Donna Cruz

Document Specialist at EchoPark Automotive
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Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

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Experience

    • United States
    • Retail Motor Vehicles
    • 300 - 400 Employee
    • Document Specialist
      • Jan 2023 - Present

      Houston, Texas, United States Use of CDK software in organizing an archiving system. Use of RouteOne for background checking, sending, and documenting client’s information Labeling, sorting, and categorizing documents for ease of use. Retrieving documents upon request. Outlining a long-term storage strategy. Adhering to regulatory requirements. Working with colleagues to ensure consistency of documentation practice across the company. Training employees on efficient documentation usage. Assisting… Show more Use of CDK software in organizing an archiving system. Use of RouteOne for background checking, sending, and documenting client’s information Labeling, sorting, and categorizing documents for ease of use. Retrieving documents upon request. Outlining a long-term storage strategy. Adhering to regulatory requirements. Working with colleagues to ensure consistency of documentation practice across the company. Training employees on efficient documentation usage. Assisting with both internal and external audits. Ensuring documentation integrity. Controlling access to documents. Removing documents that are obsolete. Utilizing storage software and applications for electronic filing. Performing transcription and conversion work. Proofreading documents upon request. Show less

    • United States
    • Motor Vehicle Manufacturing
    • 200 - 300 Employee
    • Accounts Receivable Representative
      • Apr 2022 - Dec 2022

      Pasadena, California, United States On a daily basis, collects, reconciles, and deposits Parts and Service receipts, including credit card transactions. Collects monies and log books, reconciles and deposits receipts from vehicle sales; immediately reports discrepancies to management. Prepares and reconciles daily deposits; verifying general ledger balances including cash clearing accounts. Finalizes cash receipts, updates customer accounts daily. Files cash records, stubs, summary reports and appropriately… Show more On a daily basis, collects, reconciles, and deposits Parts and Service receipts, including credit card transactions. Collects monies and log books, reconciles and deposits receipts from vehicle sales; immediately reports discrepancies to management. Prepares and reconciles daily deposits; verifying general ledger balances including cash clearing accounts. Finalizes cash receipts, updates customer accounts daily. Files cash records, stubs, summary reports and appropriately distributes. Prepares customer refunds for overpayments/refunds. Creates new customer records verifying credit terms conform to Company guidelines. Performs weekly schedule review, documents, and immediately communicates any accounting irregularities to management. On a monthly basis, generates and reconciles statements. Maintains accurate customer records attaching all open invoices with proper supporting documentation in individual customer files. Processes all inter-Company receivable transactions as directed by the business manager. Effectively and Efficiently Manages Processes, Procedures, and Follow Up for Collections Researches returns, charge backs, and bad checks; generates reports as directed by management. On a daily basis, processes all returned checks and disputed credit card transactions; notifies appropriate personnel and tracks follow up through successful resolution. On a weekly basis, submits items to collection agency and recaps account activity. Creates new customer records verifying credit terms conform to Company guidelines. Performs weekly schedule review, documents, and immediately communicates any accounting irregularities to management. On a monthly basis, generates and reconciles statements. Prepares Required Reports Assembles and deploys deposits, collections, and similar report data for management as needed. Learns and maintains active working knowledge of the File Clerk job duties and provides back-up support as required. Show less

    • United States
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Loaner Car Agent
      • Feb 2022 - May 2022

      Pasadena, California, United States This position contributes to the success of Rusnak Automotive Group (the Company) by providing loaner car services to our Service Department clients. Responsibilities Effectively and Efficiently Oversees the Loaner Car Fleet Properly creates loaner car agreements insuring that clients provide current driver’s license, current insurance and valid credit card. Provide client with explanations about potential charges that can arise from using our loaner vehicle. Provide a… Show more This position contributes to the success of Rusnak Automotive Group (the Company) by providing loaner car services to our Service Department clients. Responsibilities Effectively and Efficiently Oversees the Loaner Car Fleet Properly creates loaner car agreements insuring that clients provide current driver’s license, current insurance and valid credit card. Provide client with explanations about potential charges that can arise from using our loaner vehicle. Provide a seamless handoff of the loaner vehicle to the client explaining the walkaround sheet, the vehicle itself and what is expected upon their return to the dealership. Create repair orders to charge clients for toll road violations, parking tickets or damage to vehicle. Check loaner vehicles for outstanding recalls or updates and create repair order to get work accomplished. Daily check on existing inventory for compliance of our standards such as full tank of gas, cleanliness of vehicle and mileage. Check in vehicles as they come in from finished clients. Go over vehicle for possible damage, noncompliance with fuel levels at time of checkout, excessive miles and cleanliness. Insure returned vehicles are washed, fueled and ready to go for clients within a 2 hour period of initial return. Show less

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Assistant Center Director
      • Jan 2021 - Mar 2022

      San Marino, California, United States Math Instructor / Tutor: Curriculum and materials are pre-determined for each student, and instructor will apply the teaching methods presented during training. Instructor will also help students with their homework and test preparation. Assistant Management • Second highest level of leadership in the center assuming responsibility for the center needs when the Center Director is occupied • Assist the Center Director (CD) with sales and administrative tasks required to run a… Show more Math Instructor / Tutor: Curriculum and materials are pre-determined for each student, and instructor will apply the teaching methods presented during training. Instructor will also help students with their homework and test preparation. Assistant Management • Second highest level of leadership in the center assuming responsibility for the center needs when the Center Director is occupied • Assist the Center Director (CD) with sales and administrative tasks required to run a center efficiently • Assist with the "Business" of the business- billing, staffing, running the center, etc. • Sales Assistant- Receive leads in-person or over the phone • Engage with parents, building rapport, establishing trust, answering any inquires, and taking the time to get the know the person. • Sell the Mathnasium program and have enrollment conversations with parents. • Parent Communication & Retention • Center Energy • Assistant Director has potential to become Center Director one day. • Summer Camp Manager Show less

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Assistant Center Director
      • Sep 2019 - Jan 2021

      Altadena, CA Promoted to Assistant Center Director position to help lead all the regular center activities during the school year and holiday/break camps. Assisted the Project Manager and General Manager with day-to-day, weekly, and monthly planning. Implemented and curated different curriculum based on the child/children’s needs, specifically during COVID area, in turning in-person activities to virtual. A key team member responsible and accountable for the center and camp management, including but not… Show more Promoted to Assistant Center Director position to help lead all the regular center activities during the school year and holiday/break camps. Assisted the Project Manager and General Manager with day-to-day, weekly, and monthly planning. Implemented and curated different curriculum based on the child/children’s needs, specifically during COVID area, in turning in-person activities to virtual. A key team member responsible and accountable for the center and camp management, including but not limited to, children’s safety and enjoyment, development and implementation of curriculums, and building rapport with both children and parents. Also assisted Senseis (Teachers) in leading instructions for both Jrs and normal after school coding classes from ages 7-14 both in-person and virtually. Students learn to code in a fun, non-intimidating way -- by playing and building video games they love, as they progress from white to black belt. Show less

    • United States
    • Restaurants
    • 700 & Above Employee
    • Front House
      • Nov 2017 - Jul 2019

      Greater Los Angeles Area Performs guest service and food preparation duties. Guest service job duties include greeting customers, taking customer orders, and completing transactions on the cash register. Food preparation duties consist of assembling and bagging. Additional team member duty includes maintaining a clean store environment and making sure every guest needs are met. Chick-fil-A team members must also adhere to all safety policies and health regulations. Ideal Chick-fil-A team members possess positivity and… Show more Performs guest service and food preparation duties. Guest service job duties include greeting customers, taking customer orders, and completing transactions on the cash register. Food preparation duties consist of assembling and bagging. Additional team member duty includes maintaining a clean store environment and making sure every guest needs are met. Chick-fil-A team members must also adhere to all safety policies and health regulations. Ideal Chick-fil-A team members possess positivity and diligence. Show less

    • United States
    • Human Resources Services
    • 1 - 100 Employee
    • Senior Processor
      • May 2016 - Jun 2017

      Santa Ana, California Promoted to senior processor position to assist in training new employees. Customer service professional experienced in inbound/outbound calls to both clients and insurance carriers. Able to maintain a professional demeanor while providing customer service and resources to a diverse clientele. Assisted management in reconciling client enrollment records in order to balance company revenue.

    • United States
    • Retail Apparel and Fashion
    • 700 & Above Employee
    • Sales Associate
      • Oct 2015 - Dec 2015

      Newport Beach, CA • Providing an excellent customer experience • Greeting customers, helping guests on the sales floor, informing customers of sales or specials, and ringing up purchases • Stocking, cashier, and administrative duties • Maintaining the store’s excellent presentation and reputation in the retail industry

    • United States
    • Education Administration Programs
    • Teachers Aide
      • Jul 2012 - Aug 2015

      University of California, Irvine Supported four classrooms, in which each has separate infants and toddler rooms, and implementing day-to-day curriculum. Assisted teachers in everyday operations. Maintained communication with both parents and students of diverse ethnicities and educational levels.

Education

  • University of California, Irvine
    Bachelor's degree, Art
    2011 - 2016

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