Phyllis Kaiser
San Diego, CA *****
*************@*****.***
Professional Summary
• Ability to work in a fast-paced, team-oriented environment that requires a high degree of multi-tasking with minimal supervision
• Through knowledge of sales services and account acquisition
• Consistently met and exceeded sales quotas.
• Strong negotiator with ability to maintain composure in high stress situations
• Strong organizational skills, detail oriented, and able to multitask.
• Trained agents in telephone selling techniques and all aspects of the sales.
• Proficient at qualifying new prospects and generating new leads
• Adept at reading, writing and editing contracts
• Flexible, decisive, and patient
• Proficiency in all Microsoft Office applications, SalesForce, Act, Point, and Nextech
Authorized to work in the US for any employer
Work Experience
Customer Service Associate
Nederlander llc.-Hollywood, CA
January 2023 to January 2025
• Provided exceptional customer service by addressing inquiries, resolving complaints, and ensuring customer satisfaction
• Demonstrated strong product knowledge to assist customers with making informed purchasing decisions
• Processed returns and exchanges efficiently, maintaining accurate records and inventory levels
• Collaborated with cross-functional teams to resolve complex customer issues in a timely manner Customer Service
Compliance Filings-San Diego, CA
February 2016 to December 2023
• Processed and Monitored all in-house transactions for renewal services of corporations and Fictitious Business Names
• Managed legal documentation and correspondence
• Complete administrative duties such as scanning documents, maintaining legal files and answering and directing phone calls
• Tracked high volume case activity and updated status in case management systems Patient Coordinator
Clearview Medical Center-San Diego, CA
November 2015 to January 2016
• Established new patients and created files for them
• Scheduled patients
• Answered multiple phone lines
• Faxed, scanned and recorded all necessary medical documents
• Communicated with other doctor offices as needed
• Created daily/weekly reports for tracking purposes with Word and Excel Call Center Customer Service
Dial America-San Diego, CA
January 2012 to October 2015
• Conducted cold calling while promoting company image of professionalism, integrity, and quality
• Initiated proactive outbound telesales calls to obtain new business from prospects
• Recorded gathered information into database while moving prospects along the sales cycle
• Maintained professionalism and proper etiquette through all forms of communications
• Performed the tasks of responding to customer questions on product details and pricing
• Was chosen to do the Blue Shield and Covered California programs that were contracted by Dial America. Consisted of Customer service with inbound calls
• Did Fund Raising for Mothers Against Drunk Driving and Special Olympics (outbound calls)
• ADS Program: Verified credit card information and offered credit card protection & identity theft
(inbound calls)
Real Estate Agent / Loan Officer / Sales
Realty-Del Mar, CA
January 2008 to December 2011
1. Developed relationships within the real estate community to develop continuing business in both mortgage loans and real estate sales
2. Earned company recognition for top performance in both listings and sales 3. Demonstrated exponential growth in both listings and deals closed every year. 4. Expanded customer base through a variety of effective sales techniques 5. Originated and closed various types of loans including A paper, sub prime, and Construction loans
Education
B.A in Teacher Education
Western Michigan University-Kalamazoo, MI
Master's degree in Counseling Psychology
Western Michigan-Kalamazoo, MI
Skills
• Medical scheduling (1 year)
• decisive
• Medical terminology (1 year)
• Data entry
• Multi-line phone systems (10+ years)
• Teaching
• Microsoft Office
• Cash handling
• Sales
• Ability to work in a fast-paced, team-oriented environment that requires a high degree of multi- tasking with minimal supervision
• Retail sales
• Strong negotiator with ability to maintain composure in high stress situations
• Computer skills
• Customer service
• English
• Negotiation
• Basic math
• CRM software
• Loan origination
• Act
• Retail math
• Proficient at qualifying new prospects and generating new leads
• Front desk
• Product demos
• Strong organizational skills, detail oriented, and able to multitask.
• Through knowledge of sales services and account acquisition
• Cold calling
• Consistently met and exceeded sales quotas.
• SalesForce
• Clerical experience
• Outbound sales
• Communication skills
• Outside sales
• Flexible
• Nextech
• Loan officer experience
• Trained agents in telephone selling techniques and all aspects of the sales. (4 years)
• patient
• Proficiency in all Microsoft Office applications
• Google Suite
• Point
• Microsoft Excel
• Teaching (6 years)
• Adept at reading, writing and editing contracts
• Phone etiquette
• Organizational skills
• Credit analysis
• Time management
• Computer literacy
Certifications and Licenses
Driver's License
Real Estate Broker
Real Estate License