ROGELIO ORTEGA

**** *. ***** ***** ******

Chicago, Illinois 60626

Mobile: 773-***-****

Email: adf4q3@r.postjobfree.com

PROFESSIONAL SUMMARY

Accounting professional with advanced customer service skills and intermediate level expertise in accounts receivable, collections, treasury and benefits.

PROFESSIONAL EXPERIENCE

RESPITE PROVIDER Chicago, IL

Kids Above All 8/2005 – PRESENT

Provide in-home care and assistance to foster parent with children in DCFS

Prepare meals and supervise activities ensuring the needs of foster parent/child are met daily

Run errands and transport children to and from doctor appointments on behalf of foster parent

Attend monthly foster parent meetings/training and assist with all academia needs throughout the school year

Responsible for creating an overall positive living environment on behalf of foster parent/children

GO HEALTH Chicago, IL Benefits Advisor 11/2014 – 2/2015

9/2015 – 2/2016

Advised and educated potential customers via inbound call center in selecting a health care plan

Provided detailed information on premium plan costs, deductibles and benefit offerings per individual and family insurance plans

Effectively identified plans suitable per each customers health status, financial and monthly budget

Maintained up to date on all benefits compliance laws, including Affordable Care Act guidelines to effectively inform customers on health care mandates

Well versed in ancillary insurance to effectively cross-sell multiple products within dental, medical and accidental plans

Consistently hit monthly sales commission goals and over achieved quotas

Provided client with overall satisfactory buying experience, maintaining individual customer service survey ratings and feedback in the 90th percentile

PERSONAL ASSISTANT / CAREGIVER Chicago, IL

10/2008 – 8/2014

Cared for elderly six days a week, prepared meals and responsible for daily house-keeping

Provided assistance with walking, running errands and grocery shopping

Assisted in managing personal budget and paying clients’ monthly bills

Transported client to and from doctor appointments, weekly visits with family and friends

Responsible for service up-keeping of clients’ home and scheduled regular maintenance

Provided medication reminders and assisted with doctor recommended activities/exercise

Contributed in creating an overall positive living environment for client and providing genuine friendly companionship

CASH AMERICA Chicago, IL Collections Representative 8/2006 – 12/2006

Responsible for initiating calls with delinquent customers via phone to collect payments and settled accounts

Negotiated structured payment plans via outbound call center

Properly documented each account per activity and filed customer information according to urgency of account

Followed up on delinquent accounts, updated financial records including but not limited to accounting and credit records

Prepared delinquent account reports for management and consistently exceeded monthly quotas

Accounting Assistant 1/2007 – 8/2008

Assisted with maintenance of accounting records and data entry information

Processed incoming customer payments such as credit cards, money orders, western union, personal checks and ach transactions

Approved payments and credited customers’ account, daily high volume of 300+ transactions

Reviewed and stored various accounting files, prepared standard reports for finance and other corporate departments

Managed multiple customer account spreadsheets, reconciled weekly for discrepancies to confirm payments were accurately modified

Succeeded in meeting all department goals and performance standards per quarter

EMMANUEL CHURCH Chicago, IL

Assistant Treasurer 10/2002 – 7/2010

Assisted Sr. Treasurer in counting of weekly charitable donations

Conducted accounting and bill payment activities

Made weekly bank deposits and recorded cash receipts

Provided clerical and administrative support as needed

COMCAST Tinley Park, IL

Customer Service & Support Representative 8/1999 – 8/2002

Resolved complex technical service and billing issues via inbound call center

Assisted customers with upgrade of service/packages and set up new services

Cross trained and provided back-up for other customer service representatives when needed

Trained as Team Lead and helped facilitate weekly team meetings

Consulted with supervisor on assessments/evaluations of team progress

Consistently improved customer satisfaction through expert resolution of conflicts, issues and concerns

EDUCATION & TRAINING

Northeastern Illinois University Chicago, IL

Accounting 8/1992 – 5/1994

Truman College Chicago, IL

Mortgage Loan Originator Training 7/2007 – 8/2007

LICENSES

Accident & Health Insurance 12/2014

Go Health (Illinois)

COMPUTER SKILLS

MS Office Word, Excel, Outlook & Internet / Intranet. Typing speed of 35 WPM. Proficient in call center

telecommunications/protocol

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