Customer Service Front Desk
Resume:
SHASTA P. BOHLER
Garden Grove, CA
ad0vn5@r.postjobfree.com
OBJECTIVE
Results oriented professional with years of comprehensive experience in the area of lending and customer service. Proven ability to work independently and maintain a strong work ethic. EXPERIENCE
Hydration Room
Office Manager / Receptionist (September 2022-Present) Greet customers at front desk and engaged in pleasant conversations while managing check in process. Scheduling appointments within the office, follow up calls (inbound/outbound), employee scheduling and account set up. Answer and manage incoming and outgoing calls while recording accurate messages for distribution to office staff. Oversaw the automated tracking and documentation of data, patient correspondence and office operations. Collect deposits, fees and payments, process all financial data and gave receipts and change to customers.
Crown Yacht
Account Executive/Marketing (September 2022-April 2023) *REMOTE Maintained record of activity and pipeline reports, such as daily call reports and weekly work plans. Collaborated with manager and others to social media questions, comments and responded to phone calls. Proactively identified and established contact with potential clients and guests. Executed plans in advertising, promotion, marketing and customer service as well as determine customer needs and conduct research when needed. Bohler Construction Inc.
Office Mgr. (August 2014-August 2022)
Responsible for accurate and timely billing of all projects. Acted as liaison with all members of construction site team including, Engineering firm and operations for any information needed. Documented control, copying, scanning, e-filing IDs, ISOs, equipment, electrical, piping plans, civil, structural, screw piles, weld mapping, and MTOs. Updated all documents as new revisions are updated. Tracked and e-filed change orders, Inspectors reports, job safety analysis (JSAs), Contractor contacts, sign-in sheets, days worked and operator certificates. Outsource Technical Staffing (January 2008-February 2009) IT Professional Recruiter
Penetrated market to build accounts within Orange County territory. Targeted B-level managers to build relationships to increase sales and develop new business. Executive Technical Recruiter with years of experience in building relationships and understanding customer/client needs. Areas of specialty include .NET developers, Opensource Technology, C++ and Java Software engineers, Programmers, Embedded and Network engineers. Focus in permanent positions in the Orange County region, but also have a nationwide network. Always interested in expanding client, candidate and contact base! I have placed IT professionals and understand the difference between “buzz words” and what people really do.
KForce Professional Staffing (March 2007-October 2007) IT Recruiter – Account Manager
Grossed over $50,000 within first 6 months of billing. Developed and maintained strong client relationships, resulting in increased revenue, billing, and profitability despite downturn in technology markets. Found prospects and developed business to business relationships with Senior IT Directors as well as CIO’s to achieve their staffing goals. Experienced in asking the “right” questions within the IT environment. Experienced at asking the “tough” questions when it comes to commitment level.
Ameriquest Mortgage Corp. (June 2005-March 2007)
Sr. Acct Manager – Loan Counselor
Responsibilities comprised of gathering, analyzing supporting documentation from the applicant. Tasks related to this function include opening escrow and ordering credit reports, appraisals, and verifications. Maintained ongoing communication between borrowers, brokers, escrow agents, title and realtors etc. along with internal loan staff. File maintenance and preparing files for second and third stages of loan processing. Insure that MI insurance was included on loans that exceeded 80% LTV. Obtain second level of investor approval through DU and LP. Sea Breeze Financial Services (February 2004-June 2005) Wholesale Coordinator
The Wholesale/Retail In-House Coordinator position supports the Processing, Underwriting and Secondary Marketing staff. As the Coordinator, I interfaced with brokers and clients providing status to brokers regularly. Responsibilities include contacting clients, brokers. Prepare and maintain the set up of all incoming submissions. Order credit and issue all initial disclosures.
Option One Mortgage Company (January 2002-February 2004) Customer Service Respresentative
Duties included reviewing imaged loan documents. Answering servicing related questions regarding customer accounts. Questions related to impounds, title and insurance. An additional duty included sustaining excellent portfolio retention. Among the top employees for transferring the highest quantity of refinancing customers to H&R Block through our referral service. A further function included escrow analysis. This entails being able to not only explain escrow forms in detail, but being able to provide comprehensive information to customers regarding their personal escrow. Producing mortgage verification and histories on accounts. Responsibility involving verifying figures on payoff statements. Handling high volume of escalated calls including handling irate customers. Highest level of diplomacy.
EDUCATION
Santiago Canyon College (1998-2000)
Foothill High School (1994-1998)
SKILLS
LEADERSHIP
MARKETING
LEAD GENERATION
COMMUNICATION
SALES
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