Sacramento, CA. *5815
I’m looking for a position in the Administrative Assistant/Customer Service, where my years of experience and professional skills can provide value to the admin assistant and customer service department. I think the key to a great business relationship, begins with great communication. My goal is to work for an organization where advancement and compensation are based on personal contribution and performance.
05/2018 to 12/2019 Sunworks Solar Design Center Rocklin, CA
Leads Generation Specialist
Management up data accurate and complete data in CRM system, specifically including CRM, Microsoft Dynamics, lead generation software, Act-on, and more, Compliance of data entry for pipeline and customer integrity, Reporting and analysis as requested, scheduling appointments for sales reps, and other duties as assigned.
06/2016 to 10/2018 Renew Financial Group, LLC Roseville, CA
Manage a pipeline of PACE assessments to prep for closing, ensuring that service level agreements are met and processing quality is maintained, Credit underwriting and experience in doc prep, Ability to multi-task between various tasks, strong attention to detail, quality control, customer service as well strong communication, Adhere to strict deadlines.
01/2015 – 06 2016 Dashers Insurance Sacramento, CA
Customer interaction via incoming/outgoing calls, mail, fax or foot traffic processed deposits, filing, scanning, email ID cards to the insured, DMV title transfers, renew registration, plates, collections.
05/2014 – 01/2015 JLM Energy Rocklin, CA
Scheduler / Customer Service
Daily production calls 100-200, email, taking messages, track and schedule appointments, lead generation, answering phone, filing, sorting and preparing incoming mail/outgoing mail.
1/13 – 05/2014 Staples Energy Services Roseville, CA
Scheduler / Customer Service
Developing new customer relationship via phone, maintaining customer relationship for retention through account management, making daily, business to business, high volume cold outbound calls to prospective clients, responding customer inquiries about products and service, Dispatching calls, Scheduling appointment for energy representative.
9/05 – 10/ 10 Cost-U-Less Insurance Roseville, CA
Answering high volume telephone calls ad direct the caller to the appropriate team member, Will transfer a caller to a member’s voice mailbox when unavailable, Greets and directs visitors to the company, Take and retrieves message for various personnel, Type reports, memos, letters, and other documents using word relevant computer software, Files and retrieves corporate documents, records and reports, Performs general office duties such as ordering, receiving stocking and distributing supplies and maintaining records management database systems and other duties ass assigned.
Education: Willows Glen High School – Diploma Willows, CA
Skills: MS Office, Outlook, Excel, Power Point and Office Word Type 45 wpm /10 keys/ Five9 software & Shore Tel 230.
Bilingual: English and Hmong
*References available upon request*