Customer Support Project Coordinator

Daniela Montero

Highland, CA *******@**************.*** 909-***-****

PROFESSIONAL SUMMARY

Organized and detail-oriented professional with experience in customer support, documentation, and administrative operations. Skilled in coordinating tasks, maintaining accurate records, and facilitating effective cross-functional communication. Bilingual in English and Spanish. Eager to contribute these strengths _ to efficient project delivery and team success.

WORK EXPERIENCE

Keller Williams Realty Hesperia, CA

REALTOR® July 2023- Present

● Coordinate transaction timelines with lenders, escrow officers, inspectors, and other professionals to ensure all deadlines are met and contracts close on time.

● Draft, review and negotiate purchase agreements, disclosures, and counteroffers in compliance with state regulations.

● Consult with clients to understand property needs, budgets, and timelines, delivering personalized recommendations and guidance.

Inland Empire Health Plan Rancho Cucamonga, CA

Customer Service Representative January 2022-July 2023

● Managed 90+ daily customer inquiries, ensuring timely resolution and high satisfaction

● Recorded detailed call notes and maintained accurate eligibility records, supporting smooth operations.

● Coordinated assignments and served as liaison between members and providers to streamline communication. Fedex Freight Fontana, CA

Customer Support June 2021-January 2022

● Reviewed and verified billing records with 100% accuracy, reducing errors in claims processing.

● Tracked and updated records using multiple software systems to maintain up-to-date documentation.

● Submitted billing data and resolved discrepancies with providers to ensure timely payments. EDUCATION

Citrus Valley High School Redlands, CA

August 2012-June 2016

LEADERSHIP EXPERIENCE & ACTIVITIES

Big Lots Warehouse Rancho Cucamonga, CA

Onboarding Support February 2018-June 2019

● Developed onboarding materials and conducted training for 10+ new hires weekly.

● Introduced employees to policies and expectations, fostering smooth and integration into the company.

● Maintained compliance records for training and asset protection procedures. TECHNICAL SKILLS

Computer: Microsoft Office Suite, CMS-1500, AEVS, AS-400. Medical Coding: ICD-9/10, CPT Codes.

Languages: English, Spanish.

Key Skills: Project Documentation & Data Tracking, Task Coordination & Scheduling, Cross-Functional Communication, Customer Relationship Management, Reporting & Recording Maintenance.

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