Experience

Attentive

• United States
• Advertising Services
• 700 & Above Employee

• Client Support Specialist

  • May 2023 - Present



Better

• United States
• Financial Services
• 700 & Above Employee

• Loan Processor

  • Nov 2021 - Apr 2022

  -Proactively managed a pipeline of over 80 loans, ensuring data accuracy, timely customer communication and efficient problem solving-Reviewed daily procedures and worked cross-functionally to improve and streamline our online portal functions and processes-Efficiently resolved customer concerns by diffusing escalations and providing solutions

• Associate Loan Processor

  • Aug 2020 - Oct 2021

  -Assisted clients with submitting documentation on our online portal to get their income, assets, and credit verified within 30 days-Utilized our online chat feature to provide instructions and guidance for clients’ questions-Communicated with Product Development team to create a more efficient experience forour clients



Foster Love - Together We Rise

• Non-profit Organizations
• 1 - 100 Employee

• Program Coordinator

  • Jan 2019 - Jul 2020

  -Planning and coordinating over 50 corporate team-building events according to client’s requirements -Building and maintaining business relationships with new and existing clients -Proficiency in Hubspot CRM to analyze and track sales for our department -Planning and coordinating over 50 corporate team-building events according to client’s requirements -Building and maintaining business relationships with new and existing clients -Proficiency in Hubspot CRM to analyze and track sales for our department



Orange County Ophthalmology Medical Group

• Garden Grove, California

• Medical Receptionist

  • Feb 2017 - Oct 2018

  -Facilitated daily administrative functions, including customer service, patient scheduling, and inventory management -Coordinated five physicians’ schedules and used EHR software to manage patients’ records and files -Leveraged medical coding knowledge and communication skills to advocate successfully with insurers and HMOs -Facilitated daily administrative functions, including customer service, patient scheduling, and inventory management -Coordinated five physicians’ schedules and used EHR software to manage patients’ records and files -Leveraged medical coding knowledge and communication skills to advocate successfully with insurers and HMOs