing information regard insurance products.

Selling and servicing policies including auto, property, life, windstorm, and flood etc.

File Auditing

Collections

BlackwoodSolutions Book Keeper

Houston, Texas November 2013- Present

A/P & A/R

Payroll consolidations

Banking consolidations Using Microsoft Excel to create spreadsheets including all ingoing and outgoing invoices

Using QuickBooks to reconcile bank accounts with all transactions

Classified, recorded and summarized numerical and financial data to compile and keep records.

Checked figures, postings and documents for correct entry and mathematical accuracy.

Create, imply, and maintain filing system for clients

Titlemax of Texas General Manager

Pasadena, Texas September 2012- October 2013

Managed branch location and up to 6 store employees.

Process and verify title loan applications, and explain to clients the details and expectations pertaining to the specific situation.

Create and see forth marketing plan to build relationships in the community and bring in new clients.

Perform collections processes and determine effect of charge offs on overall profit of store.

Establish and obtain monthly goals pertaining to profits and losses.

Assuring customer privacy and all state and federal laws are being followed for auditing while performing two audits on store personally every month.

Completing all DMV title transactions regarding lienholders and title transfers

Check N Go Branch Manager

Houston, Texas December 2011-July 2012

Provide financial advice to consumers in need of temporary financial need.

Process customer applications for loans offered by company including payday, title and installment loans.

Verifying all information provided by client to assure accuracy and authenticity of all provided to assure loans are secured in the most proficient way possible.

Performing self-audits and store audits to assure all information has been processed correctly per company and state regulations.

Maintaining accounts within store from new loans to loans in collections status.

Setting goals to exceed company expectations and maintaining constant customer base for new customers and returning customers.

Marketing to bring in new customers to spread the word of the services that we provide and convince customer that the product we offer is superior to that of others.

Assuring customer privacy is maintained within guidelines and providing superb customer service in all aspects of the business to make their experience with the company the best possible.

Scheduling work hours and managing up to 4 employees on a daily basis.

Allied Cash Advance Branch Manager

Houston, Texas Jan. 2011- November 2011

Managed branch while counseling clients in the process of obtaining temporary financial solutions.

Provide the customers with information about our products available to help them with their personal financial needs which include payday and title loans.

Processed loan applications and verified client information to qualify for services.

Marketing and maintaining customer flow within out branch for example by distributing fliers and obtaining business partners in our surrounding areas.

Managing collection calls and field calling delinquent customers on a regular daily basis.

Identified profits and losses and prepared internal audits for store location.

Completing all DMV title transactions regarding lienholders and title transfers

Managing up to 4 other employees and assuring customers receive best service possible.

PLS Financial Customer Service Representative

Pasadena, Texas Dec. 2009- Jan. 2011

Helping customers in the process of obtaining payday and title loans and tax preparation services.

Processed loan applications and verified information to qualify customer for financial services.

Prepared individual federal tax returns and counseled clients on tax laws and regulations.

Trained fellow employees on preparing customer tax returns as well.

Marketing

Collection calls, and field calling delinquent customers

Worked in close collaboration with clients, providing financial and taxation advice.

Completing all DMV title transactions regarding lienholders and title transfers

Gerland’s Corporation Cashier

Channelview, Texas Sept. 2009- De c. 2009

Cash handling: Cashier

Restocking / replacing misplaced items

Customer service

McMillan Real Estate Office/ Leasing Manager

Houston, Texas Jan. 2006- Dec. 2007

Leased and managed rental property.

Processed work orders and accepted rental payments from renters.

Drew up rental contracts and kept records of all property information including taxes owed, rent paid, and receipts for work done to each property.

Processed invoices and payroll for all contractors and employees.

Made sure all checks were cut for services rendered and balanced company accounts accordingly.

Quarterly reports for tax payments and any and all other office accounting

Education:

La Porte High School

La Porte, Texas

High School Diploma

3-year graduate/Texas Scholar

Professional/Personal References:

Available upon request.



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