Customer Service Data Entry
Resume:
LISETTE MARTINEZ
************@*****.***
High performing Administration Assistant and Senior Customer Service Representative seeks to advance the strategic goals of a dynamic growth company by contributing skills honed by over 25 years of experience with different companies, including Real Estate. Particular areas of expertise have been developed by assuming Administration Assistant, as well as Customer Service Specialist. First Gallaria Realty employee to receive The Employee of the Month award indicates recognition of a wide range of analytical, problem resolution and decision making abilities, which have contributed to the success of a number of multi-faceted projects. Core Qualifications
Customer Service Manager * Ability to build strong client relationship * Budget control- balance register end of day * Training Development * Ability to work individually and as a team member * Honest and Reliable * Excellent communication skills * Detail Oriented * Effective in organizing and time management * Multi tasker * Effective written and verbal communication
* Willing and able to always learn new skills * Typing skills 60 wpm * Analytical and problem solver * Take initiative and use of good judgement when making decision PROFESSIONAL EXPERIENCE
We Care Plumbing Heating and Air 2020-2021
*Data Entry *Schedule Service for Customers *Customer Service *Coordinate Plumbing and AC repair *Answer phones *Assist where needed
NP Mechanical 2019-2019
*Coordinate Drywall to be done on site *Coordinate Plumbing repairs to be done on site
*Coordinate Fire Sprinklers repair to be done on site *Data Entry *Audit Timecards *Coordinate Schedules for plumbers, drywallers and assistants *answer phones *greet builders *assist where needed
Interior Logic Group, Project Coordinator (temp assignment w/ agency) 2018-2018
*Communicate effectively with field supervisors and vendors *Audit Customers Contracts making sure all executed documents were received *Prepare binders for Field Supervisors
*Order material quotes from vendors according to projects *mail sample of material to customers *attend meetings to follow up with projects accordingly *Enter proper information in the system *Prepare work orders and purchase orders for field supervisors Plumbing Master, Assistant to Senior Account Manager 2017-2018
*Audit all work orders completed by technician *Update vendor’s portal with complete job performed by technician *follow up and make sure technicians have completed and met vendor’s needs *Open communication with technician and account manager about new urgent work orders and importance of completion on a timely manner *Answer phones *Prepare proposals and quotes for vendors based on job performed by tech * Follow up with Quote approvals * Submit invoices to vendors; follow up with paid invoices and rejections. *Open new claims with Insurance when accidents happen and follow up until closed **Communicate and Assist Senior Account manager and other account managers on different tasks **Set up new vendor accounts in the system and update information accordingly Wells Fargo – San Bernardino - Loan Doc Specialist 2 (temp assignment) October 2016-Jan 2017
*Process, audit, verify new loans and assign to closer. *Enter and save all updated documents in the system needed in order to close on a timely manner. *Keep open Communication with escrow, agents and processors during the process of the loan for missing and/or updated documents needed. *Keep accurate information on file and on system at all times. *Always able to take new tasks when time permitted
HelioPower, Inc. Administration Assistant / Customer Service Specialist and Invoicer 2013 - 2016
*Customer support of multiple partners, assisted sales representatives with customer qualifications, audit sales contracts for accuracy and financial approval as well as utility refund approval. *Prepared complete service invoice for payment. • Prepared invoices on a timely manner based on technicians time on site. Customer Service Rep - achieved monthly goals in sales and payment and assist customers with concerns about Solar products • Audit invoices and process new sold contracts by sales teams, audited contract and invoices to make sure product match. Assist Sales Agents with pre-qualifying customers over the phone and scheduling visits. Coordinate service for Hispanic customers. Assist accounting with entering invoices in the system • Assist Managers with job fairs and Sales meetings, assist front desk when needed with Fed Ex, UPS, all type of mail process Gallaria Realty, Riverside, CA Brokers Assistant, Senior Loan Processor/ 1999-PRESENT
Customer Service Specialist *Worked with new agents, marketing, customers, Spanish Translator, title companies, finding solutions to issues on chain of title and Escrow Companies, assist Escrow Company as virtual escrow. Assist agents with customers qualification based on lenders criteria’s for approval. Process and audit loan transactions from beginning to closing of escrow and turn in key. Trained processors, assist Broker with agents training and office development. Key Accomplishments: • Expert in Customer Care, communications, problem solving, relationship building and user training • Recruiting and training new agents, new loan processors • Inputted and updated mortgage applications • Verified and validated supporting income, assets and liability statements including credit report • Analyzed and recorded all incoming documents for compliance and loan eligibility • Assisted Brokers at Title Representation meetings • Assisted agents with buyers’ qualifications and bank identification based on customers qualifications • Maintained open communication with customers, real estate brokers and loan officers to ensure proper and timely processing and submission of mortgage application • Provided status reports on each mortgage indicating process to the loan officers
ACCOMPLISHMENTS
1987 Graduated Huntington Park High
Real Estate License – 2005 – 2024
Certified California Notary Public
REFERENCES UPON REQUEST
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