Experience

The Neighborhood Developers

• United States
• Real Estate
• 1 - 100 Employee

• Financial Coach

  • Jun 2021 - Present



Quickbase

• United States
• Software Development
• 700 & Above Employee

• OM Team Lead

  • Mar 2017 - Jun 2021



AgeSpan

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Senior Billing Specialist

  • Jul 2014 - Feb 2017

  - Audit and complete vendor billing and certain key billing processes with a high degree of timeliness and accuracy. - Reconcile and confirm accuracy of monthly billing data prior to submission. - Research and resolve billing issues, which involve proper follow up with agency staff and update system properly and accurately. - Create daily and weekly cash reports for accounting management, including; Excel spreadsheets in order to successfully track donations and vendor audits. - Research denied claims, verify eligibility issues, resolve issues and resubmit billing, with the ability to maintain summaries of all claims and balances.



Popular Bank

• United States
• Financial Services
• 700 & Above Employee

• Sales and Service Associate

  • Nov 2010 - Jun 2014

  - Resolved product or service problems by clarifying customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem - Maintained financial accounts by processing customer adjustments. - Attracted potential customers by answering product and service questions, via phone, email, fax and in person. - Opened customers accounts by recording account information while maintaining confidentiality. - Recommended potential products or services to management by collecting customer information and analyzing customer needs. - Contributed to team effort by accomplishing related results as needed. - Accommodated last minute requests from customers to provide quality service in situations where timeliness was critical.



Gap Inc.

• United States
• Retail
• 700 & Above Employee

• Cashier and Marketing Specialist

  • Jul 2008 - Nov 2010

  - Supervised a team of employees to improve and increase production, sales, and customer satisfaction. - Solved problems by reducing errors for the company and increase sales. - Successfully worked conducting quality follow-up with customers to ensure satisfaction with service and products. - Identified, developed and evaluated marketing strategy based on knowledge of establishment objectives, marketing characteristics and cost and markup factors. - Accomplished marketing and sales objectives by planning, developing, implementing, and evaluating advertising, merchandising, and trade promotion programs; developing field sales action plans. - Exceeded sales record and productivity standards. - Resolved hundreds of customers’ complaints; answered questions and provided information on policies and procedures. - Planned and prepared advertising and promotional materials to increase sales of products and service; worked with customers, companies, sales department and advertising agencies.