Customer Service Representative

Lois Ortiz

Cape Coral, Florida *****

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

SUMMARY OF OF QUALIFICATIONS

Skilled User of Technology · Detail Oriented · “Multi-Tasker” · Able to Balance Priorities and Deadlines · Known for Timely Completion of Projects ·Reliable · Effective Communicator · Polished Telephone Manner · Good Writing Skills · Energetic · Adaptable under Pressure. PROFESSIONAL EXPERIENCE

TWG Companies

Virtual Office Management –2012 to Present

Work from home as an/Office Personal Assistant to the Owner of a multi service firm under TWG Companies. Duties entailed: Customer Support, Invoicing, receiving payments, C recording and transcribing minutes,researching various tasks, completing applications, certifications, and transcribing invoice, proposals related to production and construction. Seeking out trade shows, festivals and/or fairs in the tri-state area, book shows for sales representatives, negotiate booth locations and prices, prepare e-correspondence, contracts and application forms for each event, book events and calendar them per sales representative and process payables. Create invoices for bids, contracted work and/or for merchandise. Dispatcher for technical support, billing and correspondence. Take messages and forward them directly to the proper department/representative. Freeth & Clay LLP, Stamford, Connecticut

Legal Assistant - April 2010 to present (Per Diem) Part Time Assistant to Partner and Associates of a Professional Liability Defense Firm. Prepared and edited legal documents, electronic transferring of documents, phone coverage, time processing bills, scanning documents, calendaring of attorney trials, meetings and events, interacting with vendors and clients, office maintenance, court filing and administrative support.

ECS to DM Productions

Work From Home Customer Service Representative for ECS (Ester Customer Service) Customer Service Agent for Signet Jewelers Companies - Independent Contractor - 11/21 to 12/23 Directly interacted with stores, customers and associates on a daily basis via telephone, email and chat; resolved customer issues by following up on orders and answering product knowledge questions, assisted with placing orders for customers, processing returns, repairs, making changes to orders and managing expectations. Knowledge of their CRM systems for each company, served to locate customers’ sale slips, generating promotional codes layaways, warranties and diamond bond requests.

Sykes Incorporated

Work From Home Customer Service Representative for Sykes Corporation TurboTax, Seasonal/K12 Temp/Quickbooks perm -7//1/2020 Customer Service Representative for Sykes’ clients: Intuit's TurboTax and Intuit's Quickbooks Desktop programs and K12 online registration program. Accepted incoming calls related to Intuit’s software packages. Assisting with navigating and troubleshooting issues with their programs, as well as, working closely with high level experts in advising clients with complicated procedures regarding their specific software issues. K12-nationwide confidential online registration of students from Kindergarten to High School enrollments. Required entering and confirming personal information on each student and grade levels using K12 online registration program.

EDUCATION AND TRAINING

Attended American Intercontinental University (AIU) virtual campus June 2009 thru June 2011

AABA – Minor: Business Administration - Major: Concentration Criminal Justice Center for Legal Studies, Brooklyn College, New York Class 2006

Paralegal Certificate

New York State Notary Public –Commission to be Renewed. COMPUTER APPLICATIONS

Proficient in Microsoft Office programs, Word,Tabs, Profile, Rocket Matter, Smartlook, Glance, Salesforce, Hybris, Westlaw, eLaw and NYS Unified Court Systems (FBEM), Electronic Filing (ECF) Southern and Northern Districts.

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