Project Management Customer Service
Resume:
Maria Montoya
MISSION OBJECTIVE:
I am ** Years old; I am a graduate Producer looking forward to helping new clients with their financial needs. My skills are adequately Comprehensive in finding a solution to the problem. I am a bilingual speaker so most of my effort requires twice the work. I am a well- exercised worker looking forward to introducing myself in the most effortless attraction and always looking forward to new information. My goal is to make an impact on others to well accommodate mine through productivity and substantial training and effort.
I am currently in college for Business and management with a minor in science. I have gained enough experience in Account Management and Project Management. I have 3 years of Excel and Microsoft professionally and also picked up hours of world finance and psychology. 2505 Wesleyan ave
Rockford, Illinois, 61108
Mariamontoyapatino15@gma
il.com
EXPERIENCE
Colonial Penn Life, — 1 Tower Lane, Suit 370 Oak brook Terrace IL
October 2021- April 2023
Promoted Customized methods for clients to achieve long-term financial goals, Bred Productive relationships to create a pool of prospective clients from various sources by networking, educated potential prospects about insurance opportunities, and leveraged successful selling techniques to close new contacts. Asks for referrals or prospects from top producer lists to find new advisor relationships. Performs related duties as assigned. Beauty Max, 3128 N Rockton Ave, Rockford, IL 61103 — March 2022- September 2022
Commission-based, Product specialist, Front desk experience, Customer service, and goal driven. Asks for referrals or prospects from top producer lists to find new advisor relationships. Performs related duties as assigned.
Life Decision, 3107 E. State St. Rockford, IL, 61108— July 2018- Present
Mentorships with financial groups, Financial Literacy, Teaching kids how to handle a business with common skills such as greeting, meeting people's needs, and contributing more to the organization.
- Create at-home projects
- Create events that make up for donations
- Take action for adult relationships and prospects Norman Sleezer home, 1404 S Sleezer HomeRd, Freeport IL,61032 —
July 2023- October 2023
-I am a recent youth counselor who helps other youth through mentorship and building skills through social activity and physiological services such as treatments.
- I document all of the daily activities as medicaid to create better services through their goals and create better services.
- Make sure youth inventory are correct and also documentation down the needs inventory.
- Sending youth to the bus and school if needed.
- creating a safe environment for youth to express themselves.
- guiding with treatment and as well as schoolwork.
- Making lunches and 3 meals a day to youth.
- Mark down times towards their therapy session and also be one on one to youth as well.
RNR TIRE EXPRESS, 1209 S.Alpine RD, Rockford Illinois 61108 —
December 2023- Present
SKILLS
Proposal development
Team Leader
Time Management
Troubleshooter
Itemizing registered accounts
Intrinsic
Microsoft Excel proficient
Business
PC skills
AWARDS
Academic Awards: 1st-year
honor roll from Rasmussen
University for Business
management.
Insurance License: Colonial
Penn Life and Health.
Community Award: Life
Decision Internship Award.
LANGUAGES
Fluent in: Spanish and English
- Account Manager
- Cold calling and finance reporting
-Clerk position, Filing, Scanning, Monitoring and Editor
- Send emails, Phone calls, Text customers regarding their payments.
- Send mail regarding their payoff and thank you notices
- House visiting, Collection sending and payoff reminders
- contributing some sales after payoff for guarantees.
- Translator for non-English speaking and take care of general releases
- DOT managing / Inventory
- Reference calling and employment verification process
- Scanning agreements
- Adding leads into the system
- Calling tech support and Formation systems.
EDUCATION
Roosevelt Center -978 Haskell Ave, Rockford, IL 61103— Degree 3.1 Gpa
September 2016 - May 2020
Rasmussen University, ST. Cloud, MN — Associates
Jan 2022 - December 2025
PROJECTS
VOLUNTEER
WORK — LIFE DECISION:
FOOD DRIVE VOLUNTEER, FIREFIGHTER SECRETARY ASSISTANT, COMMUNITY DIRECTOR
- Volunteered at City first community church and advocated for the women in our Bible study.
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