Objective: To obtain a position utilizing my skills and experience as an Administrative Assistant and
Customer Service Representative.
Skills: Answer Phones, Assisting Supervisors, Data Entry, Fax, Copier, Calculator, Use of various
specialized software, Windows based O/S, and General computer knowledge.
Medical Receptionist, Coastal
Cardiology, San Luis Obispo, CA
Assist with answering heavy phones, scheduling patient appointments, confirming appointments, obtaining authorization
for patient appointments, processing batch tickets and processing mail.
04/2003 to current
Branch Office Administrator,
Edward Jones, Morro Bay, CA
Assisted Investment Representative with various duties involving customer accounts.
Assisted customers with understanding their statement and various issues regarding their account.
08/2002 to 03/2003
Office Manager, Union Financial
of California, Morro Bay, CA
Assisted Sales Associates on an as needed basis. Answered customer
questions in regards to equipment lease/finance. Assisted with quoting, attending
local chamber mixers, and processed documents for submission to various lending institutions for approval.
11/2001 to 08/2002
Receptionist/Billing Specialist,
The FIX Network, Inc., San Luis Obispo, CA
Assisted customers calls concerning their account activity, non-technical and basic Internet questions. Produced statements for mailing to customers and processed payments.
12/2000 to 11/2001
Customer Service Representative/Executive
Assistant, The Grid.net/OneMain.com, San Luis Obispo, CA
As a customer service representative, I assisted customer calls concerning their account activity, non-technical
and basic Internet questions. As an Executive Assistant, I reported to the President/General
Manager. Answered phones, directed traffic around facility, scheduled meetings,
made travel arrangements through travel agent. I was in charge of maintaining
company vehicles, and assisted various other departments on an as needed basis.
3/1999 to 11/2000
Customer Service Representative,
TrueLink, San Luis Obispo, CA
Processed requests for RMCRs via Internet. Spoke with lenders requesting credit reports and Residential (RMCR) Mortgage Credit
Reports. Answered phones as relief receptionist.
Accounts Payable, SeaShell Communities, Morro Bay, CA
Processed invoices for payment, communicated
with vendors, assisted Accounts Receivable clerk and administrators as needed. Answered
heavy phones and directed traffic around facility.
8/1998 to 10/1998
Clerical, Bay West Insurance Agency, Morro Bay, CA
Answered phones, assisted Customer Service
Representatives with incoming mail, by sorting, filing and updating client information.
Updated office computer software upon insurance company requests.
9/1997 to 6/1998
Data Entry
Secretary/Receptionist, Insurance West Corporation, Simi Valley, CA
Updated client policy information, sent
correspondence to customers in regards to their policies, processed applications through on-line software with American States,
TIG and Mercury Insurance Companies. Assisted Personal Lines Department Supervisor
in rewriting a book of policies within set parameters established by the insurance companies and president of the company.
7/1991 to 9/1997
Personal Statement:
I am always willing to learn something
new. I work well with others. I
am willing to work hard and put in long hours when needed.
References:
Available upon request
