Summary of Skill
-Strategic Account Development
-Product Training and Placement
-Excellent Interpersonal and Attention to detail Skills, complemented by an ability to
-Ability to maintain stability under pressure and be flexible and willing to modify plans and
Behavior when necessary
-Proven Organization, Time Management and Prioritization Skills
-Clear, Verbal and Written Communication Skills
United Rentals, 1425 Breakwater Ave. Hayward., CA October 2019-present
Inside Sales Representative/Account Specialist
Maintains and processes new applications in conformance with compliance regulations and policies; explains entire procedures on a daily basis with customers.
Reviews and process contracts for over hundred customers daily.
Schedules, generates and files completed work orders and follows-up, as appropriate.
Answers telephone, handle customer transactions, invoicing customers.
Compiles and maintains accurate reports on a weekly and monthly basis for audit purposes.
Ensures consistent application of project rules and regulations.
Promotes harmonious relations with customers and inter branch offices.
Prepares and executes daily requests for customers as per their on ongoing project requirements.
Research and resolves payment discrepancies, collections by examining payment terms.
Performs refund and credit analysis and reimbursement functions for customers in the district.
Review, preparation and submission of Invoices and Quarterly Report.
Responsible for follow up on applicable balance accounts.
Responds to customer invoice phone calls regarding account balances and refunds.
Handles correspondence received from customers regarding invoices/payments.
Provides lien requirements.
Safety responsibilities for the branch.
Conducts and coordinates safety meetings.
Conducts regulatory compliance with applicable local state guidelines for OSHA, DOT, HAZMAT and EPA..
Demonstrates company loyalty and integrity in all matter.
Transamerica / World Financial Group, South San Francisco March 2016 – March 2020
Licensed Health and Life Insurance Agent
Responsible for providing insurance for individuals, families and group/organizations to
include life and health coverage to 100 different Medical and Life Insurance Agencies.
Verify and obtain additional insurance information, research and maintain ongoing insurance.
Calculate payment plans, evaluate an estimate and provide out of pocket co-pays.
Provide and explore the best options relating to the financial circumstance to ensure fair and
appropriate payment terms to clients.
Provide and complete computer and business software application for insurance applications.
Input application and apply payments for insurance plans.
Cummins, 14775 Wicks Blvd. San Leandro, CA. December 2017-2019
Cummins Sales, Service Advisor
Identify, ascertain and accommodate client issues and identify problems and faults.
Plans, Schedules and responsible for vehicles maintenance, monitors proper quality of service.
Identify and provide solutions and work with open issues.
Document and track open case histories, issues and take necessary action.
Prepare and maintain costs / sales reports using data analysis.
Periodically review repair work and procedures to ensure accuracy, completeness and efficiency.
Track labor and costs of service.
Manage internal issues through Sales and Services to provide prompt quality service.
Manage, develop, and lead customer facing initiatives to deliver best service.
Able to analyze, comprehend, recommend and compile financial objectives.
Complies and ensures work safe practices in offices and in designated areas as a safety officer for the branch.
Advise and prepare quotes on warranty protections and other potential cost savings service options.
Invoice using EPIC software and be the final point of contact.
Provide excellent customer service from start to finish.
Safety advisor for our branch representing the company.
AERC Recycling Services, 1475 Crocker Ave., Hayward, CA January 2008 - February 2017
Universal and Electronic Waste Recycling: Inside Sales Manager/CSR
Schedules and assists customers daily.
Develops new prospects and accounts.
Establishes and approves new accounts.
Prepares, provides and approves pricing contract to new prospective customers.
Prepares, identifies and reconcile daily incident reports and process and complete job orders and records.
Manage projects and maintain daily reports on various databases and provide reports.
Approve and run aging report for clients status authorizations, identify payment trends.
Author and present proposals or quotes.
Manage multiple simultaneous projects with different deliverables with different software.
Managed and finalized a project of over $200K for the company which was written off on the audit books.
Prepares and executes contracts on products, explain and interpret company policies and procedures to companies, hospitals, counties and other organizations.
Assists in the establishment of programs, policies and SOP procedures to develop and retain a competent local branch target.
Coordinates, schedules drivers to maintain a daily, weekly and monthly schedule run in California.
Establish, facilitate and maintain effective communication between groups, vendors, providers and serve as main point of contact to the team and other entities.
Write proposal quotes, coordination and submittal of Agreement.
Maintain a high level of confidentiality in accordance with Company standard and code of conduct.
Coordinate and prepare team projects to eliminate backlog of unrecovered dues from businesses for over five years.
Organize and maintain various files, reports, forms, documents, and maintain compliance with policies and regulations.
Provide and maintain regulatory compliance with applicable local state guidelines for OSHA, DOT,
HAZMAT and EPA..
Interpret and apply OSHA and EPA laws, rules and written directions to specific situations.
Plan, coordinate, organize and represent the company.
Main point of contact in Company for client issue resolution, in a timely and professional manner.
Plan, coordinate and execute with other branches and Company executives ongoing meeting agenda.
Engage in responsibilities requiring organizing, integrating and planning work.
Supervise, Coach and train new employees.
Eloan, Pleasanton, 6230 Stoneridge Mall Rd, Pleasanton CA Dec 2004 - Nov 2007
Loan Consultant /Coach
Provide, assists process and determine clients loan approval.
Trained a team of customer care / loan employees to maximum incoming calls.
Created and implemented new pilot procedures for employees in the accounting department.
Resolved problems when calls escalated with customers.
Processed loan applications and trained new employees on the loan application process.
Provide support to coordinate marketing campaigns and programs.
Processed 1st mortgage and 2nd mortgage applications.
Perform some research, testing and recommendation in the pilot program.
Perform daily quality checks for testing of the software.
Managing incident queues and respond to resolve application issues from customers’ requests.
Effectively merged applications with the company software to maximize application process.
USBank, Dublin, 7499 Dublin Blvd, Dublin, CA May 2004 – Nov 2004
Assistant Branch Manager
Developed effective marketing techniques as part of the banks drive.
Oversee daily operations of the Bank and eight employees.
Maintain daily, weekly and monthly management meeting and provide reports.
Coaching, mentoring and training new employees.
Fremont Bank, Hayward & Fremont, CA Jan 2001 – March 2004
Loan Consultant / Management / Customer Service Spec.
Met and achieved all targets set for the bank.
Achieved 100% mystery shops for the branch
Awarded Certificates for financial & Sales Services.
In charge of cash handling on a daily basis
Opening new accounts, Certificates of Deposits
Assist customers in branch as Loan officer.
Maintained customer 5 Million mortgage loan account.
Opening and closing branch procedures
World Savings Bank, Castro Valley, CA Dec 2000 -September 2001
Mngmt Trainee - Senior Customer Service Spec.
Responsible for all transactions with customers.
New accounts, cash handling on a daily basis, renewal of certificate of deposits.
In charge of monthly cash audits for bank and tellers.
Responsible for all cash transactions to balance the bank vault.
Responsible to receive/and ship-out cash for the branch.
Check signing authority.
Management training seminars.
Education, Diploma and Certifications
CA Health and Life License
Yr. Bachelor of Arts, Bombay University. –
Safety & Hazmat Training and Certification (in-house)
Diploma in Personal Secretary ship, Davars College, Bombay, India.
Certification in Computer Application and Outlook., Goldmine, Macola and Cyclutions.
Certification in Management for Excellence, Institute of Management,
Certificate in hazmat and security ongoing training for present environmental Company
Certificate and Awards for Representing College and State for volleyball.
Certificate for representing college in speech competitions.
Volunteer : Hayward Animal Shelter
Hayward Police for CERT – Emergency Response Team
References : Don Lees : Ex-President of AERC Recycling Tel : 925-***-****
Brett Dilon : Ex-Facility Manager, AERC Recycling Tel : 925-***-****