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Customer Service Data Entry

Location:
La Puente, CA, 91744
Posted:
November 30, 2023

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Resume:

BRENDA DIAZ-PACHECO 626-***-**** / ad1kwu@r.postjobfree.com

La Puente, CA linkedin.com/in/brenda-d-a2231a82/

Award-winning, detail-oriented administrator with experience in Mortgage, Sales, Inventory, & Customer Service. Deals efficiently in high pressure environments. Diligently multitask to meet multiple deadlines. Bi-lingual, fluent in English and Spanish.

CORE STRENGTHS

New Employee onboarding Billing experience Review Appraisals Verify Credit HUD & FHA Guidelines Microsoft Office Excel Adobe Training Inventory Management Salesforce QuickBooks ADP AR Data Entry AssureSign

Doc Indexer Chat Support Representative DMV Vehicle Registration Documents CAREER HIGHLIGHTS

● Review up to 10+ appraisals daily per HUD/FHA guidelines. (American Advisors Group)

● Pull/Input/Index Title Fees; submit loans to Underwriting. (American Advisors Group)

● Created Employee Handbook. (Wireless Tree)

PROFESSIONAL OVERVIEW

PELLETIER & LEO, LLP – City of Industry, CA 02/2023 – CURRENT OFFICE MANAGER

● Processing Payroll via ADP for clients

● Onboarding New Employees

● Exporting Tax returns to the IRS and State Franchise Tax Boards

● Contacting Various IRS Practitioner Priority Services on behalf of CPAs

● Submitting Client tax returns and corresponding documents via Sharepoint; USPS; Adobe; Assuresign

● Processing New Clients in CCH Axcess; Adding clients to Workflow and Dashboard

● AR Billing such as WIP, Invoices, and Posting Payments, Outstanding Invoices.

● Scanning & Organizing Client PBCs

● Ordering & Inventory of office supplies

● Mailroom Duties

JAN PRO FRANCHISE DEVELOPMENT DBA VANDELAY INVESTMENT – Los Angeles, CA 11/2022 – 02/2023 OFFICE ADMINISTRATOR

● Invoicing Clients

● Order processing

● Check distribution to Franchisees

● Daily Mail Intake

● Procurement of Janitorial Supplies

● Processing Daily checks

● Quickbooks duties

● Outstanding Billing

AMERICAN ADVISORS GROUP – Orange, CA 8/2016 – 10/2022 APPRAISAL ADMINISTRATOR I

● Following up daily on a Pipeline of 17-35 files a day.

● Reviews 3 – 10+ appraisals daily in accordance with FHA & lending guidelines. BRENDA DIAZ PACHECO 626-***-**** / ad1kwu@r.postjobfree.com / Page 2

● Efficiently orders appraisal revisions from various appraisal management companies and uploads 5 -10 Revised Appraisals into Indexer.

● Accurately index borrower’s SSN/DOB/ID documents and Flood Certificates. ZENITH LAB INC – Pomona, CA 10/2015 – 8/2016

BUSINESS DEVELOPMENT

● Diligently cold-called and emailed potential customers.

● Formulated quotations for international customers.

● Edited pre-translated English documents and photos for social media; posted company information updates on social media regularly.

● Correctly translated English documents to Spanish. WIRELESS TREE – El Monte, CA 9/2014 – 10/2015

SALES ACCOUNT MANAGER

● Familiarized customers with the company website and order policies.

● Effectively managed individual price lists and adjusted customer pricing.

● Invoiced and scheduled shipping for all orders.

● Skillfully handled merchandise in the showroom and sales wall.

● Placed sales orders and deposited checks.

RIDEWEST POWERSPORTS – Industry, CA 4/2013 – 9/2014 PARTS & CLAIMS MANAGER

● Placed phone orders into Volusions Systems.

● Researched parts for various Chinese Manufactured vehicles such as scooters & small ATVs.

● Filed claims for shipping damage and manufacturing defects with vendors.

● Courteously answered questions through online chats with productsupport.com.

● Ordered, received, packaged, and shipped all parts orders.

● Created shipping orders through USPS, FedEx, UPS, & DHL. EDUCATION & CREDENTIALS

General Studies – MT. SAN ANTONIO COLLEGE

High School Diploma, – WILLIAM WORKMAN HIGH SCHOOL AWARDS

Top Appraisal Reviewer June 2021

Top Appraisal Reviewer May 2021

Top Producer May 2021

Top Hustler May 2019

Top Hustler October 2016

Top Seasonal Sales 2013



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