Hard-working professional with more than 15 years’ experience in sales and service roles.
Microsoft Office Proficiency
CRM Client Relationship Management
Market Research & Business Development
Self-motivated & energetic
Vendor Relationship Management
Supply Chain & Logistics
Strategic Account Management
Strong Communication skills
UVX / AS400 / SAP experience
Administrative Personal Assistant - Smith Family, Mesquite, TX. 8/15-1/16 (6months)
Record patient’s condition, care, progress and related health issues. Discussed observation with case manager, approved VA personnel, client and family. Submit applications for approval on medications. Follow up, document, and appeal reviews. Set up client profile to seek FREE or reduce cost MEDS. Arranged transportation. Verify medical benefits, review and discuss coverages with multiple policies
Account Specialist II - Univar USA, Mesquite, TX. 11/08 – 7/15 (6 yrs. 9 months)
Performed executive administrative duties; maintained shared calendar, arranged meetings, kept minutes and distributed throughout the company, correspondence, filing, and clerical needs
Negotiated transportation contracts with outside providers, successfully slashing costs to customers and my organization. Oversaw organizing & product storage in stockyard areas. Expedited critical orders with vendors resulting in companies receiving materials above and beyond expectation. Performed all transportation duties, assign trucking and ensured through follow through.
Established and maintained effective customer relationship management. Heavy volume phones calls both inbound and outbound, securing freight for dedicated fleet and 3PL, track scheduled loads and expedited loads. Continually monitor suppliers to ensure cost, quality and delivery adherence. Respond effective written and oral communication. Update and follow through with customer and carrier thru the entire process. Collaborated with C-level executives.
Formulated quotes to ensure accurate price and completed vendor cost analysis. Collected data from a variety of resources; AS400, salesforce.com, SAP system, MRP, vendors, competitors, customers, internal buyers and sales. Executed corporate strategic plans- price reductions, product purchasing, consolidation, supplier certification, physical inventory and customer maintenance. Processed orders in assigned territory. Completed full order cycle.
Tax Specialist - Total Mortgage Solutions - Dallas, TX. 11/03-12/05 (2 yrs. 1 month)
Research tax related issues, disbursed tax payments, set up tax lines. Communicate multi phone lines
Process Base Advance request, Established escrow accounts per homeowner’s request. Analyze escrow accounts and provide homeowner’s with a clear understanding of their escrow accounts
Researched commercial and residential tax amounts for appropriate holdings and payments. Worked with appropriate tax professionals, both internally and externally. Maintained accurate tax information on assigned accounts. Documented findings accordingly.
Mortgage Servicing - First Horizon Home Loans – Irving, TX. 12/99-1/03 (3yrs. 1 month)
Handled and processed confidential information. Established working relationships with homeowners and gained opportunities for new business. Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Answered incoming calls regarding mortgage related issues and explained home loan questions. Excel and word reports.
Team Lead/CSR III - Countrywide Home Loans - Plano, TX. 6/96-12/99 (3yrs. 5 months)
Coordinated varies department functions for a team of 12 employees. Trained new staff- Customer Relationship Management & hands on the job training.
Documented business requirements, functional specifications and training procedures.
Resolved escalated customer mortgage related issues effectively. Answered customer questions regarding mortgage; tax, insurance, origination, escrow, payments, and all related loan information. Handled specialty que calls regarding escrow and bankruptcy related issues.
Medical Claims Associate - NCO Financial- Garland, TX 01/97-11/99 (2 yrs. 11 months)
Set up client profile, determine eligibility of health coverage. Explain policy details, provided fact finding information to the client to equip them with details needed to contact health care provider. Processed billings, invoices and processed reimbursement claims requested by clients. Followed-up customers regarding past-due invoices and billings and worked out a plan to help them avoid incur arrears and penalties. Documented and updated patient database. Responded to patient inquiries regarding billing issues and statement problems. Reconciled bank statements and checked for inconsistencies and errors. Updated forms and manuals, and maintained accurate patient records. Performed other clerical duties, filing, word processing, typing letters and all related requests.
Education: Madden Marketing - Leasing Agent Certification - Mesquite, TX. 1994
West Mesquite High School – Honor’s Graduate - Mesquite, TX. 1993