Client Service Business Manager
Resume:
MONICA
HERRERA
*************@*****.***
San Jose, CA 95123
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Business Operations Manager Client Service
Dedicated and passionate business manager with combine experience in operations and upper administration. Experience in hiring, evaluating and managing a team of 25 staff members. Onboarding employees, take charge of safety measures for organization, managing facilities, finance and payroll.
PROFESSIONAL SUMMARY
Voices College-Bound Language Academies - Business Manager of Operations
San Jose CA • 03/2023 - Current
Johanson & Yau - Administrative Assistant
Campbell, CA • 01/2020 - 03/2023
Moss Adams Wealth Management - Senior Client Service Associate Campbell, CA • 04/2017 - 10/2019
WORK HISTORY
Responsible for managing safety, facilities, 25 staff members, payroll, and all school operations
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Interview, hire, write performance reviews, coach, and team building
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Actively participate in the Leadership Team, as well as school committees as assigned
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Oversee and train staff managing daily food operations, ensuring a high quality of service and that all necessary safety precautions are followed
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Increased overall team productivity by fostering a positive work environment and providing effective leadership.
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Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
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Responsible for managing 600+ accounts in Tax and Audit department while ensuring quality service.
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Support clients with inquiries, billing, troubleshoot in all electronically plat forms patiently and effectively.
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• Manage invoices and electronic bank deposits.
Coordinated firm's electronic filing of all tax returns/extensions, releasing to the IRS, checking status of released, following up on rejections and resubmitting them using software CCH and Lacerte while being productivity during tight deadlines.
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Handled confidential client documents and properly uploaded into company's file software program such as Gofile room, CCH and TaxCaddy.
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• Provided client support by conducting onboarding for new accounts, SKILLS
• Operations Management
• Policy Implementation
• Strategic Planning
• Documentation And Reporting
• Client Relationship Management
• Coaching and Mentoring
• Staff Management
• Team Building and Leadership
• Business Administration
• Performance Management
Microsoft Office 365 Suite
proficiency and Google Suite.
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Strong organizational, project
management and problem-
solving skills with impeccable
multi-tasking abilities
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Excellent communication skills
with a professional, friendly
demeanor
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Highly self-motivated,
professional, collaborative, and
capable of managing their own
workload and prioritizing tasks in
a fast-paced environment
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Del Mar High School
San Jose, CA • 06/2002
High School Diploma
EDUCATION
Giving Tree Financial - Account Executive
Campbell, CA • 12/2015 - 04/2017
Realty World Todd Su and Company Inc. - Executive Assistant San Jose, CA • 08/2012 - 08/2015
Corliance Property and Financial Group - Executive Assistant
/Mortgage Loan Processor
San Jose, CA • 08/2008 - 08/2010
money distributions for 1000+ client's while maintaining relationships with senior clients.
Internal and external communication. Executed client's requests such as money movements and facilitated funds seamlessly.
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Provided administrative support to the managing Partners and Financial Advisors with calendar management, scheduling meetings/calls for internal and external participants, expenses, travel, and logistics using concur.
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Produced client deliverables and distribution of client reports and presentations.
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Delegated to or leverages team members or other resources to maximize productivity or improve the ability to deliver high-quality service.
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Managed 400+ accounts in constant communication with customers while
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Executed all aspects of the sales function including writing up contracts, payment processing, quotes and delivery dates. Educated customers about product terminology, features and benefits in order to improve sales and customer satisfaction.
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Specialized in credit repair, assisted businesses in getting incorporated, EIN number and implement business credit. Run credit and fill out accurate documents to start the process.
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Planned social events to keep building relationships and networking to generated business.
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Managed 500+ listings and optimized listing visibility on popular real estate websites through strategic keyword use and high-quality photography, generating increased interest from prospective buyers.
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Streamlined transaction processes by working closely with mortgage brokers, attorneys, inspectors, and appraisers to ensure timely closings.
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Organized successful open houses that resulted in numerous offers above asking price for sellers.
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Prepared and presented contracts and other legal documents. Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
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Enhanced executive productivity by managing schedules, organizing travel arrangements, and coordinating events.
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Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
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Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
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Used QuickBooks to produce monthly invoices, reports, and other deliverables.
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• Assisted underwriters in approving loans by verifying financial First Capital & Financial Group - Mortgage Loan Processor/ Executive Assistant
San Jose, CA • 03/2006 - 04/2008
information and ensuring accurate documentation.
Expedited mortgage approval times by proactively resolving any discrepancies in borrower documentation.
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Managed a high volume of loan applications, consistently meeting or exceeding established processing timeframes for both new loans and refinancing.
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Processed and managed 600+ mortgage loan applications monthly accurately and successfully increasing sales.
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Enhanced customer satisfaction by providing timely updates on loan application status and addressing inquiries.
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Boosted team efficiency by training new Mortgage Loan Processors on company policies, procedures, and software systems.
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Developed strong working relationships with real estate agents, further expanding referral networks for the company.
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Reduced time spent on scheduling conflicts using advanced organizational skills to manage multiple calendars efficiently.
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LANGUAGE COMPETENCIES
• English: primary language
• Spanish: fluent (speaking, reading, writing)
AWARDS
Outstanding Customer Service Recognition, Moss Adams, 05/2018, Recognized for outstanding service to clients and dedication to fellow employees.
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Recognition Top Producer, Giving Tree Financial, 02/2016, Won a trip for 2 all expenses paid for.
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Recognition Top Producer, Giving Tree Financial, 4/2016, Won a steakhouse dinner for 2.
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Top Sales & Best Work Ethic, First Capital & Financial Group, 12/2006, Awarded for best Work Ethic in 2006.
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Top Sales & Best Work Ethic, First Capital & Financial Group, 12/2007, Awarded for Top Sales in closing the 1000+ Mortgage loans in 2007 and increased sales by 14%.
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VOLUNTEER EXPERIENCE
Bethel Church, San Jose, CA, 01/2010, 04/2016, Women's ministry and Young married ministry as member of the community, Coordinated and host women's events for Spring, Halloween, Thanksgiving and Christmas., Coordinated date night dinners, sports events and bingo nights., Volunteered in the homeless outreach program and donated monthly.
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Realty World Todd Su & Company Inc/Advantage Homes, San Jose, CA, 08/2012, 08/2015, Serving the community, Volunteered and assist coordinate events for Easter, Halloween and Christmas for the community and park mangers.
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